Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNVT 5.65%
2 ULTY 5.40%
3 IONX 5.35%
4 THNQ 2.78%
5 QTUM 1.94%
6 SMIZ 1.17%
7 IWO 0.97%
8 BBSC 0.53%
9 IWM 0.51%
10 RUSC 0.50%
11 JKK 0.49%
12 ISCG 0.49%
13 BKSE 0.45%
14 UWM 0.44%
15 RSSL 0.37%
16 ITWO 0.35%
17 GSEW 0.29%
18 EUSA 0.27%
19 JKJ 0.25%
20 ISCB 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.77M (9.38%) 5.42M
Increased by +15.59%
Dec 31, 25
2 BlackRock Inc 30.08M (8.12%) 7.60M
Increased by +25.25%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 19.57M (5.28%) -6.77M
Decreased by -34.62%
Dec 31, 25
4 State Street Corp 8.96M (2.42%) 2.66M
Increased by +29.71%
Dec 31, 25
5 Geode Capital Management, LLC 8.07M (2.18%) 1.45M
Increased by +17.99%
Dec 31, 25
6 NORGES BANK 4.45M (1.20%) 1.78M
Increased by +40.00%
Dec 31, 25
7 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 4.44M (1.20%) -1.00M
Decreased by -22.51%
Mar 31, 24
8 UBS Group AG 4.30M (1.16%) 663.27K
Increased by +15.42%
Sep 30, 25
9 Marex Group PLC 4.08M (1.10%) 3.28M
Increased by +80.39%
Dec 31, 25
10 D. E. Shaw & Co LP 4.04M (1.09%) -3.90M
Decreased by -96.55%
Jun 30, 25
11 T. Rowe Price Associates, Inc. 4.01M (1.08%) 762.59K
Increased by +19.02%
Dec 31, 25
12 State Street Corporation 3.69M (1.00%) 100.56K
Increased by +2.72%
Mar 31, 24
13 Northern Trust Corp 3.28M (0.88%) 540.19K
Increased by +16.48%
Dec 31, 25
14 Clear Street Group Inc 3.20M (0.86%) 2.20M
Increased by +68.72%
Dec 31, 25
15 Charles Schwab Investment Management Inc 2.92M (0.79%) 556.68K
Increased by +19.07%
Dec 31, 25
16 Cerberus Capital Management LP 2.43M (0.66%) 2.43M
Increased by +100.00%
Jun 30, 25
17 SherpaCapital, LLC 2.35M (0.64%) 0.00
Increased by 0.00%
Sep 30, 24
18 SG Americas Securities, LLC 2.28M (0.62%) -370.24K
Decreased by -16.21%
Sep 30, 24
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 2.22M (0.60%) 2.05M
Increased by +92.38%
Mar 31, 25
20 Bank of America Corp 2.14M (0.58%) 504.57K
Increased by +23.60%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.49M (2.83%) 416.56K
Increased by +3.97%
Mar 31, 26
2 iShares Russell 2000 ETF 8.06M (2.17%) -18.44K
Decreased by -0.23%
Apr 29, 26
3 Vanguard Small Cap Index 6.57M (1.77%) -672.95K
Decreased by -10.24%
Mar 31, 26
4 YieldMax Ultra Option Income Strat ETF 4.00M (1.08%) 0.00
Increased by 0.00%
Aug 29, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 3.96M (1.07%) 98.87K
Increased by +2.50%
Mar 31, 26
6 Vanguard Small Cap Growth Index Inv 3.66M (0.99%) -359.15K
Decreased by -9.81%
Mar 31, 26
7 Fidelity Small Cap Index 3.31M (0.89%) 35.94K
Increased by +1.08%
Feb 28, 26
8 Vanguard Information Technology ETF 2.88M (0.78%) -453.71K
Decreased by -15.78%
Mar 31, 26
9 iShares Russell 2000 Growth ETF 2.82M (0.76%) 6.48K
Increased by +0.23%
Apr 29, 26
10 Morgan Stanley Growth 2.68M (0.72%) -1.28M
Decreased by -47.92%
Dec 31, 25
11 Morgan Stanley Growth SMA 2.68M (0.72%) -1.28M
Decreased by -47.92%
Dec 31, 25
12 Morgan Stanley Inst Growth I 2.68M (0.72%) -1.28M
Decreased by -47.92%
Dec 31, 25
13 MS INVF US Growth I 2.17M (0.58%) 18.73K
Increased by +0.86%
Dec 31, 25
14 Russell 2000 Equity Index Fund B 2.10M (0.57%) 340.15K
Increased by +16.17%
Dec 31, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 2.05M (0.55%) 82.90K
Increased by +4.03%
Mar 31, 26
16 Fidelity Extended Market Index 1.87M (0.50%) 15.53K
Increased by +0.83%
Feb 28, 26
17 Fidelity® Small Cap Index 1.55M (0.42%) 42.25K
Increased by +2.72%
Oct 31, 23
18 Leverage Shares 3x Long IONQ ETP Scs 1.50M (0.40%) -423.55K
Decreased by -28.28%
Jan 7, 25
19 T. Rowe Price New Horizons 1.46M (0.39%) -175.90K
Decreased by -12.05%
Dec 31, 25
20 US Small-Cap Growth II Equity Comp 1.46M (0.39%) 179.94K
Increased by +12.33%
Dec 31, 25