Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 0.70%
2 IWC 0.11%
3 JPSE 0.05%
4 VTWG 0.04%
5 IWO 0.04%
6 ISCG 0.02%
7 JKK 0.02%
8 VTWO 0.02%
9 IWM 0.02%
10 UWM 0.01%
11 RYLD 0.01%
12 SCHA 0.01%
13 FTEC 0.01%
14 JKJ 0.01%
15 ISCB 0.01%
16 URTY 0.01%
17 VXF 0.01%
18 VGT 0.01%
19 ONEQ 0.01%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.59M (7.20%) 639.20K
Increased by +7.44%
Dec 31, 23
2 Vanguard Group Inc 8.39M (7.02%) 264.39K
Increased by +3.15%
Dec 31, 23
3 Geode Capital Management, LLC 2.60M (2.17%) 174.27K
Increased by +6.71%
Dec 31, 23
4 State Street Corporation 2.49M (2.09%) -75.46K
Decreased by -3.03%
Dec 31, 23
5 Northern Trust Corp 1.07M (0.90%) 6.36K
Increased by +0.59%
Dec 31, 23
6 Charles Schwab Investment Management Inc 906.03K (0.76%) 16.89K
Increased by +1.86%
Dec 31, 23
7 Susquehanna International Group, LLP 534.12K (0.45%) 116.96K
Increased by +21.90%
Dec 31, 23
8 Bank of New York Mellon Corp 430.32K (0.36%) 43.66K
Increased by +10.15%
Dec 31, 23
9 Citadel Advisors Llc 416.29K (0.35%) 164.40K
Increased by +39.49%
Sep 30, 23
10 SG Americas Securities, LLC 409.21K (0.34%) 321.12K
Increased by +78.47%
Dec 31, 23
11 UMB Bank NA 315.09K (0.26%) 5.00K
Increased by +1.59%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 308.28K (0.26%) 175.04K
Increased by +56.78%
Dec 31, 23
13 Nuveen Asset Management, LLC 307.35K (0.26%) 2.94K
Increased by +0.95%
Dec 31, 23
14 Millennium Management LLC 288.40K (0.24%) -111.20K
Decreased by -38.56%
Dec 31, 23
15 LPL Financial Corp 284.40K (0.24%) 45.67K
Increased by +16.06%
Dec 31, 23
16 Mitsubishi UFJ Asset Management Co.,Ltd 265.39K (0.22%) 9.09K
Increased by +3.43%
Dec 31, 23
17 Goldman Sachs Group Inc 252.86K (0.21%) 104.24K
Increased by +41.22%
Dec 31, 23
18 First Western Trust Bank 233.60K (0.20%) 0.00
Increased by 0.00%
Dec 31, 23
19 JPMorgan Chase & Co 218.46K (0.18%) 2.62K
Increased by +1.20%
Sep 30, 23
20 Swiss National Bank 218.10K (0.18%) -20.90K
Decreased by -9.58%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.33M (2.79%) 5.66K
Increased by +0.17%
Mar 31, 24
2 iShares Russell 2000 ETF 2.76M (2.31%) -22.00K
Decreased by -0.80%
Apr 30, 24
3 Vanguard Information Technology ETF 2.44M (2.04%) 16.98K
Increased by +0.70%
Mar 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.46%) 30.76K
Increased by +1.77%
Mar 31, 24
5 Fidelity Small Cap Index 1.20M (1.01%) 11.31K
Increased by +0.94%
Feb 29, 24
6 Fidelity® Small Cap Index 1.11M (0.93%) 30.55K
Increased by +2.76%
Oct 31, 23
7 iShares Russell 2000 Growth ETF 1.00M (0.84%) -2.40K
Decreased by -0.24%
Apr 30, 24
8 State St Russell Sm/Mid Cp® Indx NL Cl C 723.47K (0.61%) 0.00
Increased by 0.00%
Apr 30, 24
9 Fidelity Extended Market Index 678.62K (0.57%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity® Extended Market Index 650.31K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
11 Schwab US Small-Cap ETF™ 546.87K (0.46%) 0.00
Increased by 0.00%
Apr 30, 24
12 Vanguard Russell 2000 ETF 434.71K (0.36%) 8.48K
Increased by +1.95%
Mar 31, 24
13 State St Russell Sm Cap® Indx SL Cl I 422.50K (0.35%) 0.00
Increased by 0.00%
Apr 30, 24
14 NT R2000 Growth Index Fund - NL 344.30K (0.29%) 0.00
Increased by 0.00%
Dec 31, 23
15 NT R2000 Index Fund - NL 330.22K (0.28%) 566.00
Increased by +0.17%
Dec 31, 23
16 Fidelity MSCI Information Tech ETF 310.93K (0.26%) 0.00
Increased by 0.00%
Apr 30, 24
17 Fidelity® MSCI Information Tech ETF 281.11K (0.24%) 0.00
Increased by 0.00%
Dec 30, 23
18 NT R2000 Growth Index Fund - L 263.38K (0.22%) 20.18K
Increased by +7.66%
Dec 31, 23
19 Northern Trust Russell 2000 Growth Index 263.38K (0.22%) 20.18K
Increased by +7.66%
Dec 31, 23
20 BlackRock Extended Mkt Composite 263.30K (0.22%) -20.47K
Decreased by -7.77%
Sep 30, 23