Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 5.52%
2 WFH 2.74%
3 BOTZ 1.75%
4 PTF 1.68%
5 DTEC 1.14%
6 BUZZ 1.00%
7 IWC 0.96%
8 XSW 0.81%
9 SFYF 0.72%
10 USVM 0.64%
11 FNY 0.57%
12 QQQS 0.50%
13 FYC 0.49%
14 JSML 0.45%
15 DWAS 0.41%
16 TRFM 0.40%
17 AIBU 0.39%
18 GINN 0.31%
19 FYX 0.30%
20 BBSC 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.03M (8.75%) 8.40M
Increased by +26.23%
Dec 31, 24
2 BlackRock Inc 26.93M (7.36%) 3.66M
Increased by +13.57%
Dec 31, 24
3 Geode Capital Management, LLC 7.51M (2.05%) 315.90K
Increased by +4.21%
Dec 31, 24
4 State Street Corp 7.39M (2.02%) 197.13K
Increased by +2.67%
Dec 31, 24
5 Intrinsic Edge Capital Management, LLC 4.85M (1.32%) 1.57M
Increased by +32.31%
Dec 31, 23
6 UBS Group AG 4.81M (1.31%) 4.50M
Increased by +93.51%
Dec 31, 24
7 State Street Corporation 4.03M (1.10%) -306.80K
Decreased by -7.61%
Mar 31, 24
8 Anchorage Advisors, LLC 3.20M (0.87%) 0.00
Increased by 0.00%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 3.03M (0.83%) 16.98K
Increased by +0.56%
Dec 31, 24
10 Northern Trust Corp 2.91M (0.79%) 264.38K
Increased by +9.10%
Dec 31, 24
11 Charles Schwab Investment Management Inc 2.73M (0.74%) 143.49K
Increased by +5.26%
Dec 31, 24
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.70M (0.74%) -10.99K
Decreased by -0.41%
Dec 31, 24
13 Rockefeller Capital Management L.P. 2.10M (0.57%) 2.10M
Increased by +100.00%
Dec 31, 24
14 Group One Trading, LP 1.74M (0.48%) 1.74M
Increased by +100.00%
Dec 31, 24
15 Goldman Sachs Group Inc 1.73M (0.47%) 513.06K
Increased by +29.61%
Dec 31, 24
16 NVIDIA Corp 1.73M (0.47%) 0.00
Increased by 0.00%
Sep 30, 24
17 Millennium Management LLC 1.48M (0.40%) 1.44M
Increased by +97.23%
Dec 31, 24
18 BB&T Corp. 1.41M (0.39%) 0.00
Increased by 0.00%
Dec 31, 23
19 Amvescap Plc. 1.38M (0.38%) 1.29M
Increased by +93.27%
Dec 31, 24
20 Bank of America Corp 1.36M (0.37%) -462.61K
Decreased by -34.13%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.41M (3.12%) 1.33M
Increased by +11.68%
Mar 31, 25
2 iShares Russell 2000 ETF 7.99M (2.18%) 1.35K
Increased by +0.02%
Apr 30, 25
3 Vanguard Information Technology ETF 6.66M (1.82%) 27.43K
Increased by +0.41%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 5.56M (1.52%) 437.24K
Increased by +7.87%
Mar 31, 25
5 Vanguard Small Cap Index 4.50M (1.23%) 412.56K
Increased by +9.18%
Mar 31, 25
6 Global X Robotics & Artfcl Intllgnc ETF 3.94M (1.08%) 0.00
Increased by 0.00%
Apr 30, 25
7 Fidelity Small Cap Index 3.06M (0.84%) 16.79K
Increased by +0.55%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 2.92M (0.80%) 230.48K
Increased by +7.90%
Mar 31, 25
9 iShares Russell 2000 Growth ETF 2.88M (0.79%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity Extended Market Index 2.00M (0.55%) 168.84K
Increased by +8.45%
Mar 31, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 1.78M (0.49%) -73.40K
Decreased by -4.12%
Mar 31, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 1.78M (0.49%) -73.40K
Decreased by -4.12%
Mar 31, 25
13 Schwab US Small-Cap ETF™ 1.71M (0.47%) -868.00
Decreased by -0.05%
Apr 30, 25
14 Vanguard Russell 2000 ETF 1.52M (0.41%) 104.65K
Increased by +6.90%
Mar 31, 25
15 iShares Expanded Tech-Software Sect ETF 1.41M (0.39%) 8.53K
Increased by +0.60%
Apr 30, 25
16 Fidelity® Small Cap Index 1.33M (0.36%) 36.73K
Increased by +2.75%
Oct 31, 23
17 Fidelity® Extended Market Index 1.09M (0.30%) 0.00
Increased by 0.00%
Nov 30, 23
18 State St Russell Sm Cap® Indx SL Cl I 1.08M (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
19 Invesco Dorsey Wright Technology MomtETF 865.73K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity MSCI Information Tech ETF 857.81K (0.23%) 0.00
Increased by 0.00%
Apr 30, 25