Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.43%
2 ZIG 3.30%
3 MVFD 2.53%
4 CAFG 2.08%
5 PEZ 2.07%
6 MGMT 1.68%
7 XRT 1.35%
8 PSCD 1.26%
9 COWS 1.24%
10 SQLV 1.16%
11 CLSE 1.14%
12 SURE 1.11%
13 AIEQ 0.95%
14 CSB 0.93%
15 RETL 0.88%
16 DBSC 0.87%
17 MYLD 0.82%
18 DGRS 0.79%
19 SEIS 0.76%
20 SMCP 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.88M (15.75%) 222.94K
Increased by +0.93%
Sep 30, 25
2 Vanguard Group Inc 18.40M (12.14%) 249.16K
Increased by +1.35%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 8.75M (5.77%) 77.76K
Increased by +0.89%
Dec 31, 25
4 Cooke & Bieler LP 7.79M (5.14%) 1.79M
Increased by +23.03%
Mar 31, 25
5 D. E. Shaw & Co LP 7.37M (4.86%) 3.16M
Increased by +42.83%
Dec 31, 25
6 State Street Corporation 7.25M (4.78%) 255.57K
Increased by +3.52%
Mar 31, 24
7 American Century Companies Inc 6.91M (4.56%) 257.93K
Increased by +3.73%
Dec 31, 25
8 Millennium Management LLC 6.79M (4.48%) 3.33M
Increased by +49.09%
Jun 30, 25
9 State Street Corp 6.57M (4.33%) -88.25K
Decreased by -1.34%
Sep 30, 25
10 Pacer Advisors, INC. 6.09M (4.02%) 1.66M
Increased by +27.30%
Dec 31, 23
11 The Goldman Sachs Group Inc 6.00M (3.96%) 680.33K
Increased by +11.34%
Dec 31, 25
12 Fuller & Thaler Asset Management Inc 5.91M (3.90%) 3.20M
Increased by +54.23%
Dec 31, 25
13 Victory Capital Management Inc. 5.31M (3.50%) 962.73K
Increased by +18.14%
Mar 31, 25
14 Candlestick Capital Management LP 4.82M (3.18%) 4.82M
Increased by +100.00%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 4.73M (3.12%) 2.12M
Increased by +44.86%
Sep 30, 25
16 Marshall Wace Asset Management Ltd 4.47M (2.95%) -1.03M
Decreased by -23.08%
Dec 31, 25
17 FMR Inc 4.37M (2.89%) -10.18M
Decreased by -232.83%
Dec 31, 25
18 Congress Asset Management Company, LLP 4.19M (2.77%) -1.15M
Decreased by -27.47%
Dec 31, 24
19 DePrince Race & Zollo Inc 4.02M (2.65%) 4.02M
Increased by +100.00%
Jun 30, 25
20 Balyasny Asset Management LLC 3.91M (2.58%) 3.91M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Blue Chip Growth 10.86M (7.16%) -229.50K
Decreased by -2.11%
Nov 30, 23
2 iShares Core S&P Small-Cap ETF 9.47M (6.25%) 3.54K
Increased by +0.04%
Mar 31, 26
3 Pacer US Small Cap Cash Cows 100 ETF 9.11M (6.01%) 0.00
Increased by 0.00%
May 31, 24
4 Fidelity Blue Chip Growth 6.58M (4.34%) -796.60K
Decreased by -12.11%
Sep 30, 24
5 Avantis US Small Cap Value ETF 5.83M (3.84%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 5.59M (3.68%) 5.25K
Increased by +0.09%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 4.82M (3.18%) 27.28K
Increased by +0.57%
Mar 31, 26
8 Vanguard Explorer Inv 3.97M (2.62%) -971.98K
Decreased by -24.51%
Mar 31, 25
9 iShares Russell 2000 ETF 3.87M (2.55%) -31.63K
Decreased by -0.82%
Mar 31, 26
10 Vanguard Small Cap Index 3.52M (2.32%) 58.21K
Increased by +1.65%
Mar 31, 26
11 Vanguard Selected Value Inv 3.38M (2.23%) 510.70K
Increased by +15.13%
Mar 31, 25
12 Fidelity® Value 2.73M (1.80%) 54.10K
Increased by +1.98%
Nov 30, 23
13 Fidelity Value 2.62M (1.73%) -113.70K
Decreased by -4.35%
Dec 31, 23
14 Fidelity® Blue Chip Growth K6 2.32M (1.53%) 6.50K
Increased by +0.28%
Nov 30, 23
15 Vanguard Small Cap Value Index Inv 2.24M (1.48%) 18.56K
Increased by +0.83%
Mar 31, 26
16 FullerThaler Behavioral Small-Cap Growth 2.07M (1.36%) 73.40K
Increased by +3.55%
Mar 31, 26
17 Fidelity® Series Blue Chip Growth 2.06M (1.36%) 5.40K
Increased by +0.26%
Nov 30, 23
18 Fidelity Small Cap Value Fund 1.89M (1.24%) -3.32M
Decreased by -176.13%
Nov 30, 25
19 FullerThaler Behavioral Sm-Cp Gr R6 1.83M (1.21%) 67.20K
Increased by +3.67%
Dec 31, 25
20 Fidelity® Small Cap Index 1.76M (1.16%) 49.84K
Increased by +2.83%
Oct 31, 23