Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 0.11%
2 VTWG 0.02%
3 IWO 0.01%
4 VTWO 0.01%
5 BBSC 0.01%
6 JKK 0.01%
7 ISCG 0.01%
8 IWM 0.01%
9 ISCV 0.01%
10 SCHA 0.01%
11 RSSL 0.00%
12 WSML 0.00%
13 ISCB 0.00%
14 JKJ 0.00%
15 UWM 0.00%
16 URTY 0.00%
17 AVSC 0.00%
18 RYLD 0.00%
19 HDG 0.00%
20 SCHB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.16M (3.62%) 291.39K
Increased by +9.22%
Mar 31, 25
2 Vanguard Group Inc 2.40M (2.75%) -628.70K
Decreased by -26.17%
Jun 30, 25
3 Masters Capital Management LLC 2.00M (2.29%) -50.00K
Decreased by -2.50%
Jun 30, 25
4 Geode Capital Management, LLC 1.15M (1.32%) 54.41K
Increased by +4.73%
Mar 31, 25
5 State Street Corp 856.08K (0.98%) 166.03K
Increased by +19.39%
Mar 31, 25
6 Charles Schwab Investment Management Inc 460.99K (0.53%) 29.36K
Increased by +6.37%
Jun 30, 25
7 Northern Trust Corp 436.31K (0.50%) 16.31K
Increased by +3.74%
Mar 31, 25
8 State Street Corporation 348.22K (0.40%) 61.15K
Increased by +17.56%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 292.25K (0.33%) -50.90K
Decreased by -17.42%
Mar 31, 25
10 Sagil Capital LLP 278.10K (0.32%) 278.10K
Increased by +100.00%
Jun 30, 25
11 Millennium Management LLC 264.78K (0.30%) 239.02K
Increased by +90.27%
Dec 31, 24
12 Pinnacle Associates Inc 226.94K (0.26%) 184.31K
Increased by +81.21%
Jun 30, 25
13 UBS Group AG 172.51K (0.20%) -45.37K
Decreased by -26.30%
Mar 31, 25
14 Legal & General Group PLC 165.34K (0.19%) 8.11K
Increased by +4.90%
Jun 30, 25
15 American Century Companies Inc 148.74K (0.17%) -230.96K
Decreased by -155.28%
Jun 30, 25
16 Goldman Sachs Group Inc 148.46K (0.17%) -25.82K
Decreased by -17.39%
Mar 31, 25
17 Swiss National Bank 115.40K (0.13%) 0.00
Increased by 0.00%
Jun 30, 25
18 Bank of New York Mellon Corp 110.29K (0.13%) 7.22K
Increased by +6.55%
Mar 31, 25
19 Nuveen Asset Management, LLC 94.13K (0.11%) 58.12K
Increased by +61.74%
Dec 31, 24
20 Nuveen, LLC 94.13K (0.11%) 94.13K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2B Strong FIA IE 9.00M (10.30%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.83M (2.10%) 1.83M
Increased by +100.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.21M (1.38%) -22.89K
Decreased by -1.90%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.14M (1.31%) -690.30K
Decreased by -60.31%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 768.97K (0.88%) 4.82K
Increased by +0.63%
Jun 30, 25
6 Fidelity Small Cap Index 534.37K (0.61%) 0.00
Increased by 0.00%
May 31, 25
7 iShares Russell 2000 Growth ETF 450.05K (0.52%) 0.00
Increased by 0.00%
Jul 31, 25
8 State St Russell Sm/Mid Cp® Indx NL Cl C 289.90K (0.33%) 0.00
Increased by 0.00%
Apr 30, 25
9 State St Russell Sm/Mid Cp® Indx SL Cl I 289.90K (0.33%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity Extended Market Index 276.14K (0.32%) -721.00
Decreased by -0.26%
Jun 30, 25
11 Vanguard Russell 2000 ETF 259.96K (0.30%) -2.51K
Decreased by -0.97%
Jun 30, 25
12 Schwab US Small-Cap ETF™ 244.50K (0.28%) -119.00
Decreased by -0.05%
Jul 31, 25
13 State St Russell Sm Cap® Indx SL Cl I 180.17K (0.21%) 0.00
Increased by 0.00%
Jul 31, 25
14 Fidelity® Small Cap Index 174.45K (0.20%) 4.37K
Increased by +2.51%
Oct 31, 23
15 Fidelity® Extended Market Index 156.87K (0.18%) 2.51K
Increased by +1.60%
Nov 30, 23
16 Avantis US Small Cap Value ETF 151.39K (0.17%) -33.45K
Decreased by -22.09%
Jun 28, 25
17 Schwab Small Cap Index 130.03K (0.15%) -1.04K
Decreased by -0.80%
Jun 30, 25
18 NT R2000 Growth Index Fund - NL 126.03K (0.14%) 85.29K
Increased by +67.67%
Dec 31, 24
19 NT R2000 Index Fund - NL 121.83K (0.14%) -1.94K
Decreased by -1.59%
Jun 30, 25
20 NT R2000 Growth Index Fund - L 109.65K (0.13%) 46.28K
Increased by +42.20%
Dec 31, 24