Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 4.43%
2 PEZ 3.15%
3 CAFG 3.02%
4 ULTY 2.59%
5 NEWZ 2.31%
6 HCOW 2.00%
7 COWS 1.87%
8 RJMG 1.68%
9 GRPM 1.59%
10 IJT 1.50%
11 VIOG 1.49%
12 AZTD 1.48%
13 RZG 1.47%
14 ATFV 1.47%
15 XRT 1.41%
16 MPAY 1.38%
17 SLYG 1.25%
18 CGV 1.21%
19 RNIN 1.15%
20 SMCP 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.26M (13.99%) -484.26K
Decreased by -7.73%
Jun 30, 25
2 Vanguard Group Inc 4.78M (10.69%) -825.09K
Decreased by -17.25%
Jun 30, 25
3 FMR Inc 3.28M (7.33%) -729.22K
Decreased by -22.22%
Jun 30, 25
4 AQR Capital Management LLC 1.98M (4.42%) 22.21K
Increased by +1.12%
Jun 30, 25
5 State Street Corporation 1.96M (4.37%) 34.07K
Increased by +1.74%
Mar 31, 24
6 State Street Corp 1.81M (4.05%) -158.54K
Decreased by -8.76%
Jun 30, 25
7 Arrowstreet Capital Limited Partnership 1.63M (3.63%) -198.09K
Decreased by -12.18%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 1.51M (3.36%) 177.50K
Increased by +11.79%
Jun 30, 25
9 D. E. Shaw & Co LP 1.47M (3.28%) 389.91K
Increased by +26.55%
Jun 30, 24
10 Squarepoint Ops LLC 1.23M (2.75%) 486.10K
Increased by +39.52%
Mar 31, 25
11 Wellington Management Company LLP 1.23M (2.75%) 212.16K
Increased by +17.25%
Dec 31, 24
12 Geode Capital Management, LLC 1.23M (2.74%) -41.07K
Decreased by -3.34%
Jun 30, 25
13 Renaissance Technologies Corp 1.14M (2.55%) -64.00K
Decreased by -5.61%
Jun 30, 25
14 Marshall Wace Asset Management Ltd 1.04M (2.32%) 115.76K
Increased by +11.15%
Dec 31, 24
15 UBS Group AG 970.82K (2.17%) 633.45K
Increased by +65.25%
Mar 31, 25
16 Citadel Advisors Llc 877.74K (1.96%) -44.19K
Decreased by -5.03%
Sep 30, 23
17 American Century Companies Inc 833.70K (1.86%) 26.72K
Increased by +3.21%
Jun 30, 25
18 Amvescap Plc. 810.78K (1.81%) -44.10K
Decreased by -5.44%
Jun 30, 25
19 Two Sigma Advisers, LLC 808.30K (1.81%) 374.40K
Increased by +46.32%
Sep 30, 23
20 Brandywine Global Investment Mgmt LLC 744.03K (1.66%) 744.03K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (7.56%) 0.00
Increased by 0.00%
May 29, 24
2 Fidelity® Blue Chip Growth 2.60M (5.80%) 15.76K
Increased by +0.61%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 1.61M (3.61%) 1.38K
Increased by +0.09%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.55M (3.46%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.43M (3.19%) -30.06K
Decreased by -2.11%
Jul 31, 25
6 AF High Growth (AFRIS) 1.34M (2.99%) 1.34M
Increased by +100.00%
Feb 29, 24
7 iShares Russell 2000 ETF 1.14M (2.54%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Index 1.10M (2.45%) -7.96K
Decreased by -0.72%
Jul 31, 25
9 Fidelity Blue Chip Growth 792.40K (1.77%) -51.00K
Decreased by -6.44%
Jul 31, 25
10 Avantis US Small Cap Value ETF 710.51K (1.59%) 6.53K
Increased by +0.92%
Aug 30, 25
11 Vanguard Small Cap Value Index Inv 707.63K (1.58%) 2.03K
Increased by +0.29%
Jul 31, 25
12 Global Balanced (AFRIS) 614.33K (1.37%) 614.33K
Increased by +100.00%
Feb 29, 24
13 Hennessy Cornerstone Mid Cap 30 Inv 573.90K (1.28%) 71.50K
Increased by +12.46%
Sep 30, 24
14 DFA US Small Cap Value I 564.64K (1.26%) -57.00K
Decreased by -10.10%
Mar 31, 24
15 Fidelity® Blue Chip Growth K6 556.82K (1.24%) 19.87K
Increased by +3.57%
Nov 30, 23
16 Fidelity® Contrafund® 514.86K (1.15%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 512.37K (1.14%) -222.83K
Decreased by -43.49%
Jul 31, 25
18 iShares S&P Small-Cap 600 Growth ETF 494.46K (1.10%) 2.18K
Increased by +0.44%
May 29, 24
19 Fidelity® Series Blue Chip Growth 483.23K (1.08%) 16.60K
Increased by +3.44%
Nov 30, 23
20 Fidelity Small Cap Index 473.29K (1.06%) -29.56K
Decreased by -6.25%
Jun 30, 25