Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.43%
2 CAFG 2.08%
3 MGMT 1.68%
4 XRT 1.58%
5 COWS 1.24%
6 SQLV 1.16%
7 SURE 1.11%
8 PSCD 1.06%
9 DGRS 1.00%
10 RETL 0.99%
11 MYLD 0.96%
12 AIEQ 0.95%
13 FYT 0.78%
14 SMCP 0.72%
15 CSB 0.71%
16 XSHQ 0.61%
17 VIOG 0.59%
18 XSMO 0.56%
19 SFLO 0.55%
20 DSMC 0.53%

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 18.50M (11.75%) -2.49M
Decreased by -13.44%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 10.05M (6.38%) -522.89K
Decreased by -5.20%
Jun 30, 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 American Century Companies Inc 6.33M (4.02%) 312.17K
Increased by +4.93%
Jun 30, 25
8 Pacer Advisors, INC. 6.09M (3.87%) 1.66M
Increased by +27.30%
Dec 31, 23
9 Victory Capital Management Inc. 5.31M (3.37%) 962.73K
Increased by +18.14%
Mar 31, 25
10 Candlestick Capital Management LP 4.82M (3.06%) 4.82M
Increased by +100.00%
Sep 30, 23
11 Congress Asset Management Company, LLP 4.19M (2.66%) -1.15M
Decreased by -27.47%
Dec 31, 24
12 Geode Capital Management, LLC 4.10M (2.60%) 71.54K
Increased by +1.75%
Mar 31, 25
13 DePrince Race & Zollo Inc 4.02M (2.55%) 4.02M
Increased by +100.00%
Jun 30, 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 Arrowstreet Capital Limited Partnership 2.78M (1.77%) -1.31M
Decreased by -47.26%
Dec 31, 24

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 9.44M (5.99%) 1.45K
Increased by +0.02%
Jul 31, 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 Fidelity Small Cap Value Fund 6.09M (3.87%) 1.84M
Increased by +30.29%
May 31, 25
6 Avantis US Small Cap Value ETF 5.69M (3.61%) 2.17K
Increased by +0.04%
Jul 31, 25
7 Vanguard US Total Market Shares ETF 5.59M (3.55%) 5.25K
Increased by +0.09%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 5.03M (3.20%) -571.85K
Decreased by -11.36%
Jun 30, 25
9 Vanguard Explorer Inv 3.97M (2.52%) -971.98K
Decreased by -24.51%
Mar 31, 25
10 iShares Russell 2000 ETF 3.85M (2.44%) -73.08K
Decreased by -1.90%
Jul 31, 25
11 Vanguard Small Cap Index 3.81M (2.42%) -549.02K
Decreased by -14.42%
Jun 30, 25
12 Vanguard Selected Value Inv 3.38M (2.14%) 510.70K
Increased by +15.13%
Mar 31, 25
13 Fidelity® Value 2.73M (1.73%) 54.10K
Increased by +1.98%
Nov 30, 23
14 Fidelity Value 2.62M (1.66%) -113.70K
Decreased by -4.35%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 2.44M (1.55%) -301.39K
Decreased by -12.35%
Jun 30, 25
16 Vanguard Small Cap Value Index Inv 2.43M (1.54%) -372.19K
Decreased by -15.31%
Jun 30, 25
17 Fidelity® Blue Chip Growth K6 2.32M (1.48%) 6.50K
Increased by +0.28%
Nov 30, 23
18 Bridge Builder Small/Mid Cap Value 2.17M (1.38%) 472.79K
Increased by +21.80%
Jul 31, 25
19 DFA US Small Cap Value I 2.15M (1.37%) -23.73K
Decreased by -1.10%
Jun 30, 25
20 Fidelity® Series Blue Chip Growth 2.06M (1.31%) 5.40K
Increased by +0.26%
Nov 30, 23