Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 0.12%
2 IWO 0.02%
3 VTWO 0.01%
4 VTWG 0.01%
5 IWM 0.01%
6 BBSC 0.01%
7 ISCV 0.01%
8 SCHA 0.01%
9 RSSL 0.00%
10 UWM 0.00%
11 JKJ 0.00%
12 ISCB 0.00%
13 URTY 0.00%
14 AVSC 0.00%
15 RYLD 0.00%
16 HDG 0.00%
17 SCHB 0.00%
18 VTHR 0.00%
19 VTI 0.00%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.00M (5.95%) -38.35K
Decreased by -1.28%
Dec 31, 24
2 BlackRock Inc 2.87M (5.68%) 1.13M
Increased by +39.21%
Dec 31, 24
3 Masters Capital Management LLC 1.70M (3.37%) 500.00K
Increased by +29.41%
Dec 31, 24
4 Geode Capital Management, LLC 1.10M (2.17%) 246.86K
Increased by +22.51%
Dec 31, 24
5 State Street Corp 690.05K (1.37%) 311.93K
Increased by +45.20%
Dec 31, 24
6 Northern Trust Corp 420.00K (0.83%) 198.63K
Increased by +47.29%
Dec 31, 24
7 Charles Schwab Investment Management Inc 408.27K (0.81%) 75.54K
Increased by +18.50%
Dec 31, 24
8 State Street Corporation 348.22K (0.69%) 61.15K
Increased by +17.56%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 343.15K (0.68%) -30.93K
Decreased by -9.01%
Dec 31, 24
10 Millennium Management LLC 264.78K (0.52%) 239.02K
Increased by +90.27%
Dec 31, 24
11 UBS Group AG 217.88K (0.43%) 203.58K
Increased by +93.44%
Dec 31, 24
12 JPMorgan Chase & Co 186.46K (0.37%) 108.80K
Increased by +58.35%
Dec 31, 24
13 Goldman Sachs Group Inc 174.28K (0.35%) 128.31K
Increased by +73.62%
Dec 31, 24
14 Bank of New York Mellon Corp 103.07K (0.20%) 42.34K
Increased by +41.08%
Dec 31, 24
15 Nuveen Asset Management, LLC 94.13K (0.19%) 58.12K
Increased by +61.74%
Dec 31, 24
16 Connective Capital Management LLC 91.96K (0.18%) 91.96K
Increased by +100.00%
Dec 31, 24
17 Barclays PLC 81.02K (0.16%) 37.09K
Increased by +45.77%
Dec 31, 24
18 STRS OHIO 50.00K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
19 Bank of America Corp 47.12K (0.09%) 9.19K
Increased by +19.50%
Dec 31, 24
20 Blair William & Co 47.02K (0.09%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2B Strong FIA IE 9.00M (17.82%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.83M (3.63%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.83M (3.63%) 1.83M
Increased by +100.00%
Sep 30, 24
4 iShares Russell 2000 ETF 1.24M (2.46%) 210.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 735.49K (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
6 Fidelity Small Cap Index 506.38K (1.00%) 9.52K
Increased by +1.88%
Feb 28, 25
7 iShares Russell 2000 Growth ETF 471.85K (0.93%) 0.00
Increased by 0.00%
Apr 30, 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%
Mar 31, 25
10 Fidelity Extended Market Index 280.75K (0.56%) 5.12K
Increased by +1.82%
Mar 31, 25
11 Avantis US Small Cap Value ETF 280.62K (0.56%) 0.00
Increased by 0.00%
Apr 30, 25
12 Schwab US Small-Cap ETF™ 247.12K (0.49%) -119.00
Decreased by -0.05%
Apr 30, 25
13 Vanguard Russell 2000 ETF 245.66K (0.49%) 14.23K
Increased by +5.79%
Mar 31, 25
14 Fidelity® Small Cap Index 174.45K (0.35%) 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%) 8.41K
Increased by +6.42%
Mar 31, 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 (0.25%) 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