Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINE 4.24%
2 MNA 3.63%
3 CBSE 2.61%
4 CBLS 2.09%
5 GVIP 1.88%
6 ARB 1.75%
7 KLXY 1.19%
8 FORH 1.10%
9 RFV 1.00%
10 NIXT 0.92%
11 EVNT 0.92%
12 PAMC 0.89%
13 MARB 0.88%
14 FSCC 0.65%
15 OVLC 0.53%
16 FDWM 0.49%
17 MILN 0.49%
18 FXD 0.46%
19 FFND 0.45%
20 USVT 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 17.71M (15.28%) 348.94K
Increased by +1.97%
Jun 30, 25
2 BlackRock Inc 14.23M (12.28%) 3.35M
Increased by +23.55%
Jun 30, 25
3 Vanguard Group Inc 11.83M (10.21%) 599.48K
Increased by +5.07%
Jun 30, 25
4 Cooper Creek Partners Management LLC 5.36M (4.62%) 1.77M
Increased by +33.06%
Mar 31, 25
5 PRIMECAP Management Company 5.22M (4.50%) 31.68K
Increased by +0.61%
Jun 30, 25
6 State Street Corp 4.48M (3.86%) 724.97K
Increased by +16.19%
Jun 30, 25
7 State Street Corporation 3.97M (3.42%) 100.42K
Increased by +2.53%
Mar 31, 24
8 Pacer Advisors, INC. 3.90M (3.37%) 3.89M
Increased by +99.56%
Dec 31, 24
9 Junto Capital Management LP 3.65M (3.14%) 2.67M
Increased by +73.30%
Jun 30, 25
10 NORGES BANK 3.16M (2.72%) 401.16K
Increased by +12.70%
Jun 30, 25
11 UBS Group AG 3.07M (2.65%) 1.20M
Increased by +39.11%
Jun 30, 25
12 Geode Capital Management, LLC 2.88M (2.49%) 855.33K
Increased by +29.67%
Jun 30, 25
13 Citadel Advisors Llc 2.83M (2.45%) 1.64M
Increased by +57.76%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 2.62M (2.26%) 85.62K
Increased by +3.27%
Jun 30, 25
15 Vaughan Nelson Scarbrgh & Mccullough LP 2.50M (2.15%) 172.36K
Increased by +6.90%
Mar 31, 25
16 Wells Fargo & Co 2.34M (2.02%) 342.03K
Increased by +14.60%
Jun 30, 25
17 American Century Companies Inc 2.27M (1.96%) 229.20K
Increased by +10.10%
Jun 30, 25
18 Millennium Management LLC 2.23M (1.93%) -32.40K
Decreased by -1.45%
Sep 30, 24
19 Melqart Asset Management (UK) Ltd. 2.13M (1.83%) -261.78K
Decreased by -12.31%
Sep 30, 24
20 Franklin Resources Inc 2.03M (1.75%) -232.05K
Decreased by -11.43%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 5.57M (4.80%) 0.00
Increased by 0.00%
Jul 31, 25
2 Pacer US Cash Cows 100 ETF 3.89M (3.36%) 5.75K
Increased by +0.15%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 3.84M (3.31%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.55M (3.07%) -75.65K
Decreased by -2.13%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 3.54M (3.06%) -126.30K
Decreased by -3.56%
Sep 30, 24
6 Vanguard Capital Opportunity Inv 3.10M (2.67%) 58.27K
Increased by +1.88%
Jun 30, 25
7 iShares Russell 2000 ETF 2.81M (2.42%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Index 2.72M (2.34%) -17.74K
Decreased by -0.65%
Jul 31, 25
9 Fidelity Value 1.92M (1.65%) -40.10K
Decreased by -2.09%
Jul 31, 25
10 Vanguard Small Cap Value Index Inv 1.75M (1.51%) -1.54K
Decreased by -0.09%
Jul 31, 25
11 Fidelity Small Cap Value Fund 1.74M (1.50%) 0.00
Increased by 0.00%
Jun 30, 25
12 Franklin Mutual Global Discovery Z 1.48M (1.28%) 0.00
Increased by 0.00%
Sep 30, 24
13 American Century Small Cap Value Inv 1.47M (1.27%) -65.00K
Decreased by -4.42%
Jun 30, 25
14 American Century U.S. Small Cap Value 1.47M (1.27%) -65.00K
Decreased by -4.42%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.09%) -562.04K
Decreased by -44.34%
Jul 31, 25
16 Fidelity Blue Chip Growth K6 1.27M (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
17 Fidelity Small Cap Index 1.17M (1.01%) 1.17M
Increased by +100.00%
Jun 30, 25
18 The Merger Fund A 1.14M (0.98%) -349.10K
Decreased by -30.72%
Jun 30, 24
19 BlackRock Event Driven Equity Instl 1.12M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
20 FullerThaler Behavioral Sm-Cp Gr R6 1.10M (0.95%) 1.10M
Increased by +100.00%
Jan 31, 25