Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 14.15%
2 SLX 6.60%
3 XME 6.35%
4 RSHO 3.90%
5 MNM 3.43%
6 PYZ 3.23%
7 GCAD 2.28%
8 DRIV 1.57%
9 RFG 1.53%
10 PPI 1.33%
11 IJT 1.22%
12 SLYG 1.16%
13 VIOG 1.13%
14 PPA 1.09%
15 ESIX 0.97%
16 LSEQ 0.89%
17 CGBL 0.86%
18 WCEO 0.81%
19 PDP 0.78%
20 RZG 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.84M (12.80%) 1.98M
Increased by +11.09%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 15.90M (11.41%) 817.18K
Increased by +5.14%
Dec 31, 24
3 Vanguard Group Inc 15.34M (11.00%) 2.02M
Increased by +13.17%
Dec 31, 24
4 Capital World Investors 6.88M (4.93%) 3.45M
Increased by +50.13%
Dec 31, 24
5 FMR Inc 6.62M (4.75%) -2.66M
Decreased by -40.16%
Dec 31, 24
6 State Street Corporation 6.48M (4.65%) -264.34K
Decreased by -4.08%
Mar 31, 24
7 State Street Corp 5.97M (4.28%) 556.76K
Increased by +9.33%
Dec 31, 24
8 AllianceBernstein L.P. 5.24M (3.76%) 2.08M
Increased by +39.60%
Mar 31, 24
9 Amvescap Plc. 4.70M (3.37%) 203.74K
Increased by +4.34%
Dec 31, 24
10 DENDUR CAPITAL LP 3.57M (2.56%) 3.06M
Increased by +85.75%
Dec 31, 24
11 Ameriprise Financial Inc 3.16M (2.26%) 12.53K
Increased by +0.40%
Dec 31, 24
12 Frontier Capital Management CO Inc 3.06M (2.19%) -62.66K
Decreased by -2.05%
Dec 31, 24
13 Goldman Sachs Group Inc 2.61M (1.88%) 1.62M
Increased by +62.07%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 2.56M (1.83%) 82.19K
Increased by +3.21%
Dec 31, 24
15 Palestra Capital Management LLC 2.19M (1.57%) 1.96M
Increased by +89.35%
Sep 30, 23
16 Geode Capital Management, LLC 2.15M (1.54%) 197.27K
Increased by +9.17%
Dec 31, 24
17 Federated Hermes Inc 1.79M (1.28%) 83.50K
Increased by +4.67%
Sep 30, 24
18 Channing Capital Management, LLC 1.67M (1.20%) 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 (1.12%) 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 (6.52%) -1.90K
Decreased by -0.02%
Feb 28, 25
2 American Funds Growth Fund of Amer A 5.98M (4.29%) -10.00K
Decreased by -0.17%
Mar 31, 25
3 Capital Group Growth Fnd of Amer Comp 5.98M (4.29%) -10.00K
Decreased by -0.17%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 4.62M (3.31%) -14.90K
Decreased by -0.32%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 4.51M (3.24%) 13.00K
Increased by +0.29%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 3.96M (2.84%) 2.99K
Increased by +0.08%
Sep 30, 24
7 American Funds IS® Asset Allocation 1 3.76M (2.70%) 0.00
Increased by 0.00%
Mar 31, 25
8 American Funds AMCAP A 3.73M (2.68%) 229.41K
Increased by +6.14%
Mar 31, 25
9 Capital Group AMCAP Composite 3.73M (2.68%) 229.41K
Increased by +6.14%
Mar 31, 25
10 iShares $ High Yld Corp Bd ETF USD Dist 3.58M (2.57%) 3.58M
Increased by +100.00%
Aug 7, 23
11 Vanguard Small Cap Index 3.55M (2.55%) -93.68K
Decreased by -2.64%
Mar 31, 25
12 VA CollegeAmerica Amcap 529A 3.50M (2.51%) 172.18K
Increased by +4.91%
Dec 31, 24
13 iShares Russell 2000 ETF 3.03M (2.17%) -24.11K
Decreased by -0.80%
Apr 30, 24
14 American Funds SMALLCAP World A 2.29M (1.64%) 557.11K
Increased by +24.33%
Mar 31, 25
15 American Funds American Balanced A 2.27M (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 2.19M (1.57%) 26.78K
Increased by +1.22%
Mar 31, 25
17 American Funds Invmt Co of Amer A 2.10M (1.51%) 536.38K
Increased by +25.53%
Mar 31, 25
18 Capital Group Investment Co of Amer Comp 2.10M (1.51%) 536.38K
Increased by +25.53%
Mar 31, 25
19 American Funds IS® Growth 1 2.09M (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
20 Capital Group Growth Composite 2.09M (1.50%) 0.00
Increased by 0.00%
Mar 31, 25