Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 14.15%
2 XME 6.76%
3 USSE 5.59%
4 SLX 5.06%
5 RSHO 4.28%
6 XAR 4.25%
7 MNM 3.43%
8 FMTM 3.29%
9 PYZ 2.48%
10 FFTY 2.33%
11 RFG 1.83%
12 GCAD 1.83%
13 GSC 1.64%
14 ITA 1.46%
15 CGBL 1.33%
16 IJT 1.22%
17 LSAF 1.20%
18 QMID 1.17%
19 SHRT 1.17%
20 SLYG 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 16.71M (12.42%) -180.04K
Decreased by -1.08%
Jun 30, 25
2 BlackRock Inc 14.95M (11.11%) 1.83M
Increased by +12.27%
Jun 30, 25
3 Vanguard Group Inc 13.33M (9.91%) -566.07K
Decreased by -4.25%
Jun 30, 25
4 Capital World Investors 6.82M (5.07%) -161.80K
Decreased by -2.37%
Jun 30, 25
5 State Street Corporation 6.48M (4.82%) -264.34K
Decreased by -4.08%
Mar 31, 24
6 State Street Corp 5.63M (4.18%) -141.47K
Decreased by -2.51%
Jun 30, 25
7 AllianceBernstein L.P. 5.24M (3.90%) 2.08M
Increased by +39.60%
Mar 31, 24
8 D. E. Shaw & Co LP 3.51M (2.61%) 1.87M
Increased by +53.35%
Jun 30, 25
9 FMR Inc 3.41M (2.54%) -814.27K
Decreased by -23.85%
Jun 30, 25
10 Amvescap Plc. 3.30M (2.45%) -1.55M
Decreased by -47.13%
Jun 30, 25
11 Capital Research Global Investors 3.22M (2.40%) 2.62M
Increased by +81.30%
Jun 30, 25
12 DENDUR CAPITAL LP 3.17M (2.36%) -392.00K
Decreased by -12.35%
Jun 30, 25
13 Goldman Sachs Group Inc 2.61M (1.94%) 1.62M
Increased by +62.07%
Dec 31, 23
14 Geode Capital Management, LLC 2.44M (1.81%) 57.88K
Increased by +2.38%
Jun 30, 25
15 Frontier Capital Management CO Inc 2.23M (1.65%) -376.53K
Decreased by -16.92%
Jun 30, 25
16 Palestra Capital Management LLC 2.19M (1.63%) 1.96M
Increased by +89.35%
Sep 30, 23
17 Ameriprise Financial Inc 2.11M (1.57%) -807.74K
Decreased by -38.28%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 2.00M (1.49%) -618.01K
Decreased by -30.91%
Jun 30, 25
19 Federated Hermes Inc 1.79M (1.33%) 83.50K
Increased by +4.67%
Sep 30, 24
20 NORGES BANK 1.70M (1.26%) 154.21K
Increased by +9.07%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.09M (6.76%) -1.90K
Decreased by -0.02%
Feb 28, 25
2 American Funds Growth Fund of Amer A 5.98M (4.45%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Growth Fnd of Amer Comp 5.98M (4.45%) 0.00
Increased by 0.00%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 4.59M (3.41%) 0.00
Increased by 0.00%
Aug 31, 25
5 American Funds SMALLCAP World A 4.59M (3.41%) 2.30M
Increased by +50.13%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 4.43M (3.30%) -101.82K
Decreased by -2.30%
Jul 31, 25
7 Vanguard US Total Market Shares ETF 3.96M (2.95%) 2.99K
Increased by +0.08%
Sep 30, 24
8 American Funds IS® Asset Allocation 1 3.76M (2.80%) 0.00
Increased by 0.00%
Jun 30, 25
9 American Funds AMCAP A 3.73M (2.78%) 0.00
Increased by 0.00%
Jun 30, 25
10 Capital Group AMCAP Composite 3.73M (2.78%) 0.00
Increased by 0.00%
Jun 30, 25
11 iShares $ High Yld Corp Bd ETF USD Dist 3.58M (2.67%) 3.58M
Increased by +100.00%
Aug 7, 23
12 VA CollegeAmerica Amcap 529A 3.50M (2.61%) 172.18K
Increased by +4.91%
Dec 31, 24
13 Vanguard Small Cap Index 3.43M (2.55%) -21.88K
Decreased by -0.64%
Jul 31, 25
14 iShares Russell 2000 ETF 3.03M (2.25%) -24.11K
Decreased by -0.80%
Apr 30, 24
15 American Funds American Balanced A 2.27M (1.69%) 0.00
Increased by 0.00%
Jun 30, 25
16 American Funds IS® Growth 1 2.09M (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
17 Capital Group Growth Composite 2.09M (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Small Cap Growth Index Inv 1.93M (1.43%) -4.17K
Decreased by -0.22%
Jul 31, 25
19 American Funds Invmt Co of Amer A 1.92M (1.43%) -183.10K
Decreased by -9.55%
Jun 30, 25
20 Capital Group Investment Co of Amer Comp 1.92M (1.43%) -183.10K
Decreased by -9.55%
Jun 30, 25