Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QTUM 5.93%
2 SMIZ 1.17%
3 IWO 0.47%
4 JKK 0.25%
5 ISCG 0.25%
6 IWM 0.24%
7 ISCB 0.12%
8 JKJ 0.12%
9 IWN 0.08%
10 IGM 0.05%
11 ITOT 0.01%
12 IWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.37M (10.49%) 125.14K
Increased by +0.59%
Dec 31, 24
2 BlackRock Inc 16.01M (7.85%) 1.05M
Increased by +6.53%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 6.26M (3.07%) 3.26M
Increased by +52.07%
Dec 31, 24
4 State Street Corp 4.59M (2.25%) 327.25K
Increased by +7.13%
Dec 31, 24
5 Geode Capital Management, LLC 4.47M (2.19%) 45.94K
Increased by +1.03%
Dec 31, 24
6 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 4.44M (2.18%) -1.00M
Decreased by -22.51%
Mar 31, 24
7 State Street Corporation 3.69M (1.81%) 100.56K
Increased by +2.72%
Mar 31, 24
8 UBS Group AG 2.47M (1.21%) 2.34M
Increased by +94.65%
Dec 31, 24
9 JPMorgan Chase & Co 2.47M (1.21%) 2.12M
Increased by +85.83%
Dec 31, 24
10 SherpaCapital, LLC 2.35M (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
11 SG Americas Securities, LLC 2.28M (1.12%) -370.24K
Decreased by -16.21%
Sep 30, 24
12 NORGES BANK 2.13M (1.05%) 1.36M
Increased by +63.62%
Dec 31, 23
13 Northern Trust Corp 1.93M (0.95%) 216.75K
Increased by +11.20%
Dec 31, 24
14 Amazon.com Inc 1.93M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
15 Goldman Sachs Group Inc 1.90M (0.93%) 1.06M
Increased by +55.92%
Dec 31, 24
16 Charles Schwab Investment Management Inc 1.65M (0.81%) 31.64K
Increased by +1.92%
Dec 31, 24
17 SoftBank Group Corp 1.59M (0.78%) -274.93K
Decreased by -17.26%
Sep 30, 24
18 Two Sigma Investments LLC 1.55M (0.76%) -1.42M
Decreased by -91.34%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 1.17M (0.58%) -334.12K
Decreased by -28.50%
Mar 31, 24
20 Two Sigma Advisers, LLC 1.12M (0.55%) 1.06M
Increased by +94.60%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.51M (2.70%) 3.10K
Increased by +0.06%
Feb 28, 25
2 iShares Russell 2000 ETF 5.35M (2.63%) -46.37K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Small Cap Index 4.42M (2.17%) 3.62K
Increased by +0.08%
Feb 28, 25
4 Vanguard Information Technology ETF 3.40M (1.67%) -258.23K
Decreased by -7.60%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.99M (1.47%) 9.37K
Increased by +0.31%
Feb 28, 25
6 Vanguard Small Cap Growth Index Inv 2.48M (1.22%) -14.36K
Decreased by -0.58%
Feb 28, 25
7 Fidelity Small Cap Index 1.98M (0.97%) -37.16K
Decreased by -1.87%
Jan 31, 25
8 iShares Russell 2000 Growth ETF 1.80M (0.88%) -8.55K
Decreased by -0.48%
Mar 31, 25
9 Fidelity® Small Cap Index 1.55M (0.76%) 42.25K
Increased by +2.72%
Oct 31, 23
10 Leverage Shares 3x Long IONQ ETP Scs 1.50M (0.73%) -423.55K
Decreased by -28.28%
Jan 7, 25
11 iShares Russell 2000 Value ETF 1.30M (0.64%) -826.00
Decreased by -0.06%
Mar 28, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 1.22M (0.60%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Extended Market Index 1.07M (0.53%) -751.00
Decreased by -0.07%
Feb 28, 25
14 Vanguard Russell 2000 ETF 920.47K (0.45%) 25.05K
Increased by +2.72%
Feb 28, 25
15 Fidelity® Extended Market Index 918.27K (0.45%) 11.68K
Increased by +1.27%
Nov 30, 23
16 Schwab US Small-Cap ETF™ 914.37K (0.45%) 3.35K
Increased by +0.37%
Mar 29, 25
17 State St Russell Sm Cap® Indx SL Cl I 698.06K (0.34%) -7.40K
Decreased by -1.06%
Feb 28, 25
18 T. Rowe Price Integrated US SmCapGrEq 626.20K (0.31%) 626.20K
Increased by +100.00%
Dec 31, 24
19 DUI Wertefinder I 600.00K (0.29%) 0.00
Increased by 0.00%
Aug 31, 24
20 T. Rowe Price Science & Tech 553.80K (0.27%) 553.80K
Increased by +100.00%
Dec 31, 23