Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 1.80%
2 XHS 1.70%
3 EDOC 1.29%
4 FYC 0.52%
5 FYX 0.31%
6 IHF 0.22%
7 PRFZ 0.19%
8 OPTZ 0.16%
9 AVSC 0.14%
10 RFLR 0.05%
11 JKL 0.05%
12 ISCV 0.05%
13 SCHA 0.03%
14 AVIE 0.03%
15 JKJ 0.02%
16 ISCB 0.02%
17 FHLC 0.02%
18 VXF 0.02%
19 VHT 0.02%
20 FNDA 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.58M (5.23%) 994.90K
Increased by +4.83%
Mar 31, 25
2 Renaissance Technologies Corp 11.02M (2.80%) -42.20K
Decreased by -0.38%
Mar 31, 25
3 BlackRock Inc 10.37M (2.64%) 323.63K
Increased by +3.12%
Mar 31, 25
4 Geode Capital Management, LLC 5.03M (1.28%) 148.52K
Increased by +2.95%
Mar 31, 25
5 Marshall Wace Asset Management Ltd 4.58M (1.16%) 805.76K
Increased by +17.61%
Mar 31, 25
6 Jupiter Asset Management Limited 4.53M (1.15%) 692.88K
Increased by +15.31%
Mar 31, 24
7 PNC Financial Services Group Inc 4.47M (1.14%) -341.84K
Decreased by -7.65%
Dec 31, 24
8 Qube Research & Technologies 4.33M (1.10%) -382.05K
Decreased by -8.83%
Mar 31, 25
9 D. E. Shaw & Co LP 3.72M (0.95%) 3.72M
Increased by +100.00%
Mar 31, 24
10 State Street Corp 2.93M (0.74%) 128.97K
Increased by +4.41%
Mar 31, 25
11 Susquehanna International Group, LLP 2.74M (0.70%) 860.48K
Increased by +31.41%
Dec 31, 24
12 Charles Schwab Investment Management Inc 2.61M (0.66%) -139.92K
Decreased by -5.36%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.23M (0.57%) 649.79K
Increased by +29.11%
Mar 31, 25
14 State Street Corporation 2.23M (0.57%) -415.56K
Decreased by -18.66%
Mar 31, 24
15 Goldman Sachs Group Inc 2.21M (0.56%) -75.28K
Decreased by -3.40%
Mar 31, 25
16 Two Sigma Investments LLC 1.64M (0.42%) 236.60K
Increased by +14.44%
Sep 30, 24
17 Tudor Investment Corp Et AL 1.46M (0.37%) 1.46M
Increased by +100.00%
Sep 30, 24
18 Amvescap Plc. 1.39M (0.35%) -8.37K
Decreased by -0.60%
Dec 31, 24
19 GMT Capital Corp 1.31M (0.33%) 1.31M
Increased by +100.00%
Mar 31, 25
20 Bank of America Corp 1.26M (0.32%) 979.73K
Increased by +77.51%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.01M (3.05%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 10.94M (2.78%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 6.44M (1.64%) 18.78K
Increased by +0.29%
Apr 30, 25
4 Vanguard Small Cap Index 4.34M (1.10%) 11.94K
Increased by +0.27%
Jan 31, 24
5 Jupiter Merian Glb Eq AbsRet I USD Acc 3.83M (0.97%) 1.47M
Increased by +38.28%
Dec 31, 23
6 Vanguard Small Cap Growth Index Inv 2.42M (0.62%) 447.00
Increased by +0.02%
Jan 31, 24
7 Fidelity Extended Market Index 2.28M (0.58%) 45.87K
Increased by +2.01%
Mar 31, 25
8 Schwab US Small-Cap ETF™ 1.96M (0.50%) -994.00
Decreased by -0.05%
Apr 30, 25
9 Fidelity® Extended Market Index 1.74M (0.44%) 119.24K
Increased by +6.87%
Nov 30, 23
10 Invesco FTSE RAFI US 1500 Small-Mid ETF 1.40M (0.36%) 0.00
Increased by 0.00%
Feb 27, 25
11 Vanguard Health Care ETF 1.23M (0.31%) -11.55K
Decreased by -0.94%
Apr 30, 25
12 Invesco RAFI US 1500 Small-Mid ETF 1.11M (0.28%) -2.47K
Decreased by -0.22%
Apr 30, 25
13 Schwab Fundamental US Small Company ETF 946.84K (0.24%) 0.00
Increased by 0.00%
Apr 30, 24
14 BlackRock Extended Equity Market K 845.64K (0.21%) 48.76K
Increased by +5.77%
Sep 30, 24
15 Extended Equity Market Fund K 836.72K (0.21%) 2.56K
Increased by +0.31%
Mar 31, 25
16 Avantis US Small Cap Equity ETF 788.21K (0.20%) -10.66K
Decreased by -1.35%
Apr 30, 25
17 BlackRock Extended Mkt Composite 775.00K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fidelity Total Market Index 758.82K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
19 First Trust Small Cap Core AlphaDEX® ETF 714.47K (0.18%) 0.00
Increased by 0.00%
Apr 30, 25
20 First Trust Small Cap Gr AlphaDEX® ETF 705.81K (0.18%) 0.00
Increased by 0.00%
Apr 30, 25