Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MOON 2.32%
2 HAIL 0.07%
3 NZRO 0.06%
4 KOMP 0.01%
5 CCSO 0.00%
6 SCHA 0.00%
7 IWC 0.00%
8 RSSL 0.00%
9 ITOT 0.00%
10 UWM 0.00%
11 URTY 0.00%
12 IWN 0.00%
13 SCHB 0.00%
14 IWM 0.00%
15 HDG 0.00%
16 VTI 0.00%
17 VTWO 0.00%
18 VTWV 0.00%
19 VXF 0.00%
20 VCR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.07M (4.95%) 151.87K
Increased by +3.73%
Sep 30, 24
2 Vanguard Group Inc 3.93M (4.78%) 1.23M
Increased by +31.26%
Sep 30, 24
3 Qube Research & Technologies 2.67M (3.25%) 2.67M
Increased by +100.00%
Dec 31, 23
4 State Street Corp 2.31M (2.81%) 63.65K
Increased by +2.76%
Sep 30, 24
5 Point72 Asset Management, L.P. 1.96M (2.38%) 1.15M
Increased by +58.86%
Sep 30, 23
6 Weiss Asset Management LP 1.78M (2.16%) 1.78M
Increased by +100.00%
Sep 30, 23
7 Geode Capital Management, LLC 1.68M (2.04%) 341.90K
Increased by +20.36%
Sep 30, 24
8 Swiss National Bank 935.20K (1.14%) 159.40K
Increased by +17.04%
Sep 30, 23
9 Man Group PLC 892.22K (1.08%) 816.85K
Increased by +91.55%
Sep 30, 23
10 UBS Asset Mgmt Americas Inc 787.73K (0.96%) 343.24K
Increased by +43.57%
Sep 30, 23
11 JANE STREET GROUP, LLC 773.91K (0.94%) 729.71K
Increased by +94.29%
Jun 30, 24
12 Infini Capital Management Ltd 727.84K (0.88%) 138.00
Increased by +0.02%
Sep 30, 24
13 Group One Trading, LP 675.21K (0.82%) 366.32K
Increased by +54.25%
Dec 31, 23
14 Toroso Investments LLC 603.89K (0.73%) 603.89K
Increased by +100.00%
Sep 30, 23
15 Northern Trust Corp 470.43K (0.57%) 330.58K
Increased by +70.27%
Sep 30, 24
16 CLEAR STREET LLC 460.00K (0.56%) 460.00K
Increased by +100.00%
Jun 30, 24
17 Credit Suisse First Boston (CSFB) 404.34K (0.49%) 15.50K
Increased by +3.83%
Sep 30, 23
18 California State Teachers Retirement Sys 375.89K (0.46%) 62.47K
Increased by +16.62%
Sep 30, 23
19 Amundi 323.48K (0.39%) -64.68K
Decreased by -19.99%
Dec 31, 23
20 Legal & General Group PLC 302.20K (0.37%) 143.64K
Increased by +47.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Total US Stock Mkt ETF 6.87M (8.35%) 0.00
Increased by 0.00%
Feb 29, 24
2 Fidelity® Extended Market Index 2.06M (2.51%) 689.70K
Increased by +33.45%
Nov 30, 23
3 BlackRock Extended Mkt Composite 1.07M (1.30%) 365.93K
Increased by +34.33%
Sep 30, 23
4 Fidelity® Total Market Index 709.05K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Small Cap Index 658.66K (0.80%) -472.00
Decreased by -0.07%
Oct 31, 24
6 SPDR® S&P Kensho New Economies Comps ETF 608.73K (0.74%) 0.00
Increased by 0.00%
Nov 29, 24
7 CREF Stock R1 595.19K (0.72%) 125.67K
Increased by +21.11%
Jul 31, 24
8 Schwab Total Stock Market Index 546.25K (0.66%) 0.00
Increased by 0.00%
Feb 29, 24
9 Fidelity® Series Total Market Index 544.60K (0.66%) 0.00
Increased by 0.00%
Nov 30, 23
10 UBS (CH) IF 2 Eqs Glbl Sm Cps Pas II I-X 457.38K (0.56%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Extended Market Index 440.26K (0.54%) -2.90K
Decreased by -0.66%
Nov 30, 24
12 Vanguard Balanced Index Inv 350.20K (0.43%) 0.00
Increased by 0.00%
Feb 29, 24
13 Vanguard Instl Ttl Stk Mkt Idx InstlPls 324.22K (0.39%) 0.00
Increased by 0.00%
Feb 29, 24
14 SG Actions US Techno C 323.48K (0.39%) 323.48K
Increased by +100.00%
Nov 30, 23
15 Vanguard Russell 2000 ETF 307.02K (0.37%) 8.14K
Increased by +2.65%
Nov 30, 24
16 Schwab US Small-Cap ETF™ 288.38K (0.35%) 0.00
Increased by 0.00%
Aug 31, 24
17 State St Russell Sm Cap® Indx SL Cl I 277.20K (0.34%) 0.00
Increased by 0.00%
Nov 30, 24
18 Vanguard Consumer Discretionary ETF 275.90K (0.34%) 3.40K
Increased by +1.23%
Nov 30, 24
19 SPDR® S&P Kensho Smart Mobility ETF 225.62K (0.27%) 0.00
Increased by 0.00%
Nov 30, 24
20 SSgA U.S. Extended Market Index Class I 224.00K (0.27%) 0.00
Increased by 0.00%
Dec 31, 23