Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.57M (8.63%) 2.36M
Increased by +24.62%
Mar 31, 26
2 Vanguard Group Inc 6.23M (5.62%) 1.70M
Increased by +27.34%
Dec 31, 25
3 Vanguard Capital Management, LLC 5.71M (5.15%) 5.71M
Increased by +100.00%
Mar 31, 26
4 Wilshire Advisors 5.52M (4.98%) 5.50M
Increased by +99.50%
Sep 30, 25
5 Philosophy Capital Management LLC 4.21M (3.79%) 69.04K
Increased by +1.64%
Jun 30, 25
6 Geode Capital Management, LLC 3.53M (3.18%) 1.33M
Increased by +37.79%
Mar 31, 26
7 Charles Schwab Investment Management Inc 2.74M (2.47%) 139.98K
Increased by +5.12%
Mar 31, 26
8 Jane Street Group LLC 2.69M (2.42%) 1.07M
Increased by +39.95%
Dec 31, 25
9 Brandywine Global Investment Mgmt LLC 2.24M (2.02%) -733.76K
Decreased by -32.70%
Sep 30, 24
10 State Street Corp 2.10M (1.90%) 464.40K
Increased by +22.07%
Mar 31, 26
11 Knightsbridge Asset Management, LLC 2.00M (1.81%) 28.91K
Increased by +1.44%
Mar 31, 26
12 UBS Group AG 1.98M (1.79%) 211.79K
Increased by +10.68%
Mar 31, 26
13 Allianz Asset Management AG 1.90M (1.71%) 932.00K
Increased by +49.00%
Mar 31, 26
14 The Goldman Sachs Group Inc 1.86M (1.67%) 1.29M
Increased by +69.32%
Mar 31, 26
15 Wasatch Advisors LP 1.69M (1.52%) 126.45K
Increased by +7.50%
Mar 31, 26
16 Marshall Wace Asset Management Ltd 1.39M (1.25%) 1.39M
Increased by +100.00%
Sep 30, 25
17 Millennium Management LLC 1.27M (1.14%) -1.28M
Decreased by -100.76%
Mar 31, 26
18 Philadelphia Financial Mgmt Of San Franc 1.23M (1.11%) 1.23M
Increased by +100.00%
Mar 31, 25
19 Vanguard Portfolio Management, LLC 1.21M (1.09%) 1.21M
Increased by +100.00%
Mar 31, 26
20 Citadel Advisors Llc 1.19M (1.07%) 485.33K
Increased by +40.69%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.38M (3.04%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 2.40M (2.16%) 22.15K
Increased by +0.92%
May 29, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 2.23M (2.01%) 740.00
Increased by +0.03%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 2.07M (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
5 Schwab Fundamental U.S. Small CompanyETF 1.68M (1.51%) -678.00
Decreased by -0.04%
May 30, 26
6 Wasatch Micro Cap 1.67M (1.50%) 125.50K
Increased by +7.52%
Mar 31, 26
7 PIMCO RAE US Small Instl 1.31M (1.18%) 573.33K
Increased by +43.84%
Mar 31, 26
8 Fidelity Extended Market Index 1.07M (0.97%) -3.92K
Decreased by -0.37%
Apr 30, 26
9 Fidelity Small Cap Index 981.50K (0.88%) 106.07K
Increased by +10.81%
Mar 31, 26
10 Vanguard Small Cap Index 921.14K (0.83%) 3.42K
Increased by +0.37%
May 31, 25
11 iShares Russell 2000 Value ETF 861.43K (0.78%) 0.00
Increased by 0.00%
May 29, 26
12 Lazard Baylight US Small Cap Equity 837.96K (0.76%) 837.96K
Increased by +100.00%
Mar 31, 26
13 PIMCO RAE US Small 734.38K (0.66%) 734.38K
Increased by +100.00%
Dec 31, 25
14 Vanguard Small Cap Value Index Inv 601.43K (0.54%) -884.00
Decreased by -0.15%
May 31, 25
15 Blackrock Extended Mkt Fund CF 576.85K (0.52%) 0.00
Increased by 0.00%
Apr 30, 26
16 PIMCO RAE US Small CIT Class 0TS 568.12K (0.51%) 157.60K
Increased by +27.74%
Mar 31, 26
17 Bridgeway Omni Small-Cap Value 567.31K (0.51%) 0.00
Increased by 0.00%
Jun 30, 25
18 Bridgeway Omni Small-Cap Value N 567.31K (0.51%) 0.00
Increased by 0.00%
Jun 30, 25
19 Russell 2000 Equity Index Fund B 524.82K (0.47%) 119.00
Increased by +0.02%
Dec 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 509.80K (0.46%) 0.00
Increased by 0.00%
May 31, 26