Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 3.74%
2 NEWZ 3.46%
3 PEZ 3.32%
4 LCLG 3.31%
5 BFIT 3.28%
6 MBOX 2.05%
7 DDIV 1.95%
8 DSMC 1.87%
9 GDIV 1.86%
10 FTDS 1.85%
11 WBIG 1.60%
12 WBIF 1.59%
13 XMHQ 1.58%
14 SWP 1.46%
15 XRT 1.43%
16 EWMC 1.42%
17 XMMO 1.38%
18 LSAF 1.34%
19 FITS 1.31%
20 DVLU 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 8.27M (15.35%) 8.27M
Increased by +100.00%
Dec 31, 24
2 FMR Inc 6.39M (11.85%) -2.26M
Decreased by -35.44%
Dec 31, 24
3 BlackRock Inc 5.99M (11.11%) 39.72K
Increased by +0.66%
Dec 31, 24
4 Vanguard Group Inc 5.38M (9.98%) 13.29K
Increased by +0.25%
Dec 31, 24
5 State Street Corp 2.33M (4.32%) 71.82K
Increased by +3.08%
Dec 31, 24
6 State Street Corporation 2.11M (3.91%) 4.60K
Increased by +0.22%
Mar 31, 24
7 Charles Schwab Investment Management Inc 1.87M (3.46%) 77.36K
Increased by +4.15%
Dec 31, 24
8 Lone Pine Capital LLC 1.20M (2.22%) -1.72M
Decreased by -143.80%
Mar 31, 24
9 Geode Capital Management, LLC 1.06M (1.96%) 15.01K
Increased by +1.42%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 1.04M (1.93%) 28.40K
Increased by +2.73%
Dec 31, 24
11 NORGES BANK 968.77K (1.80%) 284.17K
Increased by +29.33%
Dec 31, 24
12 Victory Capital Management Inc. 939.40K (1.74%) -1.39M
Decreased by -148.46%
Mar 31, 24
13 LSV Asset Management 898.31K (1.67%) -107.00K
Decreased by -11.91%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 881.62K (1.64%) 86.06K
Increased by +9.76%
Dec 31, 24
15 Renaissance Technologies Corp 860.09K (1.60%) -182.66K
Decreased by -21.24%
Dec 31, 24
16 Pacer Advisors, INC. 817.30K (1.52%) 34.94K
Increased by +4.28%
Dec 31, 23
17 Marshall Wace Asset Management Ltd 796.12K (1.48%) 574.20K
Increased by +72.12%
Sep 30, 23
18 Balyasny Asset Management LLC 795.84K (1.48%) 795.84K
Increased by +100.00%
Dec 31, 24
19 Bank of New York Mellon Corp 667.97K (1.24%) -32.51K
Decreased by -4.87%
Dec 31, 24
20 JPMorgan Chase & Co 652.84K (1.21%) -589.00K
Decreased by -90.22%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.88M (3.49%) 1.40K
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.74M (3.22%) 990.00
Increased by +0.06%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 1.52M (2.82%) 1.23K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Index 1.40M (2.61%) 1.16K
Increased by +0.08%
Feb 28, 25
5 Fidelity® Contrafund® 1.23M (2.28%) 0.00
Increased by 0.00%
Nov 30, 23
6 Pacer US Cash Cows 100 ETF 976.64K (1.81%) 5.26K
Increased by +0.54%
May 31, 24
7 Vanguard Small Cap Value Index Inv 925.00K (1.72%) -3.25K
Decreased by -0.35%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 878.66K (1.63%) 3.27K
Increased by +0.37%
Feb 28, 25
9 Fidelity® Blue Chip Growth 806.23K (1.50%) 5.80K
Increased by +0.72%
Nov 30, 23
10 Fidelity Blue Chip Growth 741.64K (1.38%) -28.40K
Decreased by -3.83%
Sep 30, 24
11 Fidelity Growth Compy Commingled Pl O 673.68K (1.25%) 1.50K
Increased by +0.22%
Aug 31, 24
12 Fidelity Growth Compy Commingled Pl S 661.86K (1.23%) -16.60K
Decreased by -2.51%
Jan 31, 25
13 Victory Sycamore Established Value R 645.00K (1.20%) -985.00K
Decreased by -152.71%
Mar 31, 24
14 Select Retailing 596.60K (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity® Low-Priced Stock 590.30K (1.09%) -615.00
Decreased by -0.10%
Oct 31, 23
16 JPMorgan Value Advantage L 511.00K (0.95%) 0.00
Increased by 0.00%
Dec 31, 23
17 Fidelity® Series Stk Selec Lg Cp Val 489.90K (0.91%) -9.90K
Decreased by -2.02%
Nov 30, 23
18 Fidelity Contrafund 469.86K (0.87%) 0.00
Increased by 0.00%
Jan 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 467.31K (0.87%) 4.46K
Increased by +0.95%
Feb 28, 25
20 Fidelity Growth Company Fund 462.63K (0.86%) -947.00
Decreased by -0.20%
Jan 31, 25