Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VERS 4.41%
2 WQTM 0.50%
3 IWC 0.05%
4 VFMO 0.04%
5 IWO 0.01%
6 IWN 0.01%
7 VTWO 0.01%
8 VTWV 0.01%
9 IWM 0.01%
10 IWMW 0.01%
11 SMMD 0.00%
12 ITDJ 0.00%
13 ITDI 0.00%
14 ITDH 0.00%
15 ITDG 0.00%
16 ITDF 0.00%
17 ITDE 0.00%
18 ITDD 0.00%
19 ITDC 0.00%
20 ITDB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 859.71K (6.30%) 35.52K
Increased by +4.13%
Mar 31, 26
2 Vanguard Group Inc 857.01K (6.28%) 418.05K
Increased by +48.78%
Dec 31, 25
3 Vanguard Capital Management, LLC 588.75K (4.31%) 588.75K
Increased by +100.00%
Mar 31, 26
4 Millennium Management LLC 398.30K (2.92%) 251.10K
Increased by +63.04%
Mar 31, 26
5 Geode Capital Management, LLC 295.32K (2.16%) 9.59K
Increased by +3.25%
Mar 31, 26
6 State Street Corp 247.34K (1.81%) 33.94K
Increased by +13.72%
Mar 31, 26
7 Apis Capital Advisors, LLC 206.00K (1.51%) 4.00K
Increased by +1.94%
Mar 31, 26
8 Awm Investment Company Inc 200.00K (1.46%) 0.00
Increased by 0.00%
Mar 31, 26
9 Marshall Wace Asset Management Ltd 149.44K (1.09%) 149.44K
Increased by +100.00%
Mar 31, 26
10 UBS Group AG 121.01K (0.89%) 71.87K
Increased by +59.39%
Mar 31, 26
11 Vanguard Portfolio Management, LLC 119.88K (0.88%) 119.88K
Increased by +100.00%
Mar 31, 26
12 Northern Trust Corp 115.92K (0.85%) 5.80K
Increased by +5.01%
Mar 31, 26
13 Thompson, Siegel & Walmsley LLC 100.40K (0.74%) -17.99K
Decreased by -17.92%
Mar 31, 26
14 Polar Asset Management Partners 91.03K (0.67%) 747.00
Increased by +0.82%
Mar 31, 26
15 AnglePoint Asset Management Ltd 73.47K (0.54%) 73.47K
Increased by +100.00%
Mar 31, 26
16 Vanguard Fiduciary Trust Co 72.98K (0.53%) 72.98K
Increased by +100.00%
Mar 31, 26
17 Westside Investment Management, Inc. 62.83K (0.46%) 12.53K
Increased by +19.94%
Mar 31, 26
18 Susquehanna International Group, LLP 49.68K (0.36%) -87.85K
Decreased by -176.84%
Mar 31, 26
19 The Goldman Sachs Group Inc 47.53K (0.35%) 34.12K
Increased by +71.79%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 42.87K (0.31%) -16.52K
Decreased by -38.53%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 446.38K (3.27%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 315.79K (2.31%) 2.91K
Increased by +0.92%
May 29, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 128.43K (0.94%) 0.00
Increased by 0.00%
Apr 30, 26
4 Fidelity Small Cap Index 128.17K (0.94%) 733.00
Increased by +0.57%
Mar 31, 26
5 iShares Russell 2000 Value ETF 97.00K (0.71%) 0.00
Increased by 0.00%
May 29, 26
6 Russell 2000 Equity Index Fund B 84.14K (0.62%) 22.43K
Increased by +26.66%
Dec 31, 25
7 State St Russell Sm/Mid Cp® Indx SL Cl I 80.53K (0.59%) 0.00
Increased by 0.00%
May 31, 26
8 Vanguard Russell 2000 ETF 65.72K (0.48%) 1.35K
Increased by +2.06%
Apr 30, 26
9 Fidelity Extended Market Index 61.51K (0.45%) -225.00
Decreased by -0.37%
Apr 30, 26
10 WisdomTree Quantum Computing ETF USD Acc 57.92K (0.42%) 1.17K
Increased by +2.02%
May 29, 26
11 Vanguard US Momentum Factor ETF 44.42K (0.33%) -57.85K
Decreased by -130.24%
Mar 31, 26
12 State St Russell Sm Cap® Idx SL Cl I 44.00K (0.32%) 0.00
Increased by 0.00%
May 31, 26
13 WisdomTree Quantum Computing Fund 42.00K (0.31%) 1.13K
Increased by +2.69%
May 29, 26
14 iShares Micro-Cap ETF 33.28K (0.24%) 0.00
Increased by 0.00%
May 29, 26
15 Blackrock Extended Mkt Fund CF 30.39K (0.22%) 0.00
Increased by 0.00%
Apr 30, 26
16 NT R2000 Index Fund - NL 29.26K (0.21%) 442.00
Increased by +1.51%
Mar 31, 26
17 Schwab Small Cap Index 28.84K (0.21%) 0.00
Increased by 0.00%
Apr 30, 26
18 BlackRock Extended Equity Market Fund K 25.87K (0.19%) 6.60K
Increased by +25.50%
Mar 31, 26
19 SSgA Russell Small Cap Completeness Idx 25.08K (0.18%) 0.00
Increased by 0.00%
Aug 31, 25
20 NT R2000 Index Fund - DC - NL - 3 23.96K (0.18%) 1.00K
Increased by +4.19%
Mar 31, 26