Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.04M (8.23%) -1.14M
Decreased by -109.63%
Mar 31, 26
2 Vanguard Group Inc 600.57K (4.74%) 53.55K
Increased by +8.92%
Dec 31, 25
3 Geode Capital Management, LLC 506.00K (3.99%) -181.40K
Decreased by -35.85%
Mar 31, 26
4 State Street Corp 489.47K (3.86%) -11.36K
Decreased by -2.32%
Mar 31, 26
5 Vanguard Capital Management, LLC 228.34K (1.80%) 228.34K
Increased by +100.00%
Mar 31, 26
6 Jane Street Group LLC 210.82K (1.66%) 189.52K
Increased by +89.90%
Mar 31, 26
7 UBS Group AG 160.10K (1.26%) 17.67K
Increased by +11.04%
Sep 30, 25
8 State Street Corporation 158.07K (1.25%) 10.10K
Increased by +6.39%
Mar 31, 24
9 Charles Schwab Investment Management Inc 134.12K (1.06%) -63.88K
Decreased by -47.63%
Mar 31, 26
10 Vanguard Fiduciary Trust Co 125.35K (0.99%) 125.35K
Increased by +100.00%
Mar 31, 26
11 Northern Trust Corp 116.00K (0.92%) -120.25K
Decreased by -103.67%
Mar 31, 26
12 AQR Capital Management LLC 91.75K (0.72%) 60.15K
Increased by +65.55%
Mar 31, 26
13 HRT FINANCIAL LLC 89.98K (0.71%) 89.98K
Increased by +100.00%
Mar 31, 26
14 The Goldman Sachs Group Inc 86.33K (0.68%) 40.57K
Increased by +46.99%
Mar 31, 26
15 Millennium Management LLC 83.46K (0.66%) 83.46K
Increased by +100.00%
Mar 31, 26
16 AllianceBernstein L.P. 71.91K (0.57%) 0.00
Increased by 0.00%
Mar 31, 26
17 Deutsche Bank AG 69.99K (0.55%) 39.02K
Increased by +55.75%
Mar 31, 26
18 State Of Wisconsin Investment Board 68.95K (0.54%) -17.25K
Decreased by -25.02%
Mar 31, 26
19 Vanguard Portfolio Management, LLC 67.25K (0.53%) 67.25K
Increased by +100.00%
Mar 31, 26
20 Barclays PLC 57.31K (0.45%) 4.75K
Increased by +8.29%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 535.58K (4.23%) 4.94K
Increased by +0.92%
May 29, 26
2 iShares Russell 2000 Growth ETF 307.58K (2.43%) 209.82K
Increased by +68.22%
Feb 28, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 268.45K (2.12%) 40.11K
Increased by +14.94%
Apr 30, 26
4 Russell 2000 Equity Index Fund B 230.16K (1.82%) -117.00
Decreased by -0.05%
Dec 31, 25
5 Fidelity Small Cap Index 221.95K (1.75%) -148.23K
Decreased by -66.78%
Mar 31, 26
6 Fidelity Extended Market Index 132.74K (1.05%) -485.00
Decreased by -0.37%
Apr 30, 26
7 State St Russell Sm Cap® Idx SL Cl I 128.80K (1.02%) 0.00
Increased by 0.00%
Apr 30, 26
8 State St Russell Sm Cap® Indx SL Cl I 128.80K (1.02%) 0.00
Increased by 0.00%
Mar 31, 26
9 Schwab US Small-Cap ETF™ 104.83K (0.83%) 63.00
Increased by +0.06%
May 30, 26
10 Fidelity® Small Cap Index 104.45K (0.82%) 1.85K
Increased by +1.77%
Oct 31, 23
11 Schwab Small Cap Index 92.16K (0.73%) 0.00
Increased by 0.00%
Feb 28, 26
12 State St Russell Sm/Mid Cp® Indx SL Cl I 83.50K (0.66%) 0.00
Increased by 0.00%
Apr 30, 26
13 NT R2000 Index Fund - NL 81.06K (0.64%) -7.81K
Decreased by -9.64%
Dec 31, 25
14 Xtrackers Russell 2000 ETF 1C 69.13K (0.55%) 0.00
Increased by 0.00%
Apr 30, 26
15 NT R2000 Index Fund - DC - NL - 3 64.58K (0.51%) -5.48K
Decreased by -8.49%
Dec 31, 25
16 iShares Russell 2000 Small-Cap Idx Instl 63.64K (0.50%) 0.00
Increased by 0.00%
Feb 28, 26
17 Stt Strt SPDR® Russell2000 US SmCapETF 61.56K (0.49%) -2.06K
Decreased by -3.34%
Apr 30, 26
18 Russell 2500 Index Fund 61.47K (0.49%) -49.00
Decreased by -0.08%
Dec 31, 25
19 Russell 2500 Index Non-Lendable Fund 61.47K (0.49%) -49.00
Decreased by -0.08%
Dec 31, 25
20 SPDR® Russell 2000 US Small Cap ETF 60.68K (0.48%) 294.00
Increased by +0.48%
Aug 31, 25