Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOTR 0.16%
2 IWC 0.06%
3 IWN 0.02%
4 VTWO 0.01%
5 VTWV 0.01%
6 IWM 0.01%
7 IWMW 0.01%
8 SMMD 0.00%
9 IWO 0.00%
10 ITDI 0.00%
11 ITDH 0.00%
12 ITDJ 0.00%
13 ITDG 0.00%
14 ITDF 0.00%
15 ITDE 0.00%
16 ITDD 0.00%
17 ITDC 0.00%
18 ITDB 0.00%
19 IRTR 0.00%
20 VTWG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.10M (4.55%) 1.34M
Increased by +43.10%
Mar 31, 26
2 PNC Financial Services Group Inc 3.07M (4.50%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Capital Management, LLC 2.58M (3.78%) 2.58M
Increased by +100.00%
Mar 31, 26
4 Vanguard Group Inc 1.73M (2.54%) 204.91K
Increased by +11.82%
Dec 31, 25
5 Susquehanna International Group, LLP 1.69M (2.48%) 1.00M
Increased by +59.12%
Mar 31, 26
6 Yorkville Advisors Global, LP 1.29M (1.90%) 1.29M
Increased by +99.42%
Dec 31, 25
7 Point72 Asset Management, L.P. 1.26M (1.84%) 1.26M
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 1.21M (1.77%) 527.27K
Increased by +43.68%
Mar 31, 26
9 Balyasny Asset Management LLC 1.15M (1.68%) 1.15M
Increased by +100.00%
Mar 31, 26
10 CastleKnight Management LP 1.03M (1.51%) 1.03M
Increased by +100.00%
Mar 31, 26
11 State Street Corp 970.13K (1.42%) 486.30K
Increased by +50.13%
Mar 31, 26
12 Stifel Financial Corp 849.09K (1.24%) 154.69K
Increased by +18.22%
Mar 31, 26
13 CenterBook Partners LP 848.71K (1.24%) 848.71K
Increased by +100.00%
Mar 31, 26
14 Abundance Wealth Counselors 782.89K (1.15%) 694.00
Increased by +0.09%
Mar 31, 26
15 AQR Capital Management LLC 584.48K (0.86%) 584.48K
Increased by +100.00%
Mar 31, 26
16 TITLEIST ASSET MANAGEMENT, LLC 537.07K (0.79%) 44.50K
Increased by +8.29%
Mar 31, 26
17 UBS Group AG 458.96K (0.67%) 296.61K
Increased by +64.63%
Mar 31, 26
18 Belpointe Asset Management LLC 422.21K (0.62%) -37.34K
Decreased by -8.84%
Mar 31, 26
19 Charles Schwab Investment Management Inc 383.12K (0.56%) 133.88K
Increased by +34.95%
Mar 31, 26
20 Northern Trust Corp 366.64K (0.54%) 179.30K
Increased by +48.90%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.00M (2.93%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 1.22M (1.79%) 11.28K
Increased by +0.92%
May 29, 26
3 Heptagon Driehaus US Micro Cap Eq C$ Acc 893.95K (1.31%) 893.95K
Increased by +100.00%
Apr 30, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 530.05K (0.78%) 88.00
Increased by +0.02%
Apr 30, 26
5 Fidelity Small Cap Index 508.13K (0.74%) 240.42K
Increased by +47.32%
Mar 31, 26
6 iShares Russell 2000 Value ETF 382.02K (0.56%) 0.00
Increased by 0.00%
May 29, 26
7 Driehaus Micro Cap Growth 352.40K (0.52%) 352.40K
Increased by +100.00%
Apr 30, 26
8 State St Russell Sm/Mid Cp® Indx SL Cl I 301.70K (0.44%) 0.00
Increased by 0.00%
May 31, 26
9 Vanguard Russell 2000 ETF 261.39K (0.38%) 5.41K
Increased by +2.07%
Apr 30, 26
10 Fidelity Extended Market Index 256.81K (0.38%) -938.00
Decreased by -0.37%
Apr 30, 26
11 Schwab US Small-Cap ETF™ 223.10K (0.33%) 144.00
Increased by +0.06%
May 30, 26
12 State St Russell Sm Cap® Idx SL Cl I 190.10K (0.28%) 0.00
Increased by 0.00%
May 31, 26
13 Adara Smaller Companies 169.25K (0.25%) 169.25K
Increased by +100.00%
Apr 30, 26
14 Russell 2000 Equity Index Fund B 168.25K (0.25%) 168.25K
Increased by +100.00%
Dec 31, 25
15 Blackrock Extended Mkt Fund CF 138.70K (0.20%) 0.00
Increased by 0.00%
Apr 30, 26
16 iShares Micro-Cap ETF 131.67K (0.19%) 0.00
Increased by 0.00%
May 29, 26
17 BlackRock Extended Equity Market Fund K 118.10K (0.17%) 60.01K
Increased by +50.81%
Mar 31, 26
18 Schwab Small Cap Index 113.74K (0.17%) 0.00
Increased by 0.00%
Apr 30, 26
19 NT R2000 Index Fund - NL 110.55K (0.16%) 49.25K
Increased by +44.55%
Mar 31, 26
20 Bridgeway Ultra-Small Company Market 98.31K (0.14%) -17.50K
Decreased by -17.80%
Mar 31, 26