Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 3.74%
2 NEWZ 3.46%
3 PEZ 3.32%
4 BFIT 3.28%
5 LCLG 2.59%
6 DDIV 1.95%
7 DSMC 1.87%
8 MBOX 1.81%
9 FTDS 1.78%
10 GDIV 1.59%
11 EWMC 1.42%
12 LSAF 1.34%
13 FITS 1.31%
14 DVLU 1.30%
15 XMHQ 1.29%
16 SWP 1.26%
17 MPAY 1.19%
18 AIEQ 1.17%
19 XRT 1.13%
20 CVY 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 8.27M (15.38%) 8.27M
Increased by +100.00%
Dec 31, 24
2 FMR Inc 6.24M (11.60%) -153.54K
Decreased by -2.46%
Mar 31, 25
3 Vanguard Group Inc 5.85M (10.88%) 471.22K
Increased by +8.05%
Mar 31, 25
4 BlackRock Inc 5.80M (10.78%) -188.74K
Decreased by -3.25%
Mar 31, 25
5 Wellington Management Company LLP 2.83M (5.26%) 2.28M
Increased by +80.65%
Mar 31, 25
6 State Street Corp 2.33M (4.33%) -875.00
Decreased by -0.04%
Mar 31, 25
7 State Street Corporation 2.11M (3.92%) 4.60K
Increased by +0.22%
Mar 31, 24
8 Charles Schwab Investment Management Inc 1.87M (3.47%) 77.36K
Increased by +4.15%
Dec 31, 24
9 Lone Pine Capital LLC 1.20M (2.23%) -1.72M
Decreased by -143.80%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 1.18M (2.19%) 138.07K
Increased by +11.71%
Mar 31, 25
11 Geode Capital Management, LLC 1.05M (1.95%) -7.42K
Decreased by -0.71%
Mar 31, 25
12 NORGES BANK 968.77K (1.80%) 284.17K
Increased by +29.33%
Dec 31, 24
13 Victory Capital Management Inc. 939.40K (1.75%) -1.39M
Decreased by -148.46%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 899.15K (1.67%) 17.53K
Increased by +1.95%
Mar 31, 25
15 Pacer Advisors, INC. 817.30K (1.52%) 34.94K
Increased by +4.28%
Dec 31, 23
16 Marshall Wace Asset Management Ltd 796.12K (1.48%) 574.20K
Increased by +72.12%
Sep 30, 23
17 Balyasny Asset Management LLC 795.84K (1.48%) 795.84K
Increased by +100.00%
Dec 31, 24
18 JPMorgan Chase & Co 746.88K (1.39%) 94.04K
Increased by +12.59%
Mar 31, 25
19 Bank of New York Mellon Corp 652.86K (1.21%) -15.11K
Decreased by -2.32%
Mar 31, 25
20 Renaissance Technologies Corp 630.68K (1.17%) -229.40K
Decreased by -36.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.87M (3.49%) -6.05K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.76M (3.28%) 20.99K
Increased by +1.19%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.75M (3.25%) 1.32K
Increased by +0.08%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 1.52M (2.83%) 1.23K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Index 1.38M (2.57%) 8.29K
Increased by +0.60%
Apr 30, 25
6 Fidelity® Contrafund® 1.23M (2.29%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Windsor Investor Shares 1.08M (2.00%) 1.08M
Increased by +100.00%
Mar 31, 25
8 Pacer US Cash Cows 100 ETF 976.64K (1.82%) 5.26K
Increased by +0.54%
May 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 896.50K (1.67%) 5.35K
Increased by +0.60%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 892.74K (1.66%) 2.80K
Increased by +0.31%
Apr 30, 25
11 Fidelity® Blue Chip Growth 806.23K (1.50%) 5.80K
Increased by +0.72%
Nov 30, 23
12 Fidelity Blue Chip Growth 741.64K (1.38%) -28.40K
Decreased by -3.83%
Sep 30, 24
13 Fidelity Growth Compy Commingled Pl O 673.68K (1.25%) 1.50K
Increased by +0.22%
Aug 31, 24
14 Victory Sycamore Established Value R 645.00K (1.20%) -985.00K
Decreased by -152.71%
Mar 31, 24
15 Select Retailing 596.60K (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Low-Priced Stock 590.30K (1.10%) -615.00
Decreased by -0.10%
Oct 31, 23
17 Fidelity Growth Compy Commingled Pl S 545.82K (1.02%) -15.40K
Decreased by -2.82%
Mar 31, 25
18 Fidelity® Series Stk Selec Lg Cp Val 489.90K (0.91%) -9.90K
Decreased by -2.02%
Nov 30, 23
19 iShares MSCI USA Quality Factor ETF 457.27K (0.85%) 85.00
Increased by +0.02%
May 30, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 457.25K (0.85%) -5.08K
Decreased by -1.11%
Apr 30, 25