Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVAV 3.48%
2 UPGR 2.69%
3 IDRV 0.23%
4 IWN 0.03%
5 IWM 0.02%
6 ISCV 0.01%
7 JKL 0.01%
8 ISCG 0.01%
9 JKK 0.01%
10 ISCB 0.01%
11 JKJ 0.01%
12 IWO 0.00%
13 ITOT 0.00%
14 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.20M (10.18%) 2.04M
Increased by +16.75%
Dec 31, 24
2 BlackRock Inc 8.30M (6.92%) 1.22M
Increased by +14.68%
Dec 31, 24
3 D. E. Shaw & Co LP 4.95M (4.13%) 3.15M
Increased by +63.70%
Dec 31, 24
4 Millennium Management LLC 4.62M (3.86%) 3.69M
Increased by +79.77%
Dec 31, 24
5 Wellington Management Company LLP 3.68M (3.07%) 951.27K
Increased by +25.88%
Dec 31, 23
6 SIR Capital Management, L.P. 3.53M (2.95%) 2.70M
Increased by +76.54%
Dec 31, 24
7 State Street Corp 3.44M (2.87%) -756.75K
Decreased by -22.02%
Dec 31, 24
8 Marshall Wace Asset Management Ltd 3.43M (2.86%) 1.18M
Increased by +34.47%
Dec 31, 24
9 Goldman Sachs Group Inc 2.82M (2.35%) 991.14K
Increased by +35.19%
Dec 31, 24
10 Two Sigma Investments LLC 2.72M (2.27%) 2.03M
Increased by +74.77%
Dec 31, 24
11 State Street Corporation 2.72M (2.27%) 26.17K
Increased by +0.96%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 2.66M (2.22%) 1.87M
Increased by +70.34%
Dec 31, 24
13 Nuveen Asset Management, LLC 2.63M (2.19%) 211.82K
Increased by +8.05%
Dec 31, 24
14 Two Sigma Advisers, LLC 2.49M (2.08%) 2.40M
Increased by +96.20%
Dec 31, 24
15 Geode Capital Management, LLC 2.43M (2.03%) 12.32K
Increased by +0.51%
Dec 31, 24
16 Banque Pictet & Cie SA 2.41M (2.01%) 380.00K
Increased by +15.80%
Dec 31, 23
17 Citadel Advisors Llc 2.31M (1.92%) 1.28M
Increased by +55.43%
Sep 30, 24
18 J. Goldman & Co LP 2.22M (1.85%) 983.80K
Increased by +44.28%
Dec 31, 24
19 Qube Research & Technologies 1.91M (1.59%) 1.91M
Increased by +100.00%
Dec 31, 24
20 BNP Paribas Arbitrage, SA 1.79M (1.50%) 1.79M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.89M (3.24%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Russell 2000 ETF 3.02M (2.52%) 511.00
Increased by +0.02%
Apr 30, 25
3 Vanguard Small Cap Index 2.92M (2.44%) -278.69K
Decreased by -9.53%
Mar 31, 25
4 Vanguard Small Cap Growth Index Inv 1.64M (1.37%) -138.56K
Decreased by -8.47%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.34%) 48.24K
Increased by +3.00%
Mar 31, 25
6 M&G Global Equity C 1.51M (1.26%) 129.75K
Increased by +8.59%
Mar 31, 25
7 Invesco WilderHill Clean Energy ETF 1.50M (1.25%) 10.88K
Increased by +0.73%
Apr 30, 25
8 Nuveen Quant Small Cap Equity R6 1.17M (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity Small Cap Index 1.01M (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
10 iShares Russell 2000 Value ETF 1.01M (0.84%) -3.42K
Decreased by -0.34%
Apr 30, 25
11 Fidelity® Small Cap Index 988.85K (0.82%) 28.97K
Increased by +2.93%
Oct 31, 23
12 SPDR® S&P Retail ETF 974.69K (0.81%) -17.27K
Decreased by -1.77%
Feb 28, 25
13 Pictet-Clean Energy Transition I USD 901.34K (0.75%) -57.09K
Decreased by -6.33%
Mar 31, 25
14 Xtrackers Stoxx Global Div100 Swp ETF 1D 735.57K (0.61%) 735.57K
Increased by +100.00%
Jan 31, 25
15 ERSTE WWF Stock Environment EUR R01 T 600.24K (0.50%) -13.50K
Decreased by -2.25%
Feb 28, 25
16 Vanguard Russell 2000 ETF 578.35K (0.48%) 117.64K
Increased by +20.34%
Mar 31, 25
17 Fidelity Extended Market Index 563.58K (0.47%) 12.95K
Increased by +2.30%
Mar 31, 25
18 M&G (Lux) Global Maxima CI USD Acc 563.50K (0.47%) 563.50K
Increased by +100.00%
Jan 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 559.54K (0.47%) -32.90K
Decreased by -5.88%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 559.54K (0.47%) -32.90K
Decreased by -5.88%
Mar 31, 25