Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DES 0.05%
2 DGRS 0.04%
3 IWC 0.01%
4 EBIT 0.01%
5 GSSC 0.01%
6 RYLD 0.01%
7 IWN 0.00%
8 RSSL 0.00%
9 AVSC 0.00%
10 UWM 0.00%
11 IWO 0.00%
12 IWMW 0.00%
13 IWM 0.00%
14 URTY 0.00%
15 DFSU 0.00%
16 SMMD 0.00%
17 HDG 0.00%
18 DFAS 0.00%
19 ITDI 0.00%
20 ITDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 291.90K (5.58%) -1.11K
Decreased by -0.38%
Dec 31, 25
2 BlackRock Inc 253.74K (4.85%) -4.20K
Decreased by -1.66%
Mar 31, 26
3 Bandera Partners LLC 236.85K (4.52%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 230.13K (4.40%) 230.13K
Increased by +100.00%
Mar 31, 26
5 Geode Capital Management, LLC 141.16K (2.70%) 3.58K
Increased by +2.54%
Mar 31, 26
6 NewEdge Wealth, LLC 95.04K (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
7 NewEdge Investment Solutions 93.04K (1.78%) 0.00
Increased by 0.00%
Mar 31, 26
8 State Street Corp 77.17K (1.47%) 300.00
Increased by +0.39%
Mar 31, 26
9 State Street Corporation 73.28K (1.40%) 0.00
Increased by 0.00%
Mar 31, 24
10 Summit Trail Advisors, LLC 62.67K (1.20%) 5.00
Increased by +0.01%
Mar 31, 26
11 The Goldman Sachs Group Inc 51.34K (0.98%) 212.00
Increased by +0.41%
Mar 31, 26
12 Northern Trust Corp 49.12K (0.94%) 1.87K
Increased by +3.82%
Mar 31, 26
13 Vanguard Fiduciary Trust Co 37.47K (0.72%) 37.47K
Increased by +100.00%
Mar 31, 26
14 Citadel Advisors Llc 35.91K (0.69%) 19.18K
Increased by +53.42%
Mar 31, 26
15 Vanguard Portfolio Management, LLC 31.76K (0.61%) 31.76K
Increased by +100.00%
Mar 31, 26
16 RMR Capital Management, LLC 29.61K (0.57%) 5.00K
Increased by +16.88%
Mar 31, 26
17 RBF LLC 29.43K (0.56%) -29.43K
Decreased by -100.00%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 29.14K (0.56%) 24.78K
Increased by +85.02%
Dec 31, 25
19 Dimensional Fund Advisors, Inc. 26.57K (0.51%) 2.00
Increased by +0.01%
Mar 31, 26
20 Acadian Asset Management LLC 25.29K (0.48%) 25.29K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 168.70K (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 165.09K (3.15%) 0.00
Increased by 0.00%
Apr 30, 26
3 iShares Russell 2000 ETF 103.05K (1.97%) 936.00
Increased by +0.91%
May 29, 26
4 WisdomTree US SmallCap Dividend ETF 80.82K (1.54%) 0.00
Increased by 0.00%
Aug 29, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 58.50K (1.12%) 0.00
Increased by 0.00%
Apr 30, 26
6 Fidelity Small Cap Index 55.89K (1.07%) -73.00
Decreased by -0.13%
Mar 31, 26
7 Fidelity® Small Cap Index 51.32K (0.98%) 1.40K
Increased by +2.72%
Oct 31, 23
8 iShares Russell 2000 Growth ETF 44.81K (0.86%) 0.00
Increased by 0.00%
May 31, 25
9 iShares Russell 2000 Value ETF 41.92K (0.80%) 0.00
Increased by 0.00%
May 29, 26
10 Fidelity Extended Market Index 30.34K (0.58%) -111.00
Decreased by -0.37%
Apr 30, 26
11 Fidelity® Extended Market Index 29.48K (0.56%) 1.12K
Increased by +3.80%
Nov 30, 23
12 Vanguard Russell 2000 ETF 28.09K (0.54%) 615.00
Increased by +2.19%
Apr 30, 26
13 Russell 2000 Equity Index Fund B 26.34K (0.50%) -18.00
Decreased by -0.07%
Dec 31, 25
14 Ancora/Thelen Small Cap Core 25.07K (0.48%) -890.00
Decreased by -3.55%
Mar 31, 26
15 State St Russell Sm/Mid Cp® Indx SL Cl I 24.11K (0.46%) 0.00
Increased by 0.00%
Apr 30, 26
16 SSgA Russell Small Cap Completeness Idx 22.95K (0.44%) 0.00
Increased by 0.00%
Aug 31, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 22.95K (0.44%) 0.00
Increased by 0.00%
Apr 30, 25
18 State St Russell Sm Cap® Idx SL Cl I 14.60K (0.28%) 0.00
Increased by 0.00%
Apr 30, 26
19 State St Russell Sm Cap® Indx SL Cl I 14.60K (0.28%) 0.00
Increased by 0.00%
Apr 30, 26
20 iShares Micro-Cap ETF 14.60K (0.28%) 0.00
Increased by 0.00%
May 29, 26