Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 14.15%
2 XME 6.76%
3 USSE 4.16%
4 SLX 3.97%
5 RSHO 3.45%
6 MNM 3.43%
7 PYZ 3.22%
8 GCAD 3.03%
9 XAR 2.94%
10 FFTY 2.40%
11 RFG 1.49%
12 ITA 1.37%
13 PPI 1.27%
14 CGBL 1.26%
15 IJT 1.22%
16 SLYG 1.16%
17 VIOG 1.13%
18 PDP 1.03%
19 DRIV 1.02%
20 PPA 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 16.89M (12.40%) 989.90K
Increased by +5.86%
Mar 31, 25
2 Vanguard Group Inc 13.90M (10.20%) -1.44M
Decreased by -10.35%
Mar 31, 25
3 BlackRock Inc 13.11M (9.62%) -4.72M
Decreased by -36.03%
Mar 31, 25
4 Capital World Investors 6.98M (5.12%) 106.60K
Increased by +1.53%
Mar 31, 25
5 State Street Corporation 6.48M (4.76%) -264.34K
Decreased by -4.08%
Mar 31, 24
6 State Street Corp 5.77M (4.23%) -202.26K
Decreased by -3.51%
Mar 31, 25
7 AllianceBernstein L.P. 5.24M (3.85%) 2.08M
Increased by +39.60%
Mar 31, 24
8 Amvescap Plc. 4.85M (3.56%) 153.94K
Increased by +3.17%
Mar 31, 25
9 FMR Inc 4.23M (3.10%) -2.39M
Decreased by -56.62%
Mar 31, 25
10 DENDUR CAPITAL LP 3.57M (2.62%) 0.00
Increased by 0.00%
Mar 31, 25
11 Ameriprise Financial Inc 2.92M (2.14%) -237.82K
Decreased by -8.15%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 2.62M (1.92%) 59.81K
Increased by +2.29%
Mar 31, 25
13 Goldman Sachs Group Inc 2.61M (1.92%) 1.62M
Increased by +62.07%
Dec 31, 23
14 Frontier Capital Management CO Inc 2.60M (1.91%) -456.29K
Decreased by -17.53%
Mar 31, 25
15 Geode Capital Management, LLC 2.38M (1.75%) 227.83K
Increased by +9.58%
Mar 31, 25
16 Palestra Capital Management LLC 2.19M (1.61%) 1.96M
Increased by +89.35%
Sep 30, 23
17 Federated Hermes Inc 1.79M (1.31%) 83.50K
Increased by +4.67%
Sep 30, 24
18 D. E. Shaw & Co LP 1.64M (1.20%) 175.68K
Increased by +10.72%
Mar 31, 25
19 Channing Capital Management, LLC 1.55M (1.14%) -120.67K
Decreased by -7.77%
Mar 31, 25
20 Driehaus Capital Management LLC 1.55M (1.14%) -618.45K
Decreased by -39.94%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.09M (6.67%) -1.90K
Decreased by -0.02%
Feb 28, 25
2 American Funds Growth Fund of Amer A 5.98M (4.39%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Growth Fnd of Amer Comp 5.98M (4.39%) 0.00
Increased by 0.00%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 4.60M (3.37%) 2.40K
Increased by +0.05%
Jun 30, 25
5 American Funds SMALLCAP World A 4.59M (3.37%) 2.30M
Increased by +50.13%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 4.56M (3.35%) 2.79K
Increased by +0.06%
May 31, 25
7 Vanguard US Total Market Shares ETF 3.96M (2.91%) 2.99K
Increased by +0.08%
Sep 30, 24
8 American Funds IS® Asset Allocation 1 3.76M (2.76%) 0.00
Increased by 0.00%
Jun 30, 25
9 American Funds AMCAP A 3.73M (2.74%) 0.00
Increased by 0.00%
Jun 30, 25
10 Capital Group AMCAP Composite 3.73M (2.74%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Small Cap Index 3.59M (2.63%) 16.91K
Increased by +0.47%
May 31, 25
12 iShares $ High Yld Corp Bd ETF USD Dist 3.58M (2.63%) 3.58M
Increased by +100.00%
Aug 7, 23
13 VA CollegeAmerica Amcap 529A 3.50M (2.57%) 172.18K
Increased by +4.91%
Dec 31, 24
14 iShares Russell 2000 ETF 3.03M (2.22%) -24.11K
Decreased by -0.80%
Apr 30, 24
15 American Funds American Balanced A 2.27M (1.67%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (1.63%) 16.39K
Increased by +0.74%
May 31, 25
17 American Funds IS® Growth 1 2.09M (1.53%) 0.00
Increased by 0.00%
Jun 30, 25
18 Capital Group Growth Composite 2.09M (1.53%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Small Cap Growth Index Inv 1.98M (1.45%) -10.34K
Decreased by -0.52%
May 31, 25
20 American Funds Invmt Co of Amer A 1.92M (1.41%) -183.10K
Decreased by -9.55%
Jun 30, 25