Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 5.07%
2 FLZA 4.86%
3 LBAY 4.53%
4 EZA 4.53%
5 TPMN 2.96%
6 KLXY 2.91%
7 MVFD 2.08%
8 OUSM 1.69%
9 FPAG 1.60%
10 PEMX 1.60%
11 GURU 1.55%
12 PFUT 1.54%
13 RYJ 1.52%
14 AFK 1.43%
15 EMDM 1.32%
16 FLYU 1.15%
17 HEJD 1.03%
18 OOTO 0.91%
19 FLYD 0.91%
20 JHAC 0.84%

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 American Funds Washington Mutual A 2.03M (5.55%) 201.90K
Increased by +9.93%
Jun 30, 25
2 Capital Group Wash Mutual Invtrs Comp 2.03M (5.55%) 201.90K
Increased by +9.93%
Jun 30, 25
3 Baron Growth Retail 2.00M (5.46%) 0.00
Increased by 0.00%
Jun 30, 25
4 Baron Small Cap Growth Strategy 2.00M (5.46%) 0.00
Increased by 0.00%
Jun 30, 25
5 American Funds Income Fund of Amer A 1.54M (4.21%) 1.54M
Increased by +100.00%
Jun 30, 25
6 Baron Partners Retail 1.50M (4.09%) 50.00K
Increased by +3.33%
Jun 30, 25
7 iShares Core S&P Mid-Cap ETF 1.22M (3.32%) 640.00
Increased by +0.05%
Jun 30, 25
8 Vanguard Total Stock Mkt Idx Inv 1.20M (3.28%) 785.00
Increased by +0.07%
May 31, 25
9 Vanguard US Total Market Shares ETF 1.20M (3.27%) 880.00
Increased by +0.07%
Sep 30, 24
10 Principal Aligned MidCap Equity 1.19M (3.26%) -1.96K
Decreased by -0.16%
Jun 30, 25
11 Principal MidCap R5 1.19M (3.26%) -1.96K
Decreased by -0.16%
Jun 30, 25
12 Schwab US Dividend Equity ETF™ 1.06M (2.88%) 260.00
Increased by +0.02%
Jun 28, 25
13 Vanguard Small Cap Index 944.47K (2.58%) 4.58K
Increased by +0.49%
May 31, 25
14 American Funds Capital Income Bldr A 940.07K (2.56%) 0.00
Increased by 0.00%
Jun 30, 25
15 American Funds American Balanced A 874.41K (2.39%) 187.61K
Increased by +21.46%
Jun 30, 25
16 American Funds Growth Fund of Amer A 869.24K (2.37%) 0.00
Increased by 0.00%
Mar 31, 24
17 Capital Group Growth Fnd of Amer Comp 869.24K (2.37%) 0.00
Increased by 0.00%
Mar 31, 24
18 American Funds Fundamental Invs A 851.72K (2.32%) 0.00
Increased by 0.00%
Jun 30, 25
19 Capital Group Fundamental Invtrs Comp 851.72K (2.32%) 0.00
Increased by 0.00%
Jun 30, 25
20 Baron Focused Growth Retail 638.84K (1.74%) 85.00K
Increased by +13.31%
Jun 30, 25