Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIRL 3.46%
2 JETU 3.36%
3 JETD 3.36%
4 JETS 2.86%
5 FCUS 2.65%
6 FOVL 2.61%
7 XTN 2.47%
8 CRUZ 1.52%
9 IJT 1.35%
10 FTXR 1.28%
11 RFG 1.20%
12 VIOG 1.19%
13 SLYV 1.18%
14 FLYD 1.15%
15 FXD 1.08%
16 SLYG 1.05%
17 FLYU 1.04%
18 ALTL_old 0.96%
19 LSAF 0.95%
20 RZV 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.62M (12.75%) -981.10K
Decreased by -6.28%
Dec 31, 24
2 Vanguard Group Inc 13.65M (11.15%) 56.41K
Increased by +0.41%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 6.23M (5.08%) 56.74K
Increased by +0.91%
Dec 31, 24
4 Victory Capital Management Inc. 5.70M (4.65%) -1.75M
Decreased by -30.64%
Mar 31, 24
5 FMR Inc 4.65M (3.80%) 3.56M
Increased by +76.67%
Dec 31, 24
6 State Street Corporation 4.08M (3.33%) 47.85K
Increased by +1.17%
Mar 31, 24
7 State Street Corp 4.05M (3.30%) 81.52K
Increased by +2.01%
Dec 31, 24
8 PRIMECAP Management Company 3.82M (3.12%) -30.90K
Decreased by -0.81%
Dec 31, 24
9 Boston Partners Global Investors, Inc 3.46M (2.83%) 222.78K
Increased by +6.44%
Dec 31, 24
10 American Century Companies Inc 3.18M (2.59%) -648.96K
Decreased by -20.43%
Dec 31, 24
11 Wellington Management Company LLP 2.55M (2.09%) 358.75K
Increased by +14.05%
Sep 30, 23
12 Citadel Advisors Llc 2.41M (1.97%) -740.64K
Decreased by -30.76%
Dec 31, 24
13 AllianceBernstein L.P. 2.36M (1.93%) -334.61K
Decreased by -14.16%
Jun 30, 24
14 Capital World Investors 2.26M (1.85%) 262.05K
Increased by +11.58%
Sep 30, 23
15 LSV Asset Management 2.17M (1.77%) -142.88K
Decreased by -6.58%
Jun 30, 24
16 Point72 Asset Management, L.P. 2.13M (1.74%) 1.22M
Increased by +57.27%
Dec 31, 24
17 Balyasny Asset Management LLC 2.11M (1.72%) -30.79K
Decreased by -1.46%
Dec 31, 24
18 Capital Research Global Investors 2.08M (1.69%) -581.05K
Decreased by -28.00%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 2.05M (1.67%) 52.25K
Increased by +2.55%
Dec 31, 24
20 Geode Capital Management, LLC 1.99M (1.63%) -69.72K
Decreased by -3.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.09M (6.61%) -1.68K
Decreased by -0.02%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 4.02M (3.28%) 7.03K
Increased by +0.17%
Mar 31, 25
3 Victory Sycamore Established Value R 3.98M (3.25%) -1.27M
Decreased by -31.91%
Mar 31, 24
4 Vanguard US Total Market Shares ETF 3.96M (3.23%) -118.55K
Decreased by -2.99%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.88M (3.17%) -144.57K
Decreased by -3.72%
Mar 31, 25
6 Vanguard PRIMECAP Inv 3.28M (2.68%) -2.50K
Decreased by -0.08%
Dec 31, 24
7 Vanguard Institutional 500 Index Trust 3.10M (2.53%) 24.31K
Increased by +0.79%
Nov 30, 23
8 Vanguard Small Cap Index 3.07M (2.51%) -169.66K
Decreased by -5.52%
Mar 31, 25
9 Avantis US Small Cap Value ETF 2.57M (2.10%) -5.08K
Decreased by -0.20%
Mar 29, 25
10 American Funds IS® Growth 1 2.00M (1.63%) 0.00
Increased by 0.00%
Sep 30, 23
11 Capital Group Growth Composite 2.00M (1.63%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Small Cap Value Index Inv 1.99M (1.63%) -143.13K
Decreased by -7.19%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.90M (1.55%) -26.36K
Decreased by -1.39%
Mar 31, 25
14 Vanguard Explorer Inv 1.84M (1.50%) 364.81K
Increased by +19.83%
Sep 30, 23
15 DFA US Small Cap Value I 1.59M (1.30%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity Contrafund 1.56M (1.27%) 365.90K
Increased by +23.49%
Feb 28, 25
17 American Funds SMALLCAP World A 1.50M (1.22%) -300.00K
Decreased by -20.00%
Mar 31, 25
18 Fidelity 500 Index 1.48M (1.21%) 9.45K
Increased by +0.64%
Nov 30, 23
19 Fidelity® 500 Index 1.48M (1.21%) 9.45K
Increased by +0.64%
Nov 30, 23
20 iShares S&P Small-Cap 600 Value ETF 1.29M (1.05%) 0.00
Increased by 0.00%
Nov 30, 24