Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROKT 4.04%
2 UFO 3.80%
3 SAMT 2.79%
4 CBSE 2.56%
5 CBLS 1.74%
6 FITE 1.66%
7 MOON 1.41%
8 VAMO 1.29%
9 FMET 0.89%
10 METV 0.87%
11 KOMP 0.72%
12 PFUT 0.67%
13 FYC 0.64%
14 MMSC 0.61%
15 DWAS 0.47%
16 FYX 0.33%
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%
Jun 30, 25
2 BlackRock Inc 17.02M (7.05%) 4.99K
Increased by +0.03%
Mar 31, 25
3 Vanguard Group Inc 16.91M (7.01%) 700.25K
Increased by +4.14%
Jun 30, 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 Dimensional Fund Advisors, Inc. 3.99M (1.65%) 1.33M
Increased by +33.38%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 2.86M (1.18%) 1.17M
Increased by +40.76%
Mar 31, 25
11 Connor Clark & Lunn Inv Mgmt Ltd 2.45M (1.02%) 1.74M
Increased by +71.07%
Jun 30, 25
12 Goldman Sachs Group Inc 2.23M (0.92%) 371.13K
Increased by +16.66%
Jun 30, 25
13 Franklin Resources Inc 1.96M (0.81%) 70.25K
Increased by +3.59%
Mar 31, 25
14 Northern Trust Corp 1.87M (0.77%) -96.57K
Decreased by -5.16%
Mar 31, 25
15 UBS Group AG 1.83M (0.76%) 1.63M
Increased by +88.98%
Dec 31, 24
16 Charles Schwab Investment Management Inc 1.78M (0.74%) 26.01K
Increased by +1.46%
Jun 30, 25
17 D. E. Shaw & Co LP 1.65M (0.68%) 1.10M
Increased by +66.69%
Jun 30, 25
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.55M (0.64%) 1.55M
Increased by +100.00%
Mar 31, 25
19 Putnam Investments LLC 1.53M (0.64%) -3.94K
Decreased by -0.26%
Dec 31, 23
20 Putnam Investments, LLC., a Franklin Templeton company 1.53M (0.64%) -3.94K
Decreased by -0.26%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.69M (2.77%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Russell 2000 ETF 5.07M (2.10%) -96.28K
Decreased by -1.90%
Jul 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 3.37M (1.40%) 12.45K
Increased by +0.37%
Jun 30, 25
4 Vanguard Small Cap Index 2.57M (1.07%) -34.98K
Decreased by -1.36%
Jun 30, 25
5 Fidelity Small Cap Index 2.23M (0.93%) 1.27K
Increased by +0.06%
May 31, 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%) 0.00
Increased by 0.00%
Jul 31, 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 1.43M (0.59%) -19.93K
Decreased by -1.39%
Jun 30, 25
11 VanEck Space Innovators ETF A USD Acc 1.42M (0.59%) 15.48K
Increased by +1.09%
Jul 31, 25
12 Heptagon Driehaus US Micro Cap Eq C$ Acc 1.26M (0.52%) 1.26M
Increased by +100.00%
Jun 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 1.25M (0.52%) 0.00
Increased by 0.00%
Jul 31, 25
14 Fidelity Extended Market Index 1.17M (0.48%) -20.41K
Decreased by -1.75%
Jun 30, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.15M (0.47%) 5.95K
Increased by +0.52%
Apr 30, 25
16 Fidelity® Extended Market Index 1.10M (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Russell 2000 ETF 1.09M (0.45%) -24.69K
Decreased by -2.26%
Jun 30, 25
18 Meridian Contrarian Legacy 1.06M (0.44%) -200.00K
Decreased by -18.78%
Jun 30, 25
19 Liontrust Global Innovation C Acc GBP 1.06M (0.44%) 0.00
Increased by 0.00%
May 31, 25
20 Schwab US Small-Cap ETF™ 1.04M (0.43%) -532.00
Decreased by -0.05%
Jul 31, 25