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 AZTD 1.48%
10 RZG 1.47%
11 ATFV 1.47%
12 GRPM 1.45%
13 MPAY 1.38%
14 HCOW 1.36%
15 COWS 1.34%
16 XRT 1.33%
17 SLYG 1.25%
18 CGV 1.21%
19 SMCP 1.11%
20 DWAS 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.26M (13.69%) -484.26K
Decreased by -7.73%
Jun 30, 25
2 Vanguard Group Inc 4.78M (10.46%) -825.09K
Decreased by -17.25%
Jun 30, 25
3 FMR Inc 3.28M (7.17%) -729.22K
Decreased by -22.22%
Jun 30, 25
4 AQR Capital Management LLC 1.98M (4.32%) 22.21K
Increased by +1.12%
Jun 30, 25
5 State Street Corporation 1.96M (4.28%) 34.07K
Increased by +1.74%
Mar 31, 24
6 State Street Corp 1.81M (3.96%) -158.54K
Decreased by -8.76%
Jun 30, 25
7 Arrowstreet Capital Limited Partnership 1.63M (3.56%) -198.09K
Decreased by -12.18%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 1.51M (3.29%) 177.50K
Increased by +11.79%
Jun 30, 25
9 D. E. Shaw & Co LP 1.47M (3.21%) 389.91K
Increased by +26.55%
Jun 30, 24
10 Squarepoint Ops LLC 1.23M (2.69%) 486.10K
Increased by +39.52%
Mar 31, 25
11 Wellington Management Company LLP 1.23M (2.69%) 212.16K
Increased by +17.25%
Dec 31, 24
12 Geode Capital Management, LLC 1.23M (2.69%) -41.07K
Decreased by -3.34%
Jun 30, 25
13 Renaissance Technologies Corp 1.14M (2.50%) -64.00K
Decreased by -5.61%
Jun 30, 25
14 Marshall Wace Asset Management Ltd 1.04M (2.27%) 115.76K
Increased by +11.15%
Dec 31, 24
15 UBS Group AG 970.82K (2.12%) 633.45K
Increased by +65.25%
Mar 31, 25
16 Citadel Advisors Llc 877.74K (1.92%) -44.19K
Decreased by -5.03%
Sep 30, 23
17 American Century Companies Inc 833.70K (1.82%) 26.72K
Increased by +3.21%
Jun 30, 25
18 Amvescap Plc. 810.78K (1.77%) -44.10K
Decreased by -5.44%
Jun 30, 25
19 Two Sigma Advisers, LLC 808.30K (1.77%) 374.40K
Increased by +46.32%
Sep 30, 23
20 Brandywine Global Investment Mgmt LLC 744.03K (1.63%) 744.03K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (7.40%) 0.00
Increased by 0.00%
May 29, 24
2 Fidelity® Blue Chip Growth 2.60M (5.68%) 15.76K
Increased by +0.61%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 1.61M (3.53%) 1.38K
Increased by +0.09%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.55M (3.39%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.43M (3.12%) -30.06K
Decreased by -2.11%
Jul 31, 25
6 AF High Growth (AFRIS) 1.34M (2.93%) 1.34M
Increased by +100.00%
Feb 29, 24
7 iShares Russell 2000 ETF 1.14M (2.49%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Index 1.10M (2.40%) -7.96K
Decreased by -0.72%
Jul 31, 25
9 Fidelity Blue Chip Growth 792.40K (1.73%) -51.00K
Decreased by -6.44%
Jul 31, 25
10 Avantis US Small Cap Value ETF 710.51K (1.55%) 6.53K
Increased by +0.92%
Aug 30, 25
11 Vanguard Small Cap Value Index Inv 707.63K (1.55%) 2.03K
Increased by +0.29%
Jul 31, 25
12 Global Balanced (AFRIS) 614.33K (1.34%) 614.33K
Increased by +100.00%
Feb 29, 24
13 Hennessy Cornerstone Mid Cap 30 Inv 573.90K (1.25%) 71.50K
Increased by +12.46%
Sep 30, 24
14 DFA US Small Cap Value I 564.64K (1.23%) -57.00K
Decreased by -10.10%
Mar 31, 24
15 Fidelity® Blue Chip Growth K6 556.82K (1.22%) 19.87K
Increased by +3.57%
Nov 30, 23
16 Fidelity® Contrafund® 514.86K (1.13%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 512.37K (1.12%) -222.83K
Decreased by -43.49%
Jul 31, 25
18 iShares S&P Small-Cap 600 Growth ETF 494.46K (1.08%) 2.18K
Increased by +0.44%
May 29, 24
19 Fidelity® Series Blue Chip Growth 483.23K (1.06%) 16.60K
Increased by +3.44%
Nov 30, 23
20 Fidelity Small Cap Index 473.29K (1.03%) -29.56K
Decreased by -6.25%
Jun 30, 25