Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.43%
2 CAFG 2.08%
3 MGMT 1.68%
4 XRT 1.51%
5 COWS 1.24%
6 SQLV 1.16%
7 SURE 1.15%
8 PSCD 1.01%
9 RETL 0.97%
10 DGRS 0.96%
11 AIEQ 0.95%
12 MYLD 0.89%
13 FYT 0.74%
14 SMCP 0.72%
15 CSB 0.67%
16 XSHQ 0.61%
17 VIOG 0.59%
18 XSMO 0.56%
19 SFLO 0.55%
20 FNK 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.59M (17.52%) -889.44K
Decreased by -3.22%
Mar 31, 25
2 Vanguard Group Inc 20.99M (13.33%) -224.97K
Decreased by -1.07%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 10.57M (6.71%) 346.13K
Increased by +3.27%
Mar 31, 25
4 Cooke & Bieler LP 7.79M (4.95%) 1.79M
Increased by +23.03%
Mar 31, 25
5 State Street Corporation 7.25M (4.60%) 255.57K
Increased by +3.52%
Mar 31, 24
6 State Street Corp 7.15M (4.54%) -232.22K
Decreased by -3.25%
Mar 31, 25
7 Wellington Management Company LLP 6.22M (3.95%) -3.72M
Decreased by -59.83%
Mar 31, 25
8 Pacer Advisors, INC. 6.09M (3.87%) 1.66M
Increased by +27.30%
Dec 31, 23
9 American Century Companies Inc 6.02M (3.82%) 511.69K
Increased by +8.50%
Mar 31, 25
10 Victory Capital Management Inc. 5.31M (3.37%) 962.73K
Increased by +18.14%
Mar 31, 25
11 Candlestick Capital Management LP 4.82M (3.06%) 4.82M
Increased by +100.00%
Sep 30, 23
12 Congress Asset Management Company, LLP 4.19M (2.66%) -1.15M
Decreased by -27.47%
Dec 31, 24
13 Geode Capital Management, LLC 4.10M (2.60%) 71.54K
Increased by +1.75%
Mar 31, 25
14 Balyasny Asset Management LLC 3.91M (2.48%) 3.91M
Increased by +100.00%
Mar 31, 24
15 Citadel Advisors Llc 3.85M (2.44%) 2.04M
Increased by +53.07%
Dec 31, 24
16 Millennium Management LLC 3.46M (2.19%) 946.90K
Increased by +27.40%
Mar 31, 25
17 Junto Capital Management LP 3.32M (2.11%) 3.32M
Increased by +100.00%
Mar 31, 25
18 Point72 Asset Management, L.P. 2.88M (1.83%) 1.81M
Increased by +62.87%
Mar 31, 25
19 FMR Inc 2.88M (1.83%) -12.52M
Decreased by -435.33%
Dec 31, 24
20 Charles Schwab Investment Management Inc 2.81M (1.78%) -69.44K
Decreased by -2.47%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Blue Chip Growth 10.86M (6.89%) -229.50K
Decreased by -2.11%
Nov 30, 23
2 iShares Core S&P Small-Cap ETF 9.37M (5.95%) -25.84K
Decreased by -0.28%
Jun 30, 25
3 Pacer US Small Cap Cash Cows 100 ETF 9.11M (5.78%) 0.00
Increased by 0.00%
May 31, 24
4 Fidelity Blue Chip Growth 6.58M (4.18%) -796.60K
Decreased by -12.11%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.61M (3.56%) 4.69K
Increased by +0.08%
May 31, 25
6 Avantis US Small Cap Value ETF 5.60M (3.56%) 3.95K
Increased by +0.07%
Jun 28, 25
7 Vanguard US Total Market Shares ETF 5.59M (3.55%) 5.25K
Increased by +0.09%
Sep 30, 24
8 Vanguard Small Cap Index 4.36M (2.77%) 16.05K
Increased by +0.37%
May 31, 25
9 Fidelity Small Cap Value Fund 4.25M (2.70%) 4.25M
Increased by +100.00%
Apr 30, 25
10 iShares Russell 2000 ETF 4.11M (2.61%) 28.54K
Increased by +0.69%
Jun 30, 25
11 Vanguard Explorer Inv 3.97M (2.52%) -971.98K
Decreased by -24.51%
Mar 31, 25
12 Vanguard Selected Value Inv 3.38M (2.14%) 510.70K
Increased by +15.13%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 2.80M (1.78%) -2.33K
Decreased by -0.08%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.74M (1.74%) 18.64K
Increased by +0.68%
May 31, 25
15 Fidelity® Value 2.73M (1.73%) 54.10K
Increased by +1.98%
Nov 30, 23
16 Fidelity Value 2.62M (1.66%) -113.70K
Decreased by -4.35%
Dec 31, 23
17 Fidelity® Blue Chip Growth K6 2.32M (1.48%) 6.50K
Increased by +0.28%
Nov 30, 23
18 DFA US Small Cap Value I 2.18M (1.38%) 101.85K
Increased by +4.68%
May 31, 25
19 Fidelity Select Retailing 2.16M (1.37%) 2.16M
Increased by +100.00%
May 31, 25
20 Fidelity® Series Blue Chip Growth 2.06M (1.31%) 5.40K
Increased by +0.26%
Nov 30, 23