Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 0.04%
2 IWC 0.04%
3 JSMD 0.02%
4 GSSC 0.02%
5 EES 0.02%
6 IWN 0.01%
7 DES 0.01%
8 VTWV 0.01%
9 VTWO 0.01%
10 RSSL 0.01%
11 IWMW 0.01%
12 IWM 0.01%
13 UWM 0.01%
14 URTY 0.00%
15 RYLD 0.00%
16 SMMD 0.00%
17 HDG 0.00%
18 AVSC 0.00%
19 DFAS 0.00%
20 AVUV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 302.45K (6.80%) 6.09K
Increased by +2.01%
Mar 31, 26
2 Vanguard Group Inc 250.21K (5.63%) 2.69K
Increased by +1.08%
Dec 31, 25
3 Vanguard Capital Management, LLC 194.70K (4.38%) 194.70K
Increased by +100.00%
Mar 31, 26
4 Geode Capital Management, LLC 113.14K (2.54%) -1.12K
Decreased by -0.99%
Mar 31, 26
5 Fidelity D & D Bancorp Inc 99.27K (2.23%) 965.00
Increased by +0.97%
Mar 31, 26
6 State Street Corp 75.53K (1.70%) 1.00K
Increased by +1.32%
Mar 31, 26
7 State Street Corporation 68.61K (1.54%) 598.00
Increased by +0.87%
Mar 31, 24
8 Siena Capital Management, LLC 45.28K (1.02%) 23.91K
Increased by +52.82%
Mar 31, 26
9 Creative Planning Inc 41.10K (0.92%) 64.00
Increased by +0.16%
Mar 31, 26
10 Kistler-Tiffany Companies, LLC 40.52K (0.91%) 0.00
Increased by 0.00%
Jun 30, 23
11 Commonwealth Equity Services Inc 37.24K (0.84%) 9.66K
Increased by +25.93%
Mar 31, 26
12 LIBERTY SQUARE WEALTH PARTNERS LLC 36.24K (0.82%) 0.00
Increased by 0.00%
Mar 31, 26
13 The Goldman Sachs Group Inc 35.81K (0.81%) 9.06K
Increased by +25.32%
Mar 31, 26
14 Northern Trust Corp 35.12K (0.79%) 2.85K
Increased by +8.11%
Mar 31, 26
15 Bank of New York Mellon Corp 29.57K (0.67%) -5.03K
Decreased by -17.01%
Mar 31, 26
16 Vanguard Fiduciary Trust Co 29.56K (0.66%) 29.56K
Increased by +100.00%
Mar 31, 26
17 Quantinno Capital Management LP 28.43K (0.64%) -2.52K
Decreased by -8.86%
Mar 31, 26
18 Vanguard Portfolio Management, LLC 27.51K (0.62%) 27.51K
Increased by +100.00%
Mar 31, 26
19 Stifel Financial Corp 23.84K (0.54%) 1.00K
Increased by +4.19%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 19.34K (0.43%) 2.82K
Increased by +14.58%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 136.09K (3.06%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 120.17K (2.70%) 1.09K
Increased by +0.91%
May 29, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 51.53K (1.16%) 0.00
Increased by 0.00%
Apr 30, 26
4 Fidelity Small Cap Index 47.25K (1.06%) -925.00
Decreased by -1.96%
Mar 31, 26
5 Fidelity® Small Cap Index 43.86K (0.99%) 373.00
Increased by +0.85%
Oct 31, 23
6 iShares Russell 2000 Value ETF 40.44K (0.91%) 0.00
Increased by 0.00%
May 29, 26
7 Russell 2000 Equity Index Fund B 32.23K (0.73%) -15.00
Decreased by -0.05%
Dec 31, 25
8 Fidelity® Extended Market Index 24.65K (0.55%) 421.00
Increased by +1.71%
Nov 30, 23
9 Vanguard Russell 2000 ETF 23.98K (0.54%) 492.00
Increased by +2.05%
Apr 30, 26
10 Fidelity Extended Market Index 23.63K (0.53%) -86.00
Decreased by -0.36%
Apr 30, 26
11 State St Russell Sm Cap® Idx SL Cl I 18.20K (0.41%) 0.00
Increased by 0.00%
May 31, 26
12 State St Russell Sm Cap® Indx SL Cl I 18.20K (0.41%) 700.00
Increased by +3.85%
Mar 31, 26
13 iShares Micro-Cap ETF 12.36K (0.28%) 0.00
Increased by 0.00%
May 29, 26
14 BlackRock Extended Mkt Composite 11.19K (0.25%) 3.40K
Increased by +30.36%
Sep 30, 23
15 Extended Equity Market Fund B 11.12K (0.25%) -5.00
Decreased by -0.04%
Dec 31, 25
16 Extended Equity Market Fund E 11.12K (0.25%) -5.00
Decreased by -0.04%
Dec 31, 25
17 Blackrock Extended Mkt Fund CF 11.06K (0.25%) 0.00
Increased by 0.00%
Apr 30, 26
18 NT R2000 Value Index Fund - NL 11.04K (0.25%) -501.00
Decreased by -4.54%
Dec 31, 24
19 State St Russell Sm/Mid Cp® Indx SL Cl I 10.29K (0.23%) 0.00
Increased by 0.00%
May 31, 26
20 Schwab Small Cap Index 10.29K (0.23%) 0.00
Increased by 0.00%
Apr 30, 26