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 3.01%
6 SWP 2.32%
7 MBOX 2.21%
8 WBIF 2.09%
9 FTDS 2.06%
10 QVAL 2.04%
11 DDIV 1.95%
12 WBIG 1.90%
13 DSMC 1.87%
14 EVNT 1.60%
15 GDIV 1.59%
16 XRT 1.55%
17 EWMC 1.42%
18 LSAF 1.34%
19 FITS 1.31%
20 XMMO 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 8.27M (15.24%) 8.27M
Increased by +100.00%
Dec 31, 24
2 FMR Inc 6.24M (11.49%) -153.54K
Decreased by -2.46%
Mar 31, 25
3 BlackRock Inc 5.80M (10.68%) -188.74K
Decreased by -3.25%
Mar 31, 25
4 Vanguard Group Inc 5.70M (10.51%) -146.81K
Decreased by -2.57%
Jun 30, 25
5 Wellington Management Company LLP 3.59M (6.62%) 763.23K
Increased by +21.24%
Jun 30, 25
6 State Street Corp 2.33M (4.29%) -875.00
Decreased by -0.04%
Mar 31, 25
7 State Street Corporation 2.11M (3.88%) 4.60K
Increased by +0.22%
Mar 31, 24
8 Charles Schwab Investment Management Inc 1.87M (3.44%) 77.36K
Increased by +4.15%
Dec 31, 24
9 Lone Pine Capital LLC 1.20M (2.21%) -1.72M
Decreased by -143.80%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 1.18M (2.17%) 138.07K
Increased by +11.71%
Mar 31, 25
11 Geode Capital Management, LLC 1.05M (1.93%) -7.42K
Decreased by -0.71%
Mar 31, 25
12 Victory Capital Management Inc. 939.40K (1.73%) -1.39M
Decreased by -148.46%
Mar 31, 24
13 Dimensional Fund Advisors, Inc. 899.29K (1.66%) 139.00
Increased by +0.02%
Jun 30, 25
14 Atreides Management, LP 873.14K (1.61%) 873.14K
Increased by +100.00%
Jun 30, 25
15 Citadel Advisors Llc 868.09K (1.60%) 818.78K
Increased by +94.32%
Mar 31, 25
16 Pacer Advisors, INC. 817.30K (1.51%) 34.94K
Increased by +4.28%
Dec 31, 23
17 Amvescap Plc. 808.31K (1.49%) 214.72K
Increased by +26.56%
Mar 31, 25
18 Marshall Wace Asset Management Ltd 796.12K (1.47%) 574.20K
Increased by +72.12%
Sep 30, 23
19 Balyasny Asset Management LLC 795.84K (1.47%) 795.84K
Increased by +100.00%
Dec 31, 24
20 JPMorgan Chase & Co 746.88K (1.38%) 94.04K
Increased by +12.59%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.84M (3.39%) -3.30K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.75M (3.22%) 1.32K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.69M (3.11%) -35.71K
Decreased by -2.11%
Jul 31, 25
4 Schwab US Dividend Equity ETF™ 1.52M (2.80%) 1.23K
Increased by +0.08%
Feb 28, 25
5 Vanguard Windsor Investor Shares 1.39M (2.56%) 309.48K
Increased by +22.31%
Jun 30, 25
6 Vanguard Small Cap Index 1.30M (2.40%) -8.36K
Decreased by -0.64%
Jul 31, 25
7 Fidelity® Contrafund® 1.23M (2.27%) 0.00
Increased by 0.00%
Nov 30, 23
8 Pacer US Cash Cows 100 ETF 976.64K (1.80%) 5.26K
Increased by +0.54%
May 31, 24
9 Vanguard Small Cap Value Index Inv 835.86K (1.54%) -739.00
Decreased by -0.09%
Jul 31, 25
10 Fidelity® Blue Chip Growth 806.23K (1.49%) 5.80K
Increased by +0.72%
Nov 30, 23
11 Fidelity Blue Chip Growth 741.64K (1.37%) -28.40K
Decreased by -3.83%
Sep 30, 24
12 Fidelity Growth Compy Commingled Pl S 693.82K (1.28%) 64.23K
Increased by +9.26%
Jun 30, 25
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 Vanguard Institutional Extnd Mkt Idx Tr 606.70K (1.12%) -263.73K
Decreased by -43.47%
Jul 31, 25
16 Select Retailing 596.60K (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Low-Priced Stock 590.30K (1.09%) -615.00
Decreased by -0.10%
Oct 31, 23
18 Strategic Advisers Fidelity US TtlStk 575.69K (1.06%) 112.85K
Increased by +19.60%
Jun 30, 25
19 Fidelity Low-Priced Stock 521.19K (0.96%) -959.00
Decreased by -0.18%
May 31, 25
20 Fidelity Growth Company Fund 515.85K (0.95%) 54.00K
Increased by +10.47%
Jun 30, 25