Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTWV 0.01%
2 RSSL 0.01%
3 UWM 0.00%
4 URTY 0.00%
5 AVSC 0.00%
6 HDG 0.00%
7 IWC 0.00%
8 IWN 0.00%
9 IWM 0.00%
10 IWO 0.00%
11 VXF 0.00%
12 VTHR 0.00%
13 VTI 0.00%
14 VTWG 0.00%
15 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.83M (4.52%) -752.78K
Decreased by -12.91%
Jun 30, 25
2 Ameriprise Financial Inc 2.97M (2.30%) 2.97M
Increased by +100.00%
Jun 30, 25
3 LAURION CAPITAL MANAGEMENT LP 2.23M (1.72%) 0.00
Increased by 0.00%
Mar 31, 24
4 BlackRock Inc 2.15M (1.66%) -7.48M
Decreased by -348.11%
Jun 30, 25
5 Millennium Management LLC 2.05M (1.59%) 2.05M
Increased by +100.00%
Jun 30, 25
6 Renaissance Technologies Corp 1.81M (1.40%) -42.85K
Decreased by -2.36%
Jun 30, 25
7 Geode Capital Management, LLC 1.30M (1.01%) -1.55M
Decreased by -118.84%
Jun 30, 25
8 State Street Corp 516.57K (0.40%) -1.21M
Decreased by -234.34%
Jun 30, 25
9 State Street Corporation 493.57K (0.38%) 57.30K
Increased by +11.61%
Mar 31, 24
10 Jane Street Group LLC 458.73K (0.36%) 458.73K
Increased by +100.00%
Jun 30, 25
11 GSA Capital Partners LLP 449.08K (0.35%) 101.69K
Increased by +22.64%
Dec 31, 23
12 Citadel Advisors Llc 427.82K (0.33%) 265.92K
Increased by +62.16%
Dec 31, 24
13 Charles Schwab Investment Management Inc 422.58K (0.33%) 120.93K
Increased by +28.62%
Mar 31, 25
14 Qube Research & Technologies 416.37K (0.32%) 325.34K
Increased by +78.14%
Jun 30, 25
15 UBS Group AG 412.46K (0.32%) -42.92K
Decreased by -10.41%
Jun 30, 25
16 Y-Intercept (Hong Kong) Ltd 386.33K (0.30%) 386.33K
Increased by +100.00%
Jun 30, 25
17 BMO Capital Markets Corp. 352.70K (0.27%) 352.70K
Increased by +100.00%
Dec 31, 23
18 Bank of Montreal 352.70K (0.27%) 352.70K
Increased by +100.00%
Dec 31, 23
19 Goldman Sachs Group Inc 334.95K (0.26%) 147.03K
Increased by +43.89%
Jun 30, 25
20 HRT FINANCIAL LLC 291.42K (0.23%) 291.42K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.94M (3.05%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.85M (2.99%) -85.03K
Decreased by -2.21%
Jul 31, 25
3 iShares Russell 2000 ETF 3.15M (2.44%) 0.00
Increased by 0.00%
May 31, 25
4 Columbia Small Cap Value Discv A 2.09M (1.62%) 57.50K
Increased by +2.75%
Jul 31, 25
5 Columbia Small Cap Value I A 2.09M (1.62%) 57.50K
Increased by +2.75%
Jul 31, 25
6 Columbia Small Cap Value Discovery Fund 2.04M (1.58%) 2.04M
Increased by +100.00%
Jun 30, 25
7 Columbia Small Cap Value I 2.04M (1.58%) 2.04M
Increased by +100.00%
Jun 30, 25
8 Fidelity Small Cap Index 1.29M (1.00%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (0.90%) -501.45K
Decreased by -42.99%
Jul 31, 25
10 iShares Russell 2000 Value ETF 1.01M (0.78%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Extended Market Index 632.60K (0.49%) -5.21K
Decreased by -0.82%
Jul 31, 25
12 Vanguard Russell 2000 ETF 632.03K (0.49%) 5.67K
Increased by +0.90%
May 31, 25
13 Fidelity® Extended Market Index 621.15K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
14 State St Russell Sm Cap® Indx SL Cl I 549.72K (0.43%) 0.00
Increased by 0.00%
May 31, 25
15 Columbia VP Small Cap Value 1 543.56K (0.42%) -5.50K
Decreased by -1.01%
Jul 31, 25
16 Schwab Small Cap Index 342.58K (0.27%) 0.00
Increased by 0.00%
May 31, 25
17 NT R2000 Index Fund - NL 289.60K (0.22%) -12.57K
Decreased by -4.34%
Mar 31, 25
18 BlackRock Extended Mkt Composite 279.47K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
19 iShares Micro-Cap ETF 258.21K (0.20%) 0.00
Increased by 0.00%
May 31, 25
20 Rural Perfil Conservador FI 250.17K (0.19%) 148.00
Increased by +0.06%
Dec 31, 23