Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 5.07%
2 FLZA 4.86%
3 LBAY 4.74%
4 EZA 4.42%
5 SRHR 3.25%
6 KLXY 3.13%
7 TPMN 2.96%
8 GURU 1.55%
9 PFUT 1.54%
10 RYJ 1.52%
11 EMDM 1.22%
12 FLYU 1.15%
13 FLYD 1.04%
14 HEJD 1.03%
15 AFK 1.00%
16 JHAC 0.84%
17 ECOW 0.84%
18 PAMC 0.81%
19 NXTG 0.75%
20 JRNY 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 5.28M (14.34%) -6.32K
Decreased by -0.12%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 4.72M (12.81%) 1.09M
Increased by +23.06%
Mar 31, 25
3 Vanguard Group Inc 3.69M (10.00%) -30.82K
Decreased by -0.84%
Mar 31, 25
4 BlackRock Inc 3.59M (9.75%) 54.75K
Increased by +1.52%
Mar 31, 25
5 Principal Financial Group Inc 1.65M (4.49%) 5.79K
Increased by +0.35%
Mar 31, 25
6 State Street Corporation 1.49M (4.05%) 33.27K
Increased by +2.23%
Mar 31, 24
7 Apg All Pensions Group 1.29M (3.51%) -686.41K
Decreased by -53.05%
Sep 30, 24
8 Charles Schwab Investment Management Inc 1.29M (3.50%) 86.73K
Increased by +6.73%
Mar 31, 25
9 State Street Corp 1.20M (3.27%) 14.10K
Increased by +1.17%
Mar 31, 25
10 Harris Associates L.P. 1.04M (2.81%) 112.68K
Increased by +10.88%
Mar 31, 25
11 Manufacturers Life Insurance Co 943.40K (2.56%) -33.06K
Decreased by -3.50%
Mar 31, 25
12 First Pacific Advisors, LP 805.58K (2.19%) 283.30K
Increased by +35.17%
Mar 31, 25
13 Groupama Asset Management 800.00K (2.17%) 800.00K
Increased by +100.00%
Sep 30, 24
14 Macquarie Group Ltd 798.77K (2.17%) -35.76K
Decreased by -4.48%
Mar 31, 25
15 TPG GP A, LLC 718.87K (1.95%) -317.62K
Decreased by -44.18%
Mar 31, 25
16 Geode Capital Management, LLC 689.19K (1.87%) 42.82K
Increased by +6.21%
Mar 31, 25
17 FMR Inc 686.76K (1.86%) 211.88K
Increased by +30.85%
Mar 31, 25
18 Select Equity Group LP 616.36K (1.67%) -1.27M
Decreased by -205.74%
Sep 30, 24
19 Citadel Advisors Llc 559.75K (1.52%) 331.53K
Increased by +59.23%
Dec 31, 24
20 Point72 Asset Management, L.P. 546.42K (1.48%) 344.10K
Increased by +62.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 2.00M (5.43%) 0.00
Increased by 0.00%
Mar 31, 25
2 Baron Small Cap Growth Strategy 2.00M (5.43%) 0.00
Increased by 0.00%
Mar 31, 25
3 American Funds Washington Mutual A 1.83M (4.97%) -3.67K
Decreased by -0.20%
Mar 31, 25
4 Capital Group Wash Mutual Invtrs Comp 1.83M (4.97%) -3.67K
Decreased by -0.20%
Mar 31, 25
5 Baron Partners Retail 1.45M (3.93%) 0.00
Increased by 0.00%
Mar 31, 25
6 iShares Core S&P Mid-Cap ETF 1.22M (3.30%) 800.00
Increased by +0.07%
May 28, 25
7 Vanguard Total Stock Mkt Idx Inv 1.20M (3.26%) 13.81K
Increased by +1.15%
Apr 30, 25
8 Vanguard US Total Market Shares ETF 1.20M (3.25%) 880.00
Increased by +0.07%
Sep 30, 24
9 Principal Aligned MidCap Equity 1.20M (3.25%) 0.00
Increased by 0.00%
Mar 31, 25
10 Principal MidCap R5 1.20M (3.25%) 0.00
Increased by 0.00%
Apr 30, 25
11 Schwab US Dividend Equity ETF™ 1.07M (2.90%) 160.00
Increased by +0.01%
May 30, 25
12 American Funds Capital Income Bldr A 940.07K (2.55%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Small Cap Index 939.89K (2.55%) 6.70K
Increased by +0.71%
Apr 30, 25
14 American Funds Growth Fund of Amer A 869.24K (2.36%) 0.00
Increased by 0.00%
Mar 31, 24
15 Capital Group Growth Fnd of Amer Comp 869.24K (2.36%) 0.00
Increased by 0.00%
Mar 31, 24
16 American Funds Fundamental Invs A 851.72K (2.31%) 851.72K
Increased by +100.00%
Mar 31, 25
17 Capital Group Fundamental Invtrs Comp 851.72K (2.31%) 851.72K
Increased by +100.00%
Mar 31, 25
18 American Funds American Balanced A 686.80K (1.86%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 578.81K (1.57%) 2.36K
Increased by +0.41%
Apr 30, 25
20 Baron Focused Growth Retail 553.84K (1.50%) 40.00K
Increased by +7.22%
Mar 31, 25