Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLAU 1.05%
2 WWJD 0.51%
3 MXDU 0.43%
4 OPTZ 0.36%
5 CGNG 0.34%
6 BLES 0.26%
7 DEEF 0.23%
8 OMFS 0.21%
9 VPL 0.17%
10 SFYF 0.16%
11 RAFE 0.14%
12 FYC 0.11%
13 PXF 0.11%
14 SMMV 0.11%
15 VYMI 0.10%
16 PRFZ 0.10%
17 BBSC 0.10%
18 HFXI 0.08%
19 SCHF 0.07%
20 VEA 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.18M (9.57%) 61.58K
Increased by +0.12%
Dec 31, 25
2 BlackRock Inc 33.68M (6.42%) 1.61M
Increased by +4.79%
Sep 30, 25
3 UBS Group AG 23.19M (4.42%) 22.69M
Increased by +97.84%
Sep 30, 25
4 Marshall Wace Asset Management Ltd 12.82M (2.44%) 817.55K
Increased by +6.38%
Sep 30, 25
5 Geode Capital Management, LLC 11.22M (2.14%) 971.38K
Increased by +8.65%
Sep 30, 25
6 State Street Corp 10.07M (1.92%) 871.96K
Increased by +8.66%
Sep 30, 25
7 Renaissance Technologies Corp 8.01M (1.53%) 1.37M
Increased by +17.09%
Dec 31, 25
8 The Goldman Sachs Group Inc 7.61M (1.45%) 913.75K
Increased by +12.01%
Sep 30, 25
9 Citadel Advisors Llc 7.24M (1.38%) 4.58M
Increased by +63.32%
Sep 30, 25
10 Goldman Sachs Group Inc 6.70M (1.28%) 444.08K
Increased by +6.63%
Jun 30, 25
11 Charles Schwab Investment Management Inc 4.32M (0.82%) -90.92K
Decreased by -2.11%
Dec 31, 25
12 Bank of America Corp 3.97M (0.76%) -3.96M
Decreased by -99.87%
Sep 30, 25
13 Northern Trust Corp 3.94M (0.75%) 119.03K
Increased by +3.02%
Sep 30, 25
14 State Street Corporation 3.82M (0.73%) 1.69M
Increased by +44.36%
Mar 31, 24
15 D. E. Shaw & Co LP 3.34M (0.64%) -3.96M
Decreased by -118.58%
Jun 30, 24
16 JPMorgan Chase & Co 3.33M (0.63%) 1.51M
Increased by +45.27%
Sep 30, 25
17 JANE STREET GROUP, LLC 3.30M (0.63%) 391.63K
Increased by +11.85%
Jun 30, 24
18 Barclays PLC 3.15M (0.60%) 481.22K
Increased by +15.27%
Sep 30, 25
19 Peconic Partners LLC 3.00M (0.57%) 1.00M
Increased by +33.33%
Dec 31, 25
20 Jane Street Group LLC 2.87M (0.55%) 2.80M
Increased by +97.64%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.42M (3.13%) 0.00
Increased by 0.00%
Jan 31, 26
2 iShares Russell 2000 ETF 12.44M (2.37%) 12.44M
Increased by +100.00%
Feb 28, 26
3 Vanguard Small Cap Index 11.64M (2.22%) -14.26K
Decreased by -0.12%
Jan 31, 26
4 Vanguard US Total Market Shares ETF 11.56M (2.21%) 2.15M
Increased by +18.61%
Sep 30, 24
5 Vanguard Small Cap Growth Index Inv 6.46M (1.23%) -95.92K
Decreased by -1.48%
Jan 31, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 5.54M (1.06%) 27.48K
Increased by +0.50%
Jan 31, 26
7 Fidelity Small Cap Index 5.07M (0.97%) 626.75K
Increased by +12.37%
Dec 31, 25
8 iShares Russell 2000 Value ETF 4.39M (0.84%) 4.39M
Increased by +100.00%
Feb 28, 26
9 Capital Group Global Composite 3.57M (0.68%) 3.57M
Increased by +100.00%
Dec 31, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 3.33M (0.63%) 271.40K
Increased by +8.15%
Jan 31, 26
11 Fidelity Extended Market Index 2.72M (0.52%) -145.92K
Decreased by -5.36%
Dec 31, 25
12 Vanguard Small Cap Value Index Inv 2.50M (0.48%) -216.00
Decreased by -0.01%
Aug 31, 24
13 Schwab US Small-Cap ETF™ 2.49M (0.47%) 2.18K
Increased by +0.09%
Feb 28, 26
14 Vanguard Russell 2000 ETF 2.46M (0.47%) -76.96K
Decreased by -3.13%
Jan 31, 26
15 Vanguard Communication Services ETF 2.07M (0.39%) -27.73K
Decreased by -1.34%
Jan 31, 26
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.86M (0.35%) 10.47K
Increased by +0.56%
Apr 30, 25
17 State St Russell Sm Cap® Indx SL Cl I 1.70M (0.33%) 0.00
Increased by 0.00%
Feb 28, 26
18 Schwab Small Cap Index 1.30M (0.25%) 23.20K
Increased by +1.79%
Jan 31, 26
19 Blackrock Extended Mkt Fund CF 1.28M (0.24%) 1.28M
Increased by +100.00%
Jan 31, 26
20 BlackRock Advantage Small Cap Core Instl 1.16M (0.22%) 1.16M
Increased by +100.00%
Jan 31, 26