Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LITP 5.43%
2 ION 4.19%
3 LOPP 1.49%
4 ZSB 1.41%
5 CLMA 0.78%
6 SLY 0.50%
7 VAW 0.43%
8 VTWG 0.41%
9 VIOO 0.24%
10 IVOG 0.24%
11 DMRS 0.22%
12 IVOO 0.20%
13 VTWO 0.20%
14 IVOV 0.16%
15 VBK 0.09%
16 VXF 0.08%
17 VB 0.04%
18 VIOG 0.01%
19 VTHR 0.01%
20 VTI 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.19M (13.55%) -4.15M
Decreased by -17.14%
Dec 31, 23
2 Vanguard Group Inc 18.89M (10.58%) -899.64K
Decreased by -4.76%
Dec 31, 23
3 Wellington Management Company LLP 13.81M (7.73%) 1.20M
Increased by +8.71%
Dec 31, 23
4 Millennium Management LLC 11.12M (6.23%) 8.30M
Increased by +74.59%
Dec 31, 23
5 Capital Research Global Investors 7.43M (4.16%) 2.91M
Increased by +39.20%
Dec 31, 23
6 Grantham, Mayo, Van Otterloo & Co., LLC 6.78M (3.80%) 1.70M
Increased by +25.06%
Dec 31, 23
7 Ameriprise Financial Inc 6.68M (3.74%) 1.23M
Increased by +18.36%
Dec 31, 23
8 State Street Corporation 6.39M (3.58%) 126.05K
Increased by +1.97%
Dec 31, 23
9 JANE STREET GROUP, LLC 5.01M (2.80%) 2.68M
Increased by +53.46%
Dec 31, 23
10 Shapiro Capital Management Co Inc 3.97M (2.22%) 503.92K
Increased by +12.69%
Dec 31, 23
11 Geode Capital Management, LLC 3.92M (2.20%) 279.44K
Increased by +7.13%
Dec 31, 23
12 Bank of New York Mellon Corp 3.66M (2.05%) 215.85K
Increased by +5.90%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 3.65M (2.05%) 587.18K
Increased by +16.08%
Dec 31, 23
14 Mirae Asset Global Investments (Korea) Co Ltd 3.60M (2.02%) 459.29K
Increased by +12.76%
Dec 31, 23
15 Amundi 3.40M (1.90%) 140.04K
Increased by +4.12%
Dec 31, 23
16 Bank of America Corp 2.87M (1.61%) 1.30M
Increased by +45.31%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 2.80M (1.57%) -41.24K
Decreased by -1.47%
Dec 31, 23
18 CI Investments Inc 2.73M (1.53%) 1.25M
Increased by +45.75%
Sep 30, 23
19 Principal Financial Group Inc 2.54M (1.42%) -289.00K
Decreased by -11.36%
Dec 31, 23
20 Legal & General Group PLC 2.30M (1.29%) 253.04K
Increased by +11.01%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 32.10M (17.98%) 0.00
Increased by 0.00%
Mar 28, 24
2 Vanguard Small Cap Index 27.40M (15.34%) 16.25M
Increased by +59.31%
Mar 31, 24
3 iShares Russell 2000 ETF 25.04M (14.02%) 12.07K
Increased by +0.05%
Mar 28, 24
4 American Funds SMALLCAP World A 18.86M (10.56%) 2.68M
Increased by +14.23%
Mar 31, 24
5 Vanguard Small Cap Growth Index Inv 15.50M (8.68%) 9.26M
Increased by +59.77%
Mar 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 15.43M (8.64%) 237.67K
Increased by +1.54%
Mar 31, 24
7 Vanguard Total Stock Mkt Idx Inv 13.53M (7.58%) -41.10K
Decreased by -0.30%
Feb 29, 24
8 iShares Core S&P Small-Cap ETF 11.97M (6.70%) -11.68K
Decreased by -0.10%
Nov 30, 23
9 Fidelity Small Cap Index 10.35M (5.80%) 6.03M
Increased by +58.20%
Jan 31, 24
10 iShares Russell 2000 Growth ETF 8.87M (4.97%) -10.32K
Decreased by -0.12%
Mar 28, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 8.43M (4.72%) 225.06K
Increased by +2.67%
Mar 31, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 6.21M (3.48%) 205.90K
Increased by +3.32%
Mar 31, 24
13 Handelsbanken Hållbar Energi A1 SEK 5.80M (3.25%) 5.80M
Increased by +100.00%
Jan 31, 24
14 Fidelity Extended Market Index 5.79M (3.24%) 21.57K
Increased by +0.37%
Feb 29, 24
15 KBI Global Energy Transition A EUR 5.60M (3.13%) 1.19M
Increased by +21.22%
Jan 31, 24
16 BNP Paribas Energy Transition C D 5.48M (3.07%) 1.96M
Increased by +35.75%
Feb 29, 24
17 State St S&P Midcap® Indx SL Cl II 5.00M (2.80%) 174.40K
Increased by +3.49%
Mar 31, 24
18 Schwab US Small-Cap ETF™ 4.85M (2.71%) 0.00
Increased by 0.00%
Mar 29, 24
19 Global X Lithium & Battery Tech ETF 4.66M (2.61%) -12.87K
Decreased by -0.28%
Mar 28, 24
20 VanEck Rare Earth/Strat Mtls ETF 4.58M (2.57%) 0.00
Increased by 0.00%
Mar 29, 24