Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEC 6.54%
2 EVAV 4.70%
3 UPGR 3.91%
4 WBAT 3.66%
5 PBW 2.68%
6 BATT 2.48%
7 IDRV 2.13%
8 IBAT 2.04%
9 PBD 1.60%
10 SPXZ 1.42%
11 NXTE 0.97%
12 SMOG 0.95%
13 DRIV 0.85%
14 AVSC 0.51%
15 CCSO 0.47%
16 STXK 0.27%
17 ETHO 0.27%
18 BKSE 0.26%
19 BBSC 0.23%
20 RFLR 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.35M (8.19%) 2.91M
Increased by +8.24%
Mar 31, 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 Geode Capital Management, LLC 6.15M (1.42%) 264.58K
Increased by +4.30%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 6.14M (1.42%) 329.30K
Increased by +5.36%
Mar 31, 25
6 State Street Corp 6.10M (1.41%) 17.33K
Increased by +0.28%
Mar 31, 25
7 State Street Corporation 5.56M (1.29%) 73.89K
Increased by +1.33%
Mar 31, 24
8 Susquehanna International Group, LLP 5.37M (1.24%) -338.72K
Decreased by -6.31%
Mar 31, 25
9 KPCB XIV Associates, LLC 5.07M (1.18%) 0.00
Increased by 0.00%
Sep 30, 23
10 UBS Asset Mgmt Americas Inc 4.76M (1.10%) 3.90M
Increased by +82.03%
Mar 31, 25
11 UBS Group AG 4.59M (1.06%) 815.15K
Increased by +17.74%
Mar 31, 25
12 Coatue Management LLC 4.29M (1.00%) 4.29M
Increased by +100.00%
Mar 31, 25
13 Mirae Asset Global Investments (Korea) Co Ltd 4.26M (0.99%) 3.00M
Increased by +70.60%
Mar 31, 24
14 Citadel Advisors Llc 4.13M (0.96%) 2.53M
Increased by +61.28%
Dec 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 D. E. Shaw & Co LP 2.74M (0.63%) -2.08M
Decreased by -76.04%
Dec 31, 24
19 Board of Ttees Leland Stanford Jr Univ 2.48M (0.58%) 0.00
Increased by 0.00%
Mar 31, 25
20 Charles Schwab Investment Management Inc 2.27M (0.53%) -62.03K
Decreased by -2.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.12M (2.81%) 13.61K
Increased by +0.11%
May 31, 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 9.54M (2.21%) 72.61K
Increased by +0.76%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 5.96M (1.38%) 44.13K
Increased by +0.74%
May 31, 25
5 Vanguard Small Cap Growth Index Inv 5.23M (1.21%) -51.38K
Decreased by -0.98%
May 31, 25
6 State St Russell Sm/Mid Cp® Indx SL Cl I 2.12M (0.49%) 24.20K
Increased by +1.14%
Jun 30, 25
7 State St Russell Sm/Mid Cp® Indx NL Cl C 2.10M (0.49%) 10.43K
Increased by +0.50%
Apr 30, 25
8 Fidelity Extended Market Index 2.07M (0.48%) -69.93K
Decreased by -3.38%
May 31, 25
9 Schwab US Small-Cap ETF™ 2.01M (0.47%) -882.00
Decreased by -0.04%
Jun 28, 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 1.43M (0.33%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity Mid Cap Index 1.24M (0.29%) -51.69K
Decreased by -4.18%
May 31, 25
14 DFA US Micro Cap I 1.21M (0.28%) 0.00
Increased by 0.00%
May 31, 25
15 Dimensional US Small Cap ETF 1.18M (0.27%) 0.00
Increased by 0.00%
Jun 30, 25
16 WisdomTree Battery Solutions ETF USD Acc 1.14M (0.26%) 0.00
Increased by 0.00%
Jun 30, 25
17 DFA US Small Cap I 1.09M (0.25%) 0.00
Increased by 0.00%
May 31, 25
18 Blackrock Russ 1000 Eq Idx Composite 1.08M (0.25%) 0.00
Increased by 0.00%
Jun 30, 25
19 Russell 1000 Index Fund 1.08M (0.25%) 0.00
Increased by 0.00%
Jun 30, 25
20 Janus Henderson Triton D 1.01M (0.23%) 0.00
Increased by 0.00%
May 31, 24