Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 4.43%
2 NEWZ 3.22%
3 PEZ 3.15%
4 CAFG 3.02%
5 CGV 2.67%
6 ULTY 2.59%
7 RJMG 2.47%
8 AZTD 2.11%
9 XMMO 1.54%
10 IJT 1.50%
11 VIOG 1.49%
12 RZG 1.47%
13 ATFV 1.47%
14 MPAY 1.38%
15 XRT 1.34%
16 RFG 1.28%
17 SLYG 1.25%
18 SMCP 1.11%
19 DWAS 1.06%
20 BUL 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.11M (16.18%) -62.04K
Decreased by -0.76%
Jun 30, 24
2 FMR Inc 5.88M (11.72%) -207.93K
Decreased by -3.54%
Sep 30, 24
3 Vanguard Group Inc 5.70M (11.37%) -457.44K
Decreased by -8.02%
Sep 30, 24
4 State Street Corporation 1.96M (3.90%) 34.07K
Increased by +1.74%
Mar 31, 24
5 State Street Corp 1.92M (3.83%) -31.48K
Decreased by -1.64%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 1.78M (3.54%) -399.55K
Decreased by -22.51%
Sep 30, 24
7 Arrowstreet Capital Limited Partnership 1.63M (3.24%) -198.09K
Decreased by -12.18%
Sep 30, 24
8 D. E. Shaw & Co LP 1.47M (2.93%) 389.91K
Increased by +26.55%
Jun 30, 24
9 Pacer Advisors, INC. 1.35M (2.70%) 681.38K
Increased by +50.39%
Dec 31, 23
10 Geode Capital Management, LLC 1.22M (2.44%) 63.16K
Increased by +5.17%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 1.17M (2.32%) -405.38K
Decreased by -34.78%
Jun 30, 24
12 Renaissance Technologies Corp 1.04M (2.07%) 176.91K
Increased by +17.01%
Sep 30, 24
13 Wellington Management Company LLP 1.02M (2.03%) 204.90K
Increased by +20.13%
Sep 30, 24
14 Marshall Wace Asset Management Ltd 922.01K (1.84%) 48.87K
Increased by +5.30%
Sep 30, 24
15 Citadel Advisors Llc 877.74K (1.75%) -44.19K
Decreased by -5.03%
Sep 30, 23
16 Charles Schwab Investment Management Inc 870.14K (1.74%) 60.02K
Increased by +6.90%
Sep 30, 24
17 Two Sigma Advisers, LLC 808.30K (1.61%) 374.40K
Increased by +46.32%
Sep 30, 23
18 Goldman Sachs Group Inc 779.83K (1.56%) 199.79K
Increased by +25.62%
Sep 30, 24
19 American Century Companies Inc 675.44K (1.35%) -254.20K
Decreased by -37.63%
Sep 30, 24
20 Qube Research & Technologies 655.13K (1.31%) 290.38K
Increased by +44.32%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (6.75%) 0.00
Increased by 0.00%
May 29, 24
2 Fidelity® Blue Chip Growth 2.60M (5.18%) 15.76K
Increased by +0.61%
Nov 30, 23
3 Pacer US Small Cap Cash Cows 100 ETF 1.79M (3.56%) 7.78K
Increased by +0.44%
Feb 29, 24
4 Fidelity Blue Chip Growth 1.76M (3.51%) 24.00K
Increased by +1.36%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.64M (3.27%) 3.25K
Increased by +0.20%
Nov 27, 24
6 Vanguard Total Stock Mkt Idx Inv 1.61M (3.21%) -6.28K
Decreased by -0.39%
Oct 31, 24
7 iShares Russell 2000 ETF 1.40M (2.79%) -2.93K
Decreased by -0.21%
Nov 27, 24
8 AF High Growth (AFRIS) 1.34M (2.67%) 1.34M
Increased by +100.00%
Feb 29, 24
9 Vanguard Small Cap Index 1.28M (2.55%) 2.50K
Increased by +0.20%
Oct 31, 24
10 Vanguard Small Cap Value Index Inv 864.60K (1.72%) -300.00
Decreased by -0.03%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 760.36K (1.52%) -4.11K
Decreased by -0.54%
Oct 31, 24
12 Global Balanced (AFRIS) 614.33K (1.23%) 614.33K
Increased by +100.00%
Feb 29, 24
13 Hennessy Cornerstone Mid Cap 30 Inv 573.90K (1.14%) 71.50K
Increased by +12.46%
Sep 30, 24
14 DFA US Small Cap Value I 564.64K (1.13%) -57.00K
Decreased by -10.10%
Mar 31, 24
15 Fidelity® Blue Chip Growth K6 556.82K (1.11%) 19.87K
Increased by +3.57%
Nov 30, 23
16 Fidelity® Contrafund® 514.86K (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Small Cap Index 511.65K (1.02%) -3.22K
Decreased by -0.63%
Sep 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 494.46K (0.99%) 2.18K
Increased by +0.44%
May 29, 24
19 Fidelity Contrafund 490.47K (0.98%) 105.21K
Increased by +21.45%
Sep 30, 24
20 Fidelity® Series Blue Chip Growth 483.23K (0.96%) 16.60K
Increased by +3.44%
Nov 30, 23