Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEC 5.78%
2 WBAT 3.66%
3 PBW 2.31%
4 UPGR 2.14%
5 IDRV 1.93%
6 IBAT 1.89%
7 EVAV 1.67%
8 PBD 1.46%
9 SPXZ 1.42%
10 BATT 1.29%
11 NXTE 0.92%
12 SMOG 0.84%
13 DRIV 0.77%
14 AVSC 0.51%
15 CCSO 0.45%
16 STXK 0.27%
17 ETHO 0.27%
18 BKSE 0.26%
19 BBSC 0.24%
20 RFLR 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.21M (8.40%) 860.88K
Increased by +2.38%
Jun 30, 25
2 BlackRock Inc 15.84M (3.67%) 268.87K
Increased by +1.70%
Mar 31, 25
3 Capricorn Investment Group LLC 14.79M (3.43%) 0.00
Increased by 0.00%
Mar 31, 25
4 D. E. Shaw & Co LP 8.54M (1.98%) 7.31M
Increased by +85.64%
Jun 30, 25
5 Geode Capital Management, LLC 6.15M (1.43%) 264.58K
Increased by +4.30%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 6.13M (1.42%) -10.95K
Decreased by -0.18%
Jun 30, 25
7 State Street Corp 6.10M (1.41%) 17.33K
Increased by +0.28%
Mar 31, 25
8 State Street Corporation 5.56M (1.29%) 73.89K
Increased by +1.33%
Mar 31, 24
9 Susquehanna International Group, LLP 5.37M (1.25%) -338.72K
Decreased by -6.31%
Mar 31, 25
10 KPCB XIV Associates, LLC 5.07M (1.18%) 0.00
Increased by 0.00%
Sep 30, 23
11 UBS Asset Mgmt Americas Inc 4.76M (1.10%) 3.90M
Increased by +82.03%
Mar 31, 25
12 UBS Group AG 4.59M (1.07%) 815.15K
Increased by +17.74%
Mar 31, 25
13 Coatue Management LLC 4.29M (1.00%) 4.29M
Increased by +100.00%
Mar 31, 25
14 Mirae Asset Global Investments (Korea) Co Ltd 4.26M (0.99%) 3.00M
Increased by +70.60%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 3.77M (0.87%) -3.28M
Decreased by -86.84%
Mar 31, 25
16 VK Services LLC 3.56M (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
17 NORGES BANK 3.42M (0.79%) 841.30K
Increased by +24.58%
Dec 31, 24
18 Charles Schwab Investment Management Inc 2.53M (0.59%) 258.53K
Increased by +10.22%
Jun 30, 25
19 Board of Ttees Leland Stanford Jr Univ 2.48M (0.58%) 0.00
Increased by 0.00%
Mar 31, 25
20 BNP Paribas Arbitrage, SA 2.45M (0.57%) 2.34M
Increased by +95.32%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.19M (2.83%) 69.18K
Increased by +0.57%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 10.43M (2.42%) 11.35K
Increased by +0.11%
Sep 30, 24
3 Vanguard Small Cap Index 9.45M (2.19%) -89.97K
Decreased by -0.95%
Jun 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 6.62M (1.54%) 660.95K
Increased by +9.98%
Jun 30, 25
5 Vanguard Small Cap Growth Index Inv 5.31M (1.23%) 76.62K
Increased by +1.44%
Jun 30, 25
6 Fidelity Extended Market Index 2.29M (0.53%) 218.53K
Increased by +9.54%
Jun 30, 25
7 State St Russell Sm/Mid Cp® Indx SL Cl I 2.29M (0.53%) 165.60K
Increased by +7.24%
Jul 31, 25
8 State St Russell Sm/Mid Cp® Indx NL Cl C 2.10M (0.49%) 10.43K
Increased by +0.50%
Apr 30, 25
9 Schwab US Small-Cap ETF™ 2.02M (0.47%) -1.04K
Decreased by -0.05%
Jul 31, 25
10 BNP Paribas Energy Transition C D 1.83M (0.43%) -1.62M
Decreased by -88.39%
Feb 29, 24
11 Fidelity® Extended Market Index 1.81M (0.42%) 221.25K
Increased by +12.20%
Nov 30, 23
12 iShares Russell Mid-Cap ETF 1.45M (0.34%) 474.00
Increased by +0.03%
Jul 31, 25
13 Fidelity Mid Cap Index 1.44M (0.33%) 208.06K
Increased by +14.41%
Jun 30, 25
14 Russell 1000 Index Fund 1.28M (0.30%) 201.25K
Increased by +15.73%
Jul 31, 25
15 DFA US Micro Cap I 1.21M (0.28%) 0.00
Increased by 0.00%
Jun 30, 25
16 WisdomTree Battery Solutions ETF USD Acc 1.10M (0.26%) 0.00
Increased by 0.00%
Jul 31, 25
17 DFA US Small Cap I 1.09M (0.25%) 0.00
Increased by 0.00%
Jun 30, 25
18 Blackrock Russ 1000 Eq Idx Composite 1.08M (0.25%) 0.00
Increased by 0.00%
Jun 30, 25
19 Janus Henderson Triton D 1.01M (0.23%) 0.00
Increased by 0.00%
May 31, 24
20 Janus Henderson US SMID Cap Growth 1.01M (0.23%) 0.00
Increased by 0.00%
Jun 30, 24