Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 3.74%
2 NEWZ 3.46%
3 PEZ 3.32%
4 BFIT 3.28%
5 LCLG 2.67%
6 QVAL 2.18%
7 MBOX 2.09%
8 DDIV 1.95%
9 DSMC 1.87%
10 WBIF 1.85%
11 FTDS 1.83%
12 WBIG 1.74%
13 ERNZ 1.72%
14 EVNT 1.70%
15 GDIV 1.59%
16 SWP 1.57%
17 EWMC 1.42%
18 LSAF 1.34%
19 FITS 1.31%
20 XRT 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 8.27M (12.88%) 8.27M
Increased by +100.00%
Dec 31, 24
2 FMR Inc 6.64M (10.33%) 398.56K
Increased by +6.01%
Jun 30, 25
3 Vanguard Group Inc 5.70M (8.88%) -146.81K
Decreased by -2.57%
Jun 30, 25
4 BlackRock Inc 5.70M (8.88%) -97.47K
Decreased by -1.71%
Jun 30, 25
5 Wellington Management Company LLP 3.59M (5.60%) 763.23K
Increased by +21.24%
Jun 30, 25
6 State Street Corp 2.21M (3.45%) -115.23K
Decreased by -5.20%
Jun 30, 25
7 State Street Corporation 2.11M (3.28%) 4.60K
Increased by +0.22%
Mar 31, 24
8 Charles Schwab Investment Management Inc 1.87M (2.91%) 77.36K
Increased by +4.15%
Dec 31, 24
9 Lone Pine Capital LLC 1.20M (1.87%) -1.72M
Decreased by -143.80%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 1.06M (1.64%) -123.47K
Decreased by -11.69%
Jun 30, 25
11 Geode Capital Management, LLC 1.02M (1.58%) -34.70K
Decreased by -3.42%
Jun 30, 25
12 Victory Capital Management Inc. 939.40K (1.46%) -1.39M
Decreased by -148.46%
Mar 31, 24
13 Dimensional Fund Advisors, Inc. 899.29K (1.40%) 139.00
Increased by +0.02%
Jun 30, 25
14 Atreides Management, LP 873.14K (1.36%) 873.14K
Increased by +100.00%
Jun 30, 25
15 Citadel Advisors Llc 868.09K (1.35%) 818.78K
Increased by +94.32%
Mar 31, 25
16 Pacer Advisors, INC. 817.30K (1.27%) 34.94K
Increased by +4.28%
Dec 31, 23
17 Amvescap Plc. 808.31K (1.26%) 214.72K
Increased by +26.56%
Mar 31, 25
18 JPMorgan Chase & Co 746.88K (1.16%) 94.04K
Increased by +12.59%
Mar 31, 25
19 NORGES BANK 689.97K (1.07%) -278.80K
Decreased by -40.41%
Jun 30, 25
20 Sachem Head Capital Management LP 652.60K (1.02%) 652.60K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.84M (2.86%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.75M (2.72%) 1.32K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.69M (2.63%) -35.71K
Decreased by -2.11%
Jul 31, 25
4 Schwab US Dividend Equity ETF™ 1.52M (2.37%) 1.23K
Increased by +0.08%
Feb 28, 25
5 Vanguard Windsor Investor Shares 1.39M (2.16%) 309.48K
Increased by +22.31%
Jun 30, 25
6 Vanguard Small Cap Index 1.30M (2.03%) -8.36K
Decreased by -0.64%
Jul 31, 25
7 Fidelity® Contrafund® 1.23M (1.92%) 0.00
Increased by 0.00%
Nov 30, 23
8 Pacer US Cash Cows 100 ETF 976.64K (1.52%) 5.26K
Increased by +0.54%
May 31, 24
9 Vanguard Small Cap Value Index Inv 835.86K (1.30%) -739.00
Decreased by -0.09%
Jul 31, 25
10 Fidelity® Blue Chip Growth 806.23K (1.26%) 5.80K
Increased by +0.72%
Nov 30, 23
11 Fidelity Blue Chip Growth 741.64K (1.15%) -28.40K
Decreased by -3.83%
Sep 30, 24
12 Fidelity Growth Compy Commingled Pl S 694.77K (1.08%) 949.00
Increased by +0.14%
Jul 31, 25
13 Fidelity Growth Compy Commingled Pl O 673.68K (1.05%) 1.50K
Increased by +0.22%
Aug 31, 24
14 Victory Sycamore Established Value R 645.00K (1.00%) -985.00K
Decreased by -152.71%
Mar 31, 24
15 Strategic Advisers Fidelity US TtlStk 616.39K (0.96%) 40.71K
Increased by +6.60%
Jul 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 606.70K (0.94%) -263.73K
Decreased by -43.47%
Jul 31, 25
17 Select Retailing 596.60K (0.93%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity® Low-Priced Stock 590.30K (0.92%) -615.00
Decreased by -0.10%
Oct 31, 23
19 Fidelity Low-Priced Stock 519.79K (0.81%) -1.40K
Decreased by -0.27%
Jun 30, 25
20 Fidelity Growth Company Fund 512.78K (0.80%) -3.07K
Decreased by -0.60%
Jul 31, 25