Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 10.15%
2 ULTI 4.76%
3 AWEG 4.19%
4 WISE 4.14%
5 TAAG 3.43%
6 ULTY 3.39%
7 FRTY 2.81%
8 FCUS 2.81%
9 MOON 2.26%
10 PFI 1.85%
11 DBND 1.79%
12 ROBT 1.36%
13 ERSX 1.03%
14 PLAT 0.92%
15 XITK 0.90%
16 TIME 0.90%
17 BOTZ 0.88%
18 HAPS 0.60%
19 FSCC 0.59%
20 TMAT 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.07M (9.82%) -167.06K
Decreased by -2.07%
Dec 31, 25
2 BlackRock Inc 7.09M (8.62%) 232.72K
Increased by +3.28%
Dec 31, 25
3 Jericho Capital Asset Management LP 5.01M (6.10%) 531.00K
Increased by +10.59%
Dec 31, 25
4 Morgan Stanley - Brokerage Accounts 4.21M (5.12%) 2.55M
Increased by +60.73%
Dec 31, 25
5 Bank of America Corp 2.54M (3.09%) 2.29M
Increased by +90.35%
Dec 31, 25
6 Geode Capital Management, LLC 2.07M (2.52%) 26.73K
Increased by +1.29%
Dec 31, 25
7 Clear Street Group Inc 2.06M (2.51%) 1.49M
Increased by +72.29%
Dec 31, 25
8 State Street Corp 2.00M (2.43%) -50.30K
Decreased by -2.51%
Dec 31, 25
9 JANE STREET GROUP, LLC 1.91M (2.33%) 1.68M
Increased by +88.05%
Dec 31, 23
10 State Street Corporation 1.87M (2.27%) 32.71K
Increased by +1.75%
Mar 31, 24
11 The Goldman Sachs Group Inc 1.65M (2.01%) 62.98K
Increased by +3.81%
Dec 31, 25
12 BNP Paribas Arbitrage, SA 1.57M (1.91%) -6.70K
Decreased by -0.43%
Mar 31, 25
13 Two Sigma Advisers, LLC 1.47M (1.79%) -235.10K
Decreased by -15.95%
Mar 31, 25
14 Halter Ferguson Financial Inc 1.47M (1.79%) 1.05M
Increased by +71.70%
Mar 31, 26
15 Renaissance Technologies Corp 1.44M (1.75%) 61.70K
Increased by +4.28%
Mar 31, 25
16 Contour Asset Management LLC 1.39M (1.69%) 1.39M
Increased by +100.00%
Jun 30, 25
17 Goldman Sachs Group Inc 1.32M (1.60%) -513.79K
Decreased by -39.05%
Jun 30, 25
18 Susquehanna International Group, LLP 1.29M (1.57%) 324.21K
Increased by +25.19%
Dec 31, 25
19 Two Sigma Investments LLC 1.29M (1.56%) -214.03K
Decreased by -16.65%
Jun 30, 25
20 Driehaus Capital Management LLC 1.27M (1.55%) 56.65K
Increased by +4.45%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.63M (3.19%) 17.64K
Increased by +0.67%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 2.37M (2.88%) 2.20K
Increased by +0.09%
Sep 30, 24
3 iShares Russell 2000 ETF 2.04M (2.48%) 17.16K
Increased by +0.84%
Apr 30, 26
4 Vanguard Small Cap Index 1.92M (2.34%) 47.83K
Increased by +2.48%
Mar 31, 26
5 YieldMax Ultra Option Income Strat ETF 1.75M (2.13%) 1.75M
Increased by +100.00%
Nov 5, 25
6 Global X Robotics & Artfcl Intllgnc ETF 1.10M (1.34%) 0.00
Increased by 0.00%
Feb 27, 26
7 Vanguard Small Cap Growth Index Inv 1.08M (1.31%) 33.94K
Increased by +3.15%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 964.12K (1.17%) 28.83K
Increased by +2.99%
Mar 31, 26
9 Fidelity Small Cap Index 835.16K (1.02%) 9.55K
Increased by +1.14%
Feb 28, 26
10 iShares Russell 2000 Growth ETF 706.35K (0.86%) 1.82K
Increased by +0.26%
Apr 30, 26
11 Fidelity® Small Cap Index 694.95K (0.85%) 18.82K
Increased by +2.71%
Oct 31, 23
12 FullerThaler Behavioral Small-Cap Growth 673.75K (0.82%) 32.23K
Increased by +4.78%
Jun 30, 25
13 FullerThaler Behavioral Sm-Cp Gr R6 667.60K (0.81%) 30.20K
Increased by +4.52%
Jul 31, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 569.00K (0.69%) 73.70K
Increased by +12.95%
Apr 30, 26
15 Russell 2000 Equity Index Fund B 527.79K (0.64%) -8.01K
Decreased by -1.52%
Dec 31, 25
16 SPDR® S&P Kensho New Economies Comps ETF 492.83K (0.60%) 0.00
Increased by 0.00%
Nov 27, 24
17 Invesco Discovery A 482.14K (0.59%) -104.46K
Decreased by -21.67%
Mar 31, 25
18 Invesco OFI Small Cap Growth 482.14K (0.59%) 10.51K
Increased by +2.18%
Mar 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 454.70K (0.55%) 2.24K
Increased by +0.49%
Apr 30, 25
20 Fidelity Extended Market Index 446.12K (0.54%) -1.95K
Decreased by -0.44%
Mar 31, 26