Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 4.43%
2 PEZ 3.15%
3 CAFG 3.02%
4 ULTY 2.96%
5 NEWZ 2.83%
6 CGV 2.52%
7 AZTD 2.11%
8 IJT 1.50%
9 XMMO 1.49%
10 VIOG 1.49%
11 RZG 1.47%
12 ATFV 1.47%
13 MPAY 1.38%
14 XRT 1.32%
15 RFG 1.25%
16 SLYG 1.25%
17 SMCP 1.21%
18 DWAS 1.06%
19 BUL 0.95%
20 FFTY 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.11M (16.18%) -62.04K
Decreased by -0.76%
Jun 30, 24
2 FMR Inc 5.88M (11.72%) -207.93K
Decreased by -3.54%
Sep 30, 24
3 Vanguard Group Inc 5.70M (11.37%) -457.44K
Decreased by -8.02%
Sep 30, 24
4 State Street Corporation 1.96M (3.90%) 34.07K
Increased by +1.74%
Mar 31, 24
5 State Street Corp 1.95M (3.89%) -5.25K
Decreased by -0.27%
Jun 30, 24
6 Arrowstreet Capital Limited Partnership 1.82M (3.64%) -59.28K
Decreased by -3.25%
Jun 30, 24
7 Dimensional Fund Advisors, Inc. 1.78M (3.54%) -399.55K
Decreased by -22.51%
Sep 30, 24
8 D. E. Shaw & Co LP 1.47M (2.93%) 389.91K
Increased by +26.55%
Jun 30, 24
9 Pacer Advisors, INC. 1.35M (2.70%) 681.38K
Increased by +50.39%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 1.17M (2.32%) -405.38K
Decreased by -34.78%
Jun 30, 24
11 Geode Capital Management, LLC 1.16M (2.31%) 68.33K
Increased by +5.90%
Jun 30, 24
12 Renaissance Technologies Corp 1.04M (2.07%) 176.91K
Increased by +17.01%
Sep 30, 24
13 Citadel Advisors Llc 877.74K (1.75%) -44.19K
Decreased by -5.03%
Sep 30, 23
14 Marshall Wace Asset Management Ltd 873.15K (1.74%) 120.51K
Increased by +13.80%
Jun 30, 24
15 Charles Schwab Investment Management Inc 870.14K (1.74%) 60.02K
Increased by +6.90%
Sep 30, 24
16 Wellington Management Company LLP 812.82K (1.62%) 50.02K
Increased by +6.15%
Jun 30, 24
17 Two Sigma Advisers, LLC 808.30K (1.61%) 374.40K
Increased by +46.32%
Sep 30, 23
18 Squarepoint Ops LLC 710.70K (1.42%) -353.10K
Decreased by -49.68%
Mar 31, 24
19 American Century Companies Inc 675.44K (1.35%) -254.20K
Decreased by -37.63%
Sep 30, 24
20 NORGES BANK 624.83K (1.25%) 198.25K
Increased by +31.73%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (6.75%) 0.00
Increased by 0.00%
May 29, 24
2 Fidelity® Blue Chip Growth 2.60M (5.18%) 15.76K
Increased by +0.61%
Nov 30, 23
3 Pacer US Small Cap Cash Cows 100 ETF 1.79M (3.56%) 7.78K
Increased by +0.44%
Feb 29, 24
4 Fidelity Blue Chip Growth 1.76M (3.51%) 24.00K
Increased by +1.36%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.61M (3.21%) 864.00
Increased by +0.05%
Oct 31, 24
6 Vanguard Total Stock Mkt Idx Inv 1.61M (3.21%) -6.28K
Decreased by -0.39%
Oct 31, 24
7 AF High Growth (AFRIS) 1.34M (2.67%) 1.34M
Increased by +100.00%
Feb 29, 24
8 iShares Russell 2000 ETF 1.30M (2.59%) -2.91K
Decreased by -0.22%
Oct 31, 24
9 Vanguard Small Cap Index 1.28M (2.55%) 2.50K
Increased by +0.20%
Oct 31, 24
10 Vanguard Small Cap Value Index Inv 864.60K (1.72%) -300.00
Decreased by -0.03%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 764.47K (1.52%) -16.14K
Decreased by -2.11%
Sep 30, 24
12 Global Balanced (AFRIS) 614.33K (1.23%) 614.33K
Increased by +100.00%
Feb 29, 24
13 Hennessy Cornerstone Mid Cap 30 Inv 573.90K (1.14%) 71.50K
Increased by +12.46%
Sep 30, 24
14 DFA US Small Cap Value I 564.64K (1.13%) -57.00K
Decreased by -10.10%
Mar 31, 24
15 Fidelity® Blue Chip Growth K6 556.82K (1.11%) 19.87K
Increased by +3.57%
Nov 30, 23
16 Fidelity Small Cap Index 514.87K (1.03%) -13.04K
Decreased by -2.53%
Aug 31, 24
17 Fidelity® Contrafund® 514.86K (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
18 iShares S&P Small-Cap 600 Growth ETF 494.46K (0.99%) 2.18K
Increased by +0.44%
May 29, 24
19 Fidelity Contrafund 490.47K (0.98%) 105.21K
Increased by +21.45%
Sep 30, 24
20 Fidelity® Series Blue Chip Growth 483.23K (0.96%) 16.60K
Increased by +3.44%
Nov 30, 23