Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.43%
2 ZIG 3.05%
3 CAFG 2.08%
4 PEZ 2.00%
5 MVFD 1.69%
6 MGMT 1.68%
7 XRT 1.35%
8 PSCD 1.26%
9 COWS 1.24%
10 SQLV 1.16%
11 CLSE 1.14%
12 SURE 1.11%
13 AIEQ 0.95%
14 CSB 0.93%
15 RETL 0.89%
16 DBSC 0.87%
17 DGRS 0.83%
18 MYLD 0.82%
19 SMCP 0.72%
20 SVAL 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.88M (15.48%) 222.94K
Increased by +0.93%
Sep 30, 25
2 Vanguard Group Inc 18.40M (11.93%) 249.16K
Increased by +1.35%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 8.75M (5.67%) 77.76K
Increased by +0.89%
Dec 31, 25
4 Cooke & Bieler LP 7.79M (5.05%) 1.79M
Increased by +23.03%
Mar 31, 25
5 D. E. Shaw & Co LP 7.37M (4.78%) 3.16M
Increased by +42.83%
Dec 31, 25
6 State Street Corporation 7.25M (4.70%) 255.57K
Increased by +3.52%
Mar 31, 24
7 American Century Companies Inc 6.91M (4.48%) 257.93K
Increased by +3.73%
Dec 31, 25
8 Millennium Management LLC 6.79M (4.40%) 3.33M
Increased by +49.09%
Jun 30, 25
9 State Street Corp 6.57M (4.26%) -88.25K
Decreased by -1.34%
Sep 30, 25
10 Pacer Advisors, INC. 6.09M (3.95%) 1.66M
Increased by +27.30%
Dec 31, 23
11 Fuller & Thaler Asset Management Inc 5.91M (3.83%) 3.20M
Increased by +54.23%
Dec 31, 25
12 The Goldman Sachs Group Inc 5.32M (3.45%) 3.15M
Increased by +59.16%
Sep 30, 25
13 Victory Capital Management Inc. 5.31M (3.44%) 962.73K
Increased by +18.14%
Mar 31, 25
14 Candlestick Capital Management LP 4.82M (3.12%) 4.82M
Increased by +100.00%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 4.73M (3.07%) 2.12M
Increased by +44.86%
Sep 30, 25
16 Marshall Wace Asset Management Ltd 4.47M (2.90%) -1.03M
Decreased by -23.08%
Dec 31, 25
17 FMR Inc 4.37M (2.84%) -10.18M
Decreased by -232.83%
Dec 31, 25
18 Congress Asset Management Company, LLP 4.19M (2.72%) -1.15M
Decreased by -27.47%
Dec 31, 24
19 DePrince Race & Zollo Inc 4.02M (2.60%) 4.02M
Increased by +100.00%
Jun 30, 25
20 Balyasny Asset Management LLC 3.91M (2.53%) 3.91M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Blue Chip Growth 10.86M (7.04%) -229.50K
Decreased by -2.11%
Nov 30, 23
2 iShares Core S&P Small-Cap ETF 9.54M (6.18%) -2.88M
Decreased by -30.14%
Feb 28, 26
3 Pacer US Small Cap Cash Cows 100 ETF 9.11M (5.90%) 0.00
Increased by 0.00%
May 31, 24
4 Fidelity Blue Chip Growth 6.58M (4.26%) -796.60K
Decreased by -12.11%
Sep 30, 24
5 Avantis US Small Cap Value ETF 6.29M (4.08%) 9.50K
Increased by +0.15%
Feb 28, 26
6 Vanguard US Total Market Shares ETF 5.59M (3.62%) 5.25K
Increased by +0.09%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 4.80M (3.11%) 70.39K
Increased by +1.47%
Feb 28, 26
8 Vanguard Explorer Inv 3.97M (2.57%) -971.98K
Decreased by -24.51%
Mar 31, 25
9 iShares Russell 2000 ETF 3.89M (2.52%) 572.65K
Increased by +14.70%
Feb 28, 26
10 Vanguard Small Cap Index 3.46M (2.25%) 11.71K
Increased by +0.34%
Feb 28, 26
11 Vanguard Selected Value Inv 3.38M (2.19%) 510.70K
Increased by +15.13%
Mar 31, 25
12 Fidelity® Value 2.73M (1.77%) 54.10K
Increased by +1.98%
Nov 30, 23
13 Fidelity Value 2.62M (1.70%) -113.70K
Decreased by -4.35%
Dec 31, 23
14 Fidelity® Blue Chip Growth K6 2.32M (1.51%) 6.50K
Increased by +0.28%
Nov 30, 23
15 Vanguard Small Cap Value Index Inv 2.22M (1.44%) 6.33K
Increased by +0.28%
Feb 28, 26
16 Fidelity® Series Blue Chip Growth 2.06M (1.33%) 5.40K
Increased by +0.26%
Nov 30, 23
17 FullerThaler Behavioral Small-Cap Growth 2.00M (1.29%) 67.20K
Increased by +3.37%
Dec 31, 25
18 Fidelity Small Cap Value Fund 1.89M (1.22%) -3.32M
Decreased by -176.13%
Nov 30, 25
19 FullerThaler Behavioral Sm-Cp Gr R6 1.83M (1.19%) 67.20K
Increased by +3.67%
Dec 31, 25
20 Fidelity® Small Cap Index 1.76M (1.14%) 49.84K
Increased by +2.83%
Oct 31, 23