Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 IWO 0.01%
3 VTWG 0.01%
4 VTWO 0.01%
5 IWMW 0.01%
6 IWM 0.01%
7 IWN 0.00%
8 SMMD 0.00%
9 ITDI 0.00%
10 ITDH 0.00%
11 ITDJ 0.00%
12 ITDG 0.00%
13 ITDF 0.00%
14 ITDE 0.00%
15 ITDD 0.00%
16 ITDC 0.00%
17 ITDB 0.00%
18 IRTR 0.00%
19 VTI 0.00%
20 VTHR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.30M (4.13%) 1.05M
Increased by +80.31%
Mar 31, 26
2 Vanguard Capital Management, LLC 1.03M (3.25%) 1.03M
Increased by +100.00%
Mar 31, 26
3 Geode Capital Management, LLC 435.15K (1.38%) 280.89K
Increased by +64.55%
Mar 31, 26
4 State Street Corp 256.04K (0.81%) 170.11K
Increased by +66.44%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 164.39K (0.52%) 164.39K
Increased by +100.00%
Mar 31, 26
6 Northern Trust Corp 152.33K (0.48%) 129.63K
Increased by +85.09%
Mar 31, 26
7 Vanguard Group Inc 134.18K (0.43%) 64.60K
Increased by +48.15%
Dec 31, 25
8 Vanguard Fiduciary Trust Co 88.63K (0.28%) 88.63K
Increased by +100.00%
Mar 31, 26
9 XTX Topco Ltd 67.38K (0.21%) 67.38K
Increased by +100.00%
Mar 31, 26
10 UBS Group AG 65.16K (0.21%) 59.57K
Increased by +91.43%
Mar 31, 26
11 Charles Schwab Investment Management Inc 61.38K (0.19%) 47.29K
Increased by +77.04%
Mar 31, 26
12 Bank of New York Mellon Corp 49.29K (0.16%) 49.29K
Increased by +100.00%
Mar 31, 26
13 The Goldman Sachs Group Inc 36.11K (0.11%) 36.11K
Increased by +100.00%
Mar 31, 26
14 Nuveen, LLC 33.10K (0.10%) 33.10K
Increased by +100.00%
Mar 31, 26
15 Jane Street Group LLC 31.37K (0.10%) 31.37K
Increased by +100.00%
Mar 31, 26
16 Deutsche Bank AG 25.29K (0.08%) 20.93K
Increased by +82.78%
Mar 31, 26
17 Bank of America Corp 22.24K (0.07%) 18.70K
Increased by +84.10%
Mar 31, 26
18 T. Rowe Price Associates, Inc. 19.55K (0.06%) 19.55K
Increased by +100.00%
Mar 31, 26
19 Susquehanna International Group, LLP 17.64K (0.06%) 17.64K
Increased by +100.00%
Mar 31, 26
20 MetLife Investment Management, LLC 16.71K (0.05%) 16.71K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 925.20K (2.93%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 575.28K (1.82%) 5.30K
Increased by +0.92%
May 29, 26
3 Fidelity Small Cap Index 274.06K (0.87%) 216.67K
Increased by +79.06%
Mar 31, 26
4 iShares Russell 2000 Growth ETF 147.75K (0.47%) -960.00
Decreased by -0.65%
May 29, 26
5 Vanguard Russell 2000 ETF 140.73K (0.45%) 2.95K
Increased by +2.10%
Apr 30, 26
6 State St Russell Sm/Mid Cp® Indx SL Cl I 93.10K (0.30%) 0.00
Increased by 0.00%
May 31, 26
7 iShares Micro-Cap ETF 71.72K (0.23%) 0.00
Increased by 0.00%
May 29, 26
8 iShares Russell 2000 Value ETF 71.52K (0.23%) 0.00
Increased by 0.00%
May 29, 26
9 State St Russell Sm Cap® Idx SL Cl I 68.77K (0.22%) 0.00
Increased by 0.00%
May 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 65.31K (0.21%) 0.00
Increased by 0.00%
Apr 30, 26
11 Schwab Small Cap Index 61.38K (0.19%) 0.00
Increased by 0.00%
Apr 30, 26
12 NT R2000 Index Fund - NL 59.54K (0.19%) 47.08K
Increased by +79.07%
Mar 31, 26
13 NT R2000 Index Fund - DC - NL - 3 48.76K (0.15%) 38.83K
Increased by +79.64%
Mar 31, 26
14 Russell 2500™ Index Fund F 36.76K (0.12%) 29.33K
Increased by +79.77%
Mar 31, 26
15 Spartan Small Cap Index Pool K 35.70K (0.11%) 28.57K
Increased by +80.02%
Mar 31, 26
16 Fidelity Extended Market Index 35.58K (0.11%) -130.00
Decreased by -0.37%
Apr 30, 26
17 Nuveen Small Cap Blend Idx R6 33.10K (0.10%) 0.00
Increased by 0.00%
Apr 30, 26
18 Russell 2000 Index Non-Lendable Fund E 31.43K (0.10%) 31.43K
Increased by +100.00%
Mar 31, 26
19 Fidelity Nasdaq Composite Index 30.79K (0.10%) 0.00
Increased by 0.00%
Apr 30, 26
20 Russell 2000 Equity Index Fund B 30.19K (0.10%) 29.83K
Increased by +98.81%
Dec 31, 25