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 RJMG 1.68%
7 IJT 1.50%
8 VIOG 1.49%
9 RZG 1.47%
10 ATFV 1.47%
11 MPAY 1.38%
12 XRT 1.37%
13 AZTD 1.33%
14 COWS 1.29%
15 HCOW 1.25%
16 SLYG 1.25%
17 CGV 1.21%
18 SFLO 1.18%
19 SMCP 1.11%
20 DWAS 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.98M (14.63%) 299.61K
Increased by +4.29%
Dec 31, 24
2 Vanguard Group Inc 5.76M (12.07%) 54.00K
Increased by +0.94%
Dec 31, 24
3 FMR Inc 5.29M (11.09%) -589.29K
Decreased by -11.14%
Dec 31, 24
4 State Street Corp 2.00M (4.18%) 76.62K
Increased by +3.84%
Dec 31, 24
5 State Street Corporation 1.96M (4.10%) 34.07K
Increased by +1.74%
Mar 31, 24
6 Arrowstreet Capital Limited Partnership 1.63M (3.41%) -198.09K
Decreased by -12.18%
Sep 30, 24
7 Amvescap Plc. 1.48M (3.11%) 892.49K
Increased by +60.11%
Dec 31, 24
8 D. E. Shaw & Co LP 1.47M (3.08%) 389.91K
Increased by +26.55%
Jun 30, 24
9 Pacer Advisors, INC. 1.35M (2.83%) 681.38K
Increased by +50.39%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 1.30M (2.73%) -471.19K
Decreased by -36.13%
Dec 31, 24
11 Wellington Management Company LLP 1.23M (2.58%) 212.16K
Increased by +17.25%
Dec 31, 24
12 Geode Capital Management, LLC 1.20M (2.51%) -23.95K
Decreased by -2.00%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 1.04M (2.18%) 115.76K
Increased by +11.15%
Dec 31, 24
14 Renaissance Technologies Corp 934.71K (1.96%) -105.30K
Decreased by -11.27%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 885.85K (1.86%) 385.21K
Increased by +43.49%
Dec 31, 24
16 Citadel Advisors Llc 877.74K (1.84%) -44.19K
Decreased by -5.03%
Sep 30, 23
17 Charles Schwab Investment Management Inc 817.31K (1.71%) -52.83K
Decreased by -6.46%
Dec 31, 24
18 Two Sigma Advisers, LLC 808.30K (1.69%) 374.40K
Increased by +46.32%
Sep 30, 23
19 Goldman Sachs Group Inc 751.12K (1.57%) -28.71K
Decreased by -3.82%
Dec 31, 24
20 Northern Trust Corp 745.72K (1.56%) 147.78K
Increased by +19.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (7.09%) 0.00
Increased by 0.00%
May 29, 24
2 Fidelity® Blue Chip Growth 2.60M (5.44%) 15.76K
Increased by +0.61%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 1.65M (3.45%) 540.00
Increased by +0.03%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.61M (3.37%) 1.66K
Increased by +0.10%
Feb 28, 25
5 AF High Growth (AFRIS) 1.34M (2.81%) 1.34M
Increased by +100.00%
Feb 29, 24
6 iShares Russell 2000 ETF 1.31M (2.74%) -11.33K
Decreased by -0.87%
Mar 31, 25
7 Vanguard Small Cap Index 1.30M (2.73%) 1.07K
Increased by +0.08%
Feb 28, 25
8 Fidelity Blue Chip Growth 1.19M (2.49%) -755.30K
Decreased by -63.68%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 858.59K (1.80%) -3.34K
Decreased by -0.39%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 776.66K (1.63%) 1.98K
Increased by +0.26%
Feb 28, 25
11 T. Rowe Price Integrated US SmCapGrEq 764.18K (1.60%) 412.42K
Increased by +53.97%
Dec 31, 24
12 Invesco S&P MidCap Quality ETF 626.96K (1.31%) -856.00
Decreased by -0.14%
Mar 31, 25
13 Global Balanced (AFRIS) 614.33K (1.29%) 614.33K
Increased by +100.00%
Feb 29, 24
14 Hennessy Cornerstone Mid Cap 30 Inv 573.90K (1.20%) 71.50K
Increased by +12.46%
Sep 30, 24
15 Avantis US Small Cap Value ETF 566.76K (1.19%) 720.00
Increased by +0.13%
Mar 29, 25
16 DFA US Small Cap Value I 564.64K (1.18%) -57.00K
Decreased by -10.10%
Mar 31, 24
17 Fidelity® Blue Chip Growth K6 556.82K (1.17%) 19.87K
Increased by +3.57%
Nov 30, 23
18 Fidelity® Contrafund® 514.86K (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
19 Pacer US Small Cap Cash Cows 100 ETF 501.35K (1.05%) -3.28K
Decreased by -0.65%
Mar 31, 25
20 Fidelity Small Cap Index 496.28K (1.04%) -9.29K
Decreased by -1.87%
Jan 31, 25