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 2.87%
6 SWP 2.17%
7 MBOX 2.10%
8 FTDS 2.00%
9 QVAL 1.99%
10 WBIF 1.97%
11 DDIV 1.95%
12 DSMC 1.87%
13 WBIG 1.80%
14 EVNT 1.60%
15 GDIV 1.59%
16 XRT 1.54%
17 EWMC 1.42%
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 (15.23%) 8.27M
Increased by +100.00%
Dec 31, 24
2 FMR Inc 6.24M (11.48%) -153.54K
Decreased by -2.46%
Mar 31, 25
3 Vanguard Group Inc 5.85M (10.77%) 471.22K
Increased by +8.05%
Mar 31, 25
4 BlackRock Inc 5.80M (10.68%) -188.74K
Decreased by -3.25%
Mar 31, 25
5 Wellington Management Company LLP 2.83M (5.21%) 2.28M
Increased by +80.65%
Mar 31, 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 NORGES BANK 968.77K (1.78%) 284.17K
Increased by +29.33%
Dec 31, 24
13 Victory Capital Management Inc. 939.40K (1.73%) -1.39M
Decreased by -148.46%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 899.15K (1.66%) 17.53K
Increased by +1.95%
Mar 31, 25
15 Citadel Advisors Llc 868.09K (1.60%) 818.78K
Increased by +94.32%
Mar 31, 25
16 Pacer Advisors, INC. 817.30K (1.50%) 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%) 960.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.77M (3.26%) 6.54K
Increased by +0.37%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.75M (3.22%) 1.32K
Increased by +0.08%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 1.52M (2.80%) 1.23K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Index 1.39M (2.55%) 6.50K
Increased by +0.47%
May 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 (1.98%) 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 902.58K (1.66%) 6.08K
Increased by +0.67%
May 31, 25
10 Vanguard Small Cap Value Index Inv 891.98K (1.64%) -756.00
Decreased by -0.08%
May 31, 25
11 Fidelity® Blue Chip Growth 806.23K (1.48%) 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 Fidelity Growth Compy Commingled Pl S 629.60K (1.16%) 108.28K
Increased by +17.20%
May 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 Fidelity Low-Priced Stock 522.15K (0.96%) 87.60K
Increased by +16.78%
Apr 30, 25
19 Fidelity® Series Stk Selec Lg Cp Val 489.90K (0.90%) -9.90K
Decreased by -2.02%
Nov 30, 23
20 Strategic Advisers Fidelity US TtlStk 462.84K (0.85%) 77.90K
Increased by +16.83%
May 31, 25