Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 6.25%
2 IWN 0.29%
3 IWM 0.14%
4 JKL 0.11%
5 ISCV 0.11%
6 JKJ 0.11%
7 ISCB 0.10%
8 IWO 0.10%
9 JKK 0.10%
10 ISCG 0.10%
11 SMLF 0.05%
12 ITOT 0.01%
13 IWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.99M (7.87%) 4.96M
Increased by +33.07%
Dec 31, 24
2 BlackRock Inc 10.79M (5.67%) 790.05K
Increased by +7.32%
Dec 31, 24
3 D. E. Shaw & Co LP 4.02M (2.11%) -658.95K
Decreased by -16.37%
Dec 31, 24
4 Broad Run Investment Management, LLC 3.77M (1.98%) -25.68K
Decreased by -0.68%
Dec 31, 24
5 HHG PLC 3.64M (1.91%) 6.63K
Increased by +0.18%
Dec 31, 24
6 Geode Capital Management, LLC 3.50M (1.84%) 229.76K
Increased by +6.57%
Dec 31, 24
7 State Street Corp 3.44M (1.80%) 344.26K
Increased by +10.02%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 3.09M (1.62%) 1.50M
Increased by +48.39%
Dec 31, 24
9 T. Rowe Price Investment Management,Inc. 2.82M (1.48%) 2.82M
Increased by +100.00%
Dec 31, 24
10 No Street GP LP 2.50M (1.31%) 2.50M
Increased by +100.00%
Mar 31, 24
11 State Street Corporation 2.42M (1.27%) 650.38K
Increased by +26.86%
Mar 31, 24
12 Susquehanna International Group, LLP 2.16M (1.13%) -547.94K
Decreased by -25.42%
Dec 31, 24
13 Amvescap Plc. 2.09M (1.10%) 2.06M
Increased by +98.38%
Jun 30, 24
14 Group One Trading, LP 2.04M (1.07%) 1.64M
Increased by +80.48%
Sep 30, 24
15 Millennium Management LLC 1.77M (0.93%) 1.57M
Increased by +88.59%
Sep 30, 24
16 Charles Schwab Investment Management Inc 1.27M (0.67%) 135.01K
Increased by +10.66%
Dec 31, 24
17 Citadel Advisors Llc 1.24M (0.65%) 262.16K
Increased by +21.10%
Dec 31, 24
18 Northern Trust Corp 1.23M (0.65%) 100.15K
Increased by +8.12%
Dec 31, 24
19 UBS Group AG 1.17M (0.61%) 1.01M
Increased by +86.42%
Dec 31, 24
20 Nomura Holdings Inc 1.06M (0.56%) 32.65K
Increased by +3.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.44M (2.33%) -302.50K
Decreased by -6.81%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 4.09M (2.15%) 338.08K
Increased by +8.26%
Sep 30, 24
3 iShares Russell 2000 ETF 3.52M (1.85%) -30.47K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 3.50M (1.84%) -333.59K
Decreased by -9.53%
Mar 31, 25
5 Hennessy Focus Investor 2.98M (1.57%) 0.00
Increased by 0.00%
Mar 31, 25
6 Janus Henderson Opportunistic Alpha MA 2.74M (1.44%) 2.74M
Increased by +99.99%
Jun 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.30%) 28.93K
Increased by +1.17%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 2.27M (1.19%) -259.12K
Decreased by -11.42%
Mar 31, 25
9 Invesco Dorsey Wright Technology MomtETF 1.98M (1.04%) 0.00
Increased by 0.00%
Sep 30, 24
10 Janus Henderson US SMID Cap Growth 1.91M (1.00%) -39.28K
Decreased by -2.05%
Dec 31, 24
11 Janus Henderson US SMID Cap Growth MA 1.91M (1.00%) 1.91M
Increased by +100.00%
Dec 31, 24
12 Janus Henderson Triton D 1.90M (1.00%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Small Cap Index 1.32M (0.69%) -24.76K
Decreased by -1.87%
Jan 31, 25
14 iShares Russell 2000 Value ETF 1.23M (0.64%) 0.00
Increased by 0.00%
Mar 31, 25
15 iShares Russell 2000 Growth ETF 966.51K (0.51%) -2.31K
Decreased by -0.24%
Apr 30, 24
16 Fidelity Extended Market Index 871.86K (0.46%) 299.00
Increased by +0.03%
Feb 28, 25
17 T. Rowe Price Small-Cap Value 847.91K (0.45%) -182.00
Decreased by -0.02%
Mar 31, 25
18 Fidelity® Small Cap Index 776.89K (0.41%) 18.94K
Increased by +2.44%
Oct 31, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 758.49K (0.40%) -48.30K
Decreased by -6.37%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 758.49K (0.40%) -48.30K
Decreased by -6.37%
Mar 31, 25