Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.40%
2 THNQ 2.78%
3 IONX 2.59%
4 QTUM 1.94%
5 SMIZ 1.17%
6 IWO 1.09%
7 JKK 0.59%
8 ISCG 0.59%
9 IWM 0.57%
10 BBSC 0.53%
11 RUSC 0.50%
12 BKSE 0.45%
13 UWM 0.44%
14 RSSL 0.37%
15 ITWO 0.35%
16 JKJ 0.30%
17 ISCB 0.30%
18 ESML 0.25%
19 SMLF 0.16%
20 IGM 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.77M (8.53%) 3.27M
Increased by +13.20%
Jun 30, 25
2 Morgan Stanley - Brokerage Accounts 20.28M (6.98%) 15.09M
Increased by +74.37%
Jun 30, 25
3 BlackRock Inc 18.26M (6.28%) 2.23M
Increased by +12.20%
Jun 30, 25
4 Geode Capital Management, LLC 5.34M (1.84%) 705.30K
Increased by +13.21%
Jun 30, 25
5 State Street Corp 5.26M (1.81%) 688.66K
Increased by +13.10%
Jun 30, 25
6 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 4.44M (1.53%) -1.00M
Decreased by -22.51%
Mar 31, 24
7 D. E. Shaw & Co LP 4.04M (1.39%) -3.90M
Decreased by -96.55%
Jun 30, 25
8 State Street Corporation 3.69M (1.27%) 100.56K
Increased by +2.72%
Mar 31, 24
9 UBS Group AG 3.64M (1.25%) 1.05M
Increased by +28.84%
Jun 30, 25
10 JPMorgan Chase & Co 2.67M (0.92%) 2.31M
Increased by +86.38%
Jun 30, 25
11 NORGES BANK 2.67M (0.92%) 2.52M
Increased by +94.53%
Jun 30, 25
12 Cerberus Capital Management LP 2.43M (0.84%) 2.43M
Increased by +100.00%
Jun 30, 25
13 SherpaCapital, LLC 2.35M (0.81%) 0.00
Increased by 0.00%
Sep 30, 24
14 SG Americas Securities, LLC 2.28M (0.79%) -370.24K
Decreased by -16.21%
Sep 30, 24
15 VOLORIDGE INVESTMENT MANAGEMENT, LLC 2.22M (0.77%) 2.05M
Increased by +92.38%
Mar 31, 25
16 Northern Trust Corp 2.10M (0.72%) 244.06K
Increased by +11.62%
Jun 30, 25
17 Charles Schwab Investment Management Inc 1.90M (0.65%) 279.89K
Increased by +14.75%
Jun 30, 25
18 Bank of America Corp 1.70M (0.58%) 634.54K
Increased by +37.42%
Jun 30, 25
19 SoftBank Group Corp 1.59M (0.55%) -274.93K
Decreased by -17.26%
Sep 30, 24
20 Two Sigma Advisers, LLC 1.56M (0.54%) 1.28M
Increased by +82.18%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.62M (2.28%) -157.64K
Decreased by -2.38%
Jul 31, 25
2 iShares Russell 2000 ETF 5.72M (1.97%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Small Cap Index 5.11M (1.76%) -32.68K
Decreased by -0.64%
Jul 31, 25
4 YieldMax Ultra Option Income Strat ETF 4.00M (1.38%) 0.00
Increased by 0.00%
Aug 29, 25
5 Vanguard Information Technology ETF 3.50M (1.21%) 35.67K
Increased by +1.02%
Jul 31, 25
6 Vanguard Small Cap Growth Index Inv 2.88M (0.99%) -4.58K
Decreased by -0.16%
Jul 31, 25
7 Morgan Stanley Growth 2.71M (0.93%) 2.71M
Increased by +100.00%
Jun 30, 25
8 Morgan Stanley Growth SMA 2.71M (0.93%) 2.71M
Increased by +100.00%
Jun 30, 25
9 Morgan Stanley Inst Growth I 2.71M (0.93%) 2.71M
Increased by +100.00%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.56M (0.88%) -915.97K
Decreased by -35.77%
Jul 31, 25
11 Fidelity Small Cap Index 2.38M (0.82%) 320.67K
Increased by +13.47%
Jun 30, 25
12 MS INVF US Growth I 2.11M (0.72%) 2.11M
Increased by +100.00%
Jun 30, 25
13 iShares Russell 2000 Growth ETF 2.09M (0.72%) 0.00
Increased by 0.00%
Aug 31, 25
14 BrighthouseI Morgan Stanley Discovery B 1.70M (0.59%) 1.57M
Increased by +92.18%
Jun 30, 25
15 Morgan Stanley Insight 1.69M (0.58%) 1.21M
Increased by +71.69%
Jun 30, 25
16 Morgan Stanley Insight I 1.69M (0.58%) 1.21M
Increased by +71.69%
Jun 30, 25
17 Fidelity® Small Cap Index 1.55M (0.53%) 42.25K
Increased by +2.72%
Oct 31, 23
18 Leverage Shares 3x Long IONQ ETP Scs 1.50M (0.52%) -423.55K
Decreased by -28.28%
Jan 7, 25
19 Morgan Stanley Discovery 1.41M (0.49%) 1.30M
Increased by +92.15%
Jun 30, 25
20 Morgan Stanley Inst Discovery I 1.41M (0.49%) 1.30M
Increased by +92.15%
Jun 30, 25