Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 4.43%
2 CAFG 3.02%
3 ULTY 2.59%
4 NEWZ 2.31%
5 PEZ 1.91%
6 ASCE 1.90%
7 COWS 1.80%
8 HCOW 1.76%
9 RJMG 1.68%
10 XRT 1.51%
11 IJT 1.50%
12 VIOG 1.49%
13 AZTD 1.48%
14 RZG 1.47%
15 ATFV 1.47%
16 MPAY 1.38%
17 RNIN 1.28%
18 GRPM 1.26%
19 SLYG 1.25%
20 RFG 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.06M (14.55%) -202.84K
Decreased by -3.35%
Sep 30, 25
2 Vanguard Group Inc 4.78M (11.48%) 94.70K
Increased by +1.98%
Dec 31, 25
3 AQR Capital Management LLC 2.50M (6.01%) 898.88K
Increased by +35.89%
Dec 31, 25
4 State Street Corporation 1.96M (4.70%) 34.07K
Increased by +1.74%
Mar 31, 24
5 State Street Corp 1.79M (4.30%) -21.10K
Decreased by -1.18%
Sep 30, 25
6 BBFIT INVESTMENTS PTE Ltd. 1.63M (3.92%) 1.63M
Increased by +100.00%
Dec 31, 25
7 Dimensional Fund Advisors, Inc. 1.39M (3.33%) -85.13K
Decreased by -6.14%
Dec 31, 25
8 FMR Inc 1.38M (3.31%) -1.36M
Decreased by -98.61%
Dec 31, 25
9 American Century Companies Inc 1.36M (3.27%) 185.00K
Increased by +13.58%
Dec 31, 25
10 Squarepoint Ops LLC 1.23M (2.95%) 486.10K
Increased by +39.52%
Mar 31, 25
11 Wellington Management Company LLP 1.23M (2.95%) 212.16K
Increased by +17.25%
Dec 31, 24
12 Geode Capital Management, LLC 1.14M (2.74%) -10.67K
Decreased by -0.94%
Dec 31, 25
13 D. E. Shaw & Co LP 1.13M (2.72%) 1.07M
Increased by +94.55%
Dec 31, 25
14 Boston Partners Global Investors, Inc 1.09M (2.63%) 553.89K
Increased by +50.63%
Sep 30, 25
15 T. Rowe Price Investment Management,Inc. 1.04M (2.49%) 235.01K
Increased by +22.63%
Dec 31, 25
16 Marshall Wace Asset Management Ltd 1.04M (2.49%) 115.76K
Increased by +11.15%
Dec 31, 24
17 UBS Group AG 970.82K (2.33%) 633.45K
Increased by +65.25%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 951.37K (2.28%) 375.06K
Increased by +39.42%
Sep 30, 25
19 Bank of America Corp 946.88K (2.27%) 340.62K
Increased by +35.97%
Sep 30, 25
20 Arrowstreet Capital Limited Partnership 925.45K (2.22%) 611.74K
Increased by +66.10%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (8.13%) 0.00
Increased by 0.00%
May 29, 24
2 Fidelity® Blue Chip Growth 2.60M (6.23%) 15.76K
Increased by +0.61%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 1.61M (3.88%) 1.38K
Increased by +0.09%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.52M (3.66%) -97.92K
Decreased by -6.43%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 1.49M (3.57%) 2.65K
Increased by +0.18%
Feb 28, 26
6 AF High Growth (AFRIS) 1.34M (3.22%) 1.34M
Increased by +100.00%
Feb 29, 24
7 Avantis US Small Cap Value ETF 1.26M (3.03%) 4.05K
Increased by +0.32%
Feb 28, 26
8 iShares Russell 2000 ETF 1.14M (2.73%) 57.39K
Increased by +5.06%
Feb 28, 26
9 Vanguard Small Cap Index 1.07M (2.57%) 3.32K
Increased by +0.31%
Feb 28, 26
10 Vanguard Small Cap Value Index Inv 686.51K (1.65%) 1.96K
Increased by +0.28%
Feb 28, 26
11 Global Balanced (AFRIS) 614.33K (1.48%) 614.33K
Increased by +100.00%
Feb 29, 24
12 Hennessy Cornerstone Mid Cap 30 Inv 573.90K (1.38%) 71.50K
Increased by +12.46%
Sep 30, 24
13 DFA US Small Cap Value I 564.64K (1.36%) -57.00K
Decreased by -10.10%
Mar 31, 24
14 Fidelity® Blue Chip Growth K6 556.82K (1.34%) 19.87K
Increased by +3.57%
Nov 30, 23
15 Fidelity® Contrafund® 514.86K (1.24%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 513.09K (1.23%) 4.89K
Increased by +0.95%
Feb 28, 26
17 iShares S&P Small-Cap 600 Growth ETF 494.46K (1.19%) 2.18K
Increased by +0.44%
May 29, 24
18 Fidelity® Series Blue Chip Growth 483.23K (1.16%) 16.60K
Increased by +3.44%
Nov 30, 23
19 Fidelity® Small Cap Index 470.42K (1.13%) 12.65K
Increased by +2.69%
Oct 31, 23
20 Fidelity Series Blue Chip Growth 458.23K (1.10%) -25.00K
Decreased by -5.46%
Dec 31, 23