Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSW 0.89%
2 AIQ 0.19%
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 (3.77%) 4.23M
Increased by +100.00%
Dec 31, 24
2 Anson Funds Management LP 4.23M (3.77%) 4.23M
Increased by +100.00%
Dec 31, 24
3 Vanguard Group Inc 4.19M (3.73%) 1.91M
Increased by +45.54%
Dec 31, 24
4 BlackRock Inc 1.22M (1.09%) 927.61K
Increased by +75.98%
Dec 31, 24
5 UBS Group AG 1.15M (1.03%) 1.13M
Increased by +97.67%
Dec 31, 24
6 Rockefeller Capital Management L.P. 843.05K (0.75%) 843.05K
Increased by +100.00%
Dec 31, 24
7 Geode Capital Management, LLC 762.59K (0.68%) 75.38K
Increased by +9.88%
Dec 31, 24
8 Atlantic Trust Group, LLC 709.95K (0.63%) 709.95K
Increased by +100.00%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 615.76K (0.55%) 612.28K
Increased by +99.43%
Dec 31, 24
10 Bank of America Corp 367.37K (0.33%) 366.83K
Increased by +99.85%
Dec 31, 24
11 State Street Corp 362.91K (0.32%) 158.38K
Increased by +43.64%
Dec 31, 24
12 Unicom Systems Inc 344.85K (0.31%) 344.85K
Increased by +100.00%
Dec 31, 24
13 Goldman Sachs Group Inc 324.00K (0.29%) 324.00K
Increased by +100.00%
Dec 31, 24
14 Jane Street Group LLC 205.89K (0.18%) 205.89K
Increased by +100.00%
Dec 31, 24
15 State Street Corporation 204.53K (0.18%) 0.00
Increased by 0.00%
Mar 31, 24
16 MIRAE ASSET SECURITIES (USA) INC. 194.50K (0.17%) 194.50K
Increased by +100.00%
Dec 31, 24
17 Millennium Management LLC 167.51K (0.15%) 167.51K
Increased by +100.00%
Dec 31, 24
18 OZ Management LLC 157.20K (0.14%) 157.20K
Increased by +100.00%
Dec 31, 24
19 Northern Trust Corp 144.09K (0.13%) 98.22K
Increased by +68.17%
Dec 31, 24
20 Mission Wealth Management, LLC 120.00K (0.11%) 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 (2.68%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 1.53M (1.37%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (0.94%) 1.49K
Increased by +0.14%
Feb 28, 25
4 Global X Artfcl Intlgc & Tech ETF 871.11K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
5 SPDR® S&P Software & Services ETF 619.62K (0.55%) 2.27K
Increased by +0.37%
Mar 31, 25
6 Fidelity Extended Market Index 376.17K (0.34%) -2.40K
Decreased by -0.64%
Feb 28, 25
7 T. Rowe Price Science & Tech 287.40K (0.26%) 0.00
Increased by 0.00%
Feb 28, 25
8 Extended Equity Market Fund K 216.32K (0.19%) 76.28K
Increased by +35.26%
Mar 31, 25
9 VictoryShares US Sm Md Cp Val Momt ETF 215.50K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity® Extended Market Index 174.94K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
11 iShares Core S&P Total US Stock Mkt ETF 129.51K (0.12%) 26.00
Increased by +0.02%
Mar 31, 25
12 Fidelity Total Market Index 126.20K (0.11%) -101.00
Decreased by -0.08%
Feb 28, 25
13 NT Ext Equity Mkt Idx Fd - L 126.02K (0.11%) 47.33K
Increased by +37.56%
Mar 31, 25
14 BlackRock Extended Mkt Composite 100.76K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
15 NT Ext Equity Mkt Idx Fd - NL 97.27K (0.09%) 35.47K
Increased by +36.47%
Mar 31, 25
16 Fidelity Series Total Market Index 90.98K (0.08%) 452.00
Increased by +0.50%
Feb 28, 25
17 iShares Micro-Cap ETF 86.89K (0.08%) -1.21K
Decreased by -1.39%
May 30, 24
18 Northern Trust Extended Eq Market Idx 78.69K (0.07%) 35.58K
Increased by +45.22%
Dec 31, 24
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 75.72K (0.07%) 26.74K
Increased by +35.31%
Mar 31, 25
20 iShares MSCI World Small Cap ETF USD Acc 73.51K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25