Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 14.15%
2 USSE 6.81%
3 XME 6.76%
4 SLX 5.17%
5 RSHO 5.04%
6 PYZ 4.54%
7 BOUT 3.99%
8 MNM 3.43%
9 NRSH 3.29%
10 FMTM 3.21%
11 XAR 2.99%
12 XMMO 2.63%
13 FCUS 2.35%
14 FFTY 2.33%
15 PDP 2.14%
16 BLCR 2.12%
17 QMID 1.90%
18 QMOM 1.90%
19 GCAD 1.72%
20 GSC 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 17.10M (12.62%) -51.76K
Decreased by -0.30%
Dec 31, 25
2 BlackRock Inc 14.86M (10.97%) -89.81K
Decreased by -0.60%
Sep 30, 25
3 Vanguard Group Inc 12.73M (9.40%) -327.72K
Decreased by -2.58%
Dec 31, 25
4 Capital World Investors 7.36M (5.43%) -544.78K
Decreased by -7.41%
Dec 31, 25
5 State Street Corporation 6.48M (4.78%) -264.34K
Decreased by -4.08%
Mar 31, 24
6 State Street Corp 6.04M (4.46%) 415.48K
Increased by +6.88%
Sep 30, 25
7 AllianceBernstein L.P. 5.24M (3.87%) 2.08M
Increased by +39.60%
Mar 31, 24
8 FMR Inc 5.07M (3.75%) 175.65K
Increased by +3.46%
Dec 31, 25
9 Capital Research Global Investors 3.61M (2.67%) 386.75K
Increased by +10.71%
Dec 31, 25
10 Amvescap Plc. 3.15M (2.33%) -144.71K
Decreased by -4.59%
Sep 30, 25
11 Goldman Sachs Group Inc 2.61M (1.93%) 1.62M
Increased by +62.07%
Dec 31, 23
12 Geode Capital Management, LLC 2.42M (1.79%) -25.50K
Decreased by -1.05%
Dec 31, 25
13 Palestra Capital Management LLC 2.19M (1.62%) 1.96M
Increased by +89.35%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 2.13M (1.57%) -16.02K
Decreased by -0.75%
Dec 31, 25
15 DENDUR CAPITAL LP 2.04M (1.51%) -649.87K
Decreased by -31.87%
Dec 31, 25
16 D. E. Shaw & Co LP 2.02M (1.49%) -1.00M
Decreased by -49.66%
Dec 31, 25
17 Federated Hermes Inc 1.79M (1.32%) 83.50K
Increased by +4.67%
Sep 30, 24
18 NORGES BANK 1.73M (1.28%) 32.80K
Increased by +1.89%
Dec 31, 25
19 American Century Companies Inc 1.59M (1.17%) 215.59K
Increased by +13.56%
Dec 31, 25
20 Channing Capital Management, LLC 1.55M (1.15%) -120.67K
Decreased by -7.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.09M (6.71%) -1.90K
Decreased by -0.02%
Feb 28, 25
2 American Funds Growth Fund of Amer A 6.84M (5.05%) 188.80K
Increased by +2.76%
Dec 31, 25
3 Capital Group Growth Fnd of Amer Comp 6.84M (5.05%) 188.80K
Increased by +2.76%
Dec 31, 25
4 American Funds SMALLCAP World A 4.39M (3.24%) -197.03K
Decreased by -4.48%
Dec 31, 25
5 iShares Core S&P Mid-Cap ETF 4.39M (3.24%) 4.39M
Increased by +100.00%
Feb 28, 26
6 Vanguard Total Stock Mkt Idx Inv 4.30M (3.17%) 17.65K
Increased by +0.41%
Feb 28, 26
7 Vanguard US Total Market Shares ETF 3.96M (2.93%) 2.99K
Increased by +0.08%
Sep 30, 24
8 American Funds AMCAP A 3.82M (2.82%) 188.62K
Increased by +4.94%
Dec 31, 25
9 Capital Group AMCAP Composite 3.82M (2.82%) 188.62K
Increased by +4.94%
Dec 31, 25
10 iShares $ High Yld Corp Bd ETF USD Dist 3.58M (2.65%) 3.58M
Increased by +100.00%
Aug 7, 23
11 VA CollegeAmerica Amcap 529A 3.50M (2.59%) 172.18K
Increased by +4.91%
Dec 31, 24
12 American Funds IS® Asset Allocation 1 3.48M (2.57%) -694.97K
Decreased by -20.00%
Dec 31, 25
13 Vanguard Small Cap Index 3.09M (2.28%) 7.99K
Increased by +0.26%
Feb 28, 26
14 iShares Russell 2000 ETF 3.03M (2.24%) -24.11K
Decreased by -0.80%
Apr 30, 24
15 American Funds IS® Growth 1 2.09M (1.54%) 0.00
Increased by 0.00%
Dec 31, 25
16 Capital Group Growth Composite 2.09M (1.54%) 0.00
Increased by 0.00%
Dec 31, 25
17 American Funds American Balanced A 1.99M (1.47%) 0.00
Increased by 0.00%
Dec 31, 25
18 iShares US Aerospace & Defense ETF 1.77M (1.31%) 1.77M
Increased by +100.00%
Feb 28, 26
19 American Funds Invmt Co of Amer A 1.76M (1.30%) 0.00
Increased by 0.00%
Dec 31, 25
20 Capital Group Investment Co of Amer Comp 1.76M (1.30%) 0.00
Increased by 0.00%
Dec 31, 25