Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 3.52%
2 SPAM 3.02%
3 FORH 2.14%
4 AZTD 2.07%
5 PTF 1.92%
6 GRPZ 1.85%
7 JSMD 1.59%
8 PSCT 1.48%
9 XSHQ 1.43%
10 JSML 1.33%
11 CAFG 1.23%
12 SFLO 1.21%
13 CSB 1.18%
14 FDLS 1.16%
15 XITK 1.15%
16 SURE 1.02%
17 WCEO 1.01%
18 PSWD 0.94%
19 SDVY 0.92%
20 SDVD 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.11M (21.18%) -32.52K
Decreased by -0.20%
Mar 31, 25
2 Vanguard Group Inc 12.51M (16.45%) -19.27K
Decreased by -0.15%
Mar 31, 25
3 DELTA AIR LINES, INC. 8.28M (10.89%) 0.00
Increased by 0.00%
Jun 30, 24
4 T. Rowe Price Investment Management,Inc. 7.17M (9.43%) -951.80K
Decreased by -13.28%
Dec 31, 23
5 FMR Inc 3.62M (4.77%) -1.17M
Decreased by -32.34%
Mar 31, 25
6 State Street Corp 3.46M (4.55%) -181.65K
Decreased by -5.25%
Mar 31, 25
7 Arrowstreet Capital Limited Partnership 3.37M (4.44%) 606.22K
Increased by +17.97%
Mar 31, 25
8 Pacer Advisors, INC. 3.05M (4.01%) 3.04M
Increased by +99.59%
Dec 31, 24
9 Durable Capital Partners LP 2.96M (3.89%) 2.96M
Increased by +100.00%
Mar 31, 25
10 Renaissance Technologies Corp 2.82M (3.71%) -874.00K
Decreased by -30.95%
Mar 31, 25
11 Foxhaven Asset Management, LP 2.71M (3.57%) -72.70K
Decreased by -2.68%
Dec 31, 23
12 Geode Capital Management, LLC 2.60M (3.42%) 163.28K
Increased by +6.29%
Mar 31, 25
13 Wellington Management Company LLP 2.35M (3.09%) -976.30K
Decreased by -41.61%
Mar 31, 25
14 First Trust Advisors L.P. 2.22M (2.92%) 1.97M
Increased by +88.89%
Mar 31, 25
15 Greenhouse Funds LLLP 2.04M (2.69%) -448.65K
Decreased by -21.97%
Dec 31, 24
16 General Atlantic Llc 2.03M (2.67%) -1.95M
Decreased by -96.05%
Dec 31, 23
17 Copeland Capital Management, LLC 1.98M (2.60%) 823.17K
Increased by +41.65%
Mar 31, 25
18 State Street Corporation 1.86M (2.44%) 93.24K
Increased by +5.02%
Dec 31, 23
19 Jennison Associates LLC 1.78M (2.34%) -542.82K
Decreased by -30.45%
Dec 31, 23
20 Goldman Sachs Group Inc 1.63M (2.15%) 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 5.48M (7.21%) -25.44K
Decreased by -0.46%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.08M (4.05%) 2.28K
Increased by +0.07%
May 31, 25
3 First Trust SMID Cp Rising Div Achv ETF 2.67M (3.51%) 5.19K
Increased by +0.19%
Jun 30, 25
4 Vanguard Small Cap Index 2.42M (3.19%) 8.93K
Increased by +0.37%
May 31, 25
5 iShares Russell 2000 ETF 2.09M (2.75%) 14.51K
Increased by +0.69%
Jun 30, 25
6 Vanguard Information Technology ETF 2.07M (2.72%) 98.51K
Increased by +4.76%
May 31, 25
7 Fidelity® Contrafund® 1.71M (2.25%) 0.00
Increased by 0.00%
Nov 30, 23
8 T. Rowe Price Mid-Cap Growth 1.68M (2.21%) -4.00K
Decreased by -0.24%
Dec 31, 23
9 T. Rowe Price US Mid-Cap Growth Equity 1.68M (2.21%) -4.00K
Decreased by -0.24%
Dec 31, 23
10 American Funds SMALLCAP World A 1.60M (2.10%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.92%) 10.00K
Increased by +0.68%
May 31, 25
12 T. Rowe Price Small-Cap Stock 1.37M (1.81%) -423.10K
Decreased by -30.77%
Dec 31, 23
13 T. Rowe Price US Small-Cap Core Equity 1.37M (1.81%) -423.10K
Decreased by -30.77%
Dec 31, 23
14 Vanguard Small Cap Growth Index Inv 1.33M (1.76%) -8.66K
Decreased by -0.65%
May 31, 25
15 Brown Advisory Small-Cap Growth Inv 1.11M (1.46%) 0.00
Increased by 0.00%
Mar 31, 24
16 iShares Cybersecurity and Tech ETF 1.06M (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
17 Fidelity Contrafund Commingled Pl S 991.40K (1.30%) -5.92K
Decreased by -0.60%
Sep 30, 24
18 Fidelity Contrafund Commingled Pl O 972.67K (1.28%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Explorer Inv 931.20K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity Small Cap Index 899.42K (1.18%) 10.52K
Increased by +1.17%
Apr 30, 25