Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTWV 0.01%
2 RSSL 0.01%
3 UWM 0.00%
4 URTY 0.00%
5 AVSC 0.00%
6 HDG 0.00%
7 IWC 0.00%
8 IWN 0.00%
9 IWM 0.00%
10 IWO 0.00%
11 VXF 0.00%
12 VTHR 0.00%
13 VTI 0.00%
14 VTWG 0.00%
15 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.15M (71.43%) 68.99K
Increased by +1.12%
Dec 31, 25
2 Ameriprise Financial Inc 2.95M (34.29%) -21.70K
Decreased by -0.74%
Sep 30, 25
3 LAURION CAPITAL MANAGEMENT LP 2.23M (25.86%) 0.00
Increased by 0.00%
Mar 31, 24
4 Renaissance Technologies Corp 2.06M (23.97%) 514.17K
Increased by +24.93%
Dec 31, 25
5 BlackRock Inc 2.00M (23.21%) -150.38K
Decreased by -7.53%
Sep 30, 25
6 Millennium Management LLC 1.67M (19.39%) -378.89K
Decreased by -22.71%
Sep 30, 25
7 Geode Capital Management, LLC 1.36M (15.83%) 61.90K
Increased by +4.54%
Sep 30, 25
8 Jacobs Levy Equity Management, Inc. 1.05M (12.18%) 1.05M
Increased by +100.00%
Dec 31, 25
9 State Street Corporation 493.57K (5.73%) 57.30K
Increased by +11.61%
Mar 31, 24
10 State Street Corp 454.50K (5.28%) -62.08K
Decreased by -13.66%
Sep 30, 25
11 GSA Capital Partners LLP 449.08K (5.22%) 101.69K
Increased by +22.64%
Dec 31, 23
12 Charles Schwab Investment Management Inc 422.58K (4.91%) 120.93K
Increased by +28.62%
Mar 31, 25
13 Y-Intercept (Hong Kong) Ltd 386.33K (4.49%) 386.33K
Increased by +100.00%
Jun 30, 25
14 BMO Capital Markets Corp. 352.70K (4.10%) 352.70K
Increased by +100.00%
Dec 31, 23
15 Bank of Montreal 352.70K (4.10%) 352.70K
Increased by +100.00%
Dec 31, 23
16 Goldman Sachs Group Inc 334.95K (3.89%) 147.03K
Increased by +43.89%
Jun 30, 25
17 HRT FINANCIAL LLC 291.42K (3.39%) 291.42K
Increased by +100.00%
Mar 31, 24
18 Bank of New York Mellon Corp 289.73K (3.37%) 0.00
Increased by 0.00%
Mar 31, 25
19 Connor Clark & Lunn Inv Mgmt Ltd 266.01K (3.09%) 17.40K
Increased by +6.54%
Dec 31, 25
20 Northern Trust Corp 263.38K (3.06%) 0.00
Increased by 0.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.94M (45.77%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.84M (44.64%) 0.00
Increased by 0.00%
Jan 31, 26
3 iShares Russell 2000 ETF 3.15M (36.57%) 0.00
Increased by 0.00%
May 31, 25
4 Columbia Small Cap Value Discv A 2.75M (31.98%) 2.75M
Increased by +100.00%
Jan 31, 26
5 Columbia Small Cap Value Discovery Fund 2.72M (31.66%) 631.18K
Increased by +23.17%
Dec 31, 25
6 Columbia Small Cap Value I A 2.09M (24.32%) 57.50K
Increased by +2.75%
Jul 31, 25
7 Columbia Small Cap Value I 2.04M (23.65%) 2.04M
Increased by +100.00%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (15.06%) 0.00
Increased by 0.00%
Jan 31, 26
9 Fidelity Small Cap Index 1.29M (15.00%) 0.00
Increased by 0.00%
May 31, 25
10 iShares Russell 2000 Value ETF 1.01M (11.69%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Extended Market Index 680.89K (7.91%) -2.83K
Decreased by -0.42%
Jan 31, 26
12 Vanguard Russell 2000 ETF 632.03K (7.34%) 5.67K
Increased by +0.90%
May 31, 25
13 Fidelity® Extended Market Index 621.15K (7.22%) 0.00
Increased by 0.00%
Nov 30, 23
14 Columbia VP Small Cap Value 1 575.75K (6.69%) 575.75K
Increased by +100.00%
Jan 31, 26
15 State St Russell Sm Cap® Indx SL Cl I 549.72K (6.39%) 0.00
Increased by 0.00%
May 31, 25
16 Schwab Small Cap Index 342.58K (3.98%) 0.00
Increased by 0.00%
May 31, 25
17 NT R2000 Index Fund - NL 289.60K (3.36%) -12.57K
Decreased by -4.34%
Mar 31, 25
18 BlackRock Extended Mkt Composite 279.47K (3.25%) 0.00
Increased by 0.00%
Sep 30, 23
19 Blackrock Extended Mkt Fund CF 279.47K (3.25%) 0.00
Increased by 0.00%
Dec 31, 25
20 iShares Micro-Cap ETF 258.21K (3.00%) 0.00
Increased by 0.00%
May 31, 25