Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IRBO 1000.00%
3 ITOT 1000.00%
4 IWM 1000.00%
5 IWN 1000.00%
6 MAKX 5.19%
7 BULD 3.59%
8 GAST 1.08%
9 ROBO 0.97%
10 DTEC 0.81%
11 ROBT 0.61%
12 KOMP 0.50%
13 PSCI 0.34%
14 ETHO 0.17%
15 VIOV 0.15%
16 DMRS 0.13%
17 SLYV 0.13%
18 SSLY 0.12%
19 IJS 0.08%
20 GBUY_old 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.40M (16.54%) -351.58K
Decreased by -1.64%
Sep 30, 23
2 Vanguard Group Inc 13.95M (10.78%) 51.87K
Increased by +0.37%
Sep 30, 23
3 Amvescap Plc. 6.30M (4.87%) 875.81K
Increased by +13.91%
Jun 30, 23
4 State Street Corporation 5.84M (4.51%) 74.88K
Increased by +1.28%
Sep 30, 23
5 ARK Investment Management LLC 2.89M (2.24%) -872.59K
Decreased by -30.16%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 2.69M (2.08%) 1.44M
Increased by +53.57%
Sep 30, 23
7 Geode Capital Management, LLC 2.65M (2.05%) 97.91K
Increased by +3.69%
Sep 30, 23
8 Exchange Traded Concepts, LLC 2.63M (2.03%) 684.99K
Increased by +26.07%
Sep 30, 23
9 Legal & General Group PLC 2.23M (1.72%) 394.34K
Increased by +17.69%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 2.15M (1.66%) -604.04K
Decreased by -28.14%
Sep 30, 23
11 Citadel Advisors Llc 1.86M (1.44%) 1.18M
Increased by +63.49%
Sep 30, 23
12 Northern Trust Corp 1.43M (1.10%) -11.04K
Decreased by -0.77%
Sep 30, 23
13 Clark Estates Inc 1.42M (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
14 Goldman Sachs Group Inc 1.30M (1.00%) 566.50K
Increased by +43.63%
Sep 30, 23
15 D. E. Shaw & Co LP 1.17M (0.90%) -681.31K
Decreased by -58.33%
Sep 30, 23
16 Pinnacle Associates Inc 1.07M (0.83%) -18.83K
Decreased by -1.76%
Sep 30, 23
17 Charles Schwab Investment Management Inc 1.04M (0.80%) 48.02K
Increased by +4.62%
Sep 30, 23
18 Bank of New York Mellon Corp 1.01M (0.78%) -33.48K
Decreased by -3.32%
Sep 30, 23
19 Test Hedge Fund Mgmt 735.53K (0.57%) 735.53K
Increased by +100.00%
Sep 30, 23
20 Sumitomo Mitsui Trust Holdings Inc 734.02K (0.57%) -2.94M
Decreased by -400.01%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.93M (6.90%) 4.08K
Increased by +0.05%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 4.01M (3.10%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Russell 2000 ETF 3.53M (2.73%) 22.49K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 3.27M (2.53%) 10.08K
Increased by +0.31%
Nov 30, 23
5 Robo Global® Robotics&Automation ETF 2.54M (1.97%) 0.00
Increased by 0.00%
Dec 29, 23
6 SPDR® S&P Kensho New Economies Comps ETF 1.93M (1.50%) 0.00
Increased by 0.00%
Dec 29, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.48%) 3.71K
Increased by +0.19%
Nov 30, 23
8 iShares S&P Small-Cap 600 Value ETF 1.86M (1.44%) -12.16K
Decreased by -0.65%
Dec 29, 23
9 Vanguard Small Cap Growth Index Inv 1.83M (1.42%) 9.34K
Increased by +0.51%
Nov 30, 23
10 L&G ROBO Global Rbtc and Atmtn ETF 1.83M (1.41%) 0.00
Increased by 0.00%
Dec 29, 23
11 ARK Autonomous Technology&Robotics ETF 1.81M (1.40%) 0.00
Increased by 0.00%
Dec 28, 23
12 ARK Industrial Innovation 1.81M (1.40%) -89.36K
Decreased by -4.93%
Dec 31, 23
13 Fidelity® Small Cap Index 1.28M (0.99%) 93.85K
Increased by +7.32%
Oct 31, 23
14 iShares Russell 2000 Value ETF 1.27M (0.98%) 2.36K
Increased by +0.19%
Dec 29, 23
15 Vanguard Tax-Managed Small Cap Adm 1.15M (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
16 SPDR® Portfolio S&P 600 Sm Cap ETF 1.13M (0.87%) 5.14K
Increased by +0.46%
Dec 29, 23
17 The 3D Printing ETF 1.01M (0.78%) 0.00
Increased by 0.00%
Dec 28, 23
18 SPDR® S&P 600 Small Cap Value ETF 932.60K (0.72%) 2.93K
Increased by +0.31%
Dec 31, 23
19 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 902.74K (0.70%) 0.00
Increased by 0.00%
Dec 29, 23
20 Nikko Global Space Equity Mother Fund 779.50K (0.60%) -30.22K
Decreased by -3.88%
Jun 7, 23