Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 4.43%
2 PEZ 3.15%
3 CAFG 3.02%
4 ULTY 2.59%
5 NEWZ 2.31%
6 HCOW 2.26%
7 COWS 2.25%
8 AZTD 1.90%
9 RJMG 1.68%
10 GRPM 1.54%
11 XRT 1.52%
12 IJT 1.50%
13 VIOG 1.49%
14 RZG 1.47%
15 ATFV 1.47%
16 MPAY 1.38%
17 DSMC 1.25%
18 SLYG 1.25%
19 CGV 1.21%
20 RNIN 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.75M (14.50%) -233.96K
Decreased by -3.47%
Mar 31, 25
2 Vanguard Group Inc 4.78M (10.28%) -825.09K
Decreased by -17.25%
Jun 30, 25
3 FMR Inc 4.01M (8.62%) -1.28M
Decreased by -31.89%
Mar 31, 25
4 State Street Corp 1.97M (4.23%) -26.95K
Decreased by -1.37%
Mar 31, 25
5 State Street Corporation 1.96M (4.20%) 34.07K
Increased by +1.74%
Mar 31, 24
6 AQR Capital Management LLC 1.96M (4.20%) 1.30M
Increased by +66.47%
Mar 31, 25
7 Arrowstreet Capital Limited Partnership 1.63M (3.50%) -198.09K
Decreased by -12.18%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 1.51M (3.24%) 177.50K
Increased by +11.79%
Jun 30, 25
9 D. E. Shaw & Co LP 1.47M (3.16%) 389.91K
Increased by +26.55%
Jun 30, 24
10 Pacer Advisors, INC. 1.35M (2.91%) 681.38K
Increased by +50.39%
Dec 31, 23
11 Geode Capital Management, LLC 1.27M (2.73%) 71.63K
Increased by +5.64%
Mar 31, 25
12 Squarepoint Ops LLC 1.23M (2.64%) 486.10K
Increased by +39.52%
Mar 31, 25
13 Wellington Management Company LLP 1.23M (2.64%) 212.16K
Increased by +17.25%
Dec 31, 24
14 Renaissance Technologies Corp 1.21M (2.59%) 270.90K
Increased by +22.47%
Mar 31, 25
15 Marshall Wace Asset Management Ltd 1.04M (2.23%) 115.76K
Increased by +11.15%
Dec 31, 24
16 UBS Group AG 970.82K (2.09%) 633.45K
Increased by +65.25%
Mar 31, 25
17 Citadel Advisors Llc 877.74K (1.89%) -44.19K
Decreased by -5.03%
Sep 30, 23
18 Amvescap Plc. 854.89K (1.84%) -629.76K
Decreased by -73.67%
Mar 31, 25
19 American Century Companies Inc 833.70K (1.79%) 26.72K
Increased by +3.21%
Jun 30, 25
20 Two Sigma Advisers, LLC 808.30K (1.74%) 374.40K
Increased by +46.32%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (7.27%) 0.00
Increased by 0.00%
May 29, 24
2 Fidelity® Blue Chip Growth 2.60M (5.58%) 15.76K
Increased by +0.61%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 1.61M (3.47%) 1.38K
Increased by +0.09%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.55M (3.34%) -2.81K
Decreased by -0.18%
Jul 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.46M (3.13%) -163.04K
Decreased by -11.19%
Jun 30, 25
6 AF High Growth (AFRIS) 1.34M (2.88%) 1.34M
Increased by +100.00%
Feb 29, 24
7 iShares Russell 2000 ETF 1.11M (2.39%) -21.11K
Decreased by -1.90%
Jul 31, 25
8 Vanguard Small Cap Index 1.11M (2.38%) -165.33K
Decreased by -14.95%
Jun 30, 25
9 Fidelity Blue Chip Growth 843.40K (1.81%) 2.63K
Increased by +0.31%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 735.20K (1.58%) -49.64K
Decreased by -6.75%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 705.59K (1.52%) -111.22K
Decreased by -15.76%
Jun 30, 25
12 Avantis US Small Cap Value ETF 635.19K (1.37%) 584.00
Increased by +0.09%
Jul 31, 25
13 Global Balanced (AFRIS) 614.33K (1.32%) 614.33K
Increased by +100.00%
Feb 29, 24
14 Hennessy Cornerstone Mid Cap 30 Inv 573.90K (1.23%) 71.50K
Increased by +12.46%
Sep 30, 24
15 DFA US Small Cap Value I 564.64K (1.21%) -57.00K
Decreased by -10.10%
Mar 31, 24
16 Fidelity® Blue Chip Growth K6 556.82K (1.20%) 19.87K
Increased by +3.57%
Nov 30, 23
17 Fidelity® Contrafund® 514.86K (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Small Cap Index 502.85K (1.08%) 1.09K
Increased by +0.22%
May 31, 25
19 iShares S&P Small-Cap 600 Growth ETF 494.46K (1.06%) 2.18K
Increased by +0.44%
May 29, 24
20 Fidelity® Series Blue Chip Growth 483.23K (1.04%) 16.60K
Increased by +3.44%
Nov 30, 23