Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUPP 4.89%
2 SLX 4.63%
3 PYZ 4.17%
4 XSMO 3.80%
5 XME 3.35%
6 XAR 3.20%
7 NRSH 3.14%
8 FCUS 2.90%
9 RFG 2.57%
10 FXZ 2.56%
11 QMOM 2.04%
12 GCAD 1.94%
13 IYM 1.89%
14 XMMO 1.70%
15 GRPM 1.54%
16 PDP 1.42%
17 PAMC 1.37%
18 RZG 1.30%
19 SLYG 1.30%
20 ITA 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.78M (9.85%) -1.56M
Decreased by -32.55%
Jun 30, 25
2 FMR Inc 4.77M (9.83%) -683.29K
Decreased by -14.32%
Jun 30, 25
3 Vanguard Group Inc 4.66M (9.59%) -346.34K
Decreased by -7.44%
Jun 30, 25
4 State Street Corporation 3.08M (6.35%) -28.90K
Decreased by -0.94%
Mar 31, 24
5 Amvescap Plc. 1.98M (4.07%) -131.16K
Decreased by -6.64%
Jun 30, 25
6 Egerton Capital LLP 1.91M (3.93%) 89.18K
Increased by +4.67%
Jun 30, 25
7 State Street Corp 1.90M (3.92%) -405.56K
Decreased by -21.30%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 1.09M (2.25%) -561.77K
Decreased by -51.54%
Jun 30, 25
9 Castle Hook Partners LP 1.03M (2.13%) 1.03M
Increased by +100.00%
Jun 30, 25
10 Geode Capital Management, LLC 999.15K (2.06%) -304.16K
Decreased by -30.44%
Jun 30, 25
11 SurgoCap Partners LP 926.00K (1.91%) -686.00K
Decreased by -74.08%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 875.31K (1.80%) 518.20K
Increased by +59.20%
Jun 30, 25
13 D1 Capital Partners L.P. 822.39K (1.69%) 205.74K
Increased by +25.02%
Jun 30, 25
14 ING Investment Management LLC 806.26K (1.66%) 482.43K
Increased by +59.84%
Mar 31, 25
15 Third Point, LLC 750.00K (1.54%) -120.00K
Decreased by -16.00%
Jun 30, 25
16 Wolf Hill Capital Management, LP 715.67K (1.47%) 41.74K
Increased by +5.83%
Sep 30, 24
17 Goldman Sachs Group Inc 686.21K (1.41%) 246.46K
Increased by +35.92%
Jun 30, 25
18 Advent International LP 675.33K (1.39%) -129.50K
Decreased by -19.18%
Jun 30, 25
19 Northern Trust Corp 665.92K (1.37%) -13.42K
Decreased by -2.02%
Mar 31, 25
20 Allspring Global Investments Holdings, LLC 619.16K (1.28%) 27.12K
Increased by +4.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.23M (6.66%) 0.00
Increased by 0.00%
Nov 30, 24
2 iShares Core S&P Mid-Cap ETF 1.62M (3.34%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 1.49M (3.07%) 1.19K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.48M (3.05%) -31.32K
Decreased by -2.11%
Jul 31, 25
5 iShares Russell 2000 ETF 1.21M (2.49%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 1.15M (2.36%) -7.38K
Decreased by -0.64%
Jul 31, 25
7 Invesco Small Cap Value A 761.73K (1.57%) 15.60K
Increased by +2.05%
Feb 29, 24
8 Fidelity Blue Chip Growth 673.59K (1.39%) 0.00
Increased by 0.00%
Jul 31, 25
9 Vanguard Small Cap Growth Index Inv 646.50K (1.33%) -1.22K
Decreased by -0.19%
Jul 31, 25
10 iShares S&P Small-Cap 600 Value ETF 593.93K (1.22%) -1.34K
Decreased by -0.23%
Oct 31, 23
11 DFA US Small Cap Value I 570.21K (1.17%) -190.35K
Decreased by -33.38%
Sep 30, 24
12 American Century Small Cap Growth Inv 543.53K (1.12%) 336.68K
Increased by +61.94%
Jun 30, 24
13 American Century U.S. Small Cap Growth 543.53K (1.12%) 336.68K
Increased by +61.94%
Jun 30, 24
14 Fidelity® Blue Chip Growth 534.77K (1.10%) 37.90K
Increased by +7.09%
Sep 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 534.48K (1.10%) -232.57K
Decreased by -43.51%
Jul 31, 25
16 Hennessy Cornerstone Mid Cap 30 Inv 493.80K (1.02%) 61.50K
Increased by +12.45%
Sep 30, 24
17 iShares S&P Small-Cap 600 Growth ETF 489.10K (1.01%) 0.00
Increased by 0.00%
Nov 30, 24
18 Fidelity Small Cap Index 487.37K (1.00%) 1.37K
Increased by +0.28%
May 31, 25
19 Invesco OFI Small Cap Growth 484.42K (1.00%) -114.18K
Decreased by -23.57%
Jun 30, 25
20 Invesco S&P MidCap Momentum ETF 464.40K (0.96%) 2.27K
Increased by +0.49%
Aug 29, 25