Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROKT 3.77%
2 UFO 3.74%
3 SAMT 2.53%
4 CBSE 2.52%
5 CBLS 1.74%
6 FITE 1.64%
7 MOON 1.41%
8 VAMO 1.30%
9 FMET 0.87%
10 METV 0.87%
11 KOMP 0.72%
12 FYC 0.65%
13 MMSC 0.57%
14 PFUT 0.54%
15 DWAS 0.44%
16 FYX 0.32%
17 VFMO 0.23%
18 CSML 0.15%
19 IWN 0.11%
20 IWO 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Alphabet Inc 31.94M (13.23%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 17.02M (7.05%) 4.99K
Increased by +0.03%
Mar 31, 25
3 Vanguard Group Inc 16.21M (6.72%) 261.17K
Increased by +1.61%
Mar 31, 25
4 State Street Corp 8.15M (3.38%) 27.80K
Increased by +0.34%
Mar 31, 25
5 Canada Pension Plan Investment Board 7.80M (3.23%) 0.00
Increased by 0.00%
Mar 31, 25
6 Capricorn Investment Group LLC 7.14M (2.96%) 0.00
Increased by 0.00%
Mar 31, 25
7 Geode Capital Management, LLC 5.20M (2.15%) 259.28K
Increased by +4.99%
Mar 31, 25
8 State Street Corporation 4.04M (1.67%) 147.33K
Increased by +3.64%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 2.86M (1.18%) 1.17M
Increased by +40.76%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.66M (1.10%) 645.33K
Increased by +24.27%
Mar 31, 25
11 Franklin Resources Inc 1.96M (0.81%) 70.25K
Increased by +3.59%
Mar 31, 25
12 Northern Trust Corp 1.87M (0.77%) -96.57K
Decreased by -5.16%
Mar 31, 25
13 Goldman Sachs Group Inc 1.86M (0.77%) 653.17K
Increased by +35.19%
Mar 31, 25
14 UBS Group AG 1.83M (0.76%) 1.63M
Increased by +88.98%
Dec 31, 24
15 Charles Schwab Investment Management Inc 1.76M (0.73%) -11.59K
Decreased by -0.66%
Mar 31, 25
16 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.55M (0.64%) 1.55M
Increased by +100.00%
Mar 31, 25
17 Putnam Investments LLC 1.53M (0.64%) -3.94K
Decreased by -0.26%
Dec 31, 23
18 Putnam Investments, LLC., a Franklin Templeton company 1.53M (0.64%) -3.94K
Decreased by -0.26%
Dec 31, 23
19 Frontier Capital Management CO Inc 1.50M (0.62%) -47.15K
Decreased by -3.14%
Mar 31, 25
20 Mitsubishi UFJ Asset Management Co.,Ltd 1.32M (0.55%) 389.38K
Increased by +29.43%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.69M (2.77%) 153.30K
Increased by +2.29%
May 31, 25
2 iShares Russell 2000 ETF 5.38M (2.23%) 37.35K
Increased by +0.69%
Jun 30, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 3.36M (1.39%) 26.66K
Increased by +0.79%
May 31, 25
4 Vanguard Small Cap Index 2.61M (1.08%) 9.69K
Increased by +0.37%
May 31, 25
5 Fidelity Small Cap Index 2.23M (0.92%) 32.72K
Increased by +1.47%
Apr 30, 25
6 iShares Russell 2000 Value ETF 2.01M (0.83%) 0.00
Increased by 0.00%
May 31, 25
7 Putnam Sustainable Future A 1.92M (0.79%) 1.14M
Increased by +59.64%
Mar 31, 25
8 iShares Russell 2000 Growth ETF 1.88M (0.78%) 4.63K
Increased by +0.25%
Jun 30, 25
9 Fidelity® Small Cap Index 1.63M (0.67%) 16.89K
Increased by +1.04%
Oct 31, 23
10 Vanguard Small Cap Growth Index Inv 1.45M (0.60%) -1.92K
Decreased by -0.13%
May 31, 25
11 Meridian Contrarian Legacy 1.26M (0.52%) -814.00K
Decreased by -64.35%
Mar 31, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 1.25M (0.52%) 4.80K
Increased by +0.38%
Jun 30, 25
13 Fidelity Extended Market Index 1.19M (0.49%) -28.92K
Decreased by -2.43%
May 31, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 1.15M (0.47%) 5.95K
Increased by +0.52%
Apr 30, 25
15 Vanguard Russell 2000 ETF 1.12M (0.46%) 17.73K
Increased by +1.59%
May 31, 25
16 Fidelity® Extended Market Index 1.10M (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
17 Liontrust Global Innovation C Acc GBP 1.06M (0.44%) 0.00
Increased by 0.00%
May 31, 25
18 VanEck Space Innovators ETF A USD Acc 1.04M (0.43%) 15.35K
Increased by +1.48%
Jun 30, 25
19 Schwab US Small-Cap ETF™ 1.03M (0.43%) -450.00
Decreased by -0.04%
Jun 28, 25
20 SPDR® S&P Kensho New Economies Comps ETF 902.10K (0.37%) -642.00
Decreased by -0.07%
Jun 30, 25