Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHQ 4.10%
2 BLCR 4.08%
3 SPRX 3.88%
4 NRSH 3.77%
5 IYZ 3.75%
6 XTL 3.64%
7 LOUP 3.55%
8 FMTM 3.49%
9 FCUS 3.34%
10 CVRD 3.01%
11 IDAT 3.00%
12 RJMG 2.83%
13 XMMO 2.70%
14 SMCO 2.66%
15 PTF 2.54%
16 IGN 2.43%
17 NXTG 2.36%
18 EQWM 2.36%
19 PXMG 2.33%
20 CPAI 2.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 21.23M (15.19%) -80.39K
Decreased by -0.38%
Jun 30, 25
2 BlackRock Inc 17.07M (12.21%) 27.90K
Increased by +0.16%
Jun 30, 25
3 Vanguard Group Inc 15.09M (10.80%) 103.20K
Increased by +0.68%
Jun 30, 25
4 JPMorgan Chase & Co 5.24M (3.75%) 407.38K
Increased by +7.77%
Jun 30, 25
5 T. Rowe Price Associates, Inc. 4.63M (3.31%) 3.06M
Increased by +66.21%
Dec 31, 24
6 State Street Corp 4.45M (3.19%) -109.67K
Decreased by -2.46%
Jun 30, 25
7 State Street Corporation 4.39M (3.14%) 43.62K
Increased by +0.99%
Mar 31, 24
8 Barrow Hanley Mewhinney & Strauss LLC 4.25M (3.04%) 456.90K
Increased by +10.74%
Jun 30, 25
9 Bank of America Corp 3.50M (2.50%) 329.82K
Increased by +9.43%
Jun 30, 25
10 BNP Paribas Investment Partners SA 3.06M (2.19%) -289.72K
Decreased by -9.46%
Jun 30, 25
11 Point72 Asset Management, L.P. 2.75M (1.97%) 763.42K
Increased by +27.71%
Jun 30, 25
12 William Blair Investment Management, LLC 2.71M (1.94%) 702.91K
Increased by +25.95%
Jun 30, 25
13 Thrivent Financial For Lutherans 2.61M (1.87%) -102.20K
Decreased by -3.91%
Dec 31, 24
14 AllianceBernstein L.P. 2.57M (1.84%) -173.78K
Decreased by -6.75%
Sep 30, 23
15 Geode Capital Management, LLC 2.50M (1.79%) 299.00
Increased by +0.01%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 2.27M (1.62%) -108.25K
Decreased by -4.77%
Jun 30, 25
17 Amundi 2.20M (1.57%) -350.50K
Decreased by -15.93%
Sep 30, 23
18 Slate Path Capital LP 2.18M (1.56%) -675.80K
Decreased by -31.01%
Dec 31, 24
19 Rokos Capital Management LLP 2.04M (1.46%) 512.79K
Increased by +25.17%
Jun 30, 24
20 Congress Asset Management Company, LLP 1.97M (1.41%) -133.00
Decreased by -0.01%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl S 8.54M (6.11%) 93.22K
Increased by +1.09%
Jul 31, 25
2 Fidelity Growth Company Fund 6.15M (4.40%) 24.41K
Increased by +0.40%
Jul 31, 25
3 iShares Core S&P Mid-Cap ETF 4.63M (3.31%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 4.57M (3.27%) 3.85K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 4.47M (3.20%) -112.67K
Decreased by -2.52%
Jul 31, 25
6 Fidelity Growth Compy Commingled Pl O 4.10M (2.93%) 15.49K
Increased by +0.38%
Aug 31, 24
7 Vanguard Small Cap Index 3.45M (2.47%) -22.17K
Decreased by -0.64%
Jul 31, 25
8 Fidelity® Growth Company 2.92M (2.09%) 100.20K
Increased by +3.44%
Nov 30, 23
9 American Funds Growth Fund of Amer A 2.71M (1.94%) 698.00K
Increased by +25.72%
Dec 31, 23
10 Capital Group Growth Fnd of Amer Comp 2.71M (1.94%) 698.00K
Increased by +25.72%
Dec 31, 23
11 BlackRock Large Cap Core (SMA) 2.62M (1.88%) 0.00
Increased by 0.00%
Aug 31, 25
12 Pacer US Cash Cows 100 ETF 1.99M (1.42%) 2.74K
Increased by +0.14%
Aug 30, 24
13 Vanguard Small Cap Growth Index Inv 1.94M (1.39%) -3.68K
Decreased by -0.19%
Jul 31, 25
14 Fidelity Growth Company K6 1.91M (1.36%) 43.09K
Increased by +2.26%
Jul 31, 25
15 Vanguard Information Technology ETF 1.74M (1.25%) 17.75K
Increased by +1.02%
Jul 31, 25
16 BNP Paribas Disrpt Tech Cl D 1.71M (1.22%) -4.59K
Decreased by -0.27%
Jul 31, 25
17 Fidelity Series Growth Company 1.67M (1.19%) 16.32K
Increased by +0.98%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.09%) -664.12K
Decreased by -43.50%
Jul 31, 25
19 Fidelity Small Cap Discovery 1.41M (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
20 Strategic Advisers Fidelity US TtlStk 1.22M (0.87%) 0.00
Increased by 0.00%
Sep 30, 24