Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSW 1.08%
2 AIQ 0.23%
3 VXF 0.01%
4 TECB 0.01%
5 IWC 0.01%
6 ITOT 0.00%
7 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Alyeska Investment Group, L.P. 4.23M (5.75%) 4.23M
Increased by +100.00%
Dec 31, 24
2 Anson Funds Management LP 4.23M (5.75%) 4.23M
Increased by +100.00%
Dec 31, 24
3 Vanguard Group Inc 4.19M (5.69%) 1.91M
Increased by +45.54%
Dec 31, 24
4 BlackRock Inc 1.22M (1.66%) 927.61K
Increased by +75.98%
Dec 31, 24
5 UBS Group AG 1.15M (1.57%) 1.13M
Increased by +97.67%
Dec 31, 24
6 Rockefeller Capital Management L.P. 843.05K (1.15%) 843.05K
Increased by +100.00%
Dec 31, 24
7 Geode Capital Management, LLC 762.59K (1.04%) 75.38K
Increased by +9.88%
Dec 31, 24
8 Atlantic Trust Group, LLC 709.95K (0.96%) 709.95K
Increased by +100.00%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 615.76K (0.84%) 612.28K
Increased by +99.43%
Dec 31, 24
10 Bank of America Corp 367.37K (0.50%) 366.83K
Increased by +99.85%
Dec 31, 24
11 State Street Corp 362.91K (0.49%) 158.38K
Increased by +43.64%
Dec 31, 24
12 Unicom Systems Inc 344.85K (0.47%) 344.85K
Increased by +100.00%
Dec 31, 24
13 Goldman Sachs Group Inc 324.00K (0.44%) 324.00K
Increased by +100.00%
Dec 31, 24
14 Jane Street Group LLC 205.89K (0.28%) 205.89K
Increased by +100.00%
Dec 31, 24
15 State Street Corporation 204.53K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
16 MIRAE ASSET SECURITIES (USA) INC. 194.50K (0.26%) 194.50K
Increased by +100.00%
Dec 31, 24
17 Millennium Management LLC 167.51K (0.23%) 167.51K
Increased by +100.00%
Dec 31, 24
18 OZ Management LLC 157.20K (0.21%) 157.20K
Increased by +100.00%
Dec 31, 24
19 Northern Trust Corp 144.09K (0.20%) 98.22K
Increased by +68.17%
Dec 31, 24
20 Mission Wealth Management, LLC 120.00K (0.16%) 120.00K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.00M (4.08%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.44%) 1.49K
Increased by +0.14%
Feb 28, 25
3 Global X Artfcl Intlgc & Tech ETF 871.88K (1.18%) 0.00
Increased by 0.00%
Feb 28, 25
4 Fidelity Extended Market Index 378.56K (0.51%) -5.75K
Decreased by -1.52%
Jan 31, 25
5 T. Rowe Price Science & Tech 287.40K (0.39%) 287.40K
Increased by +100.00%
Jan 31, 25
6 Fidelity® Extended Market Index 174.94K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
7 Extended Equity Market Fund K 140.04K (0.19%) 67.69K
Increased by +48.34%
Dec 31, 24
8 Fidelity Total Market Index 126.30K (0.17%) -542.00
Decreased by -0.43%
Jan 31, 25
9 SPDR® S&P Software & Services ETF 106.21K (0.14%) -752.00
Decreased by -0.71%
Feb 28, 25
10 BlackRock Extended Mkt Composite 100.76K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fidelity Series Total Market Index 90.53K (0.12%) 0.00
Increased by 0.00%
Jan 31, 25
12 iShares Micro-Cap ETF 86.89K (0.12%) -1.21K
Decreased by -1.39%
May 30, 24
13 iShares Core S&P Total US Stock Mkt ETF 82.90K (0.11%) 72.00
Increased by +0.09%
Feb 28, 25
14 NT Ext Equity Mkt Idx Fd - L 78.69K (0.11%) 35.58K
Increased by +45.22%
Dec 31, 24
15 Northern Trust Extended Eq Market Idx 78.69K (0.11%) 35.58K
Increased by +45.22%
Dec 31, 24
16 iShares MSCI World Small Cap ETF USD Acc 72.46K (0.10%) 72.46K
Increased by +100.00%
Feb 28, 25
17 BlackRock Extended Equity Market K 72.35K (0.10%) -31.00
Decreased by -0.04%
Sep 30, 24
18 IMC US Ultra Micro Cap 67.05K (0.09%) -51.23K
Decreased by -76.40%
Dec 31, 24
19 Fidelity® Series Total Market Index 65.17K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
20 Spartan Extended Market Index Pool E 63.95K (0.09%) 5.75K
Increased by +8.99%
Jan 31, 25