Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 3.70%
2 LOPX 1.80%
3 HEAL 1.72%
4 HYP 1.39%
5 EDOC 1.20%
6 SYZ 0.76%
7 VAMO 0.62%
8 FYC 0.45%
9 FYX 0.31%
10 DBSC 0.28%
11 IHF 0.27%
12 PRFZ 0.19%
13 OPTZ 0.16%
14 AVSC 0.14%
15 IWO 0.11%
16 VTWG 0.09%
17 IWMW 0.06%
18 ISCV 0.06%
19 JKL 0.06%
20 IWM 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.84M (7.79%) -440.35K
Decreased by -1.38%
Mar 31, 26
2 Vanguard Group Inc 23.49M (5.75%) 425.90K
Increased by +1.81%
Dec 31, 25
3 Vanguard Capital Management, LLC 16.98M (4.16%) 16.98M
Increased by +100.00%
Mar 31, 26
4 Geode Capital Management, LLC 10.06M (2.46%) 264.30K
Increased by +2.63%
Mar 31, 26
5 State Street Corp 9.56M (2.34%) 239.71K
Increased by +2.51%
Mar 31, 26
6 Charles Schwab Investment Management Inc 5.30M (1.30%) 609.57K
Increased by +11.50%
Mar 31, 26
7 Bank of America Corp 4.01M (0.98%) 2.75M
Increased by +68.50%
Jun 30, 25
8 PNC Financial Services Group Inc 3.76M (0.92%) 183.00
Increased by +0.00%
Mar 31, 26
9 D. E. Shaw & Co LP 3.72M (0.91%) 3.72M
Increased by +100.00%
Mar 31, 24
10 Vanguard Portfolio Management, LLC 3.70M (0.90%) 3.70M
Increased by +100.00%
Mar 31, 26
11 Marshall Wace Asset Management Ltd 3.52M (0.86%) -1.05M
Decreased by -29.87%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 3.42M (0.84%) -216.46K
Decreased by -6.33%
Mar 31, 26
13 Renaissance Technologies Corp 3.40M (0.83%) -1.09M
Decreased by -32.03%
Mar 31, 26
14 Northern Trust Corp 3.31M (0.81%) 128.15K
Increased by +3.88%
Mar 31, 26
15 Vanguard Fiduciary Trust Co 2.81M (0.69%) 2.81M
Increased by +100.00%
Mar 31, 26
16 Divisadero Street Capital Management, LP 2.77M (0.68%) 2.77M
Increased by +100.00%
Sep 30, 25
17 Goldman Sachs Group Inc 2.36M (0.58%) 146.24K
Increased by +6.19%
Jun 30, 25
18 State Street Corporation 2.23M (0.55%) -415.56K
Decreased by -18.66%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 2.19M (0.53%) -412.60K
Decreased by -18.87%
Mar 31, 26
20 The Goldman Sachs Group Inc 2.17M (0.53%) 384.32K
Increased by +17.75%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.62M (3.09%) 557.70K
Increased by +4.42%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 10.94M (2.68%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 9.71M (2.38%) 89.75K
Increased by +0.92%
May 29, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 4.49M (1.10%) 23.79K
Increased by +0.53%
Apr 30, 26
5 Vanguard Small Cap Index 4.34M (1.06%) 11.94K
Increased by +0.27%
Jan 31, 24
6 Fidelity Small Cap Index 4.01M (0.98%) 6.09K
Increased by +0.15%
Mar 31, 26
7 iShares Russell 2000 Growth ETF 3.32M (0.81%) -21.64K
Decreased by -0.65%
May 29, 26
8 Russell 2000 Equity Index Fund B 2.56M (0.63%) -984.00
Decreased by -0.04%
Dec 31, 25
9 Vanguard Small Cap Growth Index Inv 2.42M (0.59%) 447.00
Increased by +0.02%
Jan 31, 24
10 State St Russell Sm/Mid Cp® Indx SL Cl I 2.40M (0.59%) 0.00
Increased by 0.00%
Apr 30, 26
11 Fidelity Extended Market Index 2.15M (0.53%) -7.86K
Decreased by -0.37%
Apr 30, 26
12 Fidelity Select Health Care Svcs Port 2.15M (0.53%) 2.15M
Increased by +100.00%
Jan 31, 26
13 Vanguard Russell 2000 ETF 2.07M (0.51%) 55.81K
Increased by +2.70%
Apr 30, 26
14 Schwab US Small-Cap ETF™ 1.93M (0.47%) 1.30K
Increased by +0.07%
May 30, 26
15 Fidelity® Extended Market Index 1.74M (0.42%) 119.24K
Increased by +6.87%
Nov 30, 23
16 Invesco FTSE RAFI US 1500 Small-Mid ETF 1.40M (0.34%) 0.00
Increased by 0.00%
Feb 27, 25
17 Schwab Fundamental U.S. Small CompanyETF 1.40M (0.34%) -566.00
Decreased by -0.04%
May 30, 26
18 State St Russell Sm Cap® Idx SL Cl I 1.39M (0.34%) 0.00
Increased by 0.00%
Apr 30, 26
19 State St Russell Sm Cap® Indx SL Cl I 1.39M (0.34%) 61.20K
Increased by +4.39%
Mar 31, 26
20 Vanguard Health Care ETF 1.27M (0.31%) -4.68K
Decreased by -0.37%
Apr 30, 26