Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AUGR 1.73%
2 FITS 0.64%
3 QQQS 0.61%
4 MILN 0.09%
5 CSML 0.08%
6 HAPS 0.05%
7 RTLA 0.03%
8 VFQY 0.03%
9 PRFZ 0.03%
10 IWC 0.03%
11 GSSC 0.03%
12 SMLF 0.02%
13 FDIS 0.01%
14 VCR 0.01%
15 VTWV 0.01%
16 IWN 0.01%
17 FNDA 0.01%
18 RSSL 0.01%
19 DFAT 0.00%
20 IWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.43M (8.15%) -537.46K
Decreased by -5.15%
Mar 31, 25
2 Vanguard Group Inc 7.65M (5.98%) -27.21K
Decreased by -0.36%
Mar 31, 25
3 D. E. Shaw & Co LP 4.67M (3.65%) -683.39K
Decreased by -14.64%
Dec 31, 24
4 Acadian Asset Management LLC 4.54M (3.55%) 4.41M
Increased by +97.24%
Mar 31, 25
5 AQR Capital Management LLC 3.69M (2.88%) 3.34M
Increased by +90.54%
Mar 31, 25
6 Charles Schwab Investment Management Inc 3.24M (2.53%) 1.84M
Increased by +56.91%
Mar 31, 25
7 Geode Capital Management, LLC 3.06M (2.39%) 137.71K
Increased by +4.50%
Mar 31, 25
8 State Street Corporation 2.88M (2.25%) 39.19K
Increased by +1.36%
Mar 31, 24
9 Greenlight Capital, Inc 2.82M (2.21%) 166.64K
Increased by +5.90%
Dec 31, 23
10 State Street Corp 2.73M (2.14%) 121.46K
Increased by +4.44%
Mar 31, 25
11 Bank of New York Mellon Corp 2.16M (1.69%) -1.36M
Decreased by -62.84%
Dec 31, 23
12 Two Sigma Advisers, LLC 2.11M (1.65%) 123.50K
Increased by +5.84%
Mar 31, 25
13 GSA Capital Partners LLP 1.72M (1.35%) 859.68K
Increased by +49.88%
Mar 31, 25
14 Goldman Sachs Group Inc 1.58M (1.23%) 91.28K
Increased by +5.78%
Mar 31, 25
15 Renaissance Technologies Corp 1.57M (1.23%) 261.60K
Increased by +16.64%
Mar 31, 25
16 Jacobs Levy Equity Management, Inc. 1.42M (1.11%) -910.61K
Decreased by -64.29%
Mar 31, 25
17 UBS Group AG 1.39M (1.09%) 992.42K
Increased by +71.30%
Dec 31, 24
18 Lynrock Lake LP 1.35M (1.06%) 1.35M
Increased by +100.00%
Mar 31, 25
19 Two Sigma Investments LLC 1.11M (0.87%) -401.80K
Decreased by -36.25%
Mar 31, 25
20 Millennium Management LLC 1.10M (0.86%) 152.07K
Increased by +13.84%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.01M (3.14%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.82M (2.98%) 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Russell 2000 ETF 3.35M (2.62%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.67%) 0.00
Increased by 0.00%
Apr 30, 25
5 Schwab Fundamental U.S. Small CompanyETF 1.66M (1.30%) -570.00
Decreased by -0.03%
May 31, 25
6 Vanguard Small Cap Index 1.50M (1.17%) -1.58M
Decreased by -105.98%
Mar 31, 24
7 Fidelity Small Cap Index 1.29M (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity® Small Cap Index 1.21M (0.94%) 24.81K
Increased by +2.06%
Sep 30, 23
9 iShares Russell 2000 Value ETF 1.16M (0.91%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Small Cap Value Index Inv 1.01M (0.79%) -1.10M
Decreased by -109.21%
Mar 31, 24
11 Schwab Fundamental US Small Company ETF 823.92K (0.64%) 0.00
Increased by 0.00%
Apr 30, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 751.01K (0.59%) 0.00
Increased by 0.00%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 751.01K (0.59%) 0.00
Increased by 0.00%
May 31, 25
14 American Beacon Small Cp Val R5 737.23K (0.58%) -13.37K
Decreased by -1.81%
Dec 31, 23
15 Fidelity Extended Market Index 700.47K (0.55%) -6.70K
Decreased by -0.96%
Apr 30, 25
16 Vanguard Russell 2000 ETF 621.08K (0.49%) 35.33K
Increased by +5.69%
Apr 30, 25
17 BNY Mellon Opportunistic Small Cap Inv 609.94K (0.48%) -15.30K
Decreased by -2.51%
Oct 31, 23
18 Fidelity® Extended Market Index 595.65K (0.47%) -61.40K
Decreased by -10.31%
Oct 31, 23
19 Schwab US Small-Cap ETF™ 590.30K (0.46%) -1.59K
Decreased by -0.27%
May 31, 25
20 Invesco FTSE RAFI US 1500 Small-Mid ETF 589.44K (0.46%) 0.00
Increased by 0.00%
Jan 31, 25