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 1.01%
10 EVNT 0.92%
11 MARB 0.88%
12 PAMC 0.75%
13 NIXT 0.71%
14 FSCC 0.56%
15 OVLC 0.53%
16 FDWM 0.49%
17 FXD 0.46%
18 FFND 0.45%
19 MILN 0.41%
20 USVT 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.27M (12.72%) 244.77K
Increased by +1.72%
Mar 31, 26
2 Vanguard Group Inc 11.70M (10.43%) 121.21K
Increased by +1.04%
Dec 31, 25
3 FMR Inc 10.77M (9.60%) -3.57M
Decreased by -33.17%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 5.70M (5.08%) 5.70M
Increased by +100.00%
Mar 31, 26
5 Cooper Creek Partners Management LLC 5.36M (4.78%) 1.77M
Increased by +33.06%
Mar 31, 25
6 Vanguard Capital Management, LLC 5.16M (4.60%) 5.16M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 4.39M (3.91%) 95.49K
Increased by +2.18%
Mar 31, 26
8 State Street Corporation 3.97M (3.54%) 100.42K
Increased by +2.53%
Mar 31, 24
9 UBS Group AG 3.90M (3.48%) 2.00M
Increased by +51.26%
Mar 31, 26
10 Pacer Advisors, INC. 3.90M (3.48%) 3.89M
Increased by +99.56%
Dec 31, 24
11 Junto Capital Management LP 3.65M (3.25%) 2.67M
Increased by +73.30%
Jun 30, 25
12 PRIMECAP Management Company 3.46M (3.09%) -444.71K
Decreased by -12.85%
Mar 31, 26
13 Allianz Asset Management AG 3.17M (2.83%) 819.47K
Increased by +25.82%
Mar 31, 26
14 Cartenna Capital, LP 3.12M (2.78%) 265.00K
Increased by +8.51%
Mar 31, 26
15 Greenvale Capital LLP 3.10M (2.76%) 480.00K
Increased by +15.48%
Mar 31, 26
16 Geode Capital Management, LLC 3.04M (2.71%) 113.12K
Increased by +3.72%
Mar 31, 26
17 Segall Bryant & Hamill 2.73M (2.44%) 1.31M
Increased by +48.07%
Mar 31, 26
18 Vaughan Nelson Scarbrgh & Mccullough LP 2.50M (2.23%) 172.36K
Increased by +6.90%
Mar 31, 25
19 American Century Companies Inc 2.27M (2.02%) 229.20K
Increased by +10.10%
Jun 30, 25
20 Millennium Management LLC 2.23M (1.99%) -32.40K
Decreased by -1.45%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth Composite 5.50M (4.90%) 5.50M
Increased by +100.00%
Mar 31, 26
2 Fidelity Blue Chip Growth 4.86M (4.33%) -636.45K
Decreased by -13.10%
Apr 30, 26
3 iShares Core S&P Mid-Cap ETF 4.04M (3.60%) 756.00
Increased by +0.02%
May 29, 26
4 Pacer US Cash Cows 100 ETF 3.89M (3.47%) 5.75K
Increased by +0.15%
Feb 28, 25
5 Vanguard Total Stock Mkt Idx Inv 3.64M (3.25%) 14.07K
Increased by +0.39%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 3.54M (3.16%) -126.30K
Decreased by -3.56%
Sep 30, 24
7 iShares Russell 2000 ETF 2.80M (2.50%) 25.84K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 2.61M (2.32%) -10.40K
Decreased by -0.40%
Apr 30, 26
9 PIMCO RAE US Small Instl 2.22M (1.98%) 437.19K
Increased by +19.69%
Mar 31, 26
10 Vanguard Capital Opportunity Inv 2.22M (1.97%) -352.92K
Decreased by -15.93%
Mar 31, 26
11 Fidelity Value 1.92M (1.71%) -40.10K
Decreased by -2.09%
Jul 31, 25
12 PIMCO RAE US Small 1.78M (1.59%) 450.60K
Increased by +25.26%
Dec 31, 25
13 Fidelity Small Cap Value Fund 1.74M (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Small Cap Value Index Inv 1.68M (1.50%) 14.25K
Increased by +0.85%
Apr 30, 26
15 Franklin Mutual Global Discovery Z 1.48M (1.32%) 0.00
Increased by 0.00%
Sep 30, 24
16 American Century Small Cap Value Inv 1.47M (1.31%) -65.00K
Decreased by -4.42%
Jun 30, 25
17 American Century U.S. Small Cap Value 1.47M (1.31%) -65.00K
Decreased by -4.42%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.34M (1.20%) 13.42K
Increased by +1.00%
Apr 30, 26
19 Victory Sycamore Small Company Opp R 1.17M (1.04%) 1.17M
Increased by +100.00%
Mar 31, 26
20 Fidelity Small Cap Index 1.15M (1.02%) 12.34K
Increased by +1.07%
Mar 31, 26