Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 4.43%
2 CAFG 3.02%
3 ULTY 2.59%
4 NEWZ 2.31%
5 PEZ 1.91%
6 COWS 1.80%
7 HCOW 1.76%
8 RJMG 1.68%
9 ASCE 1.54%
10 IJT 1.50%
11 VIOG 1.49%
12 AZTD 1.48%
13 RZG 1.47%
14 ATFV 1.47%
15 MPAY 1.38%
16 XRT 1.37%
17 FTKI 1.31%
18 SLYG 1.25%
19 RFG 1.23%
20 CGV 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.97M (14.95%) -146.25K
Decreased by -2.45%
Mar 31, 26
2 Vanguard Group Inc 4.78M (11.97%) 94.70K
Increased by +1.98%
Dec 31, 25
3 AQR Capital Management LLC 3.45M (8.63%) 943.72K
Increased by +27.37%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.42M (6.05%) 2.42M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.05M (5.14%) 2.05M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 1.96M (4.90%) 34.07K
Increased by +1.74%
Mar 31, 24
7 State Street Corp 1.77M (4.43%) -2.31K
Decreased by -0.13%
Mar 31, 26
8 BBFIT INVESTMENTS PTE Ltd. 1.63M (4.09%) 0.00
Increased by 0.00%
Mar 31, 26
9 American Century Companies Inc 1.62M (4.06%) 260.24K
Increased by +16.04%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.60M (3.99%) 208.71K
Increased by +13.08%
Mar 31, 26
11 FMR Inc 1.36M (3.40%) -17.28K
Decreased by -1.27%
Mar 31, 26
12 Arrowstreet Capital Limited Partnership 1.31M (3.28%) 384.85K
Increased by +29.37%
Mar 31, 26
13 Squarepoint Ops LLC 1.23M (3.08%) 486.10K
Increased by +39.52%
Mar 31, 25
14 Geode Capital Management, LLC 1.18M (2.96%) 41.88K
Increased by +3.54%
Mar 31, 26
15 D. E. Shaw & Co LP 1.13M (2.83%) 1.07M
Increased by +94.55%
Dec 31, 25
16 Boston Partners Global Investors, Inc 1.09M (2.74%) 553.89K
Increased by +50.63%
Sep 30, 25
17 Marshall Wace Asset Management Ltd 1.04M (2.60%) 115.76K
Increased by +11.15%
Dec 31, 24
18 UBS Group AG 970.82K (2.43%) 633.45K
Increased by +65.25%
Mar 31, 25
19 Bank of America Corp 946.88K (2.37%) 340.62K
Increased by +35.97%
Sep 30, 25
20 T. Rowe Price Investment Management,Inc. 945.78K (2.37%) -92.87K
Decreased by -9.82%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (8.47%) 0.00
Increased by 0.00%
May 29, 24
2 Fidelity® Blue Chip Growth 2.60M (6.50%) 15.76K
Increased by +0.61%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 1.61M (4.04%) 1.38K
Increased by +0.09%
Sep 30, 24
4 Avantis US Small Cap Value ETF 1.59M (3.97%) 1.55K
Increased by +0.10%
May 30, 26
5 iShares Core S&P Mid-Cap ETF 1.56M (3.89%) 294.00
Increased by +0.02%
May 29, 26
6 Vanguard Total Stock Mkt Idx Inv 1.46M (3.66%) 3.76K
Increased by +0.26%
Apr 30, 26
7 AF High Growth (AFRIS) 1.34M (3.35%) 1.34M
Increased by +100.00%
Feb 29, 24
8 iShares Russell 2000 ETF 1.09M (2.72%) 10.04K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 1.06M (2.65%) -2.09K
Decreased by -0.20%
Apr 30, 26
10 Vanguard Small Cap Value Index Inv 678.74K (1.70%) 4.99K
Increased by +0.73%
Apr 30, 26
11 Global Balanced (AFRIS) 614.33K (1.54%) 614.33K
Increased by +100.00%
Feb 29, 24
12 Hennessy Cornerstone Mid Cap 30 Inv 573.90K (1.44%) 71.50K
Increased by +12.46%
Sep 30, 24
13 DFA US Small Cap Value I 564.64K (1.41%) -57.00K
Decreased by -10.10%
Mar 31, 24
14 Fidelity® Blue Chip Growth K6 556.82K (1.39%) 19.87K
Increased by +3.57%
Nov 30, 23
15 T. Rowe Price Small-Cap Value 522.90K (1.31%) 14.67K
Increased by +2.81%
Apr 30, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 518.10K (1.30%) 5.38K
Increased by +1.04%
Apr 30, 26
17 Fidelity® Contrafund® 514.86K (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
18 iShares S&P Small-Cap 600 Growth ETF 494.46K (1.24%) 2.18K
Increased by +0.44%
May 29, 24
19 Fidelity® Series Blue Chip Growth 483.23K (1.21%) 16.60K
Increased by +3.44%
Nov 30, 23
20 Fidelity® Small Cap Index 470.42K (1.18%) 12.65K
Increased by +2.69%
Oct 31, 23