Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UFO 4.25%
2 CBSE 2.51%
3 CBLS 1.74%
4 ROKT 1.61%
5 FITE 1.56%
6 MOON 1.41%
7 PFUT 0.97%
8 METV 0.87%
9 FMET 0.58%
10 KOMP 0.55%
11 CSML 0.15%
12 AVSC 0.09%
13 IWN 0.07%
14 FESM 0.07%
15 VTWV 0.06%
16 RFLR 0.05%
17 JPST 0.04%
18 IWM 0.03%
19 RSSL 0.03%
20 VTWO 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Alphabet Inc 31.94M (14.29%) 0.00
Increased by 0.00%
Dec 31, 24
2 BlackRock Inc 17.02M (7.61%) 1.32M
Increased by +7.74%
Dec 31, 24
3 Vanguard Group Inc 15.95M (7.14%) 397.15K
Increased by +2.49%
Dec 31, 24
4 State Street Corp 8.12M (3.63%) 3.85M
Increased by +47.41%
Dec 31, 24
5 Canada Pension Plan Investment Board 7.80M (3.49%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capricorn Investment Group LLC 7.14M (3.19%) 0.00
Increased by 0.00%
Dec 31, 24
7 Geode Capital Management, LLC 4.94M (2.21%) 69.25K
Increased by +1.40%
Dec 31, 24
8 State Street Corporation 4.04M (1.81%) 147.33K
Increased by +3.64%
Mar 31, 24
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.08M (0.93%) 261.96K
Increased by +12.60%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 2.01M (0.90%) 1.01M
Increased by +50.31%
Dec 31, 24
11 Northern Trust Corp 1.97M (0.88%) 145.12K
Increased by +7.38%
Dec 31, 24
12 Franklin Resources Inc 1.89M (0.84%) 78.35K
Increased by +4.15%
Dec 31, 24
13 UBS Group AG 1.83M (0.82%) 1.63M
Increased by +88.98%
Dec 31, 24
14 Charles Schwab Investment Management Inc 1.77M (0.79%) 37.60K
Increased by +2.12%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.69M (0.76%) 816.62K
Increased by +48.22%
Dec 31, 24
16 Frontier Capital Management CO Inc 1.55M (0.69%) -2.34K
Decreased by -0.15%
Dec 31, 24
17 Putnam Investments LLC 1.53M (0.69%) -3.94K
Decreased by -0.26%
Dec 31, 23
18 Putnam Investments, LLC., a Franklin Templeton company 1.53M (0.69%) -3.94K
Decreased by -0.26%
Dec 31, 23
19 JPMorgan Chase & Co 1.27M (0.57%) 492.84K
Increased by +38.83%
Dec 31, 24
20 Goldman Sachs Group Inc 1.20M (0.54%) -92.02K
Decreased by -7.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.39M (2.86%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Russell 2000 ETF 5.49M (2.46%) 927.00
Increased by +0.02%
Apr 30, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 3.32M (1.49%) 57.34K
Increased by +1.73%
Mar 31, 25
4 SPDR® S&P Kensho New Economies Comps ETF 3.18M (1.42%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Small Cap Index 2.60M (1.16%) -10.54K
Decreased by -0.41%
Mar 31, 25
6 Fidelity Small Cap Index 2.14M (0.96%) 10.28K
Increased by +0.48%
Feb 28, 25
7 iShares Russell 2000 Value ETF 2.08M (0.93%) -7.07K
Decreased by -0.34%
Apr 30, 25
8 Putnam Sustainable Future A 1.92M (0.86%) 1.14M
Increased by +59.64%
Mar 31, 25
9 Fidelity® Small Cap Index 1.63M (0.73%) 16.89K
Increased by +1.04%
Oct 31, 23
10 Vanguard Small Cap Growth Index Inv 1.45M (0.65%) -15.78K
Decreased by -1.09%
Mar 31, 25
11 iShares Russell 2000 Growth ETF 1.35M (0.60%) 0.00
Increased by 0.00%
May 30, 24
12 Meridian Contrarian Legacy 1.26M (0.57%) -814.00K
Decreased by -64.35%
Mar 31, 25
13 Fidelity Extended Market Index 1.20M (0.54%) 48.01K
Increased by +4.00%
Mar 31, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 1.14M (0.51%) -52.30K
Decreased by -4.59%
Mar 31, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 1.14M (0.51%) -52.30K
Decreased by -4.59%
Mar 31, 25
16 Fidelity® Extended Market Index 1.10M (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
17 VanEck Space Innovators ETF A USD Acc 1.07M (0.48%) 0.00
Increased by 0.00%
Apr 30, 25
18 Liontrust Global Innovation C Acc GBP 1.06M (0.47%) 362.99K
Increased by +34.37%
Mar 31, 25
19 Vanguard Russell 2000 ETF 1.03M (0.46%) 41.25K
Increased by +4.01%
Mar 31, 25
20 Schwab US Small-Cap ETF™ 1.02M (0.46%) -518.00
Decreased by -0.05%
Apr 30, 25