Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 0.06%
2 IWC 0.04%
3 GSSC 0.04%
4 JSMD 0.03%
5 EBIT 0.02%
6 RTLA 0.01%
7 VTWG 0.01%
8 VTWO 0.01%
9 RSSL 0.01%
10 IWO 0.01%
11 IWMW 0.01%
12 IWM 0.01%
13 UWM 0.01%
14 IWN 0.00%
15 URTY 0.00%
16 AVSC 0.00%
17 FNCL 0.00%
18 SMMD 0.00%
19 RYLD 0.00%
20 DFAS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 678.23K (9.81%) -10.57K
Decreased by -1.56%
Mar 31, 26
2 FMR Inc 677.10K (9.79%) -231.54K
Decreased by -34.20%
Dec 31, 24
3 Vanguard Group Inc 371.00K (5.36%) 1.52K
Increased by +0.41%
Dec 31, 25
4 Vanguard Capital Management, LLC 298.15K (4.31%) 298.15K
Increased by +100.00%
Mar 31, 26
5 Geode Capital Management, LLC 166.92K (2.41%) -3.61K
Decreased by -2.17%
Mar 31, 26
6 State Street Corp 128.80K (1.86%) 401.00
Increased by +0.31%
Mar 31, 26
7 UBS Group AG 120.99K (1.75%) 83.60K
Increased by +69.10%
Mar 31, 25
8 Goss Wealth Management LLC 115.12K (1.66%) 0.00
Increased by 0.00%
Dec 31, 25
9 State Street Corporation 113.65K (1.64%) 950.00
Increased by +0.84%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 92.61K (1.34%) 1.01K
Increased by +1.09%
Mar 31, 26
11 Covalent Partners LLC 69.00K (1.00%) 6.00K
Increased by +8.70%
Mar 31, 26
12 The Goldman Sachs Group Inc 68.19K (0.99%) 1.82K
Increased by +2.67%
Mar 31, 26
13 Angel Oak Capital Advisors, LLC 61.00K (0.88%) 1.00K
Increased by +1.64%
Mar 31, 26
14 Stifel Financial Corp 59.44K (0.86%) 0.00
Increased by 0.00%
Sep 30, 25
15 Marshall Wace Asset Management Ltd 54.31K (0.79%) -147.81K
Decreased by -272.14%
Jun 30, 25
16 Vanguard Fiduciary Trust Co 52.42K (0.76%) 52.42K
Increased by +100.00%
Mar 31, 26
17 Renaissance Technologies Corp 51.00K (0.74%) 1.30K
Increased by +2.55%
Mar 31, 26
18 Northern Trust Corp 50.97K (0.74%) 1.62K
Increased by +3.17%
Mar 31, 26
19 LPL Financial Corp 42.90K (0.62%) 7.00
Increased by +0.02%
Mar 31, 26
20 HSBC Holdings PLC 42.42K (0.61%) -41.38K
Decreased by -97.54%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Global Bargain Growth Stocks MF 315.20K (4.56%) -19.55K
Decreased by -6.20%
Aug 21, 23
2 Vanguard US Total Market Shares ETF 210.70K (3.05%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity® Series Intrinsic Opps 209.63K (3.03%) -3.44K
Decreased by -1.64%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 205.50K (2.97%) 0.00
Increased by 0.00%
Apr 30, 26
5 iShares Russell 2000 ETF 174.91K (2.53%) 1.61K
Increased by +0.92%
May 29, 26
6 Fidelity Global Value Growth Eq MF 167.57K (2.42%) -55.89K
Decreased by -33.35%
Feb 20, 25
7 Strategic Advisers® Fidelity US TtlStk 142.98K (2.07%) -9.10K
Decreased by -6.36%
Nov 30, 23
8 Fidelity Low-Priced Stock 130.97K (1.89%) -5.72K
Decreased by -4.37%
Feb 28, 25
9 Fidelity Series Intrinsic Opps 103.90K (1.50%) -4.30K
Decreased by -4.14%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 85.48K (1.24%) 0.00
Increased by 0.00%
Apr 30, 26
11 Strategic Advisers Fidelity US TtlStk 68.90K (1.00%) -3.20K
Decreased by -4.64%
Feb 28, 25
12 Fidelity Small Cap Index 68.03K (0.98%) -2.63K
Decreased by -3.87%
Mar 31, 26
13 Fidelity® Small Cap Index 64.09K (0.93%) 604.00
Increased by +0.94%
Oct 31, 23
14 Russell 2000 Equity Index Fund B 43.04K (0.62%) -22.00
Decreased by -0.05%
Dec 31, 25
15 Fidelity NorthStar Sr F 35.78K (0.52%) -6.60K
Decreased by -18.45%
Dec 31, 24
16 Fidelity® Extended Market Index 35.61K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Russell 2000 ETF 35.39K (0.51%) 738.00
Increased by +2.09%
Apr 30, 26
18 iShares Russell 2000 Growth ETF 34.85K (0.50%) -225.00
Decreased by -0.65%
May 29, 26
19 State St Russell Sm/Mid Cp® Indx SL Cl I 33.46K (0.48%) 0.00
Increased by 0.00%
May 31, 26
20 Fidelity Extended Market Index 32.33K (0.47%) -118.00
Decreased by -0.36%
Apr 30, 26