Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 IWO 0.00%
3 RSSL 0.00%
4 UWM 0.00%
5 URTY 0.00%
6 IWM 0.00%
7 HDG 0.00%
8 VTWG 0.00%
9 VTWO 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.20M (5.48%) 624.00
Increased by +0.05%
Mar 31, 25
2 Geode Capital Management, LLC 679.50K (3.10%) 56.00K
Increased by +8.24%
Mar 31, 25
3 Vanguard Group Inc 547.37K (2.50%) -10.82K
Decreased by -1.98%
Jun 30, 25
4 Northern Trust Corp 183.34K (0.84%) 14.03K
Increased by +7.65%
Mar 31, 25
5 Goldman Sachs Group Inc 162.26K (0.74%) 104.92K
Increased by +64.66%
Jun 30, 25
6 Millennium Management LLC 154.52K (0.71%) 63.30K
Increased by +40.97%
Sep 30, 24
7 Susquehanna International Group, LLP 84.68K (0.39%) 4.19K
Increased by +4.95%
Mar 31, 25
8 State Street Corp 80.80K (0.37%) 0.00
Increased by 0.00%
Mar 31, 25
9 Winton Capital Group Ltd 76.06K (0.35%) 76.06K
Increased by +100.00%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 67.08K (0.31%) -267.00
Decreased by -0.40%
Mar 31, 25
11 Squarepoint Ops LLC 64.82K (0.30%) 22.45K
Increased by +34.64%
Mar 31, 25
12 Charles Schwab Investment Management Inc 62.34K (0.28%) 7.05K
Increased by +11.30%
Jun 30, 25
13 JPMorgan Chase & Co 50.82K (0.23%) 32.69K
Increased by +64.32%
Dec 31, 24
14 Delos Wealth Advisors, LLC 40.00K (0.18%) 0.00
Increased by 0.00%
Jun 30, 24
15 Marshall Wace Asset Management Ltd 36.80K (0.17%) 36.80K
Increased by +100.00%
Jun 30, 24
16 Bank of New York Mellon Corp 32.60K (0.15%) -8.03K
Decreased by -24.64%
Mar 31, 25
17 Nuveen Asset Management, LLC 26.52K (0.12%) 0.00
Increased by 0.00%
Dec 31, 24
18 Nuveen, LLC 26.52K (0.12%) 26.52K
Increased by +100.00%
Mar 31, 25
19 UBS Group AG 24.98K (0.11%) 4.38K
Increased by +17.53%
Mar 31, 25
20 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 24.38K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 374.99K (1.71%) -66.04K
Decreased by -17.61%
Jul 31, 25
2 iShares Russell 2000 ETF 374.07K (1.71%) -7.14K
Decreased by -1.91%
Jul 31, 25
3 Fidelity Small Cap Index 220.56K (1.01%) 0.00
Increased by 0.00%
May 31, 25
4 Fidelity Extended Market Index 193.42K (0.88%) -505.00
Decreased by -0.26%
Jun 30, 25
5 iShares Russell 2000 Growth ETF 163.08K (0.75%) 0.00
Increased by 0.00%
Jul 31, 25
6 Fidelity® Extended Market Index 129.06K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Nasdaq Composite Index 93.24K (0.43%) 38.31K
Increased by +41.08%
Jun 30, 25
8 Vanguard Russell 2000 ETF 68.31K (0.31%) -5.22K
Decreased by -7.64%
Jul 31, 25
9 Fidelity Total Market Index 60.94K (0.28%) 0.00
Increased by 0.00%
Jun 30, 25
10 Schwab Small Cap Index 54.05K (0.25%) 0.00
Increased by 0.00%
Jul 31, 25
11 NT R2000 Growth Index Fund - NL 51.16K (0.23%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity Series Total Market Index 49.77K (0.23%) 0.00
Increased by 0.00%
Jun 30, 25
13 NT R2000 Growth Index Fund - L 43.89K (0.20%) -2.15K
Decreased by -4.91%
Dec 31, 24
14 Northern Trust Russell 2000 Growth Index 43.89K (0.20%) -2.15K
Decreased by -4.91%
Dec 31, 24
15 Spartan Extended Market Index Pool F 42.92K (0.20%) 5.10K
Increased by +11.89%
Jun 30, 25
16 NT R2000 Index Fund - DC - NL - 2 40.18K (0.18%) 389.00
Increased by +0.97%
Mar 31, 25
17 iShares Russell 2000 Small-Cap Idx Instl 39.65K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
18 NT Ext Equity Mkt Idx Fd - L 39.58K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
19 Northern Trust Extended Eq Market Idx 39.58K (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity® Total Market Index 37.82K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23