Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWAY 4.94%
2 ESML 0.09%
3 IWO 0.06%
4 ISCG 0.04%
5 JKK 0.04%
6 IWMW 0.04%
7 IWM 0.04%
8 JKJ 0.02%
9 ISCB 0.02%
10 SMMD 0.01%
11 WSML 0.01%
12 IWN 0.01%
13 EAOA 0.00%
14 EAOR 0.00%
15 EAOM 0.00%
16 EAOK 0.00%
17 ITOT 0.00%
18 IWV 0.00%
19 ITDI 0.00%
20 ITDJ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 American Express Co 157.79M (80.73%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 48.68M (24.91%) 38.93M
Increased by +79.96%
Mar 31, 26
3 Apollo Management Holdings, L.P. 25.71M (13.15%) 0.00
Increased by 0.00%
Jun 30, 24
4 Apollo Management Holdings LP 22.88M (11.71%) 0.00
Increased by 0.00%
Mar 31, 26
5 Redwood Capital Management, LLC 21.95M (11.23%) 500.00K
Increased by +2.28%
Mar 31, 26
6 Ares Management LLC 13.89M (7.10%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Group Inc 13.86M (7.09%) 2.74M
Increased by +19.80%
Dec 31, 25
8 Attestor Capital Ltd 8.88M (4.54%) 0.00
Increased by 0.00%
Mar 31, 26
9 Monarch Alternative Capital LP 7.80M (3.99%) 661.42K
Increased by +8.48%
Mar 31, 26
10 Vanguard Capital Management, LLC 6.58M (3.37%) 6.58M
Increased by +100.00%
Mar 31, 26
11 Vanguard Portfolio Management, LLC 6.44M (3.30%) 6.44M
Increased by +100.00%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 4.26M (2.18%) 936.99K
Increased by +22.02%
Mar 31, 26
13 Zoom Communications Inc 4.00M (2.05%) 0.00
Increased by 0.00%
Sep 30, 24
14 Zoom Video Communications Inc 4.00M (2.05%) 0.00
Increased by 0.00%
Jun 30, 24
15 CARRONADE CAPITAL MANAGEMENT, LP 3.47M (1.78%) 176.40K
Increased by +5.08%
Sep 30, 23
16 Macquarie Group Ltd 3.25M (1.66%) -437.79K
Decreased by -13.47%
Mar 31, 24
17 Carronade Capital Management, LP 3.00M (1.53%) -473.56K
Decreased by -15.79%
Dec 31, 23
18 Geode Capital Management, LLC 2.96M (1.51%) 60.43K
Increased by +2.04%
Mar 31, 26
19 DENDUR CAPITAL LP 2.92M (1.49%) -876.72K
Decreased by -30.07%
Sep 30, 24
20 State Street Corp 2.75M (1.41%) 123.96K
Increased by +4.50%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.07M (2.59%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard Small Cap Index 3.62M (1.85%) -15.46K
Decreased by -0.43%
Apr 30, 26
3 Anchorage USD Multi-Asset Credit Comp 3.49M (1.79%) 3.49M
Increased by +100.00%
Sep 30, 25
4 iShares Russell 2000 ETF 3.12M (1.60%) 28.81K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Growth Index Inv 2.04M (1.04%) -1.58K
Decreased by -0.08%
Apr 30, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (0.69%) 8.03K
Increased by +0.59%
Apr 30, 26
7 Fidelity Small Cap Index 1.28M (0.65%) 4.42K
Increased by +0.35%
Mar 31, 26
8 Dimensional US Small Cap ETF 967.61K (0.50%) 0.00
Increased by 0.00%
May 29, 26
9 iShares Russell 2000 Growth ETF 941.95K (0.48%) -6.13K
Decreased by -0.65%
May 29, 26
10 State St Russell Sm/Mid Cp® Indx SL Cl I 808.08K (0.41%) 0.00
Increased by 0.00%
Apr 30, 26
11 Russell 2000 Equity Index Fund B 804.42K (0.41%) 197.37K
Increased by +24.54%
Dec 31, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 673.08K (0.34%) 2.32K
Increased by +0.35%
Apr 30, 25
13 Vanguard Russell 2000 ETF 661.30K (0.34%) 18.53K
Increased by +2.80%
Apr 30, 26
14 Fidelity Extended Market Index 626.32K (0.32%) 45.97K
Increased by +7.34%
Apr 30, 26
15 Schwab US Small-Cap ETF™ 583.01K (0.30%) 387.00
Increased by +0.07%
May 30, 26
16 Amplify Travel Tech ETF 561.57K (0.29%) 0.00
Increased by 0.00%
Jan 31, 24
17 DFA US Small Cap I 499.31K (0.26%) 51.06K
Increased by +10.23%
Apr 30, 26
18 Lazard Baylight US Small Cap Equity 478.65K (0.24%) 478.36K
Increased by +99.94%
Mar 31, 26
19 DFA US Micro Cap I 467.07K (0.24%) 61.57K
Increased by +13.18%
Apr 30, 26
20 State St Russell Sm Cap® Idx SL Cl I 448.60K (0.23%) 0.00
Increased by 0.00%
Apr 30, 26