Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEC 4.50%
2 EVAV 3.07%
3 UPGR 2.22%
4 PBW 1.71%
5 SPXZ 1.42%
6 BATT 1.41%
7 IDRV 1.26%
8 IBAT 1.23%
9 DRIV 1.03%
10 PBD 0.99%
11 NXTE 0.64%
12 SMOG 0.55%
13 CCSO 0.27%
14 ETHO 0.27%
15 AVSC 0.12%
16 BBSC 0.11%
17 BKSE 0.10%
18 RFLR 0.09%
19 JKL 0.08%
20 ISCV 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.48M (8.13%) 274.04K
Increased by +0.87%
Sep 30, 24
2 BlackRock Inc 15.45M (3.99%) -260.31K
Decreased by -1.68%
Sep 30, 24
3 Capricorn Investment Group LLC 14.79M (3.82%) 0.00
Increased by 0.00%
Sep 30, 24
4 State Street Corp 5.92M (1.53%) 87.56K
Increased by +1.48%
Sep 30, 24
5 Geode Capital Management, LLC 5.85M (1.51%) 218.74K
Increased by +3.74%
Sep 30, 24
6 State Street Corporation 5.56M (1.43%) 73.89K
Increased by +1.33%
Mar 31, 24
7 KPCB XIV Associates, LLC 5.07M (1.31%) 0.00
Increased by 0.00%
Sep 30, 23
8 D. E. Shaw & Co LP 4.82M (1.24%) 550.07K
Increased by +11.42%
Sep 30, 24
9 Coatue Management LLC 4.55M (1.18%) 0.00
Increased by 0.00%
Sep 30, 24
10 Susquehanna International Group, LLP 4.42M (1.14%) 1.47M
Increased by +33.18%
Sep 30, 24
11 Mirae Asset Global Investments (Korea) Co Ltd 4.26M (1.10%) 3.00M
Increased by +70.60%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 3.75M (0.97%) 2.02M
Increased by +53.94%
Sep 30, 24
13 VK Services LLC 3.56M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
14 NORGES BANK 2.58M (0.67%) -78.29K
Decreased by -3.03%
Jun 30, 24
15 Board of Ttees Leland Stanford Jr Univ 2.48M (0.64%) 0.00
Increased by 0.00%
Sep 30, 24
16 Charles Schwab Investment Management Inc 2.33M (0.60%) 104.89K
Increased by +4.50%
Dec 31, 24
17 Baillie Gifford & Co Limited. 1.90M (0.49%) -440.43K
Decreased by -23.21%
Dec 31, 24
18 Alyeska Investment Group, L.P. 1.89M (0.49%) 1.89M
Increased by +100.00%
Sep 30, 23
19 BNP Paribas Investment Partners SA 1.86M (0.48%) -1.65M
Decreased by -88.63%
Mar 31, 24
20 HHG PLC 1.83M (0.47%) 635.00
Increased by +0.03%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.67M (2.75%) 365.79K
Increased by +3.43%
Dec 31, 24
2 Vanguard Small Cap Index 8.74M (2.26%) 189.42K
Increased by +2.17%
Dec 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 5.69M (1.47%) 123.44K
Increased by +2.17%
Dec 31, 24
4 Vanguard Small Cap Growth Index Inv 4.94M (1.28%) 230.93K
Increased by +4.67%
Dec 31, 24
5 State St Russell Sm/Mid Cp® Indx NL Cl C 2.18M (0.56%) -40.20K
Decreased by -1.84%
Dec 31, 24
6 Fidelity Extended Market Index 2.11M (0.54%) 39.85K
Increased by +1.89%
Dec 31, 24
7 BNP Paribas Energy Transition C D 1.83M (0.47%) -1.62M
Decreased by -88.39%
Feb 29, 24
8 Schwab US Small-Cap ETF™ 1.83M (0.47%) 0.00
Increased by 0.00%
Jan 31, 25
9 Fidelity® Extended Market Index 1.81M (0.47%) 221.25K
Increased by +12.20%
Nov 30, 23
10 DFA US Micro Cap I 1.21M (0.31%) 0.00
Increased by 0.00%
Dec 31, 24
11 Dimensional US Small Cap ETF 1.18M (0.31%) 3.53K
Increased by +0.30%
Jan 31, 25
12 iShares Russell Mid-Cap ETF 1.18M (0.30%) 0.00
Increased by 0.00%
Jan 31, 25
13 Fidelity Mid Cap Index 1.13M (0.29%) 360.29K
Increased by +31.83%
Dec 31, 24
14 Blackrock Russ 1000 Eq Idx Composite 1.08M (0.28%) -4.45K
Decreased by -0.41%
Sep 30, 24
15 Russell 1000 Index Fund 1.08M (0.28%) 0.00
Increased by 0.00%
Jan 31, 25
16 Janus Henderson Triton D 1.01M (0.26%) 0.00
Increased by 0.00%
May 31, 24
17 Janus Henderson US SMID Cap Growth 1.01M (0.26%) 0.00
Increased by 0.00%
Jun 30, 24
18 Edinburgh Worldwide Ord 1.00M (0.26%) 0.00
Increased by 0.00%
Sep 30, 24
19 iShares Russell 1000 Value ETF 890.67K (0.23%) -2.36K
Decreased by -0.27%
Jan 31, 25
20 green benefit Global Impact Fund I 861.48K (0.22%) 0.00
Increased by 0.00%
Sep 30, 24