Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 5.07%
2 FLZA 4.86%
3 LBAY 4.81%
4 EZA 4.53%
5 KLXY 3.08%
6 TPMN 2.96%
7 MVFD 2.21%
8 OUSM 1.82%
9 FPAG 1.71%
10 GURU 1.55%
11 PFUT 1.54%
12 RYJ 1.52%
13 AFK 1.36%
14 EMDM 1.22%
15 FLYU 1.15%
16 HEJD 1.03%
17 FLYD 0.92%
18 JHAC 0.84%
19 ECOW 0.84%
20 PAMC 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 5.28M (14.41%) -6.32K
Decreased by -0.12%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 4.72M (12.87%) 1.09M
Increased by +23.06%
Mar 31, 25
3 Vanguard Group Inc 3.69M (10.05%) -30.82K
Decreased by -0.84%
Mar 31, 25
4 BlackRock Inc 3.59M (9.80%) 54.75K
Increased by +1.52%
Mar 31, 25
5 Principal Financial Group Inc 1.65M (4.51%) 5.79K
Increased by +0.35%
Mar 31, 25
6 State Street Corporation 1.49M (4.07%) 33.27K
Increased by +2.23%
Mar 31, 24
7 Apg All Pensions Group 1.29M (3.53%) -686.41K
Decreased by -53.05%
Sep 30, 24
8 Charles Schwab Investment Management Inc 1.29M (3.52%) 86.73K
Increased by +6.73%
Mar 31, 25
9 State Street Corp 1.20M (3.28%) 14.10K
Increased by +1.17%
Mar 31, 25
10 Harris Associates L.P. 1.04M (2.83%) 112.68K
Increased by +10.88%
Mar 31, 25
11 Manufacturers Life Insurance Co 943.40K (2.57%) -33.06K
Decreased by -3.50%
Mar 31, 25
12 First Pacific Advisors, LP 805.58K (2.20%) 283.30K
Increased by +35.17%
Mar 31, 25
13 Groupama Asset Management 800.00K (2.18%) 800.00K
Increased by +100.00%
Sep 30, 24
14 Macquarie Group Ltd 798.77K (2.18%) -35.76K
Decreased by -4.48%
Mar 31, 25
15 TPG GP A, LLC 718.87K (1.96%) -317.62K
Decreased by -44.18%
Mar 31, 25
16 Geode Capital Management, LLC 689.19K (1.88%) 42.82K
Increased by +6.21%
Mar 31, 25
17 FMR Inc 686.76K (1.87%) 211.88K
Increased by +30.85%
Mar 31, 25
18 Select Equity Group LP 616.36K (1.68%) -1.27M
Decreased by -205.74%
Sep 30, 24
19 Point72 Asset Management, L.P. 546.42K (1.49%) 344.10K
Increased by +62.97%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 527.66K (1.44%) 63.29K
Increased by +11.99%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 2.00M (5.46%) 0.00
Increased by 0.00%
Mar 31, 25
2 Baron Small Cap Growth Strategy 2.00M (5.46%) 0.00
Increased by 0.00%
Mar 31, 25
3 American Funds Washington Mutual A 1.83M (5.00%) -3.67K
Decreased by -0.20%
Mar 31, 25
4 Capital Group Wash Mutual Invtrs Comp 1.83M (5.00%) -3.67K
Decreased by -0.20%
Mar 31, 25
5 Baron Partners Retail 1.45M (3.95%) 0.00
Increased by 0.00%
Mar 31, 25
6 iShares Core S&P Mid-Cap ETF 1.22M (3.32%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Total Stock Mkt Idx Inv 1.20M (3.28%) 785.00
Increased by +0.07%
May 31, 25
8 Vanguard US Total Market Shares ETF 1.20M (3.27%) 880.00
Increased by +0.07%
Sep 30, 24
9 Principal Aligned MidCap Equity 1.20M (3.26%) 0.00
Increased by 0.00%
Mar 31, 25
10 Principal MidCap R5 1.20M (3.26%) 0.00
Increased by 0.00%
May 31, 25
11 Schwab US Dividend Equity ETF™ 1.07M (2.92%) 720.00
Increased by +0.07%
May 31, 25
12 Vanguard Small Cap Index 944.47K (2.58%) 4.58K
Increased by +0.49%
May 31, 25
13 American Funds Capital Income Bldr A 940.07K (2.56%) 0.00
Increased by 0.00%
Mar 31, 25
14 American Funds Growth Fund of Amer A 869.24K (2.37%) 0.00
Increased by 0.00%
Mar 31, 24
15 Capital Group Growth Fnd of Amer Comp 869.24K (2.37%) 0.00
Increased by 0.00%
Mar 31, 24
16 American Funds Fundamental Invs A 851.72K (2.32%) 851.72K
Increased by +100.00%
Mar 31, 25
17 Capital Group Fundamental Invtrs Comp 851.72K (2.32%) 851.72K
Increased by +100.00%
Mar 31, 25
18 American Funds American Balanced A 686.80K (1.87%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 583.97K (1.59%) 5.16K
Increased by +0.88%
May 31, 25
20 Baron Focused Growth Retail 553.84K (1.51%) 40.00K
Increased by +7.22%
Mar 31, 25