Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBW 1.24%
2 CCSO 0.02%
3 IWC 0.01%
4 IWO 0.00%
5 AVSC 0.00%
6 SCHA 0.00%
7 IWM 0.00%
8 RSSL 0.00%
9 UWM 0.00%
10 URTY 0.00%
11 HDG 0.00%
12 VXF 0.00%
13 RYLD 0.00%
14 VTI 0.00%
15 VTWG 0.00%
16 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.18M (4.72%) 3.20M
Increased by +76.60%
Dec 31, 24
2 Amvescap Plc. 2.48M (2.81%) 897.22K
Increased by +36.11%
Dec 31, 24
3 Board of Ttees Leland Stanford Jr Univ 1.46M (1.65%) 1.46M
Increased by +100.00%
Dec 31, 24
4 Zazove Associates LLC 969.93K (1.10%) -1.24M
Decreased by -127.73%
Sep 30, 24
5 Stifel Financial Corp 895.76K (1.01%) 631.48K
Increased by +70.50%
Dec 31, 24
6 Renaissance Technologies Corp 765.10K (0.86%) 752.00K
Increased by +98.29%
Dec 31, 24
7 Millennium Management LLC 717.57K (0.81%) 717.57K
Increased by +100.00%
Dec 31, 24
8 Susquehanna International Group, LLP 667.92K (0.75%) 402.35K
Increased by +60.24%
Dec 31, 24
9 Geode Capital Management, LLC 580.82K (0.66%) 32.68K
Increased by +5.63%
Dec 31, 24
10 BlackRock Inc 571.58K (0.65%) -120.95K
Decreased by -21.16%
Dec 31, 24
11 Two Sigma Investments LLC 443.31K (0.50%) 338.52K
Increased by +76.36%
Dec 31, 24
12 Kestra Advisory Services, LLC 423.50K (0.48%) 300.00K
Increased by +70.84%
Sep 30, 24
13 State Street Corp 383.49K (0.43%) 97.09K
Increased by +25.32%
Dec 31, 24
14 XTX Topco Ltd 280.09K (0.32%) 232.33K
Increased by +82.95%
Dec 31, 24
15 Jane Street Group LLC 258.62K (0.29%) 258.62K
Increased by +100.00%
Dec 31, 24
16 Blackstone Inc 257.92K (0.29%) 257.92K
Increased by +100.00%
Dec 31, 24
17 Northern Trust Corp 208.42K (0.24%) 52.37K
Increased by +25.13%
Dec 31, 24
18 Charles Schwab Investment Management Inc 198.44K (0.22%) -75.61K
Decreased by -38.10%
Dec 31, 24
19 Bridgeway Capital Management, LLC 195.00K (0.22%) 0.00
Increased by 0.00%
Dec 31, 24
20 UBS Group AG 175.47K (0.20%) 108.50K
Increased by +61.83%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.59M (4.05%) 0.00
Increased by 0.00%
Mar 31, 25
2 Invesco WilderHill Clean Energy ETF 1.17M (1.32%) -1.10M
Decreased by -94.22%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 593.90K (0.67%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 560.58K (0.63%) 32.15K
Increased by +5.74%
Mar 31, 25
5 iShares Russell 2000 ETF 428.51K (0.48%) -3.74K
Decreased by -0.87%
Mar 31, 25
6 Fidelity Extended Market Index 198.12K (0.22%) -1.26K
Decreased by -0.64%
Feb 28, 25
7 Bridgeway Ultra-Small Company Market 195.00K (0.22%) 0.00
Increased by 0.00%
Dec 31, 24
8 Schwab US Small-Cap ETF™ 176.49K (0.20%) 650.00
Increased by +0.37%
Mar 29, 25
9 Fidelity Small Cap Index 175.91K (0.20%) -3.29K
Decreased by -1.87%
Jan 31, 25
10 1290 Essex Small Cap Growth I 164.97K (0.19%) 164.97K
Increased by +100.00%
Feb 28, 25
11 iShares Russell 2000 Growth ETF 137.00K (0.15%) -652.00
Decreased by -0.48%
Mar 31, 25
12 Fidelity® Extended Market Index 90.14K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
13 Evolve Automobile Innovation ETF H 83.63K (0.09%) -2.48K
Decreased by -2.97%
Mar 31, 25
14 Vanguard Russell 2000 ETF 80.49K (0.09%) 1.66K
Increased by +2.06%
Mar 31, 25
15 Fidelity Total Market Index 73.96K (0.08%) -59.00
Decreased by -0.08%
Feb 28, 25
16 Schwab Small Cap Index 72.91K (0.08%) 0.00
Increased by 0.00%
Oct 31, 24
17 Nuveen Equity Index Fund Class T 66.08K (0.07%) 0.00
Increased by 0.00%
Oct 31, 24
18 BlackRock Extended Equity Market K 54.13K (0.06%) -23.00
Decreased by -0.04%
Sep 30, 24
19 Extended Equity Market Fund K 53.55K (0.06%) 164.00
Increased by +0.31%
Mar 31, 25
20 Fidelity® Small Cap Index 52.26K (0.06%) 2.22K
Increased by +4.25%
Oct 31, 23