Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HYP 2.74%
2 LOPX 1.80%
3 XHS 1.56%
4 HEAL 1.45%
5 EDOC 1.20%
6 SYZ 0.68%
7 VAMO 0.62%
8 FYC 0.45%
9 FYX 0.31%
10 DBSC 0.28%
11 IHF 0.26%
12 PRFZ 0.19%
13 OPTZ 0.16%
14 AVSC 0.14%
15 VTWG 0.13%
16 IWO 0.12%
17 VTWO 0.07%
18 IWMW 0.06%
19 IWM 0.06%
20 ISCV 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 (0.54%) -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 12.98M (3.18%) 361.90K
Increased by +2.79%
Jun 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 10.86M (2.66%) 64.52K
Increased by +0.59%
Jun 30, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 4.65M (1.14%) 129.60K
Increased by +2.79%
Jun 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 4.04M (0.99%) 34.24K
Increased by +0.85%
Apr 30, 26
7 iShares Russell 2000 Growth ETF 3.87M (0.95%) -14.88K
Decreased by -0.38%
Jun 30, 26
8 Russell 2000 Equity Index Fund B 2.58M (0.63%) 19.36K
Increased by +0.75%
Mar 31, 26
9 Russell 2000 Index Non-Lendable Fund 2.58M (0.63%) 2.58M
Increased by +100.00%
Mar 31, 26
10 Vanguard Russell 2000 ETF 2.42M (0.59%) 318.63K
Increased by +13.16%
Jun 30, 26
11 Vanguard Small Cap Growth Index Inv 2.42M (0.59%) 447.00
Increased by +0.02%
Jan 31, 24
12 State St Russell Sm/Mid Cp® Indx SL Cl I 2.40M (0.59%) 0.00
Increased by 0.00%
Jun 30, 26
13 Fidelity Select Health Care Svcs Port 2.15M (0.53%) 2.15M
Increased by +100.00%
Jan 31, 26
14 Fidelity Extended Market Index 2.07M (0.51%) -83.99K
Decreased by -4.06%
May 31, 26
15 Schwab US Small-Cap ETF™ 1.93M (0.47%) -864.00
Decreased by -0.04%
Jun 30, 26
16 CREF Total Global Stock Account R3 1.85M (0.45%) 1.85M
Increased by +100.00%
May 31, 26
17 Fidelity® Extended Market Index 1.74M (0.43%) 119.24K
Increased by +6.87%
Nov 30, 23
18 Schwab Fundamental U.S. Small CompanyETF 1.62M (0.40%) 0.00
Increased by 0.00%
Jun 30, 26
19 State St Russell Sm Cap® Idx SL Cl I 1.56M (0.38%) 169.40K
Increased by +10.83%
Jun 30, 26
20 Nuveen Quant Small/Mid Cap Eq R6 1.47M (0.36%) 1.47M
Increased by +100.00%
May 31, 26