Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VERS 4.13%
2 XWEB 3.50%
3 LOPX 3.44%
4 XITK 0.93%
5 TMAT 0.92%
6 JSML 0.63%
7 FYC 0.42%
8 JSMD 0.35%
9 IRBO 0.30%
10 JPSE 0.29%
11 BNGE 0.28%
12 OMFS 0.15%
13 VTWV 0.09%
14 IWN 0.09%
15 IWC 0.05%
16 FCOM 0.05%
17 GGME 0.04%
18 ESML 0.04%
19 JKK 0.03%
20 ISCG 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.77M (91.74%) 767.39K
Increased by +2.87%
Dec 31, 25
2 Vanguard Group Inc 21.92M (75.13%) -4.02M
Decreased by -18.35%
Dec 31, 25
3 State Street Corp 8.63M (29.56%) 24.35K
Increased by +0.28%
Sep 30, 25
4 Geode Capital Management, LLC 7.87M (26.96%) -13.89K
Decreased by -0.18%
Dec 31, 25
5 Two Sigma Investments LLC 7.22M (24.74%) 474.99K
Increased by +6.58%
Dec 31, 25
6 State Street Corporation 6.86M (23.52%) 341.45K
Increased by +4.97%
Mar 31, 24
7 Marshall Wace Asset Management Ltd 5.80M (19.87%) -2.41M
Decreased by -41.53%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 5.52M (18.91%) 903.83K
Increased by +16.38%
Dec 31, 25
9 Citadel Advisors Llc 5.15M (17.66%) -1.82M
Decreased by -35.23%
Dec 31, 25
10 UBS Group AG 5.12M (17.53%) 3.12M
Increased by +61.07%
Jun 30, 25
11 Two Sigma Advisers, LLC 4.18M (14.31%) -287.79K
Decreased by -6.89%
Dec 31, 25
12 Susquehanna International Group, LLP 3.71M (12.73%) -86.19K
Decreased by -2.32%
Dec 31, 25
13 Point72 Asset Management, L.P. 3.68M (12.61%) 3.68M
Increased by +100.00%
Sep 30, 25
14 Jane Street Group LLC 3.65M (12.49%) 1.35M
Increased by +36.99%
Dec 31, 25
15 Northern Trust Corp 3.05M (10.46%) 30.91K
Increased by +1.01%
Sep 30, 25
16 Verition Fund Managegment, LLC 3.01M (10.33%) -298.14K
Decreased by -9.89%
Sep 30, 24
17 Charles Schwab Investment Management Inc 2.84M (9.73%) -7.97K
Decreased by -0.28%
Dec 31, 25
18 Goldman Sachs Group Inc 2.17M (7.42%) -403.34K
Decreased by -18.62%
Jun 30, 25
19 D. E. Shaw & Co LP 2.01M (6.87%) -4.58M
Decreased by -228.53%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 1.89M (6.49%) 206.73K
Increased by +10.92%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.99M (30.79%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Small Cap Index 3.54M (12.13%) -44.76K
Decreased by -1.26%
Mar 31, 24
3 Fidelity Small Cap Index 3.27M (11.22%) 35.02K
Increased by +1.07%
Feb 28, 26
4 iShares Russell 2000 Value ETF 2.78M (9.53%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity® Small Cap Index 2.73M (9.37%) 74.14K
Increased by +2.71%
Oct 31, 23
6 Vanguard Explorer Inv 2.58M (8.85%) 2.58M
Increased by +100.00%
Jun 30, 25
7 CREF Stock R3 2.14M (7.32%) 0.00
Increased by 0.00%
Jul 31, 25
8 Russell 2000 Equity Index Fund B 2.02M (6.93%) -142.41K
Decreased by -7.04%
Dec 31, 25
9 Vanguard Small Cap Growth Index Inv 2.01M (6.88%) -3.67K
Decreased by -0.18%
Mar 31, 24
10 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 1.79M (6.13%) 0.00
Increased by 0.00%
Apr 30, 24
11 Pacer US Small Cap Cash Cows 100 ETF 1.71M (5.88%) 1.71M
Increased by +100.00%
Feb 27, 26
12 State St Russell Sm/Mid Cp® Indx NL Cl C 1.65M (5.65%) 9.31K
Increased by +0.56%
Apr 30, 25
13 Fidelity® Extended Market Index 1.56M (5.36%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Strategic Small-Cap Equity Inv 1.31M (4.48%) 1.31M
Increased by +100.00%
Jun 30, 25
15 Dimensional US Small Cap ETF 1.04M (3.56%) 0.00
Increased by 0.00%
Feb 27, 26
16 AB Small Cap Core Z 980.19K (3.36%) 0.00
Increased by 0.00%
Feb 28, 26
17 First Trust Small Cap Gr AlphaDEX® ETF 903.43K (3.10%) 0.00
Increased by 0.00%
Feb 26, 26
18 Vanguard Strategic Equity Inv 888.79K (3.05%) -851.35K
Decreased by -95.79%
Dec 31, 25
19 Extended Equity Market Fund B 884.21K (3.03%) 58.41K
Increased by +6.61%
Dec 31, 25
20 Extended Equity Market Fund E 884.21K (3.03%) 58.41K
Increased by +6.61%
Dec 31, 25