Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEC 3.89%
2 WBAT 3.66%
3 EVAV 2.59%
4 UPGR 2.11%
5 SPXZ 1.42%
6 BATT 1.40%
7 PBW 1.31%
8 IDRV 1.18%
9 IBAT 1.16%
10 DRIV 0.94%
11 PBD 0.90%
12 NXTE 0.51%
13 SMOG 0.48%
14 ETHO 0.27%
15 CCSO 0.25%
16 AVSC 0.12%
17 BBSC 0.11%
18 BKSE 0.10%
19 RFLR 0.09%
20 STXK 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.35M (8.37%) 2.91M
Increased by +8.24%
Mar 31, 25
2 BlackRock Inc 15.84M (3.75%) 268.87K
Increased by +1.70%
Mar 31, 25
3 Capricorn Investment Group LLC 14.79M (3.50%) 0.00
Increased by 0.00%
Mar 31, 25
4 Geode Capital Management, LLC 6.15M (1.45%) 264.58K
Increased by +4.30%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 6.14M (1.45%) 329.30K
Increased by +5.36%
Mar 31, 25
6 State Street Corp 6.10M (1.44%) 17.33K
Increased by +0.28%
Mar 31, 25
7 State Street Corporation 5.56M (1.32%) 73.89K
Increased by +1.33%
Mar 31, 24
8 Susquehanna International Group, LLP 5.37M (1.27%) -338.72K
Decreased by -6.31%
Mar 31, 25
9 KPCB XIV Associates, LLC 5.07M (1.20%) 0.00
Increased by 0.00%
Sep 30, 23
10 UBS Asset Mgmt Americas Inc 4.76M (1.13%) 3.90M
Increased by +82.03%
Mar 31, 25
11 Coatue Management LLC 4.29M (1.02%) 4.29M
Increased by +100.00%
Mar 31, 25
12 Mirae Asset Global Investments (Korea) Co Ltd 4.26M (1.01%) 3.00M
Increased by +70.60%
Mar 31, 24
13 Citadel Advisors Llc 4.13M (0.98%) 2.53M
Increased by +61.28%
Dec 31, 24
14 UBS Group AG 3.78M (0.89%) 3.55M
Increased by +93.95%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 3.77M (0.89%) -3.28M
Decreased by -86.84%
Mar 31, 25
16 VK Services LLC 3.56M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23
17 NORGES BANK 3.42M (0.81%) 841.30K
Increased by +24.58%
Dec 31, 24
18 D. E. Shaw & Co LP 2.74M (0.65%) -2.08M
Decreased by -76.04%
Dec 31, 24
19 Board of Ttees Leland Stanford Jr Univ 2.48M (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
20 Charles Schwab Investment Management Inc 2.27M (0.54%) -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 12.11M (2.87%) 51.80K
Increased by +0.43%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 10.43M (2.47%) 11.35K
Increased by +0.11%
Sep 30, 24
3 Vanguard Small Cap Index 9.47M (2.24%) 55.47K
Increased by +0.59%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 5.92M (1.40%) 8.13K
Increased by +0.14%
Apr 30, 25
5 Vanguard Small Cap Growth Index Inv 5.28M (1.25%) 6.69K
Increased by +0.13%
Apr 30, 25
6 Fidelity Extended Market Index 2.14M (0.51%) 36.49K
Increased by +1.70%
Apr 30, 25
7 State St Russell Sm/Mid Cp® Indx NL Cl C 2.10M (0.50%) 10.43K
Increased by +0.50%
Apr 30, 25
8 State St Russell Sm/Mid Cp® Indx SL Cl I 2.10M (0.50%) 0.00
Increased by 0.00%
May 31, 25
9 BNP Paribas Energy Transition C D 1.83M (0.43%) -1.62M
Decreased by -88.39%
Feb 29, 24
10 Fidelity® Extended Market Index 1.81M (0.43%) 221.25K
Increased by +12.20%
Nov 30, 23
11 Schwab US Small-Cap ETF™ 1.80M (0.43%) -4.85K
Decreased by -0.27%
May 31, 25
12 Fidelity Mid Cap Index 1.29M (0.30%) 94.47K
Increased by +7.34%
Apr 30, 25
13 iShares Russell Mid-Cap ETF 1.24M (0.29%) 0.00
Increased by 0.00%
May 31, 25
14 DFA US Micro Cap I 1.21M (0.29%) 0.00
Increased by 0.00%
Apr 30, 25
15 Dimensional US Small Cap ETF 1.18M (0.28%) 0.00
Increased by 0.00%
May 30, 25
16 WisdomTree Battery Solutions ETF USD Acc 1.15M (0.27%) 0.00
Increased by 0.00%
May 30, 25
17 DFA US Small Cap I 1.09M (0.26%) 0.00
Increased by 0.00%
Apr 30, 25
18 Blackrock Russ 1000 Eq Idx Composite 1.08M (0.26%) 0.00
Increased by 0.00%
Mar 31, 25
19 Russell 1000 Index Fund 1.08M (0.26%) 0.00
Increased by 0.00%
May 31, 25
20 Janus Henderson Triton D 1.01M (0.24%) 0.00
Increased by 0.00%
May 31, 24