Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 IWN 0.00%
3 ITDC 0.00%
4 ITDD 0.00%
5 ITDE 0.00%
6 ITDF 0.00%
7 ITDG 0.00%
8 ITDH 0.00%
9 ITDI 0.00%
10 ITDJ 0.00%
11 IWM 0.00%
12 IWMW 0.00%
13 SMMD 0.00%
14 VTI 0.00%
15 VTWO 0.00%
16 VTWV 0.00%
17 IRTR 0.00%
18 VXF 0.00%
19 ITDB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 No Street GP LP 24.30M (185.77%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 670.01K (5.12%) 76.95K
Increased by +11.49%
Dec 31, 25
3 BlackRock Inc 622.54K (4.76%) -10.32K
Decreased by -1.66%
Mar 31, 26
4 Vanguard Capital Management, LLC 503.32K (3.85%) 503.32K
Increased by +100.00%
Mar 31, 26
5 Geode Capital Management, LLC 420.69K (3.22%) -5.75K
Decreased by -1.37%
Mar 31, 26
6 Quadrant Capital Group LLC 157.80K (1.21%) 351.00
Increased by +0.22%
Mar 31, 26
7 State Street Corp 137.21K (1.05%) 19.01K
Increased by +13.85%
Mar 31, 26
8 Northern Trust Corp 110.43K (0.84%) 5.75K
Increased by +5.21%
Mar 31, 26
9 First Manhattan Co. LLC 108.05K (0.83%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Fiduciary Trust Co 90.26K (0.69%) 90.26K
Increased by +100.00%
Mar 31, 26
11 Cresset Asset Management, LLC 85.24K (0.65%) 0.00
Increased by 0.00%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 74.42K (0.57%) 74.42K
Increased by +100.00%
Mar 31, 26
13 Connective Capital Management LLC 68.70K (0.53%) -5.81K
Decreased by -8.46%
Mar 31, 26
14 North Star Investment Management Corp 68.00K (0.52%) 0.00
Increased by 0.00%
Mar 31, 26
15 Citadel Advisors Llc 54.54K (0.42%) 32.16K
Increased by +58.97%
Dec 31, 25
16 Concorde Asset Management LLC 46.72K (0.36%) -2.97K
Decreased by -6.35%
Mar 31, 26
17 Charles Schwab Investment Management Inc 46.07K (0.35%) 0.00
Increased by 0.00%
Mar 31, 26
18 Ausdal Financial Partners Inc 38.22K (0.29%) -9.72K
Decreased by -25.43%
Mar 31, 26
19 Atomi Financial Group, Inc. 34.06K (0.26%) 1.00
Increased by +0.00%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 31.59K (0.24%) 1.69K
Increased by +5.34%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 344.02K (2.63%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 204.31K (1.56%) 1.87K
Increased by +0.92%
May 29, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 159.30K (1.22%) 0.00
Increased by 0.00%
Apr 30, 26
4 Fidelity Small Cap Index 129.79K (0.99%) -12.18K
Decreased by -9.38%
Mar 31, 26
5 iShares Russell 2000 Value ETF 120.67K (0.92%) 0.00
Increased by 0.00%
May 29, 26
6 Fidelity Extended Market Index 88.60K (0.68%) -324.00
Decreased by -0.37%
Apr 30, 26
7 North Star Small Cap Value Investor 68.00K (0.52%) 0.00
Increased by 0.00%
Apr 30, 26
8 Fidelity Total Market Index 66.04K (0.50%) 0.00
Increased by 0.00%
Apr 30, 26
9 Vanguard Russell 2000 ETF 65.05K (0.50%) 1.35K
Increased by +2.08%
Apr 30, 26
10 Russell 2000 Equity Index Fund B 62.01K (0.47%) -134.00
Decreased by -0.22%
Dec 31, 25
11 Extended Equity Market Fund B 56.44K (0.43%) -34.00
Decreased by -0.06%
Dec 31, 25
12 Extended Equity Market Fund E 56.44K (0.43%) -34.00
Decreased by -0.06%
Dec 31, 25
13 Blackrock Extended Mkt Fund CF 56.28K (0.43%) 0.00
Increased by 0.00%
Apr 30, 26
14 State St Russell Sm Cap® Idx SL Cl I 50.40K (0.39%) 0.00
Increased by 0.00%
May 31, 26
15 BlackRock Extended Equity Market Fund K 47.92K (0.37%) -351.00
Decreased by -0.73%
Mar 31, 26
16 Fidelity Series Total Market Index 41.73K (0.32%) 0.00
Increased by 0.00%
Apr 30, 26
17 Spartan Extended Market Index Pool F 36.85K (0.28%) -1.32K
Decreased by -3.58%
Apr 30, 26
18 iShares Micro-Cap ETF 33.53K (0.26%) 0.00
Increased by 0.00%
May 29, 26
19 NT R2000 Index Fund - NL 28.86K (0.22%) -3.35K
Decreased by -11.61%
Mar 31, 26
20 Russell 2500 Index Fund 26.17K (0.20%) -33.00
Decreased by -0.13%
Dec 31, 25