Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 4.30%
2 WFH 2.24%
3 PTF 1.68%
4 BOTZ 1.38%
5 BUZZ 1.00%
6 DTEC 0.94%
7 XSW 0.76%
8 SFYF 0.75%
9 IWC 0.75%
10 USVM 0.64%
11 QQQS 0.63%
12 FYC 0.49%
13 DWAS 0.46%
14 JSML 0.45%
15 TRFM 0.40%
16 AIBU 0.37%
17 GINN 0.31%
18 FYX 0.30%
19 JSMD 0.25%
20 VTWG 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.03M (8.93%) 8.40M
Increased by +26.23%
Dec 31, 24
2 BlackRock Inc 26.93M (7.51%) 3.66M
Increased by +13.57%
Dec 31, 24
3 Geode Capital Management, LLC 7.51M (2.09%) 315.90K
Increased by +4.21%
Dec 31, 24
4 State Street Corp 7.39M (2.06%) 197.13K
Increased by +2.67%
Dec 31, 24
5 Intrinsic Edge Capital Management, LLC 4.85M (1.35%) 1.57M
Increased by +32.31%
Dec 31, 23
6 UBS Group AG 4.81M (1.34%) 4.50M
Increased by +93.51%
Dec 31, 24
7 State Street Corporation 4.03M (1.12%) -306.80K
Decreased by -7.61%
Mar 31, 24
8 Anchorage Advisors, LLC 3.20M (0.89%) 0.00
Increased by 0.00%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 3.03M (0.84%) 16.98K
Increased by +0.56%
Dec 31, 24
10 Northern Trust Corp 2.91M (0.81%) 264.38K
Increased by +9.10%
Dec 31, 24
11 Charles Schwab Investment Management Inc 2.73M (0.76%) 143.49K
Increased by +5.26%
Dec 31, 24
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.70M (0.75%) -10.99K
Decreased by -0.41%
Dec 31, 24
13 Rockefeller Capital Management L.P. 2.10M (0.58%) 2.10M
Increased by +100.00%
Dec 31, 24
14 Group One Trading, LP 1.74M (0.49%) 1.74M
Increased by +100.00%
Dec 31, 24
15 Goldman Sachs Group Inc 1.73M (0.48%) 513.06K
Increased by +29.61%
Dec 31, 24
16 NVIDIA Corp 1.73M (0.48%) 0.00
Increased by 0.00%
Sep 30, 24
17 Millennium Management LLC 1.48M (0.41%) 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 (0.39%) 1.29M
Increased by +93.27%
Dec 31, 24
20 Bank of America Corp 1.36M (0.38%) -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 10.08M (2.81%) 5.74K
Increased by +0.06%
Feb 28, 25
2 iShares Russell 2000 ETF 7.96M (2.22%) -93.66K
Decreased by -1.18%
Feb 28, 25
3 Vanguard Information Technology ETF 6.63M (1.85%) 17.78K
Increased by +0.27%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 5.12M (1.43%) 14.28K
Increased by +0.28%
Feb 28, 25
5 Vanguard Small Cap Index 4.08M (1.14%) 3.36K
Increased by +0.08%
Feb 28, 25
6 Fidelity Small Cap Index 3.10M (0.86%) 135.18K
Increased by +4.36%
Dec 31, 24
7 iShares Russell 2000 Growth ETF 2.74M (0.76%) -3.24K
Decreased by -0.12%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 2.69M (0.75%) -10.66K
Decreased by -0.40%
Feb 28, 25
9 Global X Robotics & Artfcl Intllgnc ETF 2.52M (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
10 State St Russell Sm/Mid Cp® Indx NL Cl C 1.86M (0.52%) 0.00
Increased by 0.00%
Feb 28, 25
11 Fidelity Extended Market Index 1.83M (0.51%) -38.04K
Decreased by -2.08%
Jan 31, 25
12 Schwab US Small-Cap ETF™ 1.63M (0.45%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Russell 2000 ETF 1.41M (0.39%) 38.53K
Increased by +2.73%
Feb 28, 25
14 Fidelity® Small Cap Index 1.33M (0.37%) 36.73K
Increased by +2.75%
Oct 31, 23
15 iShares Expanded Tech-Software Sect ETF 1.25M (0.35%) 561.00
Increased by +0.04%
Feb 28, 25
16 Fidelity® Extended Market Index 1.09M (0.30%) 0.00
Increased by 0.00%
Nov 30, 23
17 State St Russell Sm Cap® Indx SL Cl I 1.08M (0.30%) 0.00
Increased by 0.00%
Feb 28, 25
18 Invesco Dorsey Wright Technology MomtETF 913.92K (0.25%) -1.17K
Decreased by -0.13%
Feb 28, 25
19 Fidelity MSCI Information Tech ETF 878.31K (0.24%) 0.00
Increased by 0.00%
Feb 28, 25
20 NT R2000 Growth Index Fund - NL 771.16K (0.21%) 24.65K
Increased by +3.20%
Dec 31, 24