Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 317.45K (19.76%) 7.51K
Increased by +2.37%
Dec 30, 25
2 BlackRock Inc 281.45K (17.52%) 825.00
Increased by +0.29%
Mar 30, 26
3 Vanguard Capital Management, LLC 261.80K (16.30%) 261.80K
Increased by +100.00%
Mar 30, 26
4 Whitefort Capital Management, LP. 160.92K (10.02%) 0.00
Increased by 0.00%
Mar 30, 26
5 Geode Capital Management, LLC 117.16K (7.29%) 4.89K
Increased by +4.17%
Mar 30, 26
6 Dimensional Fund Advisors, Inc. 80.75K (5.03%) -5.93K
Decreased by -7.35%
Mar 30, 26
7 State Street Corp 65.78K (4.09%) 1.23K
Increased by +1.87%
Mar 30, 26
8 Vanguard Fiduciary Trust Co 41.09K (2.56%) 41.09K
Increased by +100.00%
Mar 30, 26
9 Northern Trust Corp 27.75K (1.73%) 1.54K
Increased by +5.55%
Mar 30, 26
10 Sowell Financial Services, LLC 20.66K (1.29%) 0.00
Increased by 0.00%
Jun 29, 26
11 Morgan Stanley - Brokerage Accounts 18.03K (1.12%) -9.13K
Decreased by -50.65%
Mar 30, 26
12 Vanguard Portfolio Management, LLC 16.22K (1.01%) 16.22K
Increased by +100.00%
Mar 30, 26
13 Creative Planning Inc 10.50K (0.65%) 10.50K
Increased by +100.00%
Mar 30, 26
14 UBS Group AG 9.11K (0.57%) -3.77K
Decreased by -41.36%
Mar 30, 26
15 Advisory Services Network, LLC 6.13K (0.38%) -44.66K
Decreased by -728.33%
Mar 30, 26
16 FMR Inc 2.52K (0.16%) 1.61K
Increased by +63.77%
Mar 30, 26
17 Rhumbline Advisers 2.32K (0.14%) 55.00
Increased by +2.37%
Mar 30, 26
18 JPMorgan Chase & Co 1.77K (0.11%) 639.00
Increased by +36.00%
Mar 30, 26
19 Deutsche Bank AG 1.58K (0.10%) 1.58K
Increased by +100.00%
Mar 30, 26
20 Tower Research Capital LLC 1.41K (0.09%) 383.00
Increased by +27.16%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Morn Total Stk Mkt Idx Investor 186.41K (11.60%) 1.10K
Increased by +0.59%
Jun 29, 26
2 Vanguard Total Stock Mkt Idx Inv 186.41K (11.60%) 1.10K
Increased by +0.59%
Jun 29, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 72.44K (4.51%) 0.00
Increased by 0.00%
Jun 29, 26
4 Extended Equity Market Fund B 44.24K (2.75%) 17.81K
Increased by +40.26%
Dec 30, 25
5 Extended Equity Market Fund E 44.24K (2.75%) 17.81K
Increased by +40.26%
Dec 30, 25
6 Blackrock Extended Mkt Fund CF 44.20K (2.75%) 0.00
Increased by 0.00%
May 30, 26
7 BlackRock Extended Equity Market Fund K 37.57K (2.34%) -69.00
Decreased by -0.18%
Jun 29, 26
8 Fidelity Extended Market Index 35.70K (2.22%) -656.00
Decreased by -1.84%
Jun 29, 26
9 Fidelity Small Cap Index 26.00K (1.62%) -36.00
Decreased by -0.14%
May 30, 26
10 Russell Inv US Small Cap Equity Y 21.76K (1.35%) 0.00
Increased by 0.00%
Jun 29, 26
11 iShares Micro-Cap ETF 20.37K (1.27%) -272.00
Decreased by -1.34%
Jul 30, 26
12 DFA US Small Cap I 19.48K (1.21%) 0.00
Increased by 0.00%
Jun 29, 26
13 iShares Russell 2000 Growth ETF 17.14K (1.07%) -110.00
Decreased by -0.64%
May 28, 26
14 Russell 2000 Equity Index Fund B 16.03K (1.00%) 15.00
Increased by +0.09%
Mar 30, 26
15 Russell 2000 Index Non-Lendable Fund 16.03K (1.00%) 16.03K
Increased by +100.00%
Mar 30, 26
16 State St Russell Sm Cap® Idx SL Cl I 14.80K (0.92%) 0.00
Increased by 0.00%
May 30, 26
17 Fidelity Total Market Index 14.38K (0.90%) 0.00
Increased by 0.00%
Jun 29, 26
18 Vanguard Russell 2000 ETF 13.62K (0.85%) 246.00
Increased by +1.81%
Apr 29, 26
19 Russell Investment Small Cap Fund F 13.25K (0.82%) 0.00
Increased by 0.00%
Jun 29, 26
20 DFA US Micro Cap I 11.88K (0.74%) 0.00
Increased by 0.00%
Jun 29, 26