Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 SMLF 0.01%
3 IWN 0.01%
4 IWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Apollo Management Holdings LP 129.61M (128.67%) 0.00
Increased by 0.00%
Dec 31, 24
2 Apollo Management Holdings, L.P. 129.61M (128.67%) 0.00
Increased by 0.00%
Jun 30, 24
3 Legal & General Group PLC 7.85M (7.79%) 959.72K
Increased by +12.23%
Jun 30, 24
4 Mackenzie Investments 6.52M (6.48%) 711.53K
Increased by +10.91%
Dec 31, 24
5 BlackRock Inc 5.12M (5.08%) 23.21K
Increased by +0.45%
Dec 31, 24
6 Vanguard Group Inc 4.88M (4.84%) 147.91K
Increased by +3.03%
Dec 31, 24
7 CastleKnight Management LP 3.39M (3.37%) -280.55K
Decreased by -8.27%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 2.20M (2.18%) 388.19K
Increased by +17.66%
Dec 31, 24
9 Renaissance Technologies Corp 1.93M (1.92%) 373.63K
Increased by +19.37%
Dec 31, 24
10 Geode Capital Management, LLC 1.74M (1.73%) 64.92K
Increased by +3.74%
Dec 31, 24
11 State Street Corp 1.72M (1.71%) -17.56K
Decreased by -1.02%
Dec 31, 24
12 State Street Corporation 1.71M (1.70%) -40.53K
Decreased by -2.37%
Mar 31, 24
13 D. E. Shaw & Co LP 1.20M (1.20%) 29.05K
Increased by +2.41%
Dec 31, 24
14 Fuller & Thaler Asset Management Inc 1.03M (1.02%) 1.03M
Increased by +100.00%
Sep 30, 23
15 Jacobs Levy Equity Management, Inc. 881.15K (0.87%) 66.52K
Increased by +7.55%
Dec 31, 24
16 JPMorgan Chase & Co 837.14K (0.83%) -504.08K
Decreased by -60.21%
Dec 31, 24
17 UBS Group AG 831.67K (0.83%) 793.64K
Increased by +95.43%
Dec 31, 24
18 Federated Hermes Inc 791.50K (0.79%) 20.05K
Increased by +2.53%
Dec 31, 24
19 Citadel Advisors Llc 692.23K (0.69%) 394.52K
Increased by +56.99%
Dec 31, 24
20 Goldman Sachs Group Inc 623.24K (0.62%) -190.84K
Decreased by -30.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 L&G Cyber Security ETF 8.24M (8.18%) 0.00
Increased by 0.00%
Apr 30, 24
2 Canada Life US Small-Mid Cap Growth A 2.20M (2.19%) -77.98K
Decreased by -3.54%
Jan 31, 25
3 Canada Life US Small-Mid Cap Growth F 2.20M (2.19%) -77.98K
Decreased by -3.54%
Jan 31, 25
4 Vanguard Total Stock Mkt Idx Inv 2.15M (2.14%) 225.32K
Increased by +10.46%
Mar 31, 25
5 iShares Russell 2000 ETF 1.77M (1.76%) 299.00
Increased by +0.02%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 1.69M (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
7 Schwab Fundamental US Small Company ETF 1.69M (1.68%) 2.35K
Increased by +0.14%
Feb 28, 24
8 Vanguard Information Technology ETF 1.60M (1.59%) 22.42K
Increased by +1.40%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.16%) 42.20K
Increased by +3.60%
Mar 31, 25
10 Federated Hermes MDT SCC Institutional 732.73K (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
11 Federated Hermes MDT Small Cap Core IS 732.73K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
12 iShares Russell 2000 Value ETF 710.11K (0.70%) -2.41K
Decreased by -0.34%
Apr 30, 25
13 Vanguard Small Cap Index 708.22K (0.70%) 2.13K
Increased by +0.30%
Nov 30, 23
14 Fidelity Small Cap Index 675.90K (0.67%) 0.00
Increased by 0.00%
Feb 28, 25
15 IG Mackenzie U.S. Opportunities C 661.92K (0.66%) 0.00
Increased by 0.00%
Feb 29, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 626.53K (0.62%) -17.90K
Decreased by -2.86%
Mar 31, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 626.53K (0.62%) -17.90K
Decreased by -2.86%
Mar 31, 25
18 Fidelity® Small Cap Index 624.65K (0.62%) 0.00
Increased by 0.00%
Oct 31, 23
19 Invesco FTSE RAFI US 1500 Small-Mid ETF 591.54K (0.59%) 0.00
Increased by 0.00%
Feb 27, 25
20 Vanguard Small Cap Value Index Inv 484.37K (0.48%) -756.00
Decreased by -0.16%
Nov 30, 23