Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 419.64K (3.49%) -6.93K
Decreased by -1.65%
Mar 31, 26
2 Geode Capital Management, LLC 295.78K (2.46%) 33.74K
Increased by +11.41%
Mar 31, 26
3 Vanguard Group Inc 269.58K (2.24%) 188.48K
Increased by +69.92%
Dec 31, 25
4 Vanguard Capital Management, LLC 136.24K (1.13%) 136.24K
Increased by +100.00%
Mar 31, 26
5 Northern Trust Corp 91.14K (0.76%) 9.85K
Increased by +10.80%
Mar 31, 26
6 Segall Bryant & Hamill 81.31K (0.68%) 81.31K
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 63.55K (0.53%) 63.55K
Increased by +100.00%
Mar 31, 26
8 Vanguard Fiduciary Trust Co 62.47K (0.52%) 62.47K
Increased by +100.00%
Mar 31, 26
9 SBI Securities Co Ltd 45.08K (0.37%) -2.86K
Decreased by -6.35%
Mar 31, 26
10 State Street Corp 30.84K (0.26%) 1.15K
Increased by +3.73%
Mar 31, 26
11 The Goldman Sachs Group Inc 25.09K (0.21%) 13.76K
Increased by +54.87%
Mar 31, 26
12 Mariner Wealth Advisors LLC 23.96K (0.20%) 23.96K
Increased by +100.00%
Mar 31, 26
13 Charles Schwab Investment Management Inc 18.20K (0.15%) -9.14K
Decreased by -50.22%
Mar 31, 26
14 Lumbard Investment Counseling LLC 17.27K (0.14%) 17.27K
Increased by +100.00%
Mar 31, 26
15 New York State Common Retirement Fund 17.00K (0.14%) 0.00
Increased by 0.00%
Mar 31, 26
16 Williams & Novak LLC 14.24K (0.12%) -943.00
Decreased by -6.62%
Mar 31, 26
17 AQR Capital Management LLC 12.57K (0.10%) -944.00
Decreased by -7.51%
Mar 31, 26
18 Nuveen, LLC 12.37K (0.10%) 0.00
Increased by 0.00%
Mar 31, 26
19 Bank of New York Mellon Corp 10.18K (0.08%) 10.18K
Increased by +100.00%
Mar 31, 26
20 Vanguard Global Advisers, LLC 8.56K (0.07%) 8.56K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 202.04K (1.68%) 1.87K
Increased by +0.93%
May 29, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 136.24K (1.13%) 0.00
Increased by 0.00%
Apr 30, 26
3 Fidelity Small Cap Index 107.77K (0.90%) 20.59K
Increased by +19.10%
Mar 31, 26
4 iShares Russell 2000 Value ETF 81.89K (0.68%) 0.00
Increased by 0.00%
May 29, 26
5 Fidelity Extended Market Index 62.50K (0.52%) -228.00
Decreased by -0.36%
Apr 30, 26
6 Vanguard Russell 2000 ETF 56.88K (0.47%) 1.23K
Increased by +2.16%
Apr 30, 26
7 Russell 2000 Equity Index Fund B 38.45K (0.32%) 319.00
Increased by +0.83%
Dec 31, 25
8 Fidelity Nasdaq Composite Index 35.57K (0.30%) 0.00
Increased by 0.00%
Apr 30, 26
9 Segall Bryant Quantitative US Small Cap 35.09K (0.29%) 35.09K
Increased by +100.00%
Mar 31, 26
10 iShares Micro-Cap ETF 30.34K (0.25%) 0.00
Increased by 0.00%
May 29, 26
11 NT R2000 Index Fund - NL 25.30K (0.21%) 140.00
Increased by +0.55%
Mar 31, 26
12 State St Russell Sm Cap® Idx SL Cl I 21.50K (0.18%) 0.00
Increased by 0.00%
May 31, 26
13 NT R2000 Index Fund - DC - NL - 3 20.72K (0.17%) 675.00
Increased by +3.26%
Mar 31, 26
14 Fidelity Total Market Index 18.78K (0.16%) 0.00
Increased by 0.00%
Apr 30, 26
15 Schwab Small Cap Index 18.20K (0.15%) 0.00
Increased by 0.00%
Apr 30, 26
16 Fidelity Series Total Market Index 17.43K (0.14%) 0.00
Increased by 0.00%
Apr 30, 26
17 NT Ext Equity Mkt Index Fund - Lending 16.96K (0.14%) 0.00
Increased by 0.00%
Mar 31, 26
18 Northern Trust Extended Eq Market Idx 16.96K (0.14%) 5.33K
Increased by +31.44%
Mar 31, 26
19 Spartan Extended Market Index Pool F 16.61K (0.14%) 228.00
Increased by +1.37%
Apr 30, 26
20 EQ/2000 Managed Volatility IB 15.55K (0.13%) 0.00
Increased by 0.00%
Apr 30, 26