Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1.46%
2 IWN 0.09%
3 IWM 0.04%
4 ISCV 0.04%
5 JKJ 0.03%
6 ISCB 0.03%
7 JKK 0.02%
8 ISCG 0.02%
9 TECB 0.01%
10 IGM 0.01%
11 IWV 0.00%
12 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.89M (8.51%) 503.34K
Increased by +2.11%
Dec 31, 23
2 BlackRock Inc 23.80M (8.48%) 1.71M
Increased by +7.17%
Dec 31, 23
3 State Street Corporation 6.60M (2.35%) 390.53K
Increased by +5.92%
Dec 31, 23
4 Geode Capital Management, LLC 5.68M (2.03%) 471.10K
Increased by +8.29%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 5.67M (2.02%) 1.79M
Increased by +31.64%
Dec 31, 23
6 Platinum Equity LLC 3.96M (1.41%) 0.00
Increased by 0.00%
Dec 31, 23
7 Exchange Traded Concepts, LLC 3.22M (1.15%) 126.05K
Increased by +3.91%
Dec 31, 23
8 Half Sky Capital UK Ltd 3.11M (1.11%) -1.08M
Decreased by -34.84%
Dec 31, 23
9 Wafra Investment Advisory Group Inc 3.03M (1.08%) 0.00
Increased by 0.00%
Dec 31, 23
10 Northern Trust Corp 2.32M (0.83%) 34.20K
Increased by +1.48%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 2.06M (0.73%) 587.27K
Increased by +28.54%
Dec 31, 23
12 Charles Schwab Investment Management Inc 1.77M (0.63%) -95.08K
Decreased by -5.37%
Dec 31, 23
13 Itau Unibanco Holding SA 1.56M (0.56%) 650.58K
Increased by +41.71%
Dec 31, 23
14 NORGES BANK 1.49M (0.53%) 93.28K
Increased by +6.28%
Dec 31, 23
15 Nuveen Asset Management, LLC 1.40M (0.50%) -6.87K
Decreased by -0.49%
Dec 31, 23
16 G2 Investment Partners Management LLC 1.40M (0.50%) 806.53K
Increased by +57.75%
Dec 31, 23
17 Goldman Sachs Group Inc 1.10M (0.39%) 432.71K
Increased by +39.27%
Dec 31, 23
18 Bank of New York Mellon Corp 951.22K (0.34%) -170.44K
Decreased by -17.92%
Dec 31, 23
19 Citadel Advisors Llc 918.17K (0.33%) 434.57K
Increased by +47.33%
Sep 30, 23
20 Divco West Real Estate Services, LLC 827.73K (0.30%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.86M (2.80%) 12.57K
Increased by +0.16%
Mar 31, 24
2 iShares Russell 2000 ETF 6.04M (2.15%) -48.13K
Decreased by -0.80%
Apr 30, 24
3 Vanguard Information Technology ETF 5.71M (2.04%) 39.70K
Increased by +0.70%
Mar 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 3.53M (1.26%) 69.13K
Increased by +1.96%
Mar 31, 24
5 Vanguard Small Cap Index 3.31M (1.18%) -42.25K
Decreased by -1.28%
Mar 31, 24
6 Roundhill Ball Metaverse ETF 3.03M (1.08%) 0.00
Increased by 0.00%
Jan 31, 24
7 Fidelity Small Cap Index 2.62M (0.93%) 35.08K
Increased by +1.34%
Feb 29, 24
8 Fidelity® Small Cap Index 2.41M (0.86%) 66.98K
Increased by +2.77%
Oct 31, 23
9 iShares Russell 2000 Value ETF 2.41M (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
10 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 2.21M (0.79%) 0.00
Increased by 0.00%
Apr 30, 24
11 Vanguard Small Cap Growth Index Inv 1.88M (0.67%) -1.17K
Decreased by -0.06%
Mar 31, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 1.64M (0.58%) 98.50K
Increased by +6.01%
Mar 31, 24
13 SPDR® S&P Software & Services ETF 1.46M (0.52%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity Extended Market Index 1.38M (0.49%) 135.26K
Increased by +9.79%
Mar 31, 24
15 Fidelity® Extended Market Index 1.36M (0.48%) 96.16K
Increased by +7.08%
Nov 30, 23
16 iShares Automation&Robotics ETF USD Acc 1.35M (0.48%) -4.03K
Decreased by -0.30%
Apr 30, 24
17 DFA US Targeted Value I 1.18M (0.42%) 0.00
Increased by 0.00%
Mar 31, 24
18 Schwab US Small-Cap ETF™ 1.13M (0.40%) 0.00
Increased by 0.00%
Apr 30, 24
19 Vanguard Russell 2000 ETF 973.05K (0.35%) 43.62K
Increased by +4.48%
Mar 31, 24
20 CREF Stock R1 971.92K (0.35%) 483.75K
Increased by +49.77%
Nov 30, 23