Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 IWO 0.00%
3 IWM 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Alyeska Investment Group, L.P. 744.42K (5.96%) 744.42K
Increased by +100.00%
Dec 31, 25
2 Goldman Sachs Group Inc 347.03K (2.78%) 297.09K
Increased by +85.61%
Jun 30, 24
3 State Street Corporation 268.92K (2.15%) 0.00
Increased by 0.00%
Mar 31, 24
4 Essex Investment Management Company, LLC 196.01K (1.57%) 196.01K
Increased by +100.00%
Dec 31, 25
5 Vanguard Group Inc 159.89K (1.28%) 140.28K
Increased by +87.74%
Dec 31, 25
6 Renaissance Technologies Corp 122.90K (0.98%) 122.90K
Increased by +100.00%
Jun 30, 25
7 Koshinski Asset Management Inc 120.00K (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
8 Jane Street Group LLC 86.76K (0.69%) 86.76K
Increased by +100.00%
Dec 31, 25
9 Bridgeway Capital Management, LLC 82.40K (0.66%) 50.00K
Increased by +60.68%
Sep 30, 23
10 Y-Intercept (Hong Kong) Ltd 76.69K (0.61%) 76.69K
Increased by +100.00%
Jun 30, 24
11 Susquehanna International Group, LLP 70.12K (0.56%) 2.41K
Increased by +3.44%
Sep 30, 24
12 Northern Trust Corp 67.86K (0.54%) 67.86K
Increased by +100.00%
Sep 30, 25
13 AllianceBernstein L.P. 65.66K (0.53%) 0.00
Increased by 0.00%
Mar 31, 24
14 Charles Schwab Investment Management Inc 64.70K (0.52%) 0.00
Increased by 0.00%
Mar 31, 24
15 Nuveen Asset Management, LLC 64.39K (0.52%) 0.00
Increased by 0.00%
Mar 31, 24
16 Geode Capital Management, LLC 63.24K (0.51%) 38.41K
Increased by +60.73%
Dec 31, 25
17 Legato Capital Management LLC 60.14K (0.48%) 60.14K
Increased by +100.00%
Dec 31, 25
18 Centiva Capital LP 54.00K (0.43%) 54.00K
Increased by +100.00%
Jun 30, 24
19 J.Derek Lewis & Associates Inc 53.00K (0.42%) 53.00K
Increased by +100.00%
Dec 31, 25
20 Bank of New York Mellon Corp 52.83K (0.42%) 4.13K
Increased by +7.82%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 610.20K (4.88%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Russell 2000 ETF 606.15K (4.85%) -11.06K
Decreased by -1.82%
Jan 31, 24
3 Fidelity Small Cap Index 283.67K (2.27%) 0.00
Increased by 0.00%
May 31, 24
4 iShares Russell 2000 Growth ETF 237.05K (1.90%) 278.00
Increased by +0.12%
Jan 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 106.32K (0.85%) 0.00
Increased by 0.00%
Feb 28, 26
6 Vanguard Russell 2000 ETF 92.73K (0.74%) 2.12K
Increased by +2.28%
Jan 31, 24
7 Bridgeway Ultra-Small Company Market 82.40K (0.66%) 50.00K
Increased by +60.68%
Sep 30, 23
8 NT R2000 Growth Index Fund - NL 82.01K (0.66%) 0.00
Increased by 0.00%
Dec 31, 23
9 State St Russell Sm/Mid Cp® Indx NL Cl C 80.33K (0.64%) -28.76K
Decreased by -35.81%
Jun 30, 24
10 NT R2000 Index Fund - NL 78.72K (0.63%) 61.00
Increased by +0.08%
Mar 31, 24
11 Schwab Small Cap Index 64.70K (0.52%) 0.00
Increased by 0.00%
Jan 31, 24
12 Fidelity Extended Market Index 63.06K (0.50%) -229.00
Decreased by -0.36%
Feb 28, 26
13 NT R2000 Index Fund - DC - NL - 2 62.51K (0.50%) 570.00
Increased by +0.91%
Mar 31, 24
14 iShares Micro-Cap ETF 60.51K (0.48%) 0.00
Increased by 0.00%
Jan 31, 24
15 Vanguard Total Stock Mkt Idx Inv 58.46K (0.47%) -11.23K
Decreased by -19.20%
Mar 31, 25
16 State St Russell Sm Cap® Indx SL Cl I 55.50K (0.44%) 0.00
Increased by 0.00%
Jan 31, 24
17 Russell 2000 Index Non-Lendable Fund E 50.67K (0.41%) -60.00
Decreased by -0.12%
Dec 31, 23
18 BlackRock Russell 2500™ Index F 50.62K (0.41%) -3.00
Decreased by -0.01%
Dec 31, 23
19 iShares Russell 2000 Small-Cap Idx Instl 50.62K (0.41%) 0.00
Increased by 0.00%
Dec 31, 23
20 NT R2000 Growth Index Fund - L 50.02K (0.40%) 0.00
Increased by 0.00%
Jun 30, 24