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 3.09%
6 MBOX 2.15%
7 FTDS 2.10%
8 DDIV 1.95%
9 GDIV 1.91%
10 DSMC 1.87%
11 WBIG 1.60%
12 WBIF 1.59%
13 XMHQ 1.52%
14 SWP 1.48%
15 EWMC 1.42%
16 XRT 1.38%
17 LSAF 1.34%
18 FITS 1.31%
19 XMMO 1.31%
20 DVLU 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 8.27M (15.29%) 8.27M
Increased by +100.00%
Dec 31, 24
2 FMR Inc 6.39M (11.81%) -2.26M
Decreased by -35.44%
Dec 31, 24
3 BlackRock Inc 5.99M (11.07%) 39.72K
Increased by +0.66%
Dec 31, 24
4 Vanguard Group Inc 5.38M (9.94%) 13.29K
Increased by +0.25%
Dec 31, 24
5 State Street Corp 2.33M (4.31%) 71.82K
Increased by +3.08%
Dec 31, 24
6 State Street Corporation 2.11M (3.89%) 4.60K
Increased by +0.22%
Mar 31, 24
7 Charles Schwab Investment Management Inc 1.87M (3.45%) 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 (1.95%) 15.01K
Increased by +1.42%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 1.04M (1.92%) 28.40K
Increased by +2.73%
Dec 31, 24
11 NORGES BANK 968.77K (1.79%) 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 (1.66%) -107.00K
Decreased by -11.91%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 881.62K (1.63%) 86.06K
Increased by +9.76%
Dec 31, 24
15 Renaissance Technologies Corp 860.09K (1.59%) -182.66K
Decreased by -21.24%
Dec 31, 24
16 Pacer Advisors, INC. 817.30K (1.51%) 34.94K
Increased by +4.28%
Dec 31, 23
17 Marshall Wace Asset Management Ltd 796.12K (1.47%) 574.20K
Increased by +72.12%
Sep 30, 23
18 Balyasny Asset Management LLC 795.84K (1.47%) 795.84K
Increased by +100.00%
Dec 31, 24
19 Bank of New York Mellon Corp 667.97K (1.23%) -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 (3.48%) -930.00
Decreased by -0.05%
Apr 29, 25
2 Vanguard US Total Market Shares ETF 1.75M (3.23%) 1.32K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.74M (3.22%) 5.18K
Increased by +0.30%
Mar 31, 25
4 Schwab US Dividend Equity ETF™ 1.52M (2.81%) 1.23K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Index 1.37M (2.54%) -31.71K
Decreased by -2.31%
Mar 31, 25
6 Fidelity® Contrafund® 1.23M (2.27%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Windsor Investor Shares 1.08M (1.99%) 1.08M
Increased by +100.00%
Mar 31, 25
8 Pacer US Cash Cows 100 ETF 976.64K (1.80%) 5.26K
Increased by +0.54%
May 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 891.15K (1.65%) 12.49K
Increased by +1.40%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 889.94K (1.64%) -35.06K
Decreased by -3.94%
Mar 31, 25
11 Fidelity® Blue Chip Growth 806.23K (1.49%) 5.80K
Increased by +0.72%
Nov 30, 23
12 Fidelity Blue Chip Growth 741.64K (1.37%) -28.40K
Decreased by -3.83%
Sep 30, 24
13 Fidelity Growth Compy Commingled Pl O 673.68K (1.24%) 1.50K
Increased by +0.22%
Aug 31, 24
14 Victory Sycamore Established Value R 645.00K (1.19%) -985.00K
Decreased by -152.71%
Mar 31, 24
15 Select Retailing 596.60K (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Low-Priced Stock 590.30K (1.09%) -615.00
Decreased by -0.10%
Oct 31, 23
17 Fidelity Growth Compy Commingled Pl S 545.82K (1.01%) -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 SPDR® S&P MIDCAP 400 ETF Trust 462.33K (0.85%) -4.98K
Decreased by -1.08%
Mar 31, 25
20 iShares MSCI USA Quality Factor ETF 457.27K (0.85%) 85.00
Increased by +0.02%
May 30, 24