Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.03%
2 IWM 0.01%
3 IWMW 0.01%
4 VTWG 0.01%
5 VTWO 0.01%
6 SMMD 0.00%
7 IWN 0.00%
8 ITDJ 0.00%
9 ITDI 0.00%
10 ITDH 0.00%
11 ITDG 0.00%
12 ITDF 0.00%
13 ITDE 0.00%
14 ITDD 0.00%
15 ITDC 0.00%
16 ITDB 0.00%
17 IRTR 0.00%
18 VTI 0.00%
19 VTHR 0.00%
20 VTWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 993.91K (3.90%) 90.85K
Increased by +9.14%
Mar 31, 26
2 Geode Capital Management, LLC 411.29K (1.61%) 93.58K
Increased by +22.75%
Mar 31, 26
3 Vanguard Group Inc 358.93K (1.41%) -80.88K
Decreased by -22.53%
Dec 31, 25
4 State Street Corp 212.51K (0.83%) 58.69K
Increased by +27.62%
Mar 31, 26
5 Vanguard Capital Management, LLC 179.34K (0.70%) 179.34K
Increased by +100.00%
Mar 31, 26
6 Northern Trust Corp 122.38K (0.48%) 17.11K
Increased by +13.98%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 102.83K (0.40%) 102.83K
Increased by +100.00%
Mar 31, 26
8 Vanguard Fiduciary Trust Co 96.69K (0.38%) 96.69K
Increased by +100.00%
Mar 31, 26
9 Wealth Enhancement Advisory Services, LLC 51.03K (0.20%) 293.00
Increased by +0.57%
Mar 31, 26
10 Charles Schwab Investment Management Inc 46.43K (0.18%) 2.60K
Increased by +5.59%
Mar 31, 26
11 The Goldman Sachs Group Inc 44.19K (0.17%) 30.16K
Increased by +68.24%
Mar 31, 26
12 AllGen Financial Advisors, Inc. 43.17K (0.17%) 0.00
Increased by 0.00%
Dec 31, 25
13 Bank of New York Mellon Corp 29.07K (0.11%) 225.00
Increased by +0.77%
Mar 31, 26
14 UBS Group AG 27.14K (0.11%) -3.39K
Decreased by -12.49%
Mar 31, 26
15 Bank of America Corp 22.91K (0.09%) -3.00K
Decreased by -13.10%
Mar 31, 26
16 HighTower Advisors, LLC 21.03K (0.08%) 2.03K
Increased by +9.64%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 18.87K (0.07%) -7.96K
Decreased by -42.20%
Mar 31, 26
18 Nuveen, LLC 17.62K (0.07%) 0.00
Increased by 0.00%
Mar 31, 26
19 Millennium Management LLC 13.94K (0.05%) 13.94K
Increased by +100.00%
Mar 31, 26
20 Citadel Advisors Llc 11.22K (0.04%) 11.22K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 369.69K (1.45%) 3.43K
Increased by +0.93%
May 29, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 179.34K (0.70%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity Small Cap Index 171.73K (0.67%) 53.97K
Increased by +31.43%
Mar 31, 26
4 iShares Russell 2000 Growth ETF 105.39K (0.41%) -685.00
Decreased by -0.65%
May 29, 26
5 Vanguard Russell 2000 ETF 87.92K (0.34%) 1.84K
Increased by +2.10%
Apr 30, 26
6 Fidelity Extended Market Index 87.36K (0.34%) -319.00
Decreased by -0.37%
Apr 30, 26
7 Russell 2000 Equity Index Fund B 85.97K (0.34%) 85.97K
Increased by +100.00%
Dec 31, 25
8 State St Russell Sm Cap® Idx SL Cl I 50.40K (0.20%) 0.00
Increased by 0.00%
May 31, 26
9 State St Russell Sm/Mid Cp® Indx SL Cl I 44.55K (0.17%) 0.00
Increased by 0.00%
May 31, 26
10 Extended Equity Market Fund B 40.45K (0.16%) 40.45K
Increased by +100.00%
Dec 31, 25
11 Extended Equity Market Fund E 40.45K (0.16%) 40.45K
Increased by +100.00%
Dec 31, 25
12 Blackrock Extended Mkt Fund CF 40.27K (0.16%) 0.00
Increased by 0.00%
Apr 30, 26
13 Schwab Small Cap Index 38.42K (0.15%) 0.00
Increased by 0.00%
Apr 30, 26
14 iShares Russell 2000 Value ETF 37.94K (0.15%) 0.00
Increased by 0.00%
May 29, 26
15 BlackRock Extended Equity Market Fund K 34.29K (0.13%) -251.00
Decreased by -0.73%
Mar 31, 26
16 NT R2000 Index Fund - NL 32.34K (0.13%) 181.00
Increased by +0.56%
Mar 31, 26
17 Fidelity Total Market Index 30.34K (0.12%) 0.00
Increased by 0.00%
Apr 30, 26
18 NT R2000 Index Fund - DC - NL - 3 26.49K (0.10%) 865.00
Increased by +3.27%
Mar 31, 26
19 Fidelity Series Total Market Index 24.67K (0.10%) 0.00
Increased by 0.00%
Apr 30, 26
20 iShares Russell 2000 Small-Cap Idx Instl 24.66K (0.10%) 0.00
Increased by 0.00%
Apr 30, 26