Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOGA_old 4.28%
2 TOGA 4.24%
3 MARB 3.99%
4 BFIT 3.84%
5 GRPM 1.59%
6 BOUT 1.51%
7 BUL 1.32%
8 ERSX 1.22%
9 VNMC 1.19%
10 WLTG 1.17%
11 FXD 1.13%
12 LSAF 1.04%
13 RFG 1.01%
14 PEXL 1.01%
15 BLCR 1.00%
16 QMID 0.84%
17 XMMO 0.83%
18 RNSC 0.82%
19 FSGS 0.82%
20 FLOW 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 19.51M (15.08%) -238.31K
Decreased by -1.22%
Mar 31, 25
2 Vanguard Group Inc 12.50M (9.66%) -40.23K
Decreased by -0.32%
Mar 31, 25
3 BlackRock Inc 11.54M (8.92%) -1.38M
Decreased by -11.95%
Mar 31, 25
4 Viking Global Investors LP 5.80M (4.48%) 2.18M
Increased by +37.57%
Mar 31, 25
5 State Street Corp 4.80M (3.71%) 72.37K
Increased by +1.51%
Mar 31, 25
6 State Street Corporation 4.68M (3.61%) 18.41K
Increased by +0.39%
Mar 31, 24
7 Victory Capital Management Inc. 3.95M (3.05%) 3.92M
Increased by +99.37%
Mar 31, 25
8 Massachusetts Financial Services Company 3.47M (2.68%) -448.51K
Decreased by -12.92%
Mar 31, 25
9 Citadel Advisors Llc 3.03M (2.34%) 1.25M
Increased by +41.19%
Sep 30, 23
10 Fiduciary Management, Inc. of Milwaukee 2.83M (2.19%) 324.01K
Increased by +11.43%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 2.80M (2.16%) 583.73K
Increased by +20.88%
Mar 31, 25
12 Pzena Investment Management, LLC 2.77M (2.14%) -1.22M
Decreased by -44.02%
Sep 30, 23
13 Pacer Advisors, INC. 2.64M (2.04%) 2.59M
Increased by +98.30%
Sep 30, 24
14 Millennium Management LLC 2.62M (2.02%) 1.37M
Increased by +52.31%
Mar 31, 24
15 Bank of New York Mellon Corp 2.48M (1.92%) 174.70K
Increased by +7.04%
Mar 31, 25
16 Anomaly Capital Management, LP 2.46M (1.90%) -530.55K
Decreased by -21.58%
Mar 31, 25
17 Geode Capital Management, LLC 2.33M (1.80%) 37.10K
Increased by +1.59%
Mar 31, 25
18 Balyasny Asset Management LLC 2.28M (1.76%) 2.28M
Increased by +100.00%
Mar 31, 25
19 D. E. Shaw & Co LP 2.14M (1.65%) -15.44K
Decreased by -0.72%
Dec 31, 24
20 Capital Research Global Investors 2.14M (1.65%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl S 9.09M (7.03%) -108.36K
Decreased by -1.19%
Mar 31, 25
2 Fidelity Growth Compy Commingled Pl O 9.00M (6.96%) 11.00K
Increased by +0.12%
Aug 31, 24
3 Fidelity® Growth Company 6.74M (5.21%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Growth Company Fund 6.21M (4.80%) -74.20K
Decreased by -1.19%
Mar 31, 25
5 iShares Core S&P Mid-Cap ETF 4.26M (3.29%) -13.75K
Decreased by -0.32%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 4.23M (3.27%) 51.83K
Increased by +1.23%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 4.18M (3.23%) 2.82K
Increased by +0.07%
Sep 30, 24
8 Vanguard Small Cap Index 3.30M (2.55%) 19.43K
Increased by +0.59%
Apr 30, 25
9 Sycamore Mid Cap Value Comp 2.87M (2.22%) 2.87M
Increased by +100.00%
Mar 31, 25
10 Victory Sycamore Established Value R 2.87M (2.22%) 2.87M
Increased by +100.00%
Mar 31, 25
11 Pacer US Cash Cows 100 ETF 2.63M (2.04%) 3.27K
Increased by +0.12%
Nov 29, 24
12 Fidelity® Growth Company K6 2.41M (1.86%) -45.94K
Decreased by -1.90%
Nov 30, 23
13 Fidelity Growth Company K6 2.16M (1.67%) -25.80K
Decreased by -1.20%
Mar 31, 25
14 SKAGEN Global A 2.13M (1.65%) 0.00
Increased by 0.00%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 2.04M (1.57%) 12.92K
Increased by +0.63%
Apr 30, 25
16 MFS Mid Cap Value A 2.00M (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
17 MFS Mid Cap Value Equity 2.00M (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 1.84M (1.42%) -2.35K
Decreased by -0.13%
Apr 30, 25
19 Fidelity Series Growth Company 1.68M (1.30%) -20.00K
Decreased by -1.19%
Mar 31, 25
20 Fidelity® Series Growth Company 1.62M (1.25%) 0.00
Increased by 0.00%
Nov 30, 23