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 2.25%
7 COWS 2.23%
8 RJMG 1.68%
9 GRPM 1.53%
10 IJT 1.50%
11 VIOG 1.49%
12 RZG 1.47%
13 ATFV 1.47%
14 XRT 1.45%
15 MPAY 1.38%
16 DSMC 1.25%
17 SLYG 1.25%
18 CGV 1.21%
19 AZTD 1.17%
20 SFLO 1.12%

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 5.61M (12.06%) -146.18K
Decreased by -2.61%
Mar 31, 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 D. E. Shaw & Co LP 1.47M (3.16%) 389.91K
Increased by +26.55%
Jun 30, 24
9 Pacer Advisors, INC. 1.35M (2.91%) 681.38K
Increased by +50.39%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 1.33M (2.85%) 23.85K
Increased by +1.80%
Mar 31, 25
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 Two Sigma Advisers, LLC 808.30K (1.74%) 374.40K
Increased by +46.32%
Sep 30, 23
20 American Century Companies Inc 806.98K (1.73%) 126.05K
Increased by +15.62%
Mar 31, 25

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 Total Stock Mkt Idx Inv 1.62M (3.48%) 1.10K
Increased by +0.07%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.61M (3.47%) 1.38K
Increased by +0.09%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.55M (3.34%) 816.00
Increased by +0.05%
Jun 30, 25
6 AF High Growth (AFRIS) 1.34M (2.88%) 1.34M
Increased by +100.00%
Feb 29, 24
7 Vanguard Small Cap Index 1.27M (2.73%) 6.77K
Increased by +0.53%
May 31, 25
8 iShares Russell 2000 ETF 1.18M (2.53%) 8.20K
Increased by +0.70%
Jun 30, 25
9 Fidelity Blue Chip Growth 840.77K (1.81%) -202.70K
Decreased by -24.11%
May 31, 25
10 Vanguard Small Cap Value Index Inv 816.82K (1.76%) -679.00
Decreased by -0.08%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 784.84K (1.69%) 5.35K
Increased by +0.68%
May 31, 25
12 Global Balanced (AFRIS) 614.33K (1.32%) 614.33K
Increased by +100.00%
Feb 29, 24
13 Avantis US Small Cap Value ETF 613.13K (1.32%) 759.00
Increased by +0.12%
Jun 28, 25
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 501.76K (1.08%) 6.25K
Increased by +1.25%
Apr 30, 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