Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 14.15%
2 XME 4.86%
3 SLX 4.81%
4 MNM 3.43%
5 RSHO 3.04%
6 GCAD 2.43%
7 PYZ 2.41%
8 IJT 1.22%
9 RFG 1.18%
10 DRIV 1.16%
11 SLYG 1.16%
12 VIOG 1.13%
13 PPI 1.01%
14 ESIX 0.97%
15 PPA 0.90%
16 LSEQ 0.89%
17 CGBL 0.86%
18 PDP 0.78%
19 RZG 0.77%
20 OASC 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.84M (12.71%) 1.98M
Increased by +11.09%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 15.90M (11.33%) 817.18K
Increased by +5.14%
Dec 31, 24
3 Vanguard Group Inc 15.34M (10.93%) 2.02M
Increased by +13.17%
Dec 31, 24
4 Capital World Investors 6.88M (4.90%) 3.45M
Increased by +50.13%
Dec 31, 24
5 FMR Inc 6.62M (4.72%) -2.66M
Decreased by -40.16%
Dec 31, 24
6 State Street Corporation 6.48M (4.62%) -264.34K
Decreased by -4.08%
Mar 31, 24
7 State Street Corp 5.97M (4.25%) 556.76K
Increased by +9.33%
Dec 31, 24
8 AllianceBernstein L.P. 5.24M (3.74%) 2.08M
Increased by +39.60%
Mar 31, 24
9 Amvescap Plc. 4.70M (3.35%) 203.74K
Increased by +4.34%
Dec 31, 24
10 DENDUR CAPITAL LP 3.57M (2.54%) 3.06M
Increased by +85.75%
Dec 31, 24
11 Ameriprise Financial Inc 3.16M (2.25%) 12.53K
Increased by +0.40%
Dec 31, 24
12 Frontier Capital Management CO Inc 3.06M (2.18%) -62.66K
Decreased by -2.05%
Dec 31, 24
13 Goldman Sachs Group Inc 2.61M (1.86%) 1.62M
Increased by +62.07%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 2.56M (1.82%) 82.19K
Increased by +3.21%
Dec 31, 24
15 Palestra Capital Management LLC 2.19M (1.56%) 1.96M
Increased by +89.35%
Sep 30, 23
16 Geode Capital Management, LLC 2.15M (1.53%) 197.27K
Increased by +9.17%
Dec 31, 24
17 Federated Hermes Inc 1.79M (1.27%) 83.50K
Increased by +4.67%
Sep 30, 24
18 Channing Capital Management, LLC 1.67M (1.19%) 226.98K
Increased by +13.56%
Dec 31, 24
19 Millennium Management LLC 1.60M (1.14%) -349.90K
Decreased by -21.94%
Sep 30, 24
20 Charles Schwab Investment Management Inc 1.56M (1.11%) 191.82K
Increased by +12.27%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.09M (6.48%) -1.90K
Decreased by -0.02%
Feb 28, 25
2 American Funds Growth Fund of Amer A 5.99M (4.27%) 0.00
Increased by 0.00%
Dec 31, 24
3 Capital Group Growth Fnd of Amer Comp 5.99M (4.27%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 4.50M (3.21%) 19.19K
Increased by +0.43%
Feb 28, 25
5 American Funds IS® Asset Allocation 1 3.76M (2.68%) 816.88K
Increased by +21.71%
Dec 31, 24
6 Vanguard Small Cap Index 3.64M (2.59%) 2.96K
Increased by +0.08%
Feb 28, 25
7 iShares $ High Yld Corp Bd ETF USD Dist 3.58M (2.55%) 3.58M
Increased by +100.00%
Aug 7, 23
8 American Funds AMCAP A 3.50M (2.50%) 172.18K
Increased by +4.91%
Dec 31, 24
9 Capital Group AMCAP Composite 3.50M (2.50%) 172.18K
Increased by +4.91%
Dec 31, 24
10 VA CollegeAmerica Amcap 529A 3.50M (2.50%) 172.18K
Increased by +4.91%
Dec 31, 24
11 iShares Russell 2000 ETF 3.03M (2.16%) -24.11K
Decreased by -0.80%
Apr 30, 24
12 American Funds American Balanced A 2.27M (1.62%) 2.27M
Increased by +100.00%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.17M (1.54%) 6.72K
Increased by +0.31%
Feb 28, 25
14 American Funds IS® Growth 1 2.09M (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group Growth Composite 2.09M (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 2.05M (1.46%) -11.35K
Decreased by -0.55%
Feb 28, 25
17 American Funds SMALLCAP World A 1.73M (1.23%) 0.00
Increased by 0.00%
Dec 31, 24
18 T. Rowe Price Integrated US SmCapGrEq 1.64M (1.17%) 821.39K
Increased by +50.00%
Dec 31, 24
19 American Funds IS® Growth-Income 1 1.63M (1.16%) 0.00
Increased by 0.00%
Sep 30, 23
20 Capital Group Core Equity Composite 1.63M (1.16%) 0.00
Increased by 0.00%
Sep 30, 23