Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 14.15%
2 SLX 7.47%
3 XME 6.76%
4 USSE 5.03%
5 RSHO 4.35%
6 PYZ 3.50%
7 MNM 3.43%
8 XAR 3.35%
9 FFTY 2.84%
10 GCAD 2.28%
11 DRIV 1.76%
12 RFG 1.70%
13 ITA 1.62%
14 PPI 1.46%
15 IJT 1.22%
16 CGBL 1.21%
17 PPA 1.20%
18 SLYG 1.16%
19 DFEN 1.15%
20 VIOG 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 16.89M (12.11%) 989.90K
Increased by +5.86%
Mar 31, 25
2 Vanguard Group Inc 13.90M (9.96%) -1.44M
Decreased by -10.35%
Mar 31, 25
3 BlackRock Inc 13.11M (9.40%) -4.72M
Decreased by -36.03%
Mar 31, 25
4 Capital World Investors 6.98M (5.01%) 106.60K
Increased by +1.53%
Mar 31, 25
5 State Street Corporation 6.48M (4.65%) -264.34K
Decreased by -4.08%
Mar 31, 24
6 State Street Corp 5.77M (4.14%) -202.26K
Decreased by -3.51%
Mar 31, 25
7 AllianceBernstein L.P. 5.24M (3.76%) 2.08M
Increased by +39.60%
Mar 31, 24
8 Amvescap Plc. 4.85M (3.48%) 153.94K
Increased by +3.17%
Mar 31, 25
9 FMR Inc 4.23M (3.03%) -2.39M
Decreased by -56.62%
Mar 31, 25
10 DENDUR CAPITAL LP 3.57M (2.56%) 0.00
Increased by 0.00%
Mar 31, 25
11 Ameriprise Financial Inc 2.92M (2.09%) -237.82K
Decreased by -8.15%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 2.62M (1.88%) 59.81K
Increased by +2.29%
Mar 31, 25
13 Goldman Sachs Group Inc 2.61M (1.87%) 1.62M
Increased by +62.07%
Dec 31, 23
14 Frontier Capital Management CO Inc 2.60M (1.87%) -456.29K
Decreased by -17.53%
Mar 31, 25
15 Geode Capital Management, LLC 2.38M (1.70%) 227.83K
Increased by +9.58%
Mar 31, 25
16 Palestra Capital Management LLC 2.19M (1.57%) 1.96M
Increased by +89.35%
Sep 30, 23
17 Federated Hermes Inc 1.79M (1.28%) 83.50K
Increased by +4.67%
Sep 30, 24
18 Channing Capital Management, LLC 1.55M (1.11%) -120.67K
Decreased by -7.77%
Mar 31, 25
19 Driehaus Capital Management LLC 1.55M (1.11%) -618.45K
Decreased by -39.94%
Dec 31, 23
20 NORGES BANK 1.55M (1.11%) -10.32K
Decreased by -0.67%
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 4.63M (3.32%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 4.56M (3.27%) 45.62K
Increased by +1.00%
Apr 30, 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 3.57M (2.56%) 21.31K
Increased by +0.60%
Apr 30, 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 2.21M (1.58%) 12.95K
Increased by +0.59%
Apr 30, 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