Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEC 4.26%
2 EVAV 3.19%
3 UPGR 1.92%
4 PBW 1.56%
5 SPXZ 1.42%
6 BATT 1.18%
7 IBAT 1.10%
8 IDRV 1.00%
9 DRIV 0.94%
10 PBD 0.84%
11 NXTE 0.55%
12 SMOG 0.47%
13 ETHO 0.27%
14 CCSO 0.25%
15 AVSC 0.12%
16 BBSC 0.11%
17 BKSE 0.10%
18 RFLR 0.09%
19 STXK 0.08%
20 JKL 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.44M (7.89%) 956.07K
Increased by +2.95%
Dec 31, 24
2 BlackRock Inc 15.57M (3.78%) 116.92K
Increased by +0.75%
Dec 31, 24
3 Capricorn Investment Group LLC 14.79M (3.60%) 0.00
Increased by 0.00%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 7.05M (1.71%) 5.60M
Increased by +79.47%
Dec 31, 24
5 State Street Corp 6.08M (1.48%) 162.99K
Increased by +2.68%
Dec 31, 24
6 Geode Capital Management, LLC 5.88M (1.43%) 28.07K
Increased by +0.48%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 5.81M (1.41%) 2.07M
Increased by +35.55%
Dec 31, 24
8 Susquehanna International Group, LLP 5.71M (1.39%) 1.29M
Increased by +22.66%
Dec 31, 24
9 State Street Corporation 5.56M (1.35%) 73.89K
Increased by +1.33%
Mar 31, 24
10 KPCB XIV Associates, LLC 5.07M (1.23%) 0.00
Increased by 0.00%
Sep 30, 23
11 Coatue Management LLC 4.55M (1.11%) 0.00
Increased by 0.00%
Sep 30, 24
12 Mirae Asset Global Investments (Korea) Co Ltd 4.26M (1.03%) 3.00M
Increased by +70.60%
Mar 31, 24
13 Citadel Advisors Llc 4.13M (1.00%) 2.53M
Increased by +61.28%
Dec 31, 24
14 UBS Group AG 3.78M (0.92%) 3.55M
Increased by +93.95%
Dec 31, 24
15 VK Services LLC 3.56M (0.87%) 0.00
Increased by 0.00%
Sep 30, 23
16 NORGES BANK 3.42M (0.83%) 841.30K
Increased by +24.58%
Dec 31, 24
17 D. E. Shaw & Co LP 2.74M (0.67%) -2.08M
Decreased by -76.04%
Dec 31, 24
18 Millennium Management LLC 2.61M (0.63%) 1.17M
Increased by +44.98%
Dec 31, 24
19 Board of Ttees Leland Stanford Jr Univ 2.48M (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
20 Charles Schwab Investment Management Inc 2.33M (0.57%) 104.89K
Increased by +4.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.80M (2.63%) 9.80K
Increased by +0.09%
Feb 28, 25
2 Vanguard Small Cap Index 8.77M (2.13%) 7.14K
Increased by +0.08%
Feb 28, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 5.74M (1.40%) 48.84K
Increased by +0.85%
Feb 28, 25
4 Vanguard Small Cap Growth Index Inv 4.92M (1.20%) -44.42K
Decreased by -0.90%
Feb 28, 25
5 State St Russell Sm/Mid Cp® Indx NL Cl C 2.18M (0.53%) 0.00
Increased by 0.00%
Feb 28, 25
6 BNP Paribas Energy Transition C D 1.83M (0.45%) -1.62M
Decreased by -88.39%
Feb 29, 24
7 Schwab US Small-Cap ETF™ 1.83M (0.44%) 0.00
Increased by 0.00%
Feb 28, 25
8 Fidelity® Extended Market Index 1.81M (0.44%) 221.25K
Increased by +12.20%
Nov 30, 23
9 Fidelity Extended Market Index 1.61M (0.39%) -495.57K
Decreased by -30.71%
Jan 31, 25
10 DFA US Micro Cap I 1.21M (0.30%) 0.00
Increased by 0.00%
Jan 31, 25
11 iShares Russell Mid-Cap ETF 1.19M (0.29%) 1.36K
Increased by +0.11%
Feb 28, 25
12 Dimensional US Small Cap ETF 1.18M (0.29%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Mid Cap Index 1.14M (0.28%) 5.76K
Increased by +0.51%
Jan 31, 25
14 DFA US Small Cap I 1.09M (0.27%) 388.81K
Increased by +35.60%
Jan 31, 25
15 Blackrock Russ 1000 Eq Idx Composite 1.08M (0.26%) 0.00
Increased by 0.00%
Dec 31, 24
16 Russell 1000 Index Fund 1.08M (0.26%) 0.00
Increased by 0.00%
Feb 28, 25
17 Janus Henderson Triton D 1.01M (0.24%) 0.00
Increased by 0.00%
May 31, 24
18 Janus Henderson US SMID Cap Growth 1.01M (0.24%) 0.00
Increased by 0.00%
Jun 30, 24
19 Invesco WilderHill Clean Energy ETF 901.53K (0.22%) -8.53K
Decreased by -0.95%
Feb 28, 25
20 iShares Russell 1000 Value ETF 891.78K (0.22%) -139.00
Decreased by -0.02%
Feb 28, 25