Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KROP 0.97%
2 POTX 0.82%
3 YUMY 0.37%
4 GBUY_old 0.19%
5 EATV 0.15%
6 CCNR 0.13%
7 CLMA 0.12%
8 NZRO 0.12%
9 KOMP 0.09%
10 SFYF 0.04%
11 CCSO 0.03%
12 FSTA 0.03%
13 RFLR 0.02%
14 VDC 0.02%
15 IWO 0.01%
16 RSSL 0.01%
17 VBK 0.01%
18 VTWO 0.01%
19 VTWG 0.01%
20 SCHA 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Parkwood LLC 5.40M (7.47%) 0.00
Increased by 0.00%
Dec 31, 24
2 BlackRock Inc 4.50M (6.22%) -132.18K
Decreased by -2.94%
Dec 31, 24
3 Vanguard Group Inc 4.22M (5.83%) -34.49K
Decreased by -0.82%
Dec 31, 24
4 State Street Corp 2.20M (3.04%) 273.81K
Increased by +12.46%
Dec 31, 24
5 State Street Corporation 1.78M (2.47%) 98.15K
Increased by +5.50%
Mar 31, 24
6 Goldman Sachs Group Inc 1.47M (2.03%) 263.85K
Increased by +17.98%
Dec 31, 24
7 Geode Capital Management, LLC 1.43M (1.98%) 18.44K
Increased by +1.29%
Dec 31, 24
8 UBS Group AG 1.39M (1.93%) 1.22M
Increased by +87.72%
Dec 31, 24
9 Vontobel Holding Ltd. 1.30M (1.80%) 733.17K
Increased by +56.27%
Dec 31, 24
10 Susquehanna International Group, LLP 1.08M (1.49%) 161.22K
Increased by +14.92%
Dec 31, 24
11 GMT Capital Corp 906.00K (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 800.86K (1.11%) -25.42K
Decreased by -3.17%
Dec 31, 24
13 D. E. Shaw & Co LP 734.12K (1.01%) 689.78K
Increased by +93.96%
Sep 30, 24
14 Millennium Management LLC 619.96K (0.86%) 263.34K
Increased by +42.48%
Dec 31, 24
15 JANE STREET GROUP, LLC 605.03K (0.84%) 467.09K
Increased by +77.20%
Dec 31, 23
16 Northern Trust Corp 595.61K (0.82%) 52.15K
Increased by +8.76%
Dec 31, 24
17 Davy Asset Management Limited 547.90K (0.76%) -77.50K
Decreased by -14.14%
Dec 31, 24
18 Charles Schwab Investment Management Inc 527.06K (0.73%) 4.16K
Increased by +0.79%
Dec 31, 24
19 Zweig-DiMenna Associates LLC 464.37K (0.64%) 464.37K
Increased by +100.00%
Dec 31, 24
20 MIRAE ASSET SECURITIES (USA) INC. 453.47K (0.63%) 183.52K
Increased by +40.47%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.94M (2.69%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 1.57M (2.18%) -13.64K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.39%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard Small Cap Index 780.06K (1.08%) -10.64K
Decreased by -1.36%
Mar 31, 24
5 SPDR® S&P Kensho New Economies Comps ETF 762.52K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Consumer Staples ETF 677.05K (0.94%) -6.49K
Decreased by -0.96%
Feb 28, 25
7 Fidelity Small Cap Index 604.28K (0.84%) -11.32K
Decreased by -1.87%
Jan 31, 25
8 Fidelity® Small Cap Index 567.93K (0.79%) 15.47K
Increased by +2.72%
Oct 31, 23
9 iShares Russell 2000 Growth ETF 532.43K (0.74%) -2.53K
Decreased by -0.48%
Mar 31, 25
10 Rize Sustainable Future of Fd ETF A USD 529.65K (0.73%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 442.70K (0.61%) -1.27K
Decreased by -0.29%
Mar 31, 24
12 Fidelity Extended Market Index 381.29K (0.53%) 195.75K
Increased by +51.34%
Feb 28, 25
13 Schwab US Small-Cap ETF™ 354.18K (0.49%) 1.30K
Increased by +0.37%
Mar 29, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 347.49K (0.48%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity® Extended Market Index 343.38K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Russell 2000 ETF 273.01K (0.38%) 6.35K
Increased by +2.33%
Feb 28, 25
17 State St Russell Sm Cap® Indx SL Cl I 220.87K (0.31%) 0.00
Increased by 0.00%
Feb 28, 25
18 iShares Core S&P Total US Stock Mkt ETF 168.10K (0.23%) 34.00
Increased by +0.02%
Mar 31, 25
19 Bridge Builder Tax Managed Sm/Md Cp 163.97K (0.23%) 0.00
Increased by 0.00%
Feb 28, 25
20 BlackRock Extended Mkt Composite 157.83K (0.22%) 14.52K
Increased by +9.20%
Sep 30, 23