Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 1.80%
2 XHS 1.62%
3 EDOC 1.20%
4 HEAL 1.07%
5 VAMO 0.62%
6 FYC 0.45%
7 FYX 0.31%
8 DBSC 0.28%
9 PRFZ 0.19%
10 OPTZ 0.16%
11 AVSC 0.14%
12 IHF 0.13%
13 RFLR 0.05%
14 VTWG 0.05%
15 IWO 0.05%
16 SCHA 0.03%
17 AVIE 0.03%
18 VTWO 0.03%
19 IWM 0.02%
20 ISCV 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.39M (7.44%) -2.05K
Decreased by -0.01%
Sep 30, 25
2 Vanguard Group Inc 23.49M (5.75%) 425.90K
Increased by +1.81%
Dec 31, 25
3 Geode Capital Management, LLC 9.79M (2.40%) 70.80K
Increased by +0.72%
Dec 31, 25
4 State Street Corp 8.95M (2.19%) 1.44M
Increased by +16.13%
Sep 30, 25
5 Millennium Management LLC 5.80M (1.42%) 4.56M
Increased by +78.54%
Mar 31, 25
6 Charles Schwab Investment Management Inc 4.69M (1.15%) 419.39K
Increased by +8.94%
Dec 31, 25
7 Renaissance Technologies Corp 4.49M (1.10%) -3.22M
Decreased by -71.73%
Dec 31, 25
8 PNC Financial Services Group Inc 4.46M (1.09%) 0.00
Increased by 0.00%
Sep 30, 25
9 Bank of America Corp 4.01M (0.98%) 2.75M
Increased by +68.50%
Jun 30, 25
10 D. E. Shaw & Co LP 3.72M (0.91%) 3.72M
Increased by +100.00%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 3.63M (0.89%) 1.49M
Increased by +41.11%
Dec 31, 25
12 Marshall Wace Asset Management Ltd 3.52M (0.86%) -1.05M
Decreased by -29.87%
Jun 30, 25
13 Northern Trust Corp 3.37M (0.83%) -2.82K
Decreased by -0.08%
Sep 30, 25
14 Divisadero Street Capital Management, LP 2.77M (0.68%) 2.77M
Increased by +100.00%
Sep 30, 25
15 Goldman Sachs Group Inc 2.36M (0.58%) 146.24K
Increased by +6.19%
Jun 30, 25
16 Susquehanna International Group, LLP 2.33M (0.57%) -376.64K
Decreased by -16.20%
Dec 31, 25
17 UBS Group AG 2.28M (0.56%) 1.39M
Increased by +60.85%
Sep 30, 25
18 State Street Corporation 2.23M (0.55%) -415.56K
Decreased by -18.66%
Mar 31, 24
19 Qube Research & Technologies 2.12M (0.52%) -2.21M
Decreased by -104.53%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 2.01M (0.49%) -1.38M
Decreased by -68.78%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.06M (2.95%) 191.78K
Increased by +1.59%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 10.94M (2.68%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 9.99M (2.45%) 1.80M
Increased by +18.04%
Feb 28, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 4.37M (1.07%) 50.59K
Increased by +1.16%
Feb 28, 26
5 Vanguard Small Cap Index 4.34M (1.06%) 11.94K
Increased by +0.27%
Jan 31, 24
6 Fidelity Small Cap Index 4.01M (0.98%) -66.43K
Decreased by -1.66%
Dec 31, 25
7 iShares Russell 2000 Growth ETF 3.41M (0.83%) 3.41M
Increased by +100.00%
Feb 28, 26
8 Vanguard Small Cap Growth Index Inv 2.42M (0.59%) 447.00
Increased by +0.02%
Jan 31, 24
9 State St Russell Sm/Mid Cp® Indx SL Cl I 2.39M (0.58%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity Select Health Care Svcs Port 2.15M (0.53%) 2.15M
Increased by +100.00%
Jan 31, 26
11 Fidelity Extended Market Index 2.10M (0.51%) -8.70K
Decreased by -0.42%
Jan 31, 26
12 Vanguard Russell 2000 ETF 2.03M (0.50%) 80.30K
Increased by +3.96%
Feb 28, 26
13 Schwab US Small-Cap ETF™ 1.92M (0.47%) 1.68K
Increased by +0.09%
Feb 28, 26
14 Fidelity® Extended Market Index 1.74M (0.43%) 119.24K
Increased by +6.87%
Nov 30, 23
15 Invesco FTSE RAFI US 1500 Small-Mid ETF 1.40M (0.34%) 0.00
Increased by 0.00%
Feb 27, 25
16 State St Russell Sm Cap® Indx SL Cl I 1.33M (0.33%) 0.00
Increased by 0.00%
Feb 28, 26
17 Vanguard Health Care ETF 1.28M (0.31%) 17.02K
Increased by +1.33%
Feb 28, 26
18 Schwab Fundamental U.S. Small CompanyETF 1.12M (0.27%) 390.00
Increased by +0.03%
Feb 28, 26
19 Blackrock Extended Mkt Fund CF 1.05M (0.26%) 0.00
Increased by 0.00%
Feb 28, 26
20 Schwab Fundamental US Small Company ETF 946.84K (0.23%) 0.00
Increased by 0.00%
Apr 30, 24