Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.40%
2 IONX 5.35%
3 THNQ 2.78%
4 QTUM 1.94%
5 SMIZ 1.17%
6 IWO 0.65%
7 BBSC 0.53%
8 RUSC 0.50%
9 ISCG 0.49%
10 JKK 0.49%
11 BKSE 0.45%
12 UWM 0.44%
13 RSSL 0.37%
14 ITWO 0.35%
15 IWM 0.33%
16 ISCB 0.25%
17 JKJ 0.25%
18 SMLF 0.19%
19 ESML 0.18%
20 EUSA 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.77M (10.00%) 5.42M
Increased by +15.59%
Dec 31, 25
2 Morgan Stanley - Brokerage Accounts 26.34M (7.58%) 6.06M
Increased by +22.99%
Sep 30, 25
3 BlackRock Inc 22.48M (6.47%) 4.23M
Increased by +18.80%
Sep 30, 25
4 Geode Capital Management, LLC 8.07M (2.32%) 1.45M
Increased by +17.99%
Dec 31, 25
5 State Street Corp 6.30M (1.81%) 1.04M
Increased by +16.57%
Sep 30, 25
6 JPMorgan Chase & Co 6.02M (1.73%) 3.34M
Increased by +55.55%
Sep 30, 25
7 NORGES BANK 4.45M (1.28%) 1.78M
Increased by +40.00%
Dec 31, 25
8 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 4.44M (1.28%) -1.00M
Decreased by -22.51%
Mar 31, 24
9 UBS Group AG 4.30M (1.24%) 663.27K
Increased by +15.42%
Sep 30, 25
10 D. E. Shaw & Co LP 4.04M (1.16%) -3.90M
Decreased by -96.55%
Jun 30, 25
11 State Street Corporation 3.69M (1.06%) 100.56K
Increased by +2.72%
Mar 31, 24
12 T. Rowe Price Associates, Inc. 3.25M (0.93%) 1.77M
Increased by +54.56%
Sep 30, 25
13 Charles Schwab Investment Management Inc 2.92M (0.84%) 556.68K
Increased by +19.07%
Dec 31, 25
14 Northern Trust Corp 2.74M (0.79%) 636.48K
Increased by +23.25%
Sep 30, 25
15 Cerberus Capital Management LP 2.43M (0.70%) 2.43M
Increased by +100.00%
Jun 30, 25
16 SherpaCapital, LLC 2.35M (0.68%) 0.00
Increased by 0.00%
Sep 30, 24
17 SG Americas Securities, LLC 2.28M (0.66%) -370.24K
Decreased by -16.21%
Sep 30, 24
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 2.22M (0.64%) 2.05M
Increased by +92.38%
Mar 31, 25
19 FMR Inc 1.98M (0.57%) -292.13K
Decreased by -14.76%
Dec 31, 25
20 CANTOR FITZGERALD, L. P. 1.97M (0.57%) 1.58M
Increased by +80.25%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.08M (2.90%) 17.86K
Increased by +0.18%
Feb 28, 26
2 iShares Russell 2000 ETF 8.23M (2.37%) 5.62M
Increased by +68.33%
Feb 28, 26
3 Vanguard Small Cap Index 7.24M (2.08%) 18.94K
Increased by +0.26%
Feb 28, 26
4 Vanguard Small Cap Growth Index Inv 4.02M (1.16%) 7.94K
Increased by +0.20%
Feb 28, 26
5 YieldMax Ultra Option Income Strat ETF 4.00M (1.15%) 0.00
Increased by 0.00%
Aug 29, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 3.86M (1.11%) 35.28K
Increased by +0.91%
Feb 28, 26
7 Vanguard Information Technology ETF 3.33M (0.96%) -458.00
Decreased by -0.01%
Feb 28, 26
8 Fidelity Small Cap Index 3.32M (0.95%) 526.79K
Increased by +15.87%
Dec 31, 25
9 iShares Russell 2000 Growth ETF 2.83M (0.81%) 2.61M
Increased by +92.35%
Feb 28, 26
10 Morgan Stanley Growth 2.68M (0.77%) -1.28M
Decreased by -47.92%
Dec 31, 25
11 Morgan Stanley Growth SMA 2.68M (0.77%) -1.28M
Decreased by -47.92%
Dec 31, 25
12 Morgan Stanley Inst Growth I 2.68M (0.77%) -1.28M
Decreased by -47.92%
Dec 31, 25
13 MS INVF US Growth I 2.17M (0.62%) 18.73K
Increased by +0.86%
Dec 31, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 1.97M (0.57%) 21.50K
Increased by +1.09%
Feb 28, 26
15 Fidelity Extended Market Index 1.85M (0.53%) -8.20K
Decreased by -0.44%
Jan 31, 26
16 Vanguard Russell 2000 ETF 1.68M (0.48%) 65.48K
Increased by +3.90%
Feb 28, 26
17 Fidelity® Small Cap Index 1.55M (0.45%) 42.25K
Increased by +2.72%
Oct 31, 23
18 Leverage Shares 3x Long IONQ ETP Scs 1.50M (0.43%) -423.55K
Decreased by -28.28%
Jan 7, 25
19 T. Rowe Price New Horizons 1.46M (0.42%) -175.90K
Decreased by -12.05%
Dec 31, 25
20 US Small-Cap Growth II Equity Comp 1.46M (0.42%) 179.94K
Increased by +12.33%
Dec 31, 25