Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQS 0.48%
2 DWAS 0.43%
3 ISMD 0.22%
4 BTEC 0.20%
5 VFMO 0.10%
6 IWC 0.07%
7 VTWG 0.02%
8 IWO 0.02%
9 RSSL 0.01%
10 JKK 0.01%
11 ISCG 0.01%
12 IWM 0.01%
13 RTLA 0.01%
14 VTWO 0.01%
15 VHT 0.01%
16 UWM 0.01%
17 SCHA 0.01%
18 URTY 0.01%
19 FHLC 0.01%
20 ISCB 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.35M (7.74%) -21.22K
Decreased by -1.57%
Mar 31, 25
2 Vanguard Group Inc 843.05K (4.84%) -303.29K
Decreased by -35.97%
Mar 31, 25
3 Bank of America Corp 777.76K (4.46%) -10.69K
Decreased by -1.37%
Mar 31, 25
4 Geode Capital Management, LLC 465.72K (2.67%) 4.95K
Increased by +1.06%
Mar 31, 25
5 State Street Corp 419.24K (2.40%) -55.01K
Decreased by -13.12%
Mar 31, 25
6 State Street Corporation 349.74K (2.01%) 40.22K
Increased by +11.50%
Mar 31, 24
7 Hovey Youngman Associates Inc 233.56K (1.34%) -3.99K
Decreased by -1.71%
Mar 31, 25
8 Amvescap Plc. 214.49K (1.23%) 204.06K
Increased by +95.14%
Dec 31, 24
9 Northern Trust Corp 204.50K (1.17%) -5.95K
Decreased by -2.91%
Mar 31, 25
10 Charles Schwab Investment Management Inc 149.64K (0.86%) 433.00
Increased by +0.29%
Mar 31, 25
11 Millennium Management LLC 86.57K (0.50%) 86.57K
Increased by +100.00%
Mar 31, 25
12 Renaissance Technologies Corp 67.80K (0.39%) 67.80K
Increased by +100.00%
Mar 31, 25
13 Westside Investment Management, Inc. 58.16K (0.33%) 3.03K
Increased by +5.22%
Mar 31, 25
14 Nuveen Asset Management, LLC 56.85K (0.33%) -58.28K
Decreased by -102.52%
Dec 31, 24
15 Nuveen, LLC 56.85K (0.33%) 56.85K
Increased by +100.00%
Mar 31, 25
16 Panoramic Capital, LLC 52.72K (0.30%) 4.15K
Increased by +7.88%
Mar 31, 25
17 Pandora Wealth, Inc. 51.45K (0.30%) 51.45K
Increased by +100.00%
Mar 31, 25
18 Squarepoint Ops LLC 51.42K (0.29%) 51.42K
Increased by +100.00%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 50.42K (0.29%) -11.31K
Decreased by -22.43%
Mar 31, 25
20 Advisor Group Holdings, Inc. 44.20K (0.25%) -15.21K
Decreased by -34.42%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 515.01K (2.95%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Russell 2000 ETF 461.42K (2.65%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 394.51K (2.26%) 64.80K
Increased by +16.43%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 295.27K (1.69%) 2.64K
Increased by +0.89%
May 31, 25
5 Fidelity Small Cap Index 183.16K (1.05%) -9.90K
Decreased by -5.41%
Mar 31, 25
6 Invesco Dorsey Wright SmallCap Momt ETF 158.13K (0.91%) -1.13K
Decreased by -0.71%
Mar 31, 25
7 iShares Russell 2000 Growth ETF 156.01K (0.89%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity® Small Cap Index 153.06K (0.88%) 2.62K
Increased by +1.71%
Oct 31, 23
9 iShares Russell 2000 Value ETF 108.96K (0.63%) 0.00
Increased by 0.00%
May 29, 24
10 Fidelity Extended Market Index 101.25K (0.58%) -968.00
Decreased by -0.96%
Apr 30, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 96.81K (0.56%) 506.00
Increased by +0.52%
Apr 30, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 96.81K (0.56%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity® Extended Market Index 95.09K (0.55%) 3.77K
Increased by +3.97%
Nov 30, 23
14 Vanguard Russell 2000 ETF 91.80K (0.53%) 795.00
Increased by +0.87%
May 31, 25
15 Schwab US Small-Cap ETF™ 89.83K (0.52%) -222.00
Decreased by -0.25%
May 31, 25
16 Nuveen Equity Index R6 80.09K (0.46%) 80.09K
Increased by +100.00%
Sep 30, 24
17 State St Russell Sm Cap® Indx SL Cl I 61.31K (0.35%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard US Momentum Factor ETF 58.77K (0.34%) 8.28K
Increased by +14.09%
Mar 31, 25
19 CREF Stock R1 54.91K (0.31%) 29.61K
Increased by +53.92%
Jul 31, 24
20 Vanguard Health Care ETF 52.56K (0.30%) 13.99K
Increased by +26.61%
May 31, 25