Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 GRZZ 10.56%
3 DARP 10.56%
4 EPRE 8.17%
5 NETZ 7.65%
6 ADPV 6.16%
7 NOPE 5.71%
8 BELT 5.58%
9 OCFS 5.42%
10 ARTY 4.74%
11 VOLT 3.98%
12 FCUS 3.91%
13 HECO 3.56%
14 IVES 3.46%
15 FRTY 3.32%
16 AIVC 3.31%
17 DECO 3.25%
18 RULE 3.19%
19 AIFD 3.10%
20 LOUP 3.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.72M (10.07%) 1.36M
Increased by +3.60%
Mar 31, 25
2 BlackRock Inc 34.09M (9.10%) 38.45K
Increased by +0.11%
Mar 31, 25
3 FMR Inc 8.92M (2.38%) -2.63M
Decreased by -29.46%
Mar 31, 25
4 JPMorgan Chase & Co 8.65M (2.31%) -4.40M
Decreased by -50.85%
Mar 31, 25
5 Bank of America Corp 8.25M (2.20%) -753.04K
Decreased by -9.13%
Mar 31, 25
6 Platinum Equity Advisors, LLC/DE 7.96M (2.12%) 0.00
Increased by 0.00%
Dec 31, 23
7 State Street Corp 7.83M (2.09%) -6.08K
Decreased by -0.08%
Mar 31, 25
8 State Street Corporation 7.13M (1.90%) 46.03K
Increased by +0.65%
Mar 31, 24
9 Amundi 6.95M (1.86%) 3.42M
Increased by +49.20%
Mar 31, 25
10 Geode Capital Management, LLC 6.47M (1.73%) 415.84K
Increased by +6.43%
Mar 31, 25
11 Coatue Management LLC 6.38M (1.70%) -1.34M
Decreased by -21.02%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 6.27M (1.67%) 568.22K
Increased by +9.07%
Mar 31, 25
13 Barrow Hanley Mewhinney & Strauss LLC 5.43M (1.45%) 5.43M
Increased by +100.00%
Mar 31, 25
14 Massachusetts Financial Services Company 5.26M (1.40%) 5.26M
Increased by +100.00%
Dec 31, 24
15 Two Sigma Investments LLC 5.21M (1.39%) 2.99M
Increased by +57.50%
Sep 30, 23
16 PointState Capital LP 5.15M (1.37%) -1.24M
Decreased by -24.02%
Sep 30, 23
17 Amvescap Plc. 4.91M (1.31%) -2.21M
Decreased by -45.02%
Mar 31, 25
18 Jennison Associates LLC 4.27M (1.14%) -3.49M
Decreased by -81.81%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 4.17M (1.11%) -609.88K
Decreased by -14.64%
Jun 30, 24
20 Starboard Value LP 4.12M (1.10%) -11.82M
Decreased by -286.96%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.23M (3.26%) 14.10K
Increased by +0.12%
May 31, 25
2 Vanguard US Total Market Shares ETF 11.28M (3.01%) 8.52K
Increased by +0.08%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 8.36M (2.23%) 78.74K
Increased by +0.94%
May 31, 25
4 Fidelity® OTC 6.51M (1.74%) 577.90K
Increased by +8.87%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 5.94M (1.59%) 46.73K
Increased by +0.79%
May 31, 25
6 Fidelity OTC 4.84M (1.29%) -350.50K
Decreased by -7.25%
May 31, 24
7 Vanguard Small Cap Index 4.63M (1.24%) -4.22M
Decreased by -91.26%
Mar 31, 24
8 Vanguard Growth Index Investor 4.56M (1.22%) 8.58K
Increased by +0.19%
May 31, 25
9 Fidelity Advisor® Growth Opps M 4.38M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Advisor Growth Opps M 3.72M (0.99%) -136.90K
Decreased by -3.68%
Feb 29, 24
11 Fidelity Canadian Growth Company Sr B 3.43M (0.92%) -73.80K
Decreased by -2.15%
Dec 31, 23
12 Bridge Builder Large Cap Value 3.08M (0.82%) -663.06K
Decreased by -21.50%
Mar 31, 24
13 Vanguard Mid-Cap Growth ETF 2.96M (0.79%) 7.69K
Increased by +0.26%
May 31, 25
14 BlackRock Mid-Cap Growth Equity Instl 2.76M (0.74%) 93.02K
Increased by +3.36%
May 31, 25
15 Victory Pioneer A 2.72M (0.73%) 586.10K
Increased by +21.57%
Apr 30, 25
16 Vanguard Small Cap Growth Index Inv 2.62M (0.70%) -2.34M
Decreased by -89.52%
Mar 31, 24
17 Baron Opp. Small Cap Growth Strategy 2.50M (0.67%) -250.00K
Decreased by -10.00%
Mar 31, 25
18 Baron Small Cap Retail 2.50M (0.67%) -250.00K
Decreased by -10.00%
Mar 31, 25
19 Janus Henderson Opportunistic Alpha MA 2.39M (0.64%) 2.39M
Increased by +99.99%
Jun 30, 24
20 Fidelity® Series Large Cap Stock 2.26M (0.60%) 0.00
Increased by 0.00%
Nov 30, 23