Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QTUM 5.93%
2 SMIZ 1.17%
3 IWO 0.52%
4 JKK 0.28%
5 ISCG 0.28%
6 IWM 0.27%
7 ISCB 0.14%
8 JKJ 0.14%
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 (8.93%) 125.14K
Increased by +0.59%
Dec 31, 24
2 BlackRock Inc 16.01M (6.69%) 1.05M
Increased by +6.53%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 6.26M (2.62%) 3.26M
Increased by +52.07%
Dec 31, 24
4 State Street Corp 4.59M (1.92%) 327.25K
Increased by +7.13%
Dec 31, 24
5 Geode Capital Management, LLC 4.47M (1.87%) 45.94K
Increased by +1.03%
Dec 31, 24
6 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 4.44M (1.86%) -1.00M
Decreased by -22.51%
Mar 31, 24
7 State Street Corporation 3.69M (1.54%) 100.56K
Increased by +2.72%
Mar 31, 24
8 UBS Group AG 2.47M (1.03%) 2.34M
Increased by +94.65%
Dec 31, 24
9 JPMorgan Chase & Co 2.47M (1.03%) 2.12M
Increased by +85.83%
Dec 31, 24
10 SherpaCapital, LLC 2.35M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
11 SG Americas Securities, LLC 2.28M (0.95%) -370.24K
Decreased by -16.21%
Sep 30, 24
12 NORGES BANK 2.13M (0.89%) 1.36M
Increased by +63.62%
Dec 31, 23
13 Northern Trust Corp 1.93M (0.81%) 216.75K
Increased by +11.20%
Dec 31, 24
14 Amazon.com Inc 1.93M (0.81%) 0.00
Increased by 0.00%
Sep 30, 24
15 Goldman Sachs Group Inc 1.90M (0.79%) 1.06M
Increased by +55.92%
Dec 31, 24
16 Charles Schwab Investment Management Inc 1.65M (0.69%) 31.64K
Increased by +1.92%
Dec 31, 24
17 SoftBank Group Corp 1.59M (0.67%) -274.93K
Decreased by -17.26%
Sep 30, 24
18 Two Sigma Investments LLC 1.55M (0.65%) -1.42M
Decreased by -91.34%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 1.17M (0.49%) -334.12K
Decreased by -28.50%
Mar 31, 24
20 Two Sigma Advisers, LLC 1.12M (0.47%) 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 5.73M (2.39%) 217.39K
Increased by +3.79%
Mar 31, 25
2 iShares Russell 2000 ETF 5.01M (2.10%) 847.00
Increased by +0.02%
Apr 30, 25
3 Vanguard Small Cap Index 4.45M (1.86%) 29.84K
Increased by +0.67%
Mar 31, 25
4 Vanguard Information Technology ETF 3.41M (1.43%) 12.84K
Increased by +0.38%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 3.03M (1.27%) 34.01K
Increased by +1.12%
Mar 31, 25
6 Vanguard Small Cap Growth Index Inv 2.49M (1.04%) 12.68K
Increased by +0.51%
Mar 31, 25
7 Fidelity Small Cap Index 1.99M (0.83%) 10.42K
Increased by +0.52%
Feb 28, 25
8 iShares Russell 2000 Growth ETF 1.80M (0.75%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity® Small Cap Index 1.55M (0.65%) 42.25K
Increased by +2.72%
Oct 31, 23
10 Leverage Shares 3x Long IONQ ETP Scs 1.50M (0.63%) -423.55K
Decreased by -28.28%
Jan 7, 25
11 iShares Russell 2000 Value ETF 1.30M (0.54%) -826.00
Decreased by -0.06%
Mar 28, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 1.16M (0.48%) -64.00K
Decreased by -5.52%
Mar 31, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 1.16M (0.48%) -64.00K
Decreased by -5.52%
Mar 31, 25
14 Fidelity Extended Market Index 1.09M (0.46%) 20.37K
Increased by +1.87%
Mar 31, 25
15 Vanguard Russell 2000 ETF 952.10K (0.40%) 31.64K
Increased by +3.32%
Mar 31, 25
16 Schwab US Small-Cap ETF™ 935.63K (0.39%) -476.00
Decreased by -0.05%
Apr 30, 25
17 Fidelity® Extended Market Index 918.27K (0.38%) 11.68K
Increased by +1.27%
Nov 30, 23
18 State St Russell Sm Cap® Indx SL Cl I 698.06K (0.29%) 0.00
Increased by 0.00%
Mar 31, 25
19 KIWOOM US Quantum Computing 691.42K (0.29%) 322.79K
Increased by +46.68%
Jan 31, 25
20 T. Rowe Price Integrated US SmCapGrEq 626.20K (0.26%) 626.20K
Increased by +100.00%
Dec 31, 24