Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 BSVO 0.02%
3 VTWV 0.01%
4 IWN 0.01%
5 IWMW 0.00%
6 IWM 0.00%
7 SMMD 0.00%
8 DFAT 0.00%
9 DFAS 0.00%
10 DFUV 0.00%
11 DFSU 0.00%
12 DFAC 0.00%
13 ITDI 0.00%
14 ITDG 0.00%
15 ITDH 0.00%
16 ITDJ 0.00%
17 ITDF 0.00%
18 DFUS 0.00%
19 ITDE 0.00%
20 ITDD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Manufacturers Life Insurance Co 302.44K (6.04%) -2.90K
Decreased by -0.96%
Mar 31, 26
2 Vanguard Group Inc 259.10K (5.18%) 6.79K
Increased by +2.62%
Dec 31, 25
3 BlackRock Inc 258.30K (5.16%) 10.05K
Increased by +3.89%
Mar 31, 26
4 Vanguard Capital Management, LLC 212.68K (4.25%) 212.68K
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 188.94K (3.78%) -3.68K
Decreased by -1.95%
Mar 31, 26
6 Kornitzer Capital Management Inc 115.45K (2.31%) -1.77K
Decreased by -1.53%
Mar 31, 26
7 Geode Capital Management, LLC 110.00K (2.20%) -2.52K
Decreased by -2.29%
Mar 31, 26
8 Renaissance Technologies Corp 66.05K (1.32%) -2.40K
Decreased by -3.63%
Mar 31, 26
9 Trust Co 60.81K (1.22%) -62.00
Decreased by -0.10%
Mar 31, 26
10 Bridgeway Capital Management, LLC 50.63K (1.01%) 2.05K
Increased by +4.06%
Mar 31, 26
11 State Street Corp 50.20K (1.00%) 3.30K
Increased by +6.57%
Mar 31, 26
12 Northern Trust Corp 44.26K (0.88%) 1.94K
Increased by +4.38%
Mar 31, 26
13 Millennium Management LLC 41.11K (0.82%) 41.11K
Increased by +100.00%
Mar 31, 25
14 Susquehanna International Group, LLP 37.24K (0.74%) -11.57K
Decreased by -31.09%
Jun 30, 25
15 Vanguard Fiduciary Trust Co 34.42K (0.69%) 34.42K
Increased by +100.00%
Mar 31, 26
16 Royce & Associates, LP 30.36K (0.61%) -11.02K
Decreased by -36.30%
Sep 30, 23
17 Vanguard Portfolio Management, LLC 27.44K (0.55%) 27.44K
Increased by +100.00%
Mar 31, 26
18 Resources Investment Advisors Inc 24.49K (0.49%) -1.20K
Decreased by -4.90%
Mar 31, 26
19 Empowered Funds, LLC 23.43K (0.47%) 2.05K
Increased by +8.76%
Mar 31, 26
20 RBF LLC 23.39K (0.47%) -500.00
Decreased by -2.14%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 148.23K (2.96%) 0.00
Increased by 0.00%
Apr 30, 26
2 JHancock Regional Bank A 142.08K (2.84%) 0.00
Increased by 0.00%
Apr 30, 26
3 JH Financial Opportunities 138.67K (2.77%) 0.00
Increased by 0.00%
Apr 30, 26
4 John Hancock Financial Opportunities Fund 103.30K (2.06%) 0.00
Increased by 0.00%
Mar 31, 25
5 iShares Russell 2000 ETF 87.39K (1.75%) 832.00
Increased by +0.95%
May 29, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 58.48K (1.17%) 0.00
Increased by 0.00%
Apr 30, 26
7 DFA US Small Cap Value I 57.95K (1.16%) 0.00
Increased by 0.00%
Apr 30, 26
8 Fidelity Small Cap Index 46.82K (0.94%) -1.42K
Decreased by -3.03%
Mar 31, 26
9 iShares Russell 2000 Value ETF 39.97K (0.80%) 0.00
Increased by 0.00%
May 29, 26
10 VT De Lisle America B USD 31.43K (0.63%) 0.00
Increased by 0.00%
May 31, 26
11 Russell 2000 Equity Index Fund B 25.22K (0.50%) -14.00
Decreased by -0.06%
Dec 31, 25
12 IMC US Ultra Micro Cap 25.15K (0.50%) 0.00
Increased by 0.00%
May 31, 25
13 EA Bridgeway Omni Small-Cap Value ETF 24.72K (0.49%) 21.00
Increased by +0.08%
May 29, 26
14 Vanguard Russell 2000 ETF 24.47K (0.49%) 1.00K
Increased by +4.10%
Apr 30, 26
15 DFA US Micro Cap I 22.57K (0.45%) 0.00
Increased by 0.00%
Apr 30, 26
16 Royce Capital Small-Cap Inv 22.27K (0.45%) -5.87K
Decreased by -26.36%
Sep 30, 23
17 Fidelity® Extended Market Index 21.53K (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Extended Market Index 21.11K (0.42%) -77.00
Decreased by -0.36%
Apr 30, 26
19 Bridgeway Omni Small-Cap Value 19.52K (0.39%) 0.00
Increased by 0.00%
Mar 31, 26
20 Bridgeway Omni Small-Cap Value N 19.52K (0.39%) 0.00
Increased by 0.00%
Mar 31, 26