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 COWS 1.29%
13 HCOW 1.25%
14 SLYG 1.25%
15 XRT 1.23%
16 CGV 1.21%
17 AZTD 1.17%
18 SMCP 1.11%
19 DWAS 1.06%
20 SFLO 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.75M (14.03%) -233.96K
Decreased by -3.47%
Mar 31, 25
2 Vanguard Group Inc 5.61M (11.67%) -146.18K
Decreased by -2.61%
Mar 31, 25
3 FMR Inc 4.01M (8.34%) -1.28M
Decreased by -31.89%
Mar 31, 25
4 State Street Corp 1.97M (4.10%) -26.95K
Decreased by -1.37%
Mar 31, 25
5 State Street Corporation 1.96M (4.07%) 34.07K
Increased by +1.74%
Mar 31, 24
6 AQR Capital Management LLC 1.96M (4.07%) 1.30M
Increased by +66.47%
Mar 31, 25
7 Arrowstreet Capital Limited Partnership 1.63M (3.38%) -198.09K
Decreased by -12.18%
Sep 30, 24
8 Amvescap Plc. 1.48M (3.09%) 892.49K
Increased by +60.11%
Dec 31, 24
9 D. E. Shaw & Co LP 1.47M (3.06%) 389.91K
Increased by +26.55%
Jun 30, 24
10 Pacer Advisors, INC. 1.35M (2.81%) 681.38K
Increased by +50.39%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 1.33M (2.76%) 23.85K
Increased by +1.80%
Mar 31, 25
12 Geode Capital Management, LLC 1.27M (2.64%) 71.63K
Increased by +5.64%
Mar 31, 25
13 Squarepoint Ops LLC 1.23M (2.56%) 486.10K
Increased by +39.52%
Mar 31, 25
14 Wellington Management Company LLP 1.23M (2.56%) 212.16K
Increased by +17.25%
Dec 31, 24
15 Renaissance Technologies Corp 1.21M (2.51%) 270.90K
Increased by +22.47%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 1.04M (2.16%) 115.76K
Increased by +11.15%
Dec 31, 24
17 Citadel Advisors Llc 877.74K (1.83%) -44.19K
Decreased by -5.03%
Sep 30, 23
18 Two Sigma Advisers, LLC 808.30K (1.68%) 374.40K
Increased by +46.32%
Sep 30, 23
19 American Century Companies Inc 806.98K (1.68%) 126.05K
Increased by +15.62%
Mar 31, 25
20 Charles Schwab Investment Management Inc 751.24K (1.56%) -66.07K
Decreased by -8.79%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (7.04%) 0.00
Increased by 0.00%
May 29, 24
2 Fidelity® Blue Chip Growth 2.60M (5.40%) 15.76K
Increased by +0.61%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 1.63M (3.39%) -4.97K
Decreased by -0.30%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.62M (3.37%) 4.29K
Increased by +0.27%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.61M (3.36%) 1.38K
Increased by +0.09%
Sep 30, 24
6 AF High Growth (AFRIS) 1.34M (2.79%) 1.34M
Increased by +100.00%
Feb 29, 24
7 Vanguard Small Cap Index 1.26M (2.63%) 9.03K
Increased by +0.71%
Apr 30, 25
8 iShares Russell 2000 ETF 1.23M (2.55%) 207.00
Increased by +0.02%
Apr 30, 25
9 Fidelity Blue Chip Growth 945.87K (1.97%) -240.20K
Decreased by -25.39%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 817.50K (1.70%) 2.56K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 779.49K (1.62%) 2.27K
Increased by +0.29%
Apr 30, 25
12 Global Balanced (AFRIS) 614.33K (1.28%) 614.33K
Increased by +100.00%
Feb 29, 24
13 Avantis US Small Cap Value ETF 580.25K (1.21%) 0.00
Increased by 0.00%
Apr 30, 25
14 Hennessy Cornerstone Mid Cap 30 Inv 573.90K (1.19%) 71.50K
Increased by +12.46%
Sep 30, 24
15 DFA US Small Cap Value I 564.64K (1.17%) -57.00K
Decreased by -10.10%
Mar 31, 24
16 Fidelity® Blue Chip Growth K6 556.82K (1.16%) 19.87K
Increased by +3.57%
Nov 30, 23
17 Invesco S&P MidCap Quality ETF 549.07K (1.14%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity® Contrafund® 514.86K (1.07%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Small Cap Index 499.30K (1.04%) 3.02K
Increased by +0.60%
Feb 28, 25
20 iShares S&P Small-Cap 600 Growth ETF 494.46K (1.03%) 2.18K
Increased by +0.44%
May 29, 24