Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.08%
2 EBIT 0.04%
3 EES 0.04%
4 IWN 0.02%
5 VTWV 0.02%
6 DES 0.02%
7 PRFZ 0.01%
8 IWM 0.01%
9 VTWO 0.01%
10 RSSL 0.01%
11 UWM 0.01%
12 URTY 0.01%
13 DFAS 0.01%
14 BSVO 0.01%
15 AVSC 0.01%
16 RYLD 0.00%
17 DFAT 0.00%
18 AVUV 0.00%
19 HDG 0.00%
20 DFSU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 328.33K (6.87%) -4.38K
Decreased by -1.33%
Mar 31, 25
2 Vanguard Group Inc 233.93K (4.90%) -1.42K
Decreased by -0.61%
Mar 31, 25
3 Manufacturers Life Insurance Co 150.16K (3.14%) -180.00
Decreased by -0.12%
Mar 31, 25
4 Geode Capital Management, LLC 107.97K (2.26%) 2.80K
Increased by +2.59%
Mar 31, 25
5 State Street Corp 97.47K (2.04%) -829.00
Decreased by -0.85%
Mar 31, 25
6 State Street Corporation 94.36K (1.98%) 2.69K
Increased by +2.85%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 90.91K (1.90%) 6.35K
Increased by +6.99%
Mar 31, 25
8 Siena Capital Management, LLC 66.48K (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
9 Goldman Sachs Group Inc 49.40K (1.03%) 15.21K
Increased by +30.78%
Mar 31, 25
10 AllianceBernstein L.P. 46.76K (0.98%) -1.48K
Decreased by -3.16%
Mar 31, 25
11 Acadian Asset Management LLC 42.35K (0.89%) 23.89K
Increased by +56.40%
Mar 31, 25
12 Elizabeth Park Capital Advisors, Ltd 38.71K (0.81%) -12.94K
Decreased by -33.42%
Dec 31, 24
13 Northern Trust Corp 37.07K (0.78%) -1.76K
Decreased by -4.75%
Mar 31, 25
14 Millennium Management LLC 22.93K (0.48%) 1.05K
Increased by +4.58%
Mar 31, 25
15 Bank of New York Mellon Corp 21.84K (0.46%) 518.00
Increased by +2.37%
Mar 31, 25
16 Citadel Advisors Llc 18.64K (0.39%) 13.00
Increased by +0.07%
Mar 31, 25
17 Renaissance Technologies Corp 17.80K (0.37%) 2.90K
Increased by +16.29%
Mar 31, 25
18 JPMorgan Chase & Co 17.66K (0.37%) 132.00
Increased by +0.75%
Dec 31, 24
19 Kennedy Capital Management Inc 16.91K (0.35%) 16.91K
Increased by +100.00%
Mar 31, 25
20 Connor Clark & Lunn Inv Mgmt Ltd 16.67K (0.35%) 2.80K
Increased by +16.81%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 129.16K (2.70%) 863.00
Increased by +0.67%
May 31, 25
2 Vanguard US Total Market Shares ETF 128.29K (2.69%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 116.06K (2.43%) 0.00
Increased by 0.00%
May 31, 25
4 JHancock Regional Bank A 75.74K (1.59%) -1.63K
Decreased by -2.15%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 74.52K (1.56%) 1.53K
Increased by +2.05%
May 31, 25
6 JH Financial Opportunities 58.03K (1.21%) 0.00
Increased by 0.00%
Apr 30, 25
7 John Hancock Financial Opportunities Fund 58.03K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Small Cap Index 44.50K (0.93%) 198.00
Increased by +0.44%
Mar 31, 25
9 iShares Russell 2000 Value ETF 43.66K (0.91%) 0.00
Increased by 0.00%
May 31, 25
10 Fidelity® Small Cap Index 42.76K (0.90%) 505.00
Increased by +1.18%
Oct 31, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 26.48K (0.55%) 130.00
Increased by +0.49%
Apr 30, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 26.48K (0.55%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity® Extended Market Index 25.63K (0.54%) 531.00
Increased by +2.07%
Nov 30, 23
14 Fidelity Extended Market Index 25.59K (0.54%) -245.00
Decreased by -0.96%
Apr 30, 25
15 Vanguard Russell 2000 ETF 23.10K (0.48%) 212.00
Increased by +0.92%
May 31, 25
16 Kennedy Bank Sector 16.91K (0.35%) 16.91K
Increased by +100.00%
Mar 31, 25
17 State St Russell Sm Cap® Indx SL Cl I 16.23K (0.34%) 0.00
Increased by 0.00%
May 31, 25
18 DFA US Small Cap I 14.54K (0.30%) 218.00
Increased by +1.50%
Apr 30, 25
19 Manulife US Bank Equity Mother Fund 13.00K (0.27%) -8.40K
Decreased by -64.62%
Jul 22, 24
20 iShares Core S&P Total US Stock Mkt ETF 11.65K (0.24%) 0.00
Increased by 0.00%
May 31, 25