Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COPJ 4.95%
2 COPJ 4.58%
3 COPA 1.77%
4 COPP 0.53%
5 COPX 0.43%
6 ICOP 0.25%
7 VFMO 0.16%
8 IWC 0.16%
9 SETM 0.07%
10 IWO 0.05%
11 PICK 0.05%
12 VTWG 0.04%
13 IWM 0.03%
14 GWX 0.03%
15 ISCF 0.02%
16 VTWO 0.02%
17 VXF 0.01%
18 AVDS 0.01%
19 ITOT 0.00%
20 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.47M (4.74%) 1.63M
Increased by +19.22%
Dec 31, 25
2 BlackRock Inc 5.69M (3.18%) 1.10M
Increased by +19.28%
Sep 30, 25
3 Geode Capital Management, LLC 3.08M (1.72%) 812.95K
Increased by +26.42%
Dec 31, 25
4 Millennium Management LLC 1.39M (0.78%) 1.07M
Increased by +77.32%
Dec 31, 25
5 State Street Corp 1.36M (0.76%) 248.21K
Increased by +18.24%
Sep 30, 25
6 Marshall Wace Asset Management Ltd 1.34M (0.75%) -1.02M
Decreased by -75.88%
Dec 31, 25
7 Two Sigma Investments LLC 1.08M (0.61%) 936.35K
Increased by +86.52%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 1.05M (0.59%) -29.69K
Decreased by -2.81%
Sep 30, 25
9 Nuveen, LLC 1.02M (0.57%) 26.05K
Increased by +2.54%
Dec 31, 25
10 Armistice Capital, LLC 820.00K (0.46%) 820.00K
Increased by +100.00%
Dec 31, 23
11 Northern Trust Corp 731.17K (0.41%) 32.68K
Increased by +4.47%
Sep 30, 25
12 Alyeska Investment Group, L.P. 640.01K (0.36%) -609.99K
Decreased by -95.31%
Sep 30, 23
13 Dagco Inc 577.54K (0.32%) 577.54K
Increased by +100.00%
Dec 31, 25
14 Everhart Financial Group, Inc. 466.22K (0.26%) 135.07K
Increased by +28.97%
Dec 31, 25
15 Goldman Sachs Group Inc 465.51K (0.26%) 465.51K
Increased by +100.00%
Jun 30, 25
16 Charles Schwab Investment Management Inc 408.40K (0.23%) 114.30K
Increased by +27.99%
Dec 31, 25
17 Susquehanna International Group, LLP 349.75K (0.20%) -513.82K
Decreased by -146.91%
Dec 31, 25
18 GSA Capital Partners LLP 345.05K (0.19%) -173.94K
Decreased by -50.41%
Dec 31, 25
19 Opus Capital Group LLC 317.10K (0.18%) 67.10K
Increased by +21.16%
Dec 31, 25
20 UBS Group AG 309.69K (0.17%) 247.46K
Increased by +79.91%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.00M (2.24%) 0.00
Increased by 0.00%
Feb 28, 26
2 iShares Russell 2000 ETF 3.06M (1.71%) 3.06M
Increased by +100.00%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.69M (0.95%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (0.87%) 18.33K
Increased by +1.17%
Feb 28, 26
5 Fidelity Small Cap Index 1.22M (0.68%) 198.42K
Increased by +16.29%
Dec 31, 25
6 iShares Russell 2000 Growth ETF 1.03M (0.58%) 1.03M
Increased by +100.00%
Feb 28, 26
7 CREF Stock R3 805.63K (0.45%) 805.63K
Increased by +100.00%
Jul 31, 25
8 Fidelity Extended Market Index 749.06K (0.42%) -9.85K
Decreased by -1.31%
Jan 31, 26
9 State St Russell Sm/Mid Cp® Indx SL Cl I 676.40K (0.38%) 107.20K
Increased by +15.85%
Feb 28, 26
10 Vanguard Russell 2000 ETF 614.21K (0.34%) 24.48K
Increased by +3.99%
Feb 28, 26
11 Vanguard US Momentum Factor ETF 509.82K (0.29%) 1.56K
Increased by +0.31%
Dec 31, 25
12 State St Russell Sm Cap® Indx SL Cl I 409.20K (0.23%) 0.00
Increased by 0.00%
Feb 28, 26
13 Nuveen Equity Index R6 383.87K (0.21%) -463.59K
Decreased by -120.77%
Jan 31, 26
14 Blackrock Extended Mkt Fund CF 370.23K (0.21%) 0.00
Increased by 0.00%
Feb 28, 26
15 iShares Core S&P Total US Stock Mkt ETF 353.62K (0.20%) 0.00
Increased by 0.00%
Feb 28, 26
16 iShares Micro-Cap ETF 327.50K (0.18%) 266.48K
Increased by +81.37%
Feb 28, 26
17 Extended Equity Market Fund K 317.55K (0.18%) 98.38K
Increased by +30.98%
Dec 31, 25
18 Schwab Small Cap Index 275.10K (0.15%) -39.34K
Decreased by -14.30%
Feb 28, 26
19 NT R2000 Index Fund - NL 274.62K (0.15%) 43.75K
Increased by +15.93%
Dec 31, 25
20 Fidelity Total Market Index 271.58K (0.15%) 18.13K
Increased by +6.67%
Jan 31, 26