Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BLKC 2.03%
2 IWC 0.14%
3 IWN 0.04%
4 IWM 0.02%
5 IWMW 0.02%
6 JKK 0.02%
7 ISCG 0.02%
8 SMMD 0.01%
9 ISCB 0.01%
10 JKJ 0.01%
11 IWO 0.01%
12 ITOT 0.00%
13 IWV 0.00%
14 ITDI 0.00%
15 ITDH 0.00%
16 ITDJ 0.00%
17 ITDG 0.00%
18 ITDF 0.00%
19 ITDE 0.00%
20 ITDD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.64M (48.70%) 27.15M
Increased by +98.25%
Dec 31, 25
2 FMR Inc 7.14M (12.59%) 6.35M
Increased by +88.86%
Mar 31, 26
3 BlackRock Inc 3.63M (6.40%) 2.16M
Increased by +59.39%
Mar 31, 26
4 Capital Research & Mgmt Co - Division 3 2.63M (4.64%) 2.23M
Increased by +84.61%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.34M (4.12%) 2.34M
Increased by +100.00%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 1.51M (2.67%) 283.64K
Increased by +18.75%
Mar 31, 26
7 Geode Capital Management, LLC 1.22M (2.15%) 542.72K
Increased by +44.48%
Mar 31, 26
8 UBS Group AG 1.20M (2.12%) 676.82K
Increased by +56.24%
Mar 31, 26
9 State Street Corp 1.18M (2.07%) 797.63K
Increased by +67.78%
Mar 31, 26
10 Summit Financial LLC 1.12M (1.98%) 1.11M
Increased by +98.76%
Dec 31, 25
11 Interchange Capital Partners, LLC 880.57K (1.55%) -277.10K
Decreased by -31.47%
Mar 31, 26
12 Alpine Fox Capital, LLC 606.24K (1.07%) 606.24K
Increased by +100.00%
Mar 31, 26
13 Susquehanna International Group, LLP 557.23K (0.98%) 31.39K
Increased by +5.63%
Mar 31, 26
14 LMR Partners LLP 520.07K (0.92%) -99.09K
Decreased by -19.05%
Mar 31, 26
15 Northern Trust Corp 396.27K (0.70%) 226.45K
Increased by +57.15%
Mar 31, 26
16 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 372.21K (0.66%) 0.00
Increased by 0.00%
Mar 31, 26
17 Nuveen, LLC 370.00K (0.65%) 336.81K
Increased by +91.03%
Mar 31, 26
18 Vanguard Fiduciary Trust Co 330.56K (0.58%) 330.56K
Increased by +100.00%
Mar 31, 26
19 Lakewood Capital Management, LP 328.57K (0.58%) 328.57K
Increased by +100.00%
Mar 31, 26
20 The Goldman Sachs Group Inc 317.31K (0.56%) 304.75K
Increased by +96.04%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 6.72M (11.84%) 6.72M
Increased by +100.00%
Feb 5, 26
2 Fidelity Tactical High Income Sr F8 4.71M (8.30%) 4.71M
Increased by +100.00%
Mar 31, 26
3 S&H Substanzwerte P(a) 3.00M (5.29%) 3.00M
Increased by +100.00%
Jan 31, 26
4 American Funds SMALLCAP World A 2.63M (4.64%) 2.23M
Increased by +84.61%
Mar 31, 26
5 Fidelity Advisor Multi-Asset Income I 2.42M (4.27%) 2.42M
Increased by +100.00%
Mar 31, 26
6 iShares Russell 2000 Value ETF 1.94M (3.43%) 1.94M
Increased by +100.00%
Feb 5, 26
7 Vanguard Total Stock Mkt Idx Inv 1.72M (3.03%) 0.00
Increased by 0.00%
Apr 30, 26
8 Extended Equity Market Fund B 1.55M (2.73%) 1.52M
Increased by +97.65%
Dec 31, 25
9 Extended Equity Market Fund E 1.55M (2.73%) 1.52M
Increased by +97.65%
Dec 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 577.00K (1.02%) 8.07K
Increased by +1.40%
Apr 30, 26
11 Fidelity Small Cap Index 511.81K (0.90%) 375.12K
Increased by +73.29%
Mar 31, 26
12 First Trust SkyBdg Cry Idt & Dgt Eco ETF 317.63K (0.56%) 0.00
Increased by 0.00%
May 31, 26
13 State St Russell Sm/Mid Cp® Indx SL Cl I 312.86K (0.55%) 0.00
Increased by 0.00%
Apr 30, 26
14 CREF Total Global Stock Account R3 277.46K (0.49%) -16.65K
Decreased by -6.00%
Mar 31, 26
15 Fidelity Extended Market Index 268.11K (0.47%) 3.84K
Increased by +1.43%
Apr 30, 26
16 Vanguard Russell 2000 ETF 263.77K (0.46%) 7.20K
Increased by +2.73%
Apr 30, 26
17 Morgan Stanley Inception 248.01K (0.44%) -13.29K
Decreased by -5.36%
Mar 31, 26
18 Morgan Stanley Inst Inception I 248.01K (0.44%) -13.29K
Decreased by -5.36%
Mar 31, 26
19 Fidelity Convertible Securities 243.90K (0.43%) 243.90K
Increased by +100.00%
Apr 30, 26
20 EQ/Morgan Stanley Small Cap Growth K 193.61K (0.34%) 0.00
Increased by 0.00%
Apr 30, 26