Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 1000.00%
2 ITOT 1000.00%
3 XHS 0.60%
4 PRFZ 0.04%
5 FNDA 0.01%
6 VBK 0.01%
7 VXF 0.01%
8 VHT 0.01%
9 SCHA 0.01%
10 ONEQ 0.01%
11 FHLC 0.01%
12 SPGM 0.00%
13 FNDB 0.00%
14 SCHB 0.00%
15 VB 0.00%
16 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.75M (8.33%) -687.19K
Decreased by -2.23%
Sep 30, 23
2 Renaissance Technologies Corp 10.41M (2.82%) 1.56M
Increased by +14.98%
Sep 30, 23
3 BlackRock Inc 8.43M (2.28%) 657.94K
Increased by +7.80%
Sep 30, 23
4 PNC Financial Services Group Inc 5.11M (1.38%) -150.15K
Decreased by -2.94%
Sep 30, 23
5 Geode Capital Management, LLC 4.07M (1.10%) 420.08K
Increased by +10.32%
Sep 30, 23
6 Millennium Management LLC 4.02M (1.09%) -626.25K
Decreased by -15.56%
Sep 30, 23
7 Citadel Advisors Llc 3.52M (0.95%) -1.83M
Decreased by -51.84%
Sep 30, 23
8 State Street Corporation 3.01M (0.82%) 1.01M
Increased by +33.37%
Sep 30, 23
9 Jupiter Asset Management Limited 2.37M (0.64%) 0.00
Increased by 0.00%
Sep 30, 23
10 Two Sigma Investments LLC 1.90M (0.52%) 1.86M
Increased by +97.67%
Sep 30, 23
11 Charles Schwab Investment Management Inc 1.83M (0.50%) 91.82K
Increased by +5.02%
Sep 30, 23
12 Susquehanna International Group, LLP 1.47M (0.40%) -927.89K
Decreased by -62.96%
Sep 30, 23
13 Qube Research & Technologies 1.35M (0.37%) 131.24K
Increased by +9.69%
Sep 30, 23
14 Cubist Systematic Strategies, LLC 1.33M (0.36%) -999.51K
Decreased by -75.18%
Sep 30, 23
15 GMT Capital Corp 1.31M (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 1.15M (0.31%) -517.36K
Decreased by -45.09%
Sep 30, 23
17 Amvescap Plc. 845.15K (0.23%) 8.67K
Increased by +1.03%
Sep 30, 23
18 Connor Clark & Lunn Inv Mgmt Ltd 813.70K (0.22%) 20.81K
Increased by +2.56%
Sep 30, 23
19 Northern Trust Corp 793.83K (0.22%) 66.59K
Increased by +8.39%
Sep 30, 23
20 AQR Capital Management LLC 788.41K (0.21%) 333.87K
Increased by +42.35%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.28M (2.79%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Small Cap Index 8.70M (2.36%) 26.80K
Increased by +0.31%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 5.01M (1.36%) 11.55K
Increased by +0.23%
Nov 30, 23
4 Vanguard Small Cap Growth Index Inv 4.88M (1.32%) 24.84K
Increased by +0.51%
Nov 30, 23
5 Jupiter Merian Glb Eq AbsRet I USD Acc 2.37M (0.64%) 0.00
Increased by 0.00%
Jun 30, 23
6 Fidelity® Extended Market Index 1.74M (0.47%) 119.24K
Increased by +6.87%
Nov 30, 23
7 Schwab US Small-Cap ETF™ 1.52M (0.41%) 681.00
Increased by +0.04%
Dec 30, 23
8 Vanguard Health Care ETF 1.28M (0.35%) 51.95K
Increased by +4.07%
Nov 30, 23
9 Invesco FTSE RAFI US 1500 Small-Mid ETF 843.95K (0.23%) 0.00
Increased by 0.00%
Dec 29, 23
10 BlackRock Extended Equity Market K 797.36K (0.22%) 119.87K
Increased by +15.03%
Dec 31, 23
11 BlackRock Extended Mkt Composite 775.00K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity® Total Market Index 630.96K (0.17%) 80.47K
Increased by +12.75%
Nov 30, 23
13 SPDR® S&P Health Care Services ETF 604.59K (0.16%) 0.00
Increased by 0.00%
Dec 29, 23
14 iShares US Healthcare Providers ETF 545.74K (0.15%) 0.00
Increased by 0.00%
Dec 29, 23
15 iShares Core S&P Total US Stock Mkt ETF 502.08K (0.14%) 901.00
Increased by +0.18%
Dec 29, 23
16 Fidelity® Series Total Market Index 459.81K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Nasdaq Composite ETF 440.47K (0.12%) 0.00
Increased by 0.00%
Dec 29, 23
18 NT Ext Equity Mkt Idx Fd - NL 308.95K (0.08%) 53.03K
Increased by +17.16%
Sep 30, 23
19 Fidelity Nasdaq Composite Index 296.26K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
20 NT Ext Equity Mkt Idx Fd - L 294.64K (0.08%) 18.22K
Increased by +6.18%
Sep 30, 23