Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.06%
2 JSML 0.04%
3 JSMD 0.02%
4 GSSC 0.02%
5 VTWV 0.02%
6 EES 0.02%
7 IWN 0.02%
8 DES 0.01%
9 VTWO 0.01%
10 RSSL 0.01%
11 IWM 0.01%
12 UWM 0.01%
13 URTY 0.00%
14 RYLD 0.00%
15 HDG 0.00%
16 AVSC 0.00%
17 DFAS 0.00%
18 AVUV 0.00%
19 IWV 0.00%
20 DFUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 292.77K (6.24%) -8.47K
Decreased by -2.89%
Mar 31, 25
2 Vanguard Group Inc 256.14K (5.46%) -585.00
Decreased by -0.23%
Mar 31, 25
3 Geode Capital Management, LLC 112.22K (2.39%) 2.66K
Increased by +2.37%
Mar 31, 25
4 Fidelity D & D Bancorp Inc 99.40K (2.12%) -93.36K
Decreased by -93.92%
Mar 31, 25
5 State Street Corp 73.33K (1.56%) -1.24K
Decreased by -1.69%
Mar 31, 25
6 State Street Corporation 68.61K (1.46%) 598.00
Increased by +0.87%
Mar 31, 24
7 Creative Planning Inc 40.80K (0.87%) 11.00
Increased by +0.03%
Mar 31, 25
8 Kistler-Tiffany Companies, LLC 40.52K (0.86%) 0.00
Increased by 0.00%
Jun 30, 23
9 Northern Trust Corp 37.97K (0.81%) -128.00
Decreased by -0.34%
Mar 31, 25
10 LIBERTY SQUARE WEALTH PARTNERS LLC 36.41K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
11 Bank of New York Mellon Corp 29.17K (0.62%) -190.00
Decreased by -0.65%
Mar 31, 25
12 Commonwealth Equity Services Inc 27.06K (0.58%) -1.11K
Decreased by -4.11%
Mar 31, 25
13 Stifel Financial Corp 22.84K (0.49%) 0.00
Increased by 0.00%
Mar 31, 25
14 GAMMA Investing LLC 16.27K (0.35%) 16.22K
Increased by +99.72%
Mar 31, 25
15 Jacobi Capital Management, LLC 16.04K (0.34%) -5.86K
Decreased by -36.56%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 14.70K (0.31%) 248.00
Increased by +1.69%
Mar 31, 25
17 Charles Schwab Investment Management Inc 13.71K (0.29%) 684.00
Increased by +4.99%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 13.24K (0.28%) -1.60K
Decreased by -12.12%
Dec 31, 24
19 Citadel Advisors Llc 12.81K (0.27%) 1.17K
Increased by +9.13%
Mar 31, 25
20 Goldman Sachs Group Inc 11.71K (0.25%) -4.53K
Decreased by -38.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 139.00K (2.96%) 0.00
Increased by 0.00%
May 31, 25
2 iShares Russell 2000 ETF 127.92K (2.72%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 81.51K (1.74%) 0.00
Increased by 0.00%
May 31, 25
4 Fidelity Small Cap Index 47.83K (1.02%) 381.00
Increased by +0.80%
Mar 31, 25
5 iShares Russell 2000 Value ETF 43.91K (0.94%) 0.00
Increased by 0.00%
May 31, 25
6 Fidelity® Small Cap Index 43.86K (0.93%) 373.00
Increased by +0.85%
Oct 31, 23
7 Fidelity Extended Market Index 26.18K (0.56%) -250.00
Decreased by -0.95%
Apr 30, 25
8 Fidelity® Extended Market Index 24.65K (0.52%) 421.00
Increased by +1.71%
Nov 30, 23
9 Vanguard Russell 2000 ETF 23.77K (0.51%) 212.00
Increased by +0.89%
May 31, 25
10 State St Russell Sm Cap® Indx SL Cl I 17.60K (0.37%) 0.00
Increased by 0.00%
May 31, 25
11 Schwab Small Cap Index 11.93K (0.25%) 0.00
Increased by 0.00%
May 31, 25
12 NT R2000 Index Fund - NL 11.63K (0.25%) 709.00
Increased by +6.10%
Mar 31, 25
13 BlackRock Extended Mkt Composite 11.19K (0.24%) 3.40K
Increased by +30.36%
Sep 30, 23
14 NT R2000 Value Index Fund - NL 11.04K (0.24%) -501.00
Decreased by -4.54%
Dec 31, 24
15 Xtrackers Russell 2000 ETF 1C 9.82K (0.21%) -98.00
Decreased by -1.00%
Feb 28, 25
16 NT R2000 Value Index Fund - L 9.77K (0.21%) 0.00
Increased by 0.00%
Dec 31, 24
17 Northern Trust Russell 2000 Value Index 9.77K (0.21%) 0.00
Increased by 0.00%
Dec 31, 24
18 BlackRock Extended Equity Market K 9.64K (0.21%) -4.00
Decreased by -0.04%
Sep 30, 24
19 iShares Micro-Cap ETF 9.61K (0.20%) 0.00
Increased by 0.00%
May 31, 25
20 Extended Equity Market Fund K 9.53K (0.20%) 29.00
Increased by +0.30%
Mar 31, 25