Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MEDX 0.85%
2 IWC 0.04%
3 VTWO 0.01%
4 VTWG 0.01%
5 IWO 0.01%
6 IWMW 0.00%
7 IWM 0.00%
8 IWN 0.00%
9 ONEQ 0.00%
10 RSSL 0.00%
11 SMMD 0.00%
12 UWM 0.00%
13 URTY 0.00%
14 HDG 0.00%
15 ITDJ 0.00%
16 ITDI 0.00%
17 ITDH 0.00%
18 ITDG 0.00%
19 ITDF 0.00%
20 ITDE 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.29M (4.85%) 40.88K
Increased by +1.79%
Dec 31, 25
2 Vanguard Capital Management, LLC 1.97M (4.17%) 1.97M
Increased by +100.00%
Mar 31, 26
3 Marshall Wace Asset Management Ltd 1.22M (2.59%) 617.78K
Increased by +50.64%
Mar 31, 26
4 Advisor Group Holdings, Inc. 1.12M (2.38%) 32.08K
Increased by +2.86%
Mar 31, 26
5 BlackRock Inc 799.24K (1.69%) 2.68K
Increased by +0.34%
Mar 31, 26
6 Millennium Management LLC 798.43K (1.69%) 562.93K
Increased by +70.50%
Mar 31, 26
7 Sontag Advisory LLC 721.79K (1.53%) 119.81K
Increased by +16.60%
Mar 31, 26
8 Geode Capital Management, LLC 612.79K (1.30%) 14.71K
Increased by +2.40%
Mar 31, 26
9 Susquehanna International Group, LLP 555.70K (1.18%) 268.78K
Increased by +48.37%
Mar 31, 26
10 Two Sigma Investments LLC 467.06K (0.99%) 450.45K
Increased by +96.44%
Mar 31, 26
11 Commonwealth Equity Services Inc 367.11K (0.78%) 33.02K
Increased by +8.99%
Mar 31, 26
12 Commonwealth Equity Services, LLC 367.11K (0.78%) 33.02K
Increased by +8.99%
Mar 31, 26
13 Vanguard Fiduciary Trust Co 304.24K (0.64%) 304.24K
Increased by +100.00%
Mar 31, 26
14 Citadel Advisors Llc 290.36K (0.62%) 290.36K
Increased by +100.00%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 279.29K (0.59%) 50.95K
Increased by +18.24%
Dec 31, 25
16 LPL Financial Corp 267.20K (0.57%) -58.06K
Decreased by -21.73%
Mar 31, 26
17 Vivaldi Capital Management, LLC 258.58K (0.55%) 54.51K
Increased by +21.08%
Mar 31, 26
18 State Street Corp 258.43K (0.55%) 16.20K
Increased by +6.27%
Mar 31, 26
19 Sovran Advisors, LLC 257.83K (0.55%) 31.96K
Increased by +12.39%
Mar 31, 26
20 Geneos Wealth Management Inc 240.93K (0.51%) -2.40K
Decreased by -1.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.52M (3.22%) 170.00K
Increased by +11.17%
Jun 30, 26
2 Vanguard US Total Market Shares ETF 1.25M (2.64%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 957.15K (2.03%) 5.68K
Increased by +0.59%
Jun 30, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 595.15K (1.26%) 448.00
Increased by +0.08%
Jun 30, 26
5 iShares Russell 2000 Growth ETF 308.69K (0.65%) -1.19K
Decreased by -0.38%
Jun 30, 26
6 Vanguard Russell 2000 ETF 275.02K (0.58%) 275.02K
Increased by +100.00%
Jun 30, 26
7 Fidelity Extended Market Index 271.58K (0.58%) -5.15K
Decreased by -1.90%
May 31, 26
8 Fidelity® Extended Market Index 229.63K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
9 State St Russell Sm Cap® Idx SL Cl I 178.10K (0.38%) 178.10K
Increased by +100.00%
Jun 30, 26
10 iShares Micro-Cap ETF 160.59K (0.34%) 0.00
Increased by 0.00%
Jun 30, 26
11 Fidelity Small Cap Index 142.93K (0.30%) -17.81K
Decreased by -12.46%
May 31, 25
12 Blackrock Extended Mkt Fund CF 127.99K (0.27%) 0.00
Increased by 0.00%
May 31, 26
13 Extended Equity Market Fund B 127.99K (0.27%) 0.00
Increased by 0.00%
Dec 31, 25
14 Extended Equity Market Fund E 127.99K (0.27%) 0.00
Increased by 0.00%
Dec 31, 25
15 iShares Russell 2000 Value ETF 112.21K (0.24%) -774.00
Decreased by -0.69%
Jun 30, 26
16 Extended Equity Market Fund K 108.98K (0.23%) -798.00
Decreased by -0.73%
Mar 31, 26
17 BlackRock Extended Equity Market Fund K 108.78K (0.23%) -199.00
Decreased by -0.18%
Jun 30, 26
18 NT R2000 Index Fund - NL 106.86K (0.23%) 106.86K
Increased by +100.00%
Jun 30, 26
19 BlackRock Extended Mkt Composite 105.58K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity Total Market Index 95.49K (0.20%) 0.00
Increased by 0.00%
May 31, 26