Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 0.16%
2 IWO 0.02%
3 VTWG 0.02%
4 ISCG 0.01%
5 JKK 0.01%
6 IWM 0.01%
7 VTWO 0.01%
8 BBSC 0.01%
9 ISCV 0.01%
10 JKJ 0.01%
11 ISCB 0.01%
12 SCHA 0.01%
13 RSSL 0.00%
14 UWM 0.00%
15 URTY 0.00%
16 AVSC 0.00%
17 RYLD 0.00%
18 HDG 0.00%
19 SCHB 0.00%
20 VTHR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.16M (6.23%) 291.39K
Increased by +9.22%
Mar 31, 25
2 Vanguard Group Inc 3.03M (5.98%) 27.67K
Increased by +0.91%
Mar 31, 25
3 Masters Capital Management LLC 2.05M (4.04%) 350.00K
Increased by +17.07%
Mar 31, 25
4 Geode Capital Management, LLC 1.15M (2.27%) 54.41K
Increased by +4.73%
Mar 31, 25
5 State Street Corp 856.08K (1.69%) 166.03K
Increased by +19.39%
Mar 31, 25
6 Northern Trust Corp 436.31K (0.86%) 16.31K
Increased by +3.74%
Mar 31, 25
7 Charles Schwab Investment Management Inc 431.63K (0.85%) 23.35K
Increased by +5.41%
Mar 31, 25
8 American Century Companies Inc 379.69K (0.75%) 352.42K
Increased by +92.82%
Mar 31, 25
9 State Street Corporation 348.22K (0.69%) 61.15K
Increased by +17.56%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 292.25K (0.58%) -50.90K
Decreased by -17.42%
Mar 31, 25
11 Millennium Management LLC 264.78K (0.52%) 239.02K
Increased by +90.27%
Dec 31, 24
12 UBS Group AG 217.88K (0.43%) 203.58K
Increased by +93.44%
Dec 31, 24
13 Legal & General Group PLC 157.23K (0.31%) 151.68K
Increased by +96.47%
Mar 31, 25
14 Goldman Sachs Group Inc 148.46K (0.29%) -25.82K
Decreased by -17.39%
Mar 31, 25
15 Swiss National Bank 115.40K (0.23%) 115.40K
Increased by +100.00%
Mar 31, 25
16 Bank of New York Mellon Corp 110.29K (0.22%) 7.22K
Increased by +6.55%
Mar 31, 25
17 Nuveen Asset Management, LLC 94.13K (0.19%) 58.12K
Increased by +61.74%
Dec 31, 24
18 Connective Capital Management LLC 91.96K (0.18%) 91.96K
Increased by +100.00%
Dec 31, 24
19 JPMorgan Chase & Co 75.15K (0.15%) -111.31K
Decreased by -148.11%
Mar 31, 25
20 Barclays PLC 69.38K (0.14%) -11.63K
Decreased by -16.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2B Strong FIA IE 9.00M (17.75%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.83M (3.62%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.83M (3.62%) 1.83M
Increased by +100.00%
Sep 30, 24
4 iShares Russell 2000 ETF 1.26M (2.48%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 764.14K (1.51%) 28.65K
Increased by +3.75%
Apr 30, 25
6 Fidelity Small Cap Index 523.33K (1.03%) 16.95K
Increased by +3.24%
Mar 31, 25
7 iShares Russell 2000 Growth ETF 457.31K (0.90%) 0.00
Increased by 0.00%
May 31, 25
8 State St Russell Sm/Mid Cp® Indx NL Cl C 289.90K (0.57%) 0.00
Increased by 0.00%
Apr 30, 25
9 State St Russell Sm/Mid Cp® Indx SL Cl I 289.90K (0.57%) 0.00
Increased by 0.00%
May 31, 25
10 Fidelity Extended Market Index 278.10K (0.55%) -2.66K
Decreased by -0.96%
Apr 30, 25
11 Vanguard Russell 2000 ETF 260.13K (0.51%) 14.48K
Increased by +5.56%
Apr 30, 25
12 Avantis US Small Cap Value ETF 256.38K (0.51%) -3.01K
Decreased by -1.18%
May 31, 25
13 Schwab US Small-Cap ETF™ 246.20K (0.49%) -629.00
Decreased by -0.26%
May 31, 25
14 Fidelity® Small Cap Index 174.45K (0.34%) 4.37K
Increased by +2.51%
Oct 31, 23
15 Fidelity® Extended Market Index 156.87K (0.31%) 2.51K
Increased by +1.60%
Nov 30, 23
16 Schwab Small Cap Index 131.07K (0.26%) 0.00
Increased by 0.00%
Apr 30, 25
17 NT R2000 Growth Index Fund - NL 126.03K (0.25%) 85.29K
Increased by +67.67%
Dec 31, 24
18 NT R2000 Index Fund - NL 123.76K (0.24%) 3.61K
Increased by +2.92%
Mar 31, 25
19 NT R2000 Growth Index Fund - L 109.65K (0.22%) 46.28K
Increased by +42.20%
Dec 31, 24
20 Northern Trust Russell 2000 Growth Index 109.65K (0.22%) 46.28K
Increased by +42.20%
Dec 31, 24