Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 3.42%
2 VERS 3.04%
3 AIBU 0.03%
4 IWC 0.02%
5 VTWG 0.01%
6 IWO 0.01%
7 IWM 0.00%
8 IWMW 0.00%
9 IWN 0.00%
10 SMMD 0.00%
11 ITDJ 0.00%
12 ITDI 0.00%
13 ITDH 0.00%
14 ITDG 0.00%
15 ITDF 0.00%
16 ITDE 0.00%
17 ITDD 0.00%
18 ITDC 0.00%
19 ITDB 0.00%
20 IRTR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.64M (5.35%) 736.10K
Increased by +13.04%
Mar 31, 26
2 Vanguard Group Inc 3.89M (3.69%) 305.03K
Increased by +7.84%
Dec 31, 25
3 Vanguard Capital Management, LLC 3.58M (3.40%) 3.58M
Increased by +100.00%
Mar 31, 26
4 Temasek Holdings Ltd. 2.59M (2.46%) -3.76M
Decreased by -144.89%
Mar 31, 26
5 Geode Capital Management, LLC 1.77M (1.68%) 237.69K
Increased by +13.39%
Mar 31, 26
6 UBS Group AG 1.54M (1.46%) 199.44K
Increased by +12.93%
Mar 31, 26
7 Renaissance Technologies Corp 1.40M (1.33%) 1.27M
Increased by +90.45%
Mar 31, 26
8 State Street Corp 1.38M (1.31%) 86.92K
Increased by +6.30%
Mar 31, 26
9 AQR Capital Management LLC 1.21M (1.15%) 928.48K
Increased by +76.64%
Mar 31, 26
10 Lazard Asset Management LLC 1.20M (1.14%) 1.20M
Increased by +100.00%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 912.78K (0.86%) 514.41K
Increased by +56.36%
Mar 31, 26
12 Themes Management Company, LLC 841.00K (0.80%) 841.00K
Increased by +100.00%
Mar 31, 26
13 CANTOR FITZGERALD, L. P. 769.23K (0.73%) 0.00
Increased by 0.00%
Mar 31, 26
14 Northern Trust Corp 657.66K (0.62%) 43.42K
Increased by +6.60%
Mar 31, 26
15 Charles Schwab Investment Management Inc 585.45K (0.55%) 89.22K
Increased by +15.24%
Mar 31, 26
16 Vanguard Portfolio Management, LLC 514.63K (0.49%) 514.63K
Increased by +100.00%
Mar 31, 26
17 Citadel Advisors Llc 510.87K (0.48%) 487.44K
Increased by +95.41%
Dec 31, 25
18 AlphaCore Capital LLC 440.35K (0.42%) 111.62K
Increased by +25.35%
Mar 31, 26
19 Vanguard Fiduciary Trust Co 410.53K (0.39%) 410.53K
Increased by +100.00%
Mar 31, 26
20 Polar Asset Management Partners 389.13K (0.37%) 389.13K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.84M (2.69%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 2.20M (2.09%) 20.38K
Increased by +0.92%
May 29, 26
3 Lazard Baylight US Small Cap Equity 987.18K (0.94%) 987.18K
Increased by +100.00%
Mar 31, 26
4 Fidelity Small Cap Index 859.38K (0.81%) 97.55K
Increased by +11.35%
Mar 31, 26
5 Themes Generative Artificial Int ETF 674.56K (0.64%) 0.00
Increased by 0.00%
May 29, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 670.31K (0.64%) 0.00
Increased by 0.00%
Apr 30, 26
7 iShares Russell 2000 Growth ETF 502.45K (0.48%) -3.27K
Decreased by -0.65%
May 29, 26
8 Vanguard Russell 2000 ETF 443.40K (0.42%) 9.22K
Increased by +2.08%
Apr 30, 26
9 Russell 2000 Equity Index Fund B 440.61K (0.42%) 34.00
Increased by +0.01%
Dec 31, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 414.10K (0.39%) 0.00
Increased by 0.00%
May 31, 26
11 Fidelity Extended Market Index 347.09K (0.33%) -1.27K
Decreased by -0.37%
Apr 30, 26
12 iShares Russell 2000 Value ETF 280.53K (0.27%) 0.00
Increased by 0.00%
May 29, 26
13 State St Russell Sm Cap® Idx SL Cl I 280.50K (0.27%) 45.50K
Increased by +16.22%
May 31, 26
14 NewDeal Invest, kl n 263.92K (0.25%) -109.28K
Decreased by -41.41%
Mar 31, 26
15 Schwab US Small-Cap ETF™ 263.30K (0.25%) 171.00
Increased by +0.06%
May 30, 26
16 iShares Micro-Cap ETF 226.31K (0.21%) 0.00
Increased by 0.00%
May 29, 26
17 Schwab Small Cap Index 192.18K (0.18%) 0.00
Increased by 0.00%
Apr 30, 26
18 BlackRock Russell 3000® Index Fund F 174.75K (0.17%) 174.75K
Increased by +100.00%
Mar 31, 26
19 NT R2000 Index Fund - NL 170.60K (0.16%) 932.00
Increased by +0.55%
Mar 31, 26
20 NT R2000 Index Fund - DC - NL - 3 139.72K (0.13%) 4.54K
Increased by +3.25%
Mar 31, 26