Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.01%
2 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 868.35K (7.35%) -15.71K
Decreased by -1.81%
Mar 31, 25
2 Vanguard Group Inc 261.17K (2.21%) 141.09K
Increased by +54.02%
Jun 30, 25
3 Geode Capital Management, LLC 216.67K (1.83%) 1.63K
Increased by +0.75%
Mar 31, 25
4 State Street Corp 158.90K (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
5 State Street Corporation 158.07K (1.34%) 10.10K
Increased by +6.39%
Mar 31, 24
6 Northern Trust Corp 104.31K (0.88%) -6.70K
Decreased by -6.42%
Mar 31, 25
7 Charles Schwab Investment Management Inc 92.16K (0.78%) 45.65K
Increased by +49.53%
Jun 30, 25
8 CAAS CAPITAL MANAGEMENT LP 52.20K (0.44%) 52.20K
Increased by +100.00%
Mar 31, 25
9 Goldman Sachs Group Inc 46.59K (0.39%) 2.23K
Increased by +4.80%
Jun 30, 25
10 Citadel Advisors Llc 44.02K (0.37%) 23.42K
Increased by +53.21%
Mar 31, 25
11 UBS Group AG 39.74K (0.34%) -3.61K
Decreased by -9.09%
Mar 31, 25
12 Bank of New York Mellon Corp 33.66K (0.29%) 0.00
Increased by 0.00%
Mar 31, 25
13 JPMorgan Chase & Co 28.00K (0.24%) -38.52K
Decreased by -137.58%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 27.27K (0.23%) -10.05K
Decreased by -36.86%
Mar 31, 25
15 Jane Street Group LLC 26.09K (0.22%) 26.09K
Increased by +100.00%
Jun 30, 24
16 Deutsche Bank AG 25.81K (0.22%) 16.38K
Increased by +63.46%
Mar 31, 25
17 Enhanced Investment Technologies Inc 22.98K (0.19%) 22.98K
Increased by +100.00%
Mar 31, 25
18 Susquehanna International Group, LLP 22.23K (0.19%) 22.23K
Increased by +100.00%
Mar 31, 25
19 Nuveen Asset Management, LLC 21.63K (0.18%) 0.00
Increased by 0.00%
Dec 31, 24
20 Nuveen, LLC 21.63K (0.18%) 21.63K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 852.88K (7.22%) -16.17K
Decreased by -1.90%
Jul 31, 25
2 iShares Russell 2000 Growth ETF 315.81K (2.67%) 0.00
Increased by 0.00%
Jul 31, 25
3 Fidelity Small Cap Index 189.35K (1.60%) 3.91K
Increased by +2.06%
May 31, 25
4 Vanguard Russell 2000 ETF 187.06K (1.58%) 96.53K
Increased by +51.60%
Jun 30, 25
5 State St Russell Sm Cap® Indx SL Cl I 129.60K (1.10%) 0.00
Increased by 0.00%
Jul 31, 25
6 Fidelity® Small Cap Index 104.45K (0.88%) 1.85K
Increased by +1.77%
Oct 31, 23
7 Schwab Small Cap Index 92.16K (0.78%) 45.65K
Increased by +49.53%
Jun 30, 25
8 NT R2000 Index Fund - NL 88.88K (0.75%) 42.64K
Increased by +47.98%
Jun 30, 25
9 State St Russell Sm/Mid Cp® Indx SL Cl I 79.92K (0.68%) 27.82K
Increased by +34.81%
Jul 31, 25
10 NT R2000 Index Fund - DC - NL - 3 70.86K (0.60%) 33.92K
Increased by +47.87%
Jun 30, 25
11 iShares Russell 2000 Small-Cap Idx Instl 63.64K (0.54%) 27.42K
Increased by +43.08%
Jun 30, 25
12 SPDR® Russell 2000 US Small Cap ETF 60.38K (0.51%) 882.00
Increased by +1.46%
Jul 31, 25
13 Russell 2500™ Index Fund F 59.39K (0.50%) 31.05K
Increased by +52.29%
Jun 30, 25
14 EQ/Small Company Index IB 52.85K (0.45%) 50.24K
Increased by +95.06%
Jun 30, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 52.10K (0.44%) 0.00
Increased by 0.00%
Apr 30, 25
16 Nuveen Small Cap Blend Idx R6 47.80K (0.40%) 26.18K
Increased by +54.76%
Jun 30, 25
17 NT R2000 Growth Index Fund - NL 46.52K (0.39%) 0.00
Increased by 0.00%
Dec 31, 24
18 Russell 2000 Index Non-Lendable Fund E 44.31K (0.38%) 16.39K
Increased by +36.99%
Jun 30, 25
19 EQ/2000 Managed Volatility IB 40.80K (0.35%) 18.43K
Increased by +45.16%
Jun 30, 25
20 Multimanager Aggressive Equity IA 39.60K (0.34%) 39.60K
Increased by +100.00%
Jun 30, 25