Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBCT 4.10%
2 NBET 4.09%
3 ZIG 3.82%
4 FCG 3.59%
5 SMCF 3.45%
6 SAMM 3.39%
7 GRZZ 3.15%
8 DARP 3.14%
9 GRPM 2.95%
10 MGNR 2.92%
11 XOP 2.87%
12 BOUT 2.58%
13 PXI 2.58%
14 FRAK 2.52%
15 FCUS 2.42%
16 GASX 2.21%
17 ENTR 2.13%
18 XOVR 2.13%
19 EWMC 2.10%
20 GUSH 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 30.47M (10.34%) -6.61M
Decreased by -21.70%
Dec 31, 24
2 Vanguard Group Inc 29.57M (10.04%) 214.06K
Increased by +0.72%
Dec 31, 24
3 BlackRock Inc 26.60M (9.03%) 371.63K
Increased by +1.40%
Dec 31, 24
4 Wellington Management Company LLP 19.66M (6.67%) 2.20M
Increased by +11.20%
Dec 31, 24
5 State Street Corporation 11.93M (4.05%) -143.15K
Decreased by -1.20%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 11.83M (4.02%) 1.27M
Increased by +10.78%
Dec 31, 24
7 State Street Corp 10.72M (3.64%) -440.83K
Decreased by -4.11%
Dec 31, 24
8 Bank of New York Mellon Corp 6.65M (2.26%) -1.44M
Decreased by -21.69%
Dec 31, 24
9 Sourcerock Group LLC 6.36M (2.16%) 231.07K
Increased by +3.64%
Dec 31, 24
10 Geode Capital Management, LLC 4.84M (1.64%) -9.04K
Decreased by -0.19%
Dec 31, 24
11 Citadel Advisors Llc 4.38M (1.49%) 1.53M
Increased by +34.92%
Dec 31, 24
12 Vaughan Nelson Scarbrgh & Mccullough LP 4.38M (1.49%) 411.55K
Increased by +9.40%
Sep 30, 24
13 Millennium Management LLC 4.07M (1.38%) 874.76K
Increased by +21.49%
Mar 31, 24
14 Balyasny Asset Management LLC 3.81M (1.29%) 3.68M
Increased by +96.38%
Mar 31, 24
15 Capital World Investors 3.76M (1.28%) -5.69M
Decreased by -151.28%
Sep 30, 23
16 Assenagon Asset Management SA 3.74M (1.27%) 2.14M
Increased by +57.09%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 3.66M (1.24%) 420.96K
Increased by +11.50%
Dec 31, 24
18 Adage Capital Partners Gp LLC 3.57M (1.21%) -1.18M
Decreased by -32.99%
Mar 31, 24
19 Renaissance Technologies Corp 3.37M (1.14%) -823.70K
Decreased by -24.43%
Jun 30, 24
20 Neuberger Berman Group LLC 3.26M (1.11%) 285.55K
Increased by +8.77%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 9.55M (3.24%) 16.72K
Increased by +0.17%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 9.37M (3.18%) 7.48K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.36M (3.18%) 27.74K
Increased by +0.30%
Mar 31, 25
4 Vanguard Small Cap Index 7.38M (2.50%) -169.68K
Decreased by -2.30%
Mar 31, 25
5 Fidelity® Low-Priced Stock 5.95M (2.02%) -6.20K
Decreased by -0.10%
Oct 31, 23
6 Vanguard Explorer Inv 4.60M (1.56%) 683.12K
Increased by +14.85%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 4.50M (1.53%) 55.10K
Increased by +1.22%
Mar 31, 25
8 Fidelity® Value 3.76M (1.28%) 122.50K
Increased by +3.26%
Nov 30, 23
9 Fidelity Low-Priced Stock 3.07M (1.04%) -748.10K
Decreased by -24.36%
Jan 31, 25
10 Fidelity Advisor Growth Opps M 2.64M (0.89%) 0.00
Increased by 0.00%
Dec 31, 23
11 Fidelity Advisor® Growth Opps M 2.64M (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
12 Dynamic Premium Yield PLUS F 2.54M (0.86%) 204.90K
Increased by +8.08%
Oct 31, 24
13 DFA US Small Cap Value I 2.53M (0.86%) 0.00
Increased by 0.00%
Feb 28, 25
14 Strategic Advisers Fidelity US TtlStk 2.50M (0.85%) -388.00K
Decreased by -15.54%
Aug 31, 24
15 Fidelity Global Value Growth Eq MF 2.47M (0.84%) 64.80K
Increased by +2.63%
Feb 20, 24
16 Strategic Advisers® Fidelity US TtlStk 2.40M (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Small Cap Value Index Inv 2.39M (0.81%) -93.42K
Decreased by -3.91%
Mar 31, 25
18 CREF Global Equities R1 2.37M (0.80%) 0.00
Increased by 0.00%
Dec 31, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 2.34M (0.79%) -27.51K
Decreased by -1.18%
Mar 31, 25
20 BNY Mellon Natural Resources I 2.33M (0.79%) 93.85K
Increased by +4.02%
Oct 31, 24