Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 0.12%
2 VTWG 0.02%
3 IWO 0.02%
4 VTWO 0.01%
5 IWMW 0.01%
6 IWM 0.01%
7 BBSC 0.01%
8 JKL 0.01%
9 ISCV 0.01%
10 SCHA 0.01%
11 RSSL 0.00%
12 ISCB 0.00%
13 JKJ 0.00%
14 UWM 0.00%
15 SMMD 0.00%
16 URTY 0.00%
17 JKK 0.00%
18 ISCG 0.00%
19 WSML 0.00%
20 AVSC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.50M (6.71%) -18.82K
Decreased by -0.29%
Mar 31, 26
2 Vanguard Group Inc 5.56M (5.74%) 329.53K
Increased by +5.93%
Dec 31, 25
3 Vanguard Capital Management, LLC 4.26M (4.39%) 4.26M
Increased by +100.00%
Mar 31, 26
4 BW Gestao de Investimentos Ltda 3.69M (3.80%) 0.00
Increased by 0.00%
Mar 31, 26
5 United Airlines Holdings Inc 2.65M (2.74%) 0.00
Increased by 0.00%
Mar 31, 26
6 SPX Gestao de Recursos Ltda 2.29M (2.37%) -552.06K
Decreased by -24.07%
Mar 31, 26
7 Geode Capital Management, LLC 2.28M (2.35%) 67.53K
Increased by +2.96%
Mar 31, 26
8 State Street Corp 2.03M (2.09%) 442.79K
Increased by +21.85%
Mar 31, 26
9 Masters Capital Management LLC 2.00M (2.06%) -100.00K
Decreased by -5.00%
Mar 31, 26
10 UBS Group AG 1.87M (1.93%) 1.07M
Increased by +57.29%
Mar 31, 26
11 Jane Street Group LLC 1.59M (1.64%) 1.59M
Increased by +100.00%
Sep 30, 25
12 Ilex Capital Partners (Uk) LLP 1.42M (1.47%) 1.42M
Increased by +100.00%
Sep 30, 25
13 Cooper Creek Partners Management LLC 1.10M (1.13%) -1.29M
Decreased by -117.68%
Mar 31, 26
14 Point72 Asset Management, L.P. 958.92K (0.99%) 603.30K
Increased by +62.91%
Mar 31, 26
15 Charles Schwab Investment Management Inc 828.22K (0.85%) 17.56K
Increased by +2.12%
Mar 31, 26
16 Northern Trust Corp 755.02K (0.78%) 23.27K
Increased by +3.08%
Mar 31, 26
17 AQR Capital Management LLC 717.65K (0.74%) 594.36K
Increased by +82.82%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 700.53K (0.72%) 152.03K
Increased by +21.70%
Mar 31, 26
19 Vanguard Fiduciary Trust Co 676.69K (0.70%) 676.69K
Increased by +100.00%
Mar 31, 26
20 HITE Hedge Asset Management MLP 619.28K (0.64%) 619.28K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2B Strong FIA IE 9.95M (10.27%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 3.02M (3.12%) 0.00
Increased by 0.00%
Apr 30, 26
3 iShares Russell 2000 ETF 2.28M (2.36%) 21.11K
Increased by +0.92%
May 29, 26
4 Vanguard US Total Market Shares ETF 1.83M (1.89%) 1.83M
Increased by +100.00%
Sep 30, 24
5 Larrain Vial SICAV LatAm S&M Cap Eq I 1.18M (1.22%) 1.18M
Increased by +100.00%
Feb 28, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.18%) 0.00
Increased by 0.00%
Apr 30, 26
7 Fidelity Small Cap Index 937.74K (0.97%) 572.00
Increased by +0.06%
Mar 31, 26
8 iShares Russell 2000 Growth ETF 779.13K (0.80%) -5.07K
Decreased by -0.65%
May 29, 26
9 Russell 2000 Equity Index Fund B 595.73K (0.61%) 257.50K
Increased by +43.23%
Dec 31, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 588.00K (0.61%) 0.00
Increased by 0.00%
May 31, 26
11 Fidelity Extended Market Index 555.56K (0.57%) -2.03K
Decreased by -0.37%
Apr 30, 26
12 Vanguard Russell 2000 ETF 483.54K (0.50%) 10.09K
Increased by +2.09%
Apr 30, 26
13 Schwab US Small-Cap ETF™ 480.31K (0.50%) 315.00
Increased by +0.07%
May 30, 26
14 State St Russell Sm Cap® Idx SL Cl I 375.77K (0.39%) 0.00
Increased by 0.00%
May 31, 26
15 State St Russell Sm Cap® Indx SL Cl I 375.77K (0.39%) 163.80K
Increased by +43.59%
Mar 31, 26
16 State St Russell Sm/Mid Cp® Indx NL Cl C 289.90K (0.30%) 0.00
Increased by 0.00%
Apr 30, 25
17 Extended Equity Market Fund B 260.50K (0.27%) 506.00
Increased by +0.19%
Dec 31, 25
18 Extended Equity Market Fund E 260.50K (0.27%) 506.00
Increased by +0.19%
Dec 31, 25
19 Blackrock Extended Mkt Fund CF 259.29K (0.27%) 0.00
Increased by 0.00%
Apr 30, 26
20 BlackRock Extended Equity Market Fund K 220.78K (0.23%) -1.62K
Decreased by -0.73%
Mar 31, 26