Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 2.09%
2 LOPX 1.80%
3 HEAL 1.41%
4 EDOC 1.20%
5 VAMO 0.62%
6 FYC 0.45%
7 FYX 0.31%
8 DBSC 0.28%
9 PRFZ 0.19%
10 IHF 0.16%
11 OPTZ 0.16%
12 AVSC 0.14%
13 IWO 0.06%
14 RFLR 0.05%
15 VTWG 0.05%
16 SCHA 0.03%
17 IWM 0.03%
18 JKL 0.03%
19 ISCV 0.03%
20 AVIE 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.39M (7.51%) -2.05K
Decreased by -0.01%
Sep 30, 25
2 Vanguard Group Inc 23.49M (5.80%) 425.90K
Increased by +1.81%
Dec 31, 25
3 Geode Capital Management, LLC 9.79M (2.42%) 70.80K
Increased by +0.72%
Dec 31, 25
4 State Street Corp 8.95M (2.21%) 1.44M
Increased by +16.13%
Sep 30, 25
5 Millennium Management LLC 5.80M (1.43%) 4.56M
Increased by +78.54%
Mar 31, 25
6 Charles Schwab Investment Management Inc 4.69M (1.16%) 419.39K
Increased by +8.94%
Dec 31, 25
7 Renaissance Technologies Corp 4.49M (1.11%) -3.22M
Decreased by -71.73%
Dec 31, 25
8 PNC Financial Services Group Inc 4.46M (1.10%) 0.00
Increased by 0.00%
Sep 30, 25
9 Bank of America Corp 4.01M (0.99%) 2.75M
Increased by +68.50%
Jun 30, 25
10 D. E. Shaw & Co LP 3.72M (0.92%) 3.72M
Increased by +100.00%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 3.63M (0.90%) 1.49M
Increased by +41.11%
Dec 31, 25
12 Marshall Wace Asset Management Ltd 3.52M (0.87%) -1.05M
Decreased by -29.87%
Jun 30, 25
13 Northern Trust Corp 3.37M (0.83%) -2.82K
Decreased by -0.08%
Sep 30, 25
14 Divisadero Street Capital Management, LP 2.77M (0.68%) 2.77M
Increased by +100.00%
Sep 30, 25
15 Goldman Sachs Group Inc 2.36M (0.58%) 146.24K
Increased by +6.19%
Jun 30, 25
16 Susquehanna International Group, LLP 2.33M (0.57%) -376.64K
Decreased by -16.20%
Dec 31, 25
17 UBS Group AG 2.28M (0.56%) 1.39M
Increased by +60.85%
Sep 30, 25
18 State Street Corporation 2.23M (0.55%) -415.56K
Decreased by -18.66%
Mar 31, 24
19 Qube Research & Technologies 2.12M (0.52%) -2.21M
Decreased by -104.53%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 2.01M (0.50%) -1.38M
Decreased by -68.78%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.06M (2.98%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 10.94M (2.70%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 9.93M (2.45%) -81.12K
Decreased by -0.82%
Mar 31, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 4.46M (1.10%) 93.42K
Increased by +2.09%
Mar 31, 26
5 Vanguard Small Cap Index 4.34M (1.07%) 11.94K
Increased by +0.27%
Jan 31, 24
6 Fidelity Small Cap Index 3.96M (0.98%) -48.41K
Decreased by -1.22%
Jan 31, 26
7 iShares Russell 2000 Growth ETF 3.30M (0.82%) 0.00
Increased by 0.00%
Mar 31, 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 (0.60%) 447.00
Increased by +0.02%
Jan 31, 24
10 State St Russell Sm/Mid Cp® Indx SL Cl I 2.40M (0.59%) 9.50K
Increased by +0.40%
Mar 31, 26
11 Fidelity Select Health Care Svcs Port 2.15M (0.53%) 2.15M
Increased by +100.00%
Jan 31, 26
12 Fidelity Extended Market Index 2.09M (0.52%) -6.77K
Decreased by -0.32%
Feb 28, 26
13 Vanguard Russell 2000 ETF 2.01M (0.50%) -14.35K
Decreased by -0.71%
Mar 31, 26
14 Schwab US Small-Cap ETF™ 1.92M (0.47%) 0.00
Increased by 0.00%
Mar 31, 26
15 Fidelity® Extended Market Index 1.74M (0.43%) 119.24K
Increased by +6.87%
Nov 30, 23
16 Schwab Fundamental U.S. Small CompanyETF 1.60M (0.40%) -1.12K
Decreased by -0.07%
Mar 31, 26
17 Invesco FTSE RAFI US 1500 Small-Mid ETF 1.40M (0.35%) 0.00
Increased by 0.00%
Feb 27, 25
18 State St Russell Sm Cap® Indx SL Cl I 1.33M (0.33%) 0.00
Increased by 0.00%
Feb 28, 26
19 Vanguard Health Care ETF 1.28M (0.32%) -5.12K
Decreased by -0.40%
Mar 31, 26
20 Extended Equity Market Fund B 1.06M (0.26%) 71.16K
Increased by +6.73%
Dec 31, 25