Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Capital Management, LLC 518.84K (2.13%) 518.84K
Increased by +100.00%
Mar 30, 26
2 BlackRock Inc 495.99K (2.04%) 202.86K
Increased by +40.90%
Mar 30, 26
3 Geode Capital Management, LLC 473.12K (1.95%) 191.53K
Increased by +40.48%
Mar 30, 26
4 HighTower Advisors, LLC 400.09K (1.65%) 87.00
Increased by +0.02%
Mar 30, 26
5 Curated Wealth Partners LLC 380.00K (1.56%) 380.00K
Increased by +100.00%
Jun 29, 26
6 Vanguard Group Inc 301.37K (1.24%) -14.25K
Decreased by -4.73%
Dec 30, 25
7 Vanguard Fiduciary Trust Co 192.70K (0.79%) 192.70K
Increased by +100.00%
Mar 30, 26
8 State Street Corp 144.46K (0.59%) 40.60K
Increased by +28.10%
Mar 30, 26
9 Northern Trust Corp 108.77K (0.45%) 30.58K
Increased by +28.11%
Mar 30, 26
10 STRS OHIO 53.90K (0.22%) 19.00K
Increased by +35.25%
Mar 30, 26
11 Deutsche Bank AG 50.82K (0.21%) 0.00
Increased by 0.00%
Mar 30, 26
12 AQR Capital Management LLC 45.38K (0.19%) 45.38K
Increased by +100.00%
Mar 30, 26
13 Barclays PLC 42.28K (0.17%) -7.35K
Decreased by -17.38%
Mar 30, 26
14 Vanguard Portfolio Management, LLC 40.28K (0.17%) 40.28K
Increased by +100.00%
Mar 30, 26
15 Targeted Financial Services, LLC 33.00K (0.14%) 33.00K
Increased by +100.00%
Jun 29, 26
16 Citadel Advisors Llc 22.24K (0.09%) 22.24K
Increased by +100.00%
Mar 30, 26
17 New York State Common Retirement Fund 18.84K (0.08%) 0.00
Increased by 0.00%
Mar 30, 26
18 Charles Schwab Investment Management Inc 13.19K (0.05%) 13.19K
Increased by +100.00%
Mar 30, 26
19 The Goldman Sachs Group Inc 11.38K (0.05%) -689.00
Decreased by -6.05%
Mar 30, 26
20 XTX Topco Ltd 11.01K (0.05%) 11.01K
Increased by +100.00%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Lazard Baylight US Small Cap Equity 616.86K (2.54%) 616.86K
Increased by +100.00%
Jun 29, 26
2 Vanguard Morn Total Stk Mkt Idx Investor 478.62K (1.97%) 128.70K
Increased by +26.89%
Jun 29, 26
3 Vanguard Total Stock Mkt Idx Inv 478.62K (1.97%) 128.70K
Increased by +26.89%
Jun 29, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 369.35K (1.52%) 0.00
Increased by 0.00%
Jun 29, 26
5 Fidelity Extended Market Index 182.80K (0.75%) 5.91K
Increased by +3.23%
Jun 29, 26
6 Fidelity Small Cap Index 82.24K (0.34%) 10.14K
Increased by +12.33%
May 30, 26
7 Blackrock Extended Mkt Fund CF 79.17K (0.33%) 0.00
Increased by 0.00%
May 30, 26
8 iShares Micro-Cap ETF 70.58K (0.29%) -942.00
Decreased by -1.33%
Jul 30, 26
9 BlackRock Extended Equity Market Fund K 67.29K (0.28%) -123.00
Decreased by -0.18%
Jun 29, 26
10 Fidelity Total Market Index 55.43K (0.23%) 0.00
Increased by 0.00%
Jun 29, 26
11 Fidelity Series Total Market Index 51.03K (0.21%) 0.00
Increased by 0.00%
Jun 29, 26
12 Lazard US Systematic Small Cap Eq ETF 50.56K (0.21%) 0.00
Increased by 0.00%
Jul 30, 26
13 NT Ext Equity Mkt Index Fund - Lending 39.96K (0.16%) 0.00
Increased by 0.00%
Jun 29, 26
14 Northern Trust Extended Eq Market Idx 39.96K (0.16%) 0.00
Increased by 0.00%
Jun 29, 26
15 Spartan Extended Market Index Pool F 36.80K (0.15%) 255.00
Increased by +0.69%
Jun 29, 26
16 NT Ext Equity Mkt Index Fund - NL 31.06K (0.13%) 0.00
Increased by 0.00%
Jun 29, 26
17 Spartan Total Market Index Pool A1 29.11K (0.12%) 0.00
Increased by 0.00%
Jun 29, 26
18 Spartan Total Market Index Pool G 29.11K (0.12%) 0.00
Increased by 0.00%
May 30, 26
19 Extended Equity Market Fund B 26.21K (0.11%) -77.00
Decreased by -0.29%
Dec 30, 25
20 Extended Equity Market Fund E 26.21K (0.11%) -77.00
Decreased by -0.29%
Dec 30, 25