Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.43%
2 CAFG 2.08%
3 MGMT 1.68%
4 MYLD 1.30%
5 PSCD 1.28%
6 CLSE 1.26%
7 COWS 1.24%
8 DGRS 1.18%
9 SQLV 1.16%
10 SURE 1.11%
11 XRT 1.11%
12 FYT 1.03%
13 AIEQ 0.95%
14 RETL 0.82%
15 SMCP 0.72%
16 CSB 0.64%
17 XSHQ 0.61%
18 VIOG 0.59%
19 XSMO 0.56%
20 SFLO 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.66M (15.39%) -3.93M
Decreased by -16.63%
Jun 30, 25
2 Vanguard Group Inc 18.50M (12.04%) -2.49M
Decreased by -13.44%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 10.05M (6.54%) -522.89K
Decreased by -5.20%
Jun 30, 25
4 FMR Inc 10.02M (6.52%) 8.51M
Increased by +84.90%
Jun 30, 25
5 Cooke & Bieler LP 7.79M (5.07%) 1.79M
Increased by +23.03%
Mar 31, 25
6 State Street Corporation 7.25M (4.72%) 255.57K
Increased by +3.52%
Mar 31, 24
7 Millennium Management LLC 6.79M (4.42%) 3.33M
Increased by +49.09%
Jun 30, 25
8 State Street Corp 6.66M (4.33%) -490.80K
Decreased by -7.37%
Jun 30, 25
9 American Century Companies Inc 6.33M (4.12%) 312.17K
Increased by +4.93%
Jun 30, 25
10 Pacer Advisors, INC. 6.09M (3.96%) 1.66M
Increased by +27.30%
Dec 31, 23
11 Victory Capital Management Inc. 5.31M (3.45%) 962.73K
Increased by +18.14%
Mar 31, 25
12 Candlestick Capital Management LP 4.82M (3.13%) 4.82M
Increased by +100.00%
Sep 30, 23
13 Congress Asset Management Company, LLP 4.19M (2.73%) -1.15M
Decreased by -27.47%
Dec 31, 24
14 DePrince Race & Zollo Inc 4.02M (2.61%) 4.02M
Increased by +100.00%
Jun 30, 25
15 Balyasny Asset Management LLC 3.91M (2.54%) 3.91M
Increased by +100.00%
Mar 31, 24
16 Citadel Advisors Llc 3.85M (2.50%) 2.04M
Increased by +53.07%
Dec 31, 24
17 Geode Capital Management, LLC 3.83M (2.49%) -268.80K
Decreased by -7.02%
Jun 30, 25
18 Junto Capital Management LP 3.32M (2.16%) 3.32M
Increased by +100.00%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 2.78M (1.81%) -1.31M
Decreased by -47.26%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 2.71M (1.76%) 1.37M
Increased by +50.42%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Blue Chip Growth 10.86M (7.06%) -229.50K
Decreased by -2.11%
Nov 30, 23
2 iShares Core S&P Small-Cap ETF 9.38M (6.10%) 0.00
Increased by 0.00%
Aug 31, 25
3 Pacer US Small Cap Cash Cows 100 ETF 9.11M (5.92%) 0.00
Increased by 0.00%
May 31, 24
4 Fidelity Blue Chip Growth 6.58M (4.28%) -796.60K
Decreased by -12.11%
Sep 30, 24
5 Fidelity Small Cap Value Fund 6.53M (4.25%) 439.20K
Increased by +6.73%
Jun 30, 25
6 Avantis US Small Cap Value ETF 5.76M (3.75%) 7.15K
Increased by +0.12%
Aug 30, 25
7 Vanguard US Total Market Shares ETF 5.59M (3.63%) 5.25K
Increased by +0.09%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 4.93M (3.21%) -104.90K
Decreased by -2.13%
Jul 31, 25
9 Vanguard Explorer Inv 3.97M (2.58%) -971.98K
Decreased by -24.51%
Mar 31, 25
10 iShares Russell 2000 ETF 3.93M (2.56%) 0.00
Increased by 0.00%
Aug 31, 25
11 Vanguard Small Cap Index 3.78M (2.46%) -25.31K
Decreased by -0.67%
Jul 31, 25
12 Vanguard Selected Value Inv 3.38M (2.20%) 510.70K
Increased by +15.13%
Mar 31, 25
13 Fidelity® Value 2.73M (1.78%) 54.10K
Increased by +1.98%
Nov 30, 23
14 Fidelity Value 2.62M (1.70%) -113.70K
Decreased by -4.35%
Dec 31, 23
15 Vanguard Small Cap Value Index Inv 2.43M (1.58%) -2.14K
Decreased by -0.09%
Jul 31, 25
16 Fidelity® Blue Chip Growth K6 2.32M (1.51%) 6.50K
Increased by +0.28%
Nov 30, 23
17 Fidelity® Series Blue Chip Growth 2.06M (1.34%) 5.40K
Increased by +0.26%
Nov 30, 23
18 Fidelity® Small Cap Index 1.76M (1.15%) 49.84K
Increased by +2.83%
Oct 31, 23
19 iShares S&P Small-Cap 600 Growth ETF 1.76M (1.14%) 0.00
Increased by 0.00%
Nov 27, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.10%) -746.01K
Decreased by -44.01%
Jul 31, 25