Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 10.86%
2 VFIN 10.15%
3 ULTY 4.35%
4 WISE 4.14%
5 TAAG 3.43%
6 FRTY 3.15%
7 FCUS 3.06%
8 BOTZ 3.01%
9 PFI 2.88%
10 MOON 2.26%
11 ROBT 2.05%
12 DBND 1.79%
13 FINX 1.64%
14 ERSX 1.03%
15 XITK 0.97%
16 TIME 0.92%
17 PLAT 0.92%
18 QSML 0.85%
19 SMIZ 0.73%
20 KOMP 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.42M (9.07%) 124.50K
Increased by +1.68%
Sep 30, 24
2 BlackRock Inc 5.79M (7.07%) 122.39K
Increased by +2.12%
Sep 30, 24
3 D. E. Shaw & Co LP 2.31M (2.83%) 1.42M
Increased by +61.56%
Sep 30, 24
4 State Street Corp 2.27M (2.77%) 1.95K
Increased by +0.09%
Sep 30, 24
5 JANE STREET GROUP, LLC 1.91M (2.34%) 1.68M
Increased by +88.05%
Dec 31, 23
6 Susquehanna International Group, LLP 1.91M (2.33%) 384.87K
Increased by +20.13%
Sep 30, 24
7 State Street Corporation 1.87M (2.28%) 32.71K
Increased by +1.75%
Mar 31, 24
8 Geode Capital Management, LLC 1.82M (2.22%) 29.48K
Increased by +1.62%
Sep 30, 24
9 Goldman Sachs Group Inc 1.71M (2.08%) 298.71K
Increased by +17.50%
Sep 30, 24
10 Two Sigma Investments LLC 1.60M (1.96%) 1.20M
Increased by +74.72%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 1.43M (1.74%) -1.53M
Decreased by -107.24%
Sep 30, 24
12 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.34M (1.64%) 267.33K
Increased by +19.91%
Sep 30, 24
13 Fred Alger Management, LLC 1.25M (1.52%) 754.42K
Increased by +60.51%
Sep 30, 24
14 Barclays PLC 1.21M (1.48%) 1.06M
Increased by +87.62%
Sep 30, 24
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.16M (1.42%) -88.39K
Decreased by -7.61%
Sep 30, 24
16 JPMorgan Chase & Co 1.12M (1.37%) 899.04K
Increased by +80.39%
Sep 30, 24
17 Renaissance Technologies Corp 1.07M (1.31%) 1.07M
Increased by +100.00%
Sep 30, 24
18 Bank of America Corp 940.52K (1.15%) -170.10K
Decreased by -18.09%
Sep 30, 24
19 Coatue Management LLC 870.95K (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
20 Mirae Asset Global Investments (Korea) Co Ltd 805.24K (0.98%) -213.11K
Decreased by -26.47%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.44M (2.99%) 96.38K
Increased by +3.94%
Dec 31, 24
2 iShares Russell 2000 ETF 2.14M (2.61%) -16.25K
Decreased by -0.76%
Jan 31, 25
3 Vanguard Small Cap Index 1.97M (2.41%) 56.02K
Increased by +2.84%
Dec 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.47%) 42.60K
Increased by +3.53%
Dec 31, 24
5 Vanguard Small Cap Growth Index Inv 1.12M (1.37%) 64.52K
Increased by +5.76%
Dec 31, 24
6 Global X Robotics & Artfcl Intllgnc ETF 1.03M (1.26%) 0.00
Increased by 0.00%
Jan 31, 25
7 Fidelity Small Cap Index 781.69K (0.95%) -5.11K
Decreased by -0.65%
Nov 30, 24
8 iShares Russell 2000 Growth ETF 701.14K (0.86%) -3.29K
Decreased by -0.47%
Jan 31, 25
9 Fidelity® Small Cap Index 694.95K (0.85%) 18.82K
Increased by +2.71%
Oct 31, 23
10 SPDR® S&P Kensho New Economies Comps ETF 492.83K (0.60%) 0.00
Increased by 0.00%
Nov 27, 24
11 FullerThaler Behavioral Sm-Cp Gr R6 485.10K (0.59%) 485.10K
Increased by +100.00%
Dec 31, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 474.36K (0.58%) -8.21K
Decreased by -1.73%
Dec 31, 24
13 Invesco Discovery A 471.63K (0.58%) 113.07K
Increased by +23.97%
Dec 31, 24
14 Invesco OFI Small Cap Growth 471.63K (0.58%) 471.63K
Increased by +100.00%
Dec 31, 24
15 Fidelity Extended Market Index 439.76K (0.54%) 9.13K
Increased by +2.07%
Dec 31, 24
16 Alger Weatherbie Specialized Growth A 409.75K (0.50%) 47.02K
Increased by +11.47%
Nov 30, 24
17 Allspring (Lux) WW Glb L/SEq IPUSD Acc 401.59K (0.49%) -17.22K
Decreased by -4.29%
May 31, 24
18 Fidelity® Extended Market Index 388.69K (0.47%) 4.67K
Increased by +1.20%
Nov 30, 23
19 Schwab US Small-Cap ETF™ 382.64K (0.47%) 0.00
Increased by 0.00%
Jan 31, 25
20 Vanguard Russell 2000 ETF 373.15K (0.46%) 10.91K
Increased by +2.92%
Dec 31, 24