Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.43%
2 CAFG 2.08%
3 MGMT 1.68%
4 XRT 1.33%
5 COWS 1.24%
6 PSCD 1.23%
7 SQLV 1.16%
8 RETL 1.07%
9 AIEQ 0.95%
10 DGRS 0.90%
11 SMCP 0.72%
12 SFLO 0.70%
13 CSB 0.66%
14 FYT 0.62%
15 VIOG 0.59%
16 XSMO 0.56%
17 FNK 0.51%
18 DSMC 0.50%
19 NIXT 0.48%
20 SLYG 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.48M (18.25%) 26.96K
Increased by +0.09%
Dec 31, 24
2 Vanguard Group Inc 21.22M (13.59%) -107.21K
Decreased by -0.51%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 10.22M (6.55%) 413.19K
Increased by +4.04%
Dec 31, 24
4 Wellington Management Company LLP 9.93M (6.36%) 184.07K
Increased by +1.85%
Dec 31, 24
5 State Street Corp 7.38M (4.73%) 236.83K
Increased by +3.21%
Dec 31, 24
6 State Street Corporation 7.25M (4.65%) 255.57K
Increased by +3.52%
Mar 31, 24
7 Pacer Advisors, INC. 6.09M (3.90%) 1.66M
Increased by +27.30%
Dec 31, 23
8 Cooke & Bieler LP 6.00M (3.84%) -214.74K
Decreased by -3.58%
Dec 31, 24
9 American Century Companies Inc 5.51M (3.53%) 472.68K
Increased by +8.59%
Dec 31, 24
10 Candlestick Capital Management LP 4.82M (3.09%) 4.82M
Increased by +100.00%
Sep 30, 23
11 Victory Capital Management Inc. 4.34M (2.78%) -27.47K
Decreased by -0.63%
Dec 31, 24
12 Congress Asset Management Company, LLP 4.19M (2.69%) -1.15M
Decreased by -27.47%
Dec 31, 24
13 Geode Capital Management, LLC 4.03M (2.58%) -97.62K
Decreased by -2.42%
Dec 31, 24
14 Balyasny Asset Management LLC 3.91M (2.50%) 3.91M
Increased by +100.00%
Mar 31, 24
15 Citadel Advisors Llc 3.85M (2.46%) 2.04M
Increased by +53.07%
Dec 31, 24
16 Charles Schwab Investment Management Inc 2.88M (1.84%) 381.05K
Increased by +13.24%
Dec 31, 24
17 FMR Inc 2.88M (1.84%) -12.52M
Decreased by -435.33%
Dec 31, 24
18 Principal Financial Group Inc 2.81M (1.80%) -110.26K
Decreased by -3.93%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 2.78M (1.78%) -1.31M
Decreased by -47.26%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 2.71M (1.74%) 1.37M
Increased by +50.42%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.14M (7.14%) -2.63K
Decreased by -0.02%
Feb 28, 25
2 Fidelity® Blue Chip Growth 10.86M (6.96%) -229.50K
Decreased by -2.11%
Nov 30, 23
3 Pacer US Small Cap Cash Cows 100 ETF 9.11M (5.83%) 0.00
Increased by 0.00%
May 31, 24
4 Fidelity Blue Chip Growth 6.58M (4.21%) -796.60K
Decreased by -12.11%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.56M (3.56%) 4.00K
Increased by +0.07%
Feb 28, 25
6 Avantis US Small Cap Value ETF 5.25M (3.36%) 10.71K
Increased by +0.20%
Feb 28, 25
7 Vanguard Explorer Inv 4.94M (3.16%) 97.50K
Increased by +1.97%
Dec 31, 24
8 iShares Russell 2000 ETF 4.57M (2.93%) -53.73K
Decreased by -1.18%
Feb 28, 25
9 Vanguard Small Cap Index 4.41M (2.83%) 3.59K
Increased by +0.08%
Feb 28, 25
10 Vanguard Small Cap Value Index Inv 2.91M (1.86%) -10.96K
Decreased by -0.38%
Feb 28, 25
11 Fidelity® Value 2.73M (1.75%) 54.10K
Increased by +1.98%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 2.67M (1.71%) 3.65K
Increased by +0.14%
Feb 28, 25
13 Fidelity Value 2.62M (1.68%) -113.70K
Decreased by -4.35%
Dec 31, 23
14 Vanguard Selected Value Inv 2.60M (1.66%) -89.20K
Decreased by -3.43%
Dec 31, 24
15 Fidelity® Blue Chip Growth K6 2.32M (1.49%) 6.50K
Increased by +0.28%
Nov 30, 23
16 Fidelity® Series Blue Chip Growth 2.06M (1.32%) 5.40K
Increased by +0.26%
Nov 30, 23
17 iShares S&P Small-Cap 600 Value ETF 1.95M (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fidelity Small Cap Index 1.79M (1.15%) -63.85K
Decreased by -3.57%
Dec 31, 24
19 Fidelity® Small Cap Index 1.76M (1.13%) 49.84K
Increased by +2.83%
Oct 31, 23
20 iShares S&P Small-Cap 600 Growth ETF 1.76M (1.12%) 0.00
Increased by 0.00%
Nov 27, 24