Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 6.25%
2 IWN 0.28%
3 IWM 0.13%
4 ISCV 0.11%
5 JKL 0.11%
6 IWO 0.10%
7 JKJ 0.10%
8 ISCB 0.10%
9 JKK 0.09%
10 ISCG 0.09%
11 SMLF 0.04%
12 ITOT 0.01%
13 IWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.46M (7.54%) -526.10K
Decreased by -3.64%
Mar 31, 25
2 BlackRock Inc 11.50M (6.00%) 704.46K
Increased by +6.13%
Mar 31, 25
3 Alphabet Inc 8.94M (4.67%) 8.94M
Increased by +100.00%
Mar 31, 25
4 D. E. Shaw & Co LP 4.02M (2.10%) -658.95K
Decreased by -16.37%
Dec 31, 24
5 Broad Run Investment Management, LLC 3.76M (1.96%) -17.18K
Decreased by -0.46%
Mar 31, 25
6 Geode Capital Management, LLC 3.63M (1.89%) 132.77K
Increased by +3.66%
Mar 31, 25
7 HHG PLC 3.51M (1.83%) -126.08K
Decreased by -3.59%
Mar 31, 25
8 State Street Corp 3.50M (1.83%) 64.39K
Increased by +1.84%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 3.12M (1.63%) 32.49K
Increased by +1.04%
Mar 31, 25
10 No Street GP LP 2.50M (1.30%) 2.50M
Increased by +100.00%
Mar 31, 24
11 State Street Corporation 2.42M (1.26%) 650.38K
Increased by +26.86%
Mar 31, 24
12 T. Rowe Price Investment Management,Inc. 2.37M (1.24%) -451.84K
Decreased by -19.07%
Mar 31, 25
13 Susquehanna International Group, LLP 2.16M (1.12%) -547.94K
Decreased by -25.42%
Dec 31, 24
14 Amvescap Plc. 2.09M (1.09%) 2.06M
Increased by +98.38%
Jun 30, 24
15 Group One Trading, LP 2.04M (1.07%) 1.64M
Increased by +80.48%
Sep 30, 24
16 Millennium Management LLC 1.77M (0.92%) 1.57M
Increased by +88.59%
Sep 30, 24
17 Citadel Advisors Llc 1.24M (0.65%) 262.16K
Increased by +21.10%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.24M (0.65%) -27.09K
Decreased by -2.19%
Mar 31, 25
19 Northern Trust Corp 1.23M (0.64%) 100.15K
Increased by +8.12%
Dec 31, 24
20 UBS Group AG 1.17M (0.61%) 1.01M
Increased by +86.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.49M (2.34%) 49.55K
Increased by +1.10%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.09M (2.13%) 338.08K
Increased by +8.26%
Sep 30, 24
3 Vanguard Small Cap Index 3.52M (1.84%) 19.78K
Increased by +0.56%
Apr 30, 25
4 iShares Russell 2000 ETF 3.30M (1.72%) 557.00
Increased by +0.02%
Apr 30, 25
5 Hennessy Focus Investor 2.98M (1.56%) 0.00
Increased by 0.00%
Mar 31, 25
6 Janus Henderson Opportunistic Alpha MA 2.74M (1.43%) 2.74M
Increased by +99.99%
Jun 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.29%) 12.48K
Increased by +0.50%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 2.28M (1.19%) 7.17K
Increased by +0.31%
Apr 30, 25
9 Invesco Dorsey Wright Technology MomtETF 1.98M (1.03%) 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 1.88M (0.98%) -19.59K
Decreased by -1.04%
Mar 31, 25
13 Fidelity Small Cap Index 1.33M (0.69%) 6.93K
Increased by +0.52%
Feb 28, 25
14 iShares Russell 2000 Value ETF 1.26M (0.66%) -4.26K
Decreased by -0.34%
Apr 30, 25
15 iShares Russell 2000 Growth ETF 966.51K (0.50%) -2.31K
Decreased by -0.24%
Apr 30, 24
16 Fidelity Extended Market Index 887.85K (0.46%) 15.99K
Increased by +1.80%
Mar 31, 25
17 T. Rowe Price Small-Cap Value 847.91K (0.44%) -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 Schwab US Small-Cap ETF™ 763.18K (0.40%) -385.00
Decreased by -0.05%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 762.89K (0.40%) 4.40K
Increased by +0.58%
Apr 30, 25