Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 4.43%
2 CAFG 3.02%
3 ULTY 2.59%
4 PEZ 2.47%
5 GRPM 2.45%
6 NEWZ 2.31%
7 FTKI 1.88%
8 COWS 1.80%
9 ASCE 1.79%
10 HCOW 1.76%
11 RJMG 1.68%
12 XRT 1.54%
13 IJT 1.50%
14 VIOG 1.49%
15 AZTD 1.48%
16 RZG 1.47%
17 ATFV 1.47%
18 MPAY 1.38%
19 RNIN 1.34%
20 SLYG 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.97M (14.94%) -146.25K
Decreased by -2.45%
Mar 31, 26
2 Vanguard Group Inc 4.78M (11.96%) 94.70K
Increased by +1.98%
Dec 31, 25
3 AQR Capital Management LLC 3.45M (8.63%) 943.72K
Increased by +27.37%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.42M (6.04%) 2.42M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.05M (5.13%) 2.05M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 1.96M (4.89%) 34.07K
Increased by +1.74%
Mar 31, 24
7 State Street Corp 1.77M (4.43%) -2.31K
Decreased by -0.13%
Mar 31, 26
8 BBFIT INVESTMENTS PTE Ltd. 1.63M (4.09%) 0.00
Increased by 0.00%
Mar 31, 26
9 American Century Companies Inc 1.62M (4.06%) 260.24K
Increased by +16.04%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.60M (3.99%) 208.71K
Increased by +13.08%
Mar 31, 26
11 FMR Inc 1.36M (3.40%) -17.28K
Decreased by -1.27%
Mar 31, 26
12 Arrowstreet Capital Limited Partnership 1.31M (3.28%) 384.85K
Increased by +29.37%
Mar 31, 26
13 Squarepoint Ops LLC 1.23M (3.08%) 486.10K
Increased by +39.52%
Mar 31, 25
14 Geode Capital Management, LLC 1.18M (2.96%) 41.88K
Increased by +3.54%
Mar 31, 26
15 D. E. Shaw & Co LP 1.13M (2.83%) 1.07M
Increased by +94.55%
Dec 31, 25
16 Boston Partners Global Investors, Inc 1.09M (2.74%) 553.89K
Increased by +50.63%
Sep 30, 25
17 Marshall Wace Asset Management Ltd 1.04M (2.60%) 115.76K
Increased by +11.15%
Dec 31, 24
18 UBS Group AG 970.82K (2.43%) 633.45K
Increased by +65.25%
Mar 31, 25
19 Bank of America Corp 946.88K (2.37%) 340.62K
Increased by +35.97%
Sep 30, 25
20 T. Rowe Price Investment Management,Inc. 945.78K (2.37%) -92.87K
Decreased by -9.82%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (8.47%) 0.00
Increased by 0.00%
May 29, 24
2 Fidelity® Blue Chip Growth 2.60M (6.50%) 15.76K
Increased by +0.61%
Nov 30, 23
3 Avantis US Small Cap Value ETF 1.66M (4.15%) 918.00
Increased by +0.06%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 1.61M (4.04%) 1.38K
Increased by +0.09%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 1.52M (3.81%) -9.65K
Decreased by -0.63%
Jun 30, 26
6 Vanguard Total Stock Mkt Idx Inv 1.42M (3.55%) -42.52K
Decreased by -2.99%
Jun 30, 26
7 AF High Growth (AFRIS) 1.34M (3.35%) 1.34M
Increased by +100.00%
Feb 29, 24
8 iShares Russell 2000 ETF 1.15M (2.89%) 6.86K
Increased by +0.60%
Jun 30, 26
9 Vanguard Small Cap Index 1.03M (2.57%) -28.60K
Decreased by -2.79%
Jun 30, 26
10 Vanguard Small Cap Value Index Inv 651.43K (1.63%) -28.40K
Decreased by -4.36%
Jun 30, 26
11 Global Balanced (AFRIS) 614.33K (1.54%) 614.33K
Increased by +100.00%
Feb 29, 24
12 Hennessy Cornerstone Mid Cap 30 Inv 573.90K (1.44%) 71.50K
Increased by +12.46%
Sep 30, 24
13 DFA US Small Cap Value I 564.64K (1.41%) -57.00K
Decreased by -10.10%
Mar 31, 24
14 Fidelity® Blue Chip Growth K6 556.82K (1.39%) 19.87K
Increased by +3.57%
Nov 30, 23
15 T. Rowe Price Small-Cap Value 520.69K (1.30%) -2.21K
Decreased by -0.43%
Jun 30, 26
16 Fidelity® Contrafund® 514.86K (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 513.05K (1.28%) -5.20K
Decreased by -1.01%
Jun 30, 26
18 Strategic Advisers Fidelity US TtlStk 501.11K (1.25%) 160.37K
Increased by +32.00%
May 31, 26
19 iShares S&P Small-Cap 600 Growth ETF 494.46K (1.24%) 2.18K
Increased by +0.44%
May 29, 24
20 Fidelity® Series Blue Chip Growth 483.23K (1.21%) 16.60K
Increased by +3.44%
Nov 30, 23