Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 2.40%
2 OLD 0.90%
3 PTH 0.85%
4 WCEO 0.62%
5 DWAS 0.41%
6 LNGR 0.41%
7 AGNG 0.40%
8 IHF 0.34%
9 FYC 0.27%
10 USVM 0.20%
11 SMLV 0.19%
12 PRFZ 0.17%
13 FYX 0.14%
14 AVSC 0.13%
15 IWO 0.12%
16 VTWG 0.11%
17 SMLF 0.11%
18 PSC 0.09%
19 OPTZ 0.07%
20 IWM 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.30M (9.54%) 3.92M
Increased by +17.56%
Mar 31, 25
2 Vanguard Group Inc 18.89M (8.08%) -448.43K
Decreased by -2.37%
Mar 31, 25
3 Flat Footed LLC 17.90M (7.65%) 6.50M
Increased by +36.31%
Mar 31, 25
4 Deerfield Management Co 15.61M (6.68%) 0.00
Increased by 0.00%
Mar 31, 25
5 Antipodes Partners Limited 13.68M (5.85%) 6.12M
Increased by +44.75%
Mar 31, 25
6 Wellington Management Company LLP 8.42M (3.60%) -1.50M
Decreased by -17.82%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 7.09M (3.03%) -47.86K
Decreased by -0.67%
Mar 31, 25
8 Edmond de Rothschild Holding S.A. 6.79M (2.90%) 0.00
Increased by 0.00%
Mar 31, 25
9 Rush Island Management, LP 6.46M (2.76%) -1.84M
Decreased by -28.50%
Mar 31, 25
10 Bank of America Corp 6.27M (2.68%) 4.05M
Increased by +64.60%
Mar 31, 25
11 Camber Capital Management LLC 6.25M (2.67%) -7.68M
Decreased by -122.96%
Mar 31, 25
12 Renaissance Technologies Corp 6.25M (2.67%) 144.90K
Increased by +2.32%
Mar 31, 25
13 Iron Triangle Partners LP 5.80M (2.48%) -96.02K
Decreased by -1.65%
Jun 30, 24
14 UBS Group AG 5.69M (2.43%) 3.29M
Increased by +57.82%
Mar 31, 25
15 State Street Corp 4.62M (1.98%) -66.65K
Decreased by -1.44%
Mar 31, 25
16 Geode Capital Management, LLC 4.52M (1.93%) 158.86K
Increased by +3.51%
Mar 31, 25
17 State Street Corporation 4.47M (1.91%) 71.74K
Increased by +1.61%
Mar 31, 24
18 Deutsche Bank AG 3.99M (1.70%) 318.46K
Increased by +7.99%
Mar 31, 25
19 Nuveen Asset Management, LLC 3.81M (1.63%) -1.05M
Decreased by -27.58%
Sep 30, 24
20 Goldman Sachs Group Inc 3.77M (1.61%) 1.82M
Increased by +48.23%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.38M (3.15%) 1.27M
Increased by +17.17%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 5.80M (2.48%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 5.51M (2.36%) -89.09K
Decreased by -1.62%
Jul 30, 25
4 Vanguard Small Cap Index 5.45M (2.33%) 647.59K
Increased by +11.89%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 3.65M (1.56%) 543.51K
Increased by +14.89%
Jun 30, 25
6 BlackRock Event Driven Equity Instl 3.29M (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Growth Index Inv 3.06M (1.31%) 1.73M
Increased by +56.50%
Jun 30, 25
8 ROPS Actions US 1 3.05M (1.30%) -25.00K
Decreased by -0.82%
Jun 30, 25
9 CREF Stock R1 2.28M (0.97%) 0.00
Increased by 0.00%
Aug 31, 24
10 Avantis US Small Cap Value ETF 2.28M (0.97%) 0.00
Increased by 0.00%
Jul 30, 25
11 Fidelity Small Cap Index 1.93M (0.83%) -1.99K
Decreased by -0.10%
May 31, 25
12 Fidelity® Small Cap Index 1.79M (0.77%) 49.60K
Increased by +2.76%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 1.78M (0.76%) -4.43K
Decreased by -0.25%
Jul 30, 25
14 iShares Russell 2000 Value ETF 1.72M (0.74%) 0.00
Increased by 0.00%
Apr 30, 24
15 First Eagle Small Cap Opportunity I 1.71M (0.73%) -10.00K
Decreased by -0.59%
Jun 30, 25
16 First Eagle US Small Cap Strategy 1.71M (0.73%) -11.68K
Decreased by -0.68%
Jun 30, 25
17 Vanguard Small Cap Value Index Inv 1.54M (0.66%) -2.29K
Decreased by -0.15%
May 31, 25
18 DFA US Small Cap Value I 1.49M (0.64%) 0.00
Increased by 0.00%
Mar 31, 24
19 Nuveen Quant Small Cap Equity R6 1.42M (0.61%) 14.27K
Increased by +1.01%
May 31, 25
20 Xtrackers S&P 500 Swap ETF 1C 1.41M (0.60%) 334.43K
Increased by +23.77%
Mar 31, 25