Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 3.90%
2 SPAM 3.17%
3 FORH 2.14%
4 AZTD 2.02%
5 GRPZ 2.01%
6 PTF 1.92%
7 JSMD 1.71%
8 PSCT 1.62%
9 XSHQ 1.51%
10 JSML 1.42%
11 SFLO 1.30%
12 CAFG 1.28%
13 XITK 1.26%
14 FDLS 1.23%
15 CSB 1.18%
16 RNIN 1.10%
17 PSWD 1.06%
18 SURE 1.05%
19 RNSC 1.03%
20 FSGS 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.11M (20.86%) -32.52K
Decreased by -0.20%
Mar 31, 25
2 Vanguard Group Inc 12.51M (16.20%) -19.27K
Decreased by -0.15%
Mar 31, 25
3 DELTA AIR LINES, INC. 8.28M (10.72%) 0.00
Increased by 0.00%
Jun 30, 24
4 T. Rowe Price Investment Management,Inc. 7.17M (9.29%) -951.80K
Decreased by -13.28%
Dec 31, 23
5 FMR Inc 3.62M (4.69%) -1.17M
Decreased by -32.34%
Mar 31, 25
6 State Street Corp 3.46M (4.48%) -181.65K
Decreased by -5.25%
Mar 31, 25
7 Arrowstreet Capital Limited Partnership 3.37M (4.37%) 606.22K
Increased by +17.97%
Mar 31, 25
8 Pacer Advisors, INC. 3.05M (3.95%) 3.04M
Increased by +99.59%
Dec 31, 24
9 Durable Capital Partners LP 2.96M (3.83%) 2.96M
Increased by +100.00%
Mar 31, 25
10 Renaissance Technologies Corp 2.82M (3.66%) -874.00K
Decreased by -30.95%
Mar 31, 25
11 Foxhaven Asset Management, LP 2.71M (3.52%) -72.70K
Decreased by -2.68%
Dec 31, 23
12 Geode Capital Management, LLC 2.60M (3.36%) 163.28K
Increased by +6.29%
Mar 31, 25
13 Copeland Capital Management, LLC 2.47M (3.20%) 497.87K
Increased by +20.12%
Jun 30, 25
14 Wellington Management Company LLP 2.35M (3.04%) -976.30K
Decreased by -41.61%
Mar 31, 25
15 First Trust Advisors L.P. 2.22M (2.88%) 1.97M
Increased by +88.89%
Mar 31, 25
16 Greenhouse Funds LLLP 2.04M (2.64%) -448.65K
Decreased by -21.97%
Dec 31, 24
17 General Atlantic Llc 2.03M (2.63%) -1.95M
Decreased by -96.05%
Dec 31, 23
18 State Street Corporation 1.86M (2.41%) 93.24K
Increased by +5.02%
Dec 31, 23
19 Jennison Associates LLC 1.78M (2.31%) -542.82K
Decreased by -30.45%
Dec 31, 23
20 Goldman Sachs Group Inc 1.63M (2.12%) 430.04K
Increased by +26.33%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.52M (7.15%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.95M (3.82%) -131.93K
Decreased by -4.48%
Jun 30, 25
3 First Trust SMID Cp Rising Div Achv ETF 2.67M (3.46%) -5.19K
Decreased by -0.19%
Jul 31, 25
4 Vanguard Small Cap Index 2.25M (2.92%) -167.76K
Decreased by -7.44%
Jun 30, 25
5 Vanguard Information Technology ETF 2.07M (2.68%) 674.00
Increased by +0.03%
Jun 30, 25
6 iShares Russell 2000 ETF 2.02M (2.61%) -32.67K
Decreased by -1.62%
Jul 30, 25
7 Fidelity® Contrafund® 1.71M (2.22%) 0.00
Increased by 0.00%
Nov 30, 23
8 T. Rowe Price Mid-Cap Growth 1.68M (2.18%) -4.00K
Decreased by -0.24%
Dec 31, 23
9 T. Rowe Price US Mid-Cap Growth Equity 1.68M (2.18%) -4.00K
Decreased by -0.24%
Dec 31, 23
10 American Funds SMALLCAP World A 1.60M (2.07%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.84%) -40.23K
Decreased by -2.83%
Jun 30, 25
12 T. Rowe Price Small-Cap Stock 1.37M (1.78%) -423.10K
Decreased by -30.77%
Dec 31, 23
13 T. Rowe Price US Small-Cap Core Equity 1.37M (1.78%) -423.10K
Decreased by -30.77%
Dec 31, 23
14 Vanguard Small Cap Growth Index Inv 1.26M (1.64%) -69.57K
Decreased by -5.50%
Jun 30, 25
15 iShares Cybersecurity and Tech ETF 1.12M (1.45%) 0.00
Increased by 0.00%
Jul 30, 25
16 Brown Advisory Small-Cap Growth Inv 1.11M (1.43%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity Contrafund Commingled Pl S 991.40K (1.28%) -5.92K
Decreased by -0.60%
Sep 30, 24
18 Fidelity Contrafund Commingled Pl O 972.67K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Explorer Inv 931.20K (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity Small Cap Index 901.41K (1.17%) 1.98K
Increased by +0.22%
May 31, 25