Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 1.80%
2 XHS 1.78%
3 HEAL 1.27%
4 EDOC 1.20%
5 VAMO 0.62%
6 FYC 0.45%
7 FYX 0.31%
8 DBSC 0.28%
9 PRFZ 0.19%
10 IHF 0.16%
11 OPTZ 0.16%
12 AVSC 0.14%
13 VTWG 0.06%
14 IWO 0.06%
15 RFLR 0.05%
16 SCHA 0.03%
17 AVIE 0.03%
18 IWM 0.03%
19 VTWO 0.03%
20 ISCV 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.40M (7.52%) 20.03M
Increased by +65.89%
Jun 30, 25
2 Vanguard Group Inc 24.25M (5.99%) 3.67M
Increased by +15.12%
Jun 30, 25
3 Renaissance Technologies Corp 10.49M (2.59%) -530.80K
Decreased by -5.06%
Jun 30, 25
4 Geode Capital Management, LLC 9.84M (2.43%) 4.81M
Increased by +48.89%
Jun 30, 25
5 State Street Corp 7.51M (1.86%) 4.58M
Increased by +61.02%
Jun 30, 25
6 Millennium Management LLC 5.80M (1.44%) 4.56M
Increased by +78.54%
Mar 31, 25
7 PNC Financial Services Group Inc 4.46M (1.10%) -5.02K
Decreased by -0.11%
Jun 30, 25
8 Bank of America Corp 4.01M (0.99%) 2.75M
Increased by +68.50%
Jun 30, 25
9 Charles Schwab Investment Management Inc 3.89M (0.96%) 1.28M
Increased by +32.94%
Jun 30, 25
10 D. E. Shaw & Co LP 3.72M (0.92%) 3.72M
Increased by +100.00%
Mar 31, 24
11 Citadel Advisors Llc 3.53M (0.87%) 1.80M
Increased by +50.88%
Jun 30, 25
12 Marshall Wace Asset Management Ltd 3.52M (0.87%) -1.05M
Decreased by -29.87%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 3.40M (0.84%) 1.17M
Increased by +34.31%
Jun 30, 25
14 Northern Trust Corp 3.38M (0.83%) 2.34M
Increased by +69.37%
Jun 30, 25
15 Susquehanna International Group, LLP 2.99M (0.74%) 829.54K
Increased by +27.73%
Jun 30, 25
16 Goldman Sachs Group Inc 2.36M (0.58%) 146.24K
Increased by +6.19%
Jun 30, 25
17 State Street Corporation 2.23M (0.55%) -415.56K
Decreased by -18.66%
Mar 31, 24
18 Qube Research & Technologies 2.12M (0.52%) -2.21M
Decreased by -104.53%
Jun 30, 25
19 Two Sigma Investments LLC 1.64M (0.41%) 236.60K
Increased by +14.44%
Sep 30, 24
20 First Trust Advisors L.P. 1.49M (0.37%) 1.49M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.75M (2.91%) -260.66K
Decreased by -2.22%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 10.94M (2.70%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 9.68M (2.39%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 4.48M (1.11%) -1.95M
Decreased by -43.43%
Jul 31, 25
5 Vanguard Small Cap Index 4.34M (1.07%) 11.94K
Increased by +0.27%
Jan 31, 24
6 Fidelity Small Cap Index 4.05M (1.00%) 4.05M
Increased by +100.00%
Jun 30, 25
7 iShares Russell 2000 Growth ETF 3.55M (0.88%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Growth Index Inv 2.42M (0.60%) 447.00
Increased by +0.02%
Jan 31, 24
9 Fidelity Extended Market Index 2.26M (0.56%) 15.71K
Increased by +0.70%
Jul 31, 25
10 Schwab US Small-Cap ETF™ 1.98M (0.49%) 5.08K
Increased by +0.26%
Aug 30, 25
11 State St Russell Sm/Mid Cp® Indx SL Cl I 1.98M (0.49%) 1.57M
Increased by +79.54%
Jul 31, 25
12 Vanguard Russell 2000 ETF 1.92M (0.48%) -132.67K
Decreased by -6.90%
Jul 31, 25
13 Fidelity® Extended Market Index 1.74M (0.43%) 119.24K
Increased by +6.87%
Nov 30, 23
14 State St Russell Sm Cap® Indx SL Cl I 1.42M (0.35%) 0.00
Increased by 0.00%
Aug 31, 25
15 Invesco FTSE RAFI US 1500 Small-Mid ETF 1.40M (0.35%) 0.00
Increased by 0.00%
Feb 27, 25
16 Vanguard Health Care ETF 1.23M (0.30%) -13.91K
Decreased by -1.13%
Jul 31, 25
17 Schwab Small Cap Index 1.03M (0.25%) 11.34K
Increased by +1.10%
Jul 31, 25
18 NT R2000 Index Fund - NL 977.45K (0.24%) 977.45K
Increased by +100.00%
Jun 30, 25
19 Schwab Fundamental US Small Company ETF 946.84K (0.23%) 0.00
Increased by 0.00%
Apr 30, 24
20 Invesco RAFI US 1500 Small-Mid ETF 880.11K (0.22%) 0.00
Increased by 0.00%
Aug 29, 25