Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.10%
2 IWN 0.03%
3 IWMW 0.02%
4 IWM 0.02%
5 SMMD 0.01%
6 IWV 0.00%
7 ITDI 0.00%
8 ITDH 0.00%
9 ITDJ 0.00%
10 ITDG 0.00%
11 ITDF 0.00%
12 ITDE 0.00%
13 ITDD 0.00%
14 ITDC 0.00%
15 ITDB 0.00%
16 IRTR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.61M (6.99%) 150.34K
Increased by +1.75%
Dec 31, 25
2 Vanguard Group Inc 7.19M (5.83%) 63.66K
Increased by +0.89%
Dec 31, 25
3 GE Aerospace 5.50M (4.46%) 0.00
Increased by 0.00%
Mar 31, 26
4 General Electric Co 5.50M (4.46%) 0.00
Increased by 0.00%
Dec 31, 23
5 Amvescap Plc. 3.73M (3.02%) -2.53M
Decreased by -67.86%
Mar 31, 26
6 State Street Corp 3.04M (2.46%) 22.96K
Increased by +0.76%
Dec 31, 25
7 State Street Corporation 3.00M (2.43%) 152.07K
Increased by +5.07%
Mar 31, 24
8 Geode Capital Management, LLC 2.97M (2.41%) 59.02K
Increased by +1.98%
Dec 31, 25
9 HITE Hedge Asset Management MLP 2.83M (2.30%) 1.55M
Increased by +54.94%
Dec 31, 25
10 Handelsbanken Fonder AB 1.42M (1.15%) 0.00
Increased by 0.00%
Sep 30, 23
11 Charles Schwab Investment Management Inc 1.05M (0.85%) -443.00
Decreased by -0.04%
Dec 31, 25
12 D. E. Shaw & Co LP 1.04M (0.85%) -425.69K
Decreased by -40.78%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 989.83K (0.80%) 55.83K
Increased by +5.64%
Dec 31, 25
14 Northern Trust Corp 931.64K (0.76%) 21.90K
Increased by +2.35%
Mar 31, 26
15 J.Derek Lewis & Associates Inc 861.90K (0.70%) 861.90K
Increased by +100.00%
Dec 31, 25
16 683 Capital Management LLC 825.00K (0.67%) 0.00
Increased by 0.00%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 799.67K (0.65%) 203.45K
Increased by +25.44%
Mar 31, 26
18 UBS Group AG 654.50K (0.53%) -153.02K
Decreased by -23.38%
Mar 31, 26
19 Nuveen Asset Management, LLC 579.40K (0.47%) 0.00
Increased by 0.00%
Dec 31, 24
20 Goldman Sachs Group Inc 567.32K (0.46%) -224.03K
Decreased by -39.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.04M (3.28%) 0.00
Increased by 0.00%
Mar 31, 26
2 iShares Russell 2000 ETF 2.96M (2.40%) 24.91K
Increased by +0.84%
Apr 30, 26
3 Invesco WilderHill Clean Energy ETF 2.92M (2.37%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.16%) 83.23K
Increased by +5.81%
Mar 31, 26
5 Fidelity® Small Cap Index 1.43M (1.16%) 27.78K
Increased by +1.94%
Oct 31, 23
6 Fidelity Small Cap Index 1.21M (0.99%) 3.29K
Increased by +0.27%
Feb 28, 26
7 iShares Russell 2000 Value ETF 1.04M (0.85%) 5.63K
Increased by +0.54%
Apr 30, 26
8 State St Russell Sm/Mid Cp® Indx NL Cl C 840.15K (0.68%) 0.00
Increased by 0.00%
Apr 30, 25
9 State St Russell Sm/Mid Cp® Indx SL Cl I 827.65K (0.67%) 0.00
Increased by 0.00%
Apr 30, 26
10 Russell 2000 Equity Index Fund B 816.76K (0.66%) -393.00
Decreased by -0.05%
Dec 31, 25
11 Fidelity Extended Market Index 711.31K (0.58%) 35.76K
Increased by +5.03%
Mar 31, 26
12 Schwab US Small-Cap ETF™ 616.58K (0.50%) -45.00
Decreased by -0.01%
Apr 30, 26
13 Vanguard Russell 2000 ETF 612.23K (0.50%) 312.00
Increased by +0.05%
Mar 31, 26
14 Fidelity® Extended Market Index 515.54K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
15 State St Russell Sm Cap® Idx SL Cl I 493.93K (0.40%) 0.00
Increased by 0.00%
Apr 30, 26
16 State St Russell Sm Cap® Indx SL Cl I 493.93K (0.40%) 18.60K
Increased by +3.77%
Mar 31, 26
17 MUAM Electric Vehicle rela Stock Idx MF 336.20K (0.27%) 121.06K
Increased by +36.01%
Aug 17, 23
18 NT R2000 Value Index Fund - NL 335.26K (0.27%) -9.43K
Decreased by -2.81%
Dec 31, 24
19 BlackRock Extended Mkt Composite 330.38K (0.27%) 2.58K
Increased by +0.78%
Sep 30, 23
20 Extended Equity Market Fund B 327.58K (0.27%) -136.00
Decreased by -0.04%
Dec 31, 25