Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 14.15%
2 XME 6.76%
3 USSE 5.95%
4 SLX 5.17%
5 PYZ 5.02%
6 RSHO 4.82%
7 MNM 3.43%
8 XAR 3.19%
9 FMTM 3.12%
10 NRSH 2.84%
11 XMMO 2.60%
12 FFTY 2.33%
13 BLCR 2.25%
14 FCUS 2.15%
15 PDP 2.06%
16 QMOM 1.98%
17 QMID 1.86%
18 ITA 1.77%
19 GCAD 1.72%
20 GSC 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 17.10M (12.67%) -51.76K
Decreased by -0.30%
Dec 31, 25
2 BlackRock Inc 14.67M (10.87%) -190.69K
Decreased by -1.30%
Dec 31, 25
3 Vanguard Group Inc 12.73M (9.43%) -327.72K
Decreased by -2.58%
Dec 31, 25
4 Capital World Investors 7.36M (5.45%) -544.78K
Decreased by -7.41%
Dec 31, 25
5 State Street Corporation 6.48M (4.80%) -264.34K
Decreased by -4.08%
Mar 31, 24
6 State Street Corp 5.60M (4.15%) -443.01K
Decreased by -7.91%
Dec 31, 25
7 AllianceBernstein L.P. 5.24M (3.89%) 2.08M
Increased by +39.60%
Mar 31, 24
8 FMR Inc 5.07M (3.76%) 175.65K
Increased by +3.46%
Dec 31, 25
9 Capital Research Global Investors 3.61M (2.68%) 386.75K
Increased by +10.71%
Dec 31, 25
10 Amvescap Plc. 3.38M (2.51%) 233.01K
Increased by +6.88%
Dec 31, 25
11 Goldman Sachs Group Inc 2.61M (1.94%) 1.62M
Increased by +62.07%
Dec 31, 23
12 Geode Capital Management, LLC 2.42M (1.79%) -25.50K
Decreased by -1.05%
Dec 31, 25
13 Palestra Capital Management LLC 2.19M (1.62%) 1.96M
Increased by +89.35%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 2.13M (1.58%) -16.02K
Decreased by -0.75%
Dec 31, 25
15 DENDUR CAPITAL LP 2.04M (1.51%) -649.87K
Decreased by -31.87%
Dec 31, 25
16 D. E. Shaw & Co LP 2.02M (1.50%) -1.00M
Decreased by -49.66%
Dec 31, 25
17 Federated Hermes Inc 1.79M (1.32%) 83.50K
Increased by +4.67%
Sep 30, 24
18 NORGES BANK 1.73M (1.28%) 32.80K
Increased by +1.89%
Dec 31, 25
19 American Century Companies Inc 1.59M (1.18%) 215.59K
Increased by +13.56%
Dec 31, 25
20 Channing Capital Management, LLC 1.55M (1.15%) -120.67K
Decreased by -7.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.09M (6.74%) -1.90K
Decreased by -0.02%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 4.59M (3.40%) 6.63K
Increased by +0.14%
Apr 29, 26
3 Vanguard Total Stock Mkt Idx Inv 4.35M (3.22%) 51.50K
Increased by +1.18%
Mar 31, 26
4 American Funds SMALLCAP World A 4.29M (3.18%) -104.63K
Decreased by -2.44%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 3.96M (2.94%) 2.99K
Increased by +0.08%
Sep 30, 24
6 iShares $ High Yld Corp Bd ETF USD Dist 3.58M (2.66%) 3.58M
Increased by +100.00%
Aug 7, 23
7 VA CollegeAmerica Amcap 529A 3.50M (2.60%) 172.18K
Increased by +4.91%
Dec 31, 24
8 American Funds Growth Fund of Amer A 3.20M (2.37%) -3.64M
Decreased by -114.00%
Mar 31, 26
9 Capital Group Growth Fnd of Amer Comp 3.20M (2.37%) -3.64M
Decreased by -114.00%
Mar 31, 26
10 Vanguard Small Cap Index 3.16M (2.34%) 75.96K
Increased by +2.40%
Mar 31, 26
11 iShares Russell 2000 ETF 3.03M (2.24%) -24.11K
Decreased by -0.80%
Apr 30, 24
12 American Funds IS® Asset Allocation 1 2.23M (1.65%) -1.24M
Decreased by -55.81%
Mar 31, 26
13 American Funds IS® Growth 1 2.09M (1.55%) 0.00
Increased by 0.00%
Dec 31, 25
14 Capital Group Growth Composite 2.09M (1.55%) 0.00
Increased by 0.00%
Dec 31, 25
15 Vanguard Small Cap Growth Index Inv 1.77M (1.31%) 56.25K
Increased by +3.18%
Mar 31, 26
16 American Funds Invmt Co of Amer A 1.76M (1.30%) 0.00
Increased by 0.00%
Dec 31, 25
17 Capital Group Investment Co of Amer Comp 1.76M (1.30%) 0.00
Increased by 0.00%
Dec 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 1.64M (1.22%) 821.39K
Increased by +50.00%
Dec 31, 24
19 American Funds IS® Growth-Income 1 1.63M (1.21%) 0.00
Increased by 0.00%
Sep 30, 23
20 Capital Group Core Equity Composite 1.63M (1.21%) 0.00
Increased by 0.00%
Sep 30, 23