Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UPGR 1.96%
2 CPAI 1.34%
3 PBW 1.34%
4 HAIL 1.20%
5 CARZ 0.52%
6 SEIS 0.32%
7 IDRV 0.26%
8 KARS 0.16%
9 VFMO 0.11%
10 IWC 0.11%
11 VTWV 0.03%
12 VCR 0.03%
13 RFLR 0.02%
14 CCSO 0.02%
15 VTWO 0.02%
16 IWO 0.02%
17 IWM 0.02%
18 IWMW 0.02%
19 IWN 0.01%
20 PRFZ 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.74M (7.13%) 1.51M
Increased by +10.96%
Mar 31, 26
2 Heights Capital Management Inc 12.40M (6.43%) 12.40M
Increased by +100.00%
Mar 31, 26
3 Vanguard Group Inc 10.42M (5.40%) 975.23K
Increased by +9.36%
Dec 31, 25
4 Vanguard Capital Management, LLC 8.32M (4.31%) 8.32M
Increased by +100.00%
Mar 31, 26
5 D. E. Shaw & Co LP 5.62M (2.91%) -264.42K
Decreased by -4.71%
Mar 31, 26
6 Riverstone Holdings LLC 4.70M (2.44%) 0.00
Increased by 0.00%
Mar 31, 26
7 The Goldman Sachs Group Inc 4.56M (2.37%) 1.06M
Increased by +23.18%
Mar 31, 26
8 Geode Capital Management, LLC 4.56M (2.36%) 447.65K
Increased by +9.82%
Mar 31, 26
9 State Street Corp 4.24M (2.20%) 166.54K
Increased by +3.92%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 3.62M (1.88%) 1.68M
Increased by +46.53%
Mar 31, 26
11 Yaupon Capital Management LP 3.56M (1.85%) 3.12M
Increased by +87.64%
Mar 31, 25
12 Bank of America Corp 3.22M (1.67%) -1.02M
Decreased by -31.56%
Mar 31, 26
13 State Street Corporation 2.95M (1.53%) 22.18K
Increased by +0.75%
Mar 31, 24
14 Amvescap Plc. 2.43M (1.26%) -363.79K
Decreased by -14.95%
Mar 31, 26
15 Vanguard Portfolio Management, LLC 2.14M (1.11%) 2.14M
Increased by +100.00%
Mar 31, 26
16 Pure Financial Advisors, INC. 2.13M (1.11%) 2.13M
Increased by +100.00%
Jun 30, 25
17 Nuveen, LLC 2.01M (1.04%) -66.20K
Decreased by -3.30%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 1.73M (0.90%) -489.05K
Decreased by -28.26%
Mar 31, 26
19 Citadel Advisors Llc 1.64M (0.85%) 1.31M
Increased by +80.05%
Mar 31, 26
20 Charles Schwab Investment Management Inc 1.53M (0.80%) 121.35K
Increased by +7.92%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.04M (3.13%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 4.21M (2.18%) 38.90K
Increased by +0.92%
May 29, 26
3 WisdomTree Battery Solutions ETF USD Acc 2.52M (1.31%) 0.00
Increased by 0.00%
May 29, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 2.11M (1.09%) 10.69K
Increased by +0.51%
Apr 30, 26
5 Invesco WilderHill Clean Energy ETF 2.04M (1.06%) 143.93K
Increased by +7.05%
May 29, 26
6 Fidelity Small Cap Index 1.73M (0.90%) 218.54K
Increased by +12.63%
Mar 31, 26
7 Fidelity® Small Cap Index 1.50M (0.78%) 39.10K
Increased by +2.61%
Oct 31, 23
8 Nuveen Quant Small Cap Equity R6 1.41M (0.73%) 0.00
Increased by 0.00%
Feb 28, 26
9 iShares Russell 2000 Value ETF 1.37M (0.71%) 0.00
Increased by 0.00%
May 29, 26
10 State St Russell Sm/Mid Cp® Indx SL Cl I 1.01M (0.53%) 0.00
Increased by 0.00%
May 31, 26
11 Fidelity Extended Market Index 1.01M (0.52%) -3.68K
Decreased by -0.37%
Apr 30, 26
12 Counterpoint Quantitative Equity ETF 1.00M (0.52%) 0.00
Increased by 0.00%
Mar 31, 26
13 Russell 2000 Equity Index Fund B 994.88K (0.52%) 79.21K
Increased by +7.96%
Dec 31, 25
14 LUX IM - Future Efficiency DXBL 942.64K (0.49%) 942.64K
Increased by +100.00%
Oct 31, 25
15 Vanguard Russell 2000 ETF 889.93K (0.46%) 22.54K
Increased by +2.53%
Apr 30, 26
16 Schwab US Small-Cap ETF™ 889.39K (0.46%) 594.00
Increased by +0.07%
May 30, 26
17 DFA US Small Cap I 874.49K (0.45%) 73.40K
Increased by +8.39%
Apr 30, 26
18 State St Russell Sm/Mid Cp® Indx NL Cl C 868.96K (0.45%) 0.00
Increased by 0.00%
Apr 30, 25
19 Dimensional US Small Cap ETF 733.93K (0.38%) 0.00
Increased by 0.00%
Apr 30, 26
20 Fidelity® Extended Market Index 712.44K (0.37%) 0.00
Increased by 0.00%
Nov 30, 23