Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 IWN 0.00%
3 IWM 0.00%
4 IWO 0.00%
5 VTWV 0.00%
6 VXF 0.00%
7 VTI 0.00%
8 VTWG 0.00%
9 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 772.75K (3.57%) 729.21K
Increased by +94.37%
Jun 30, 25
2 Vanguard Group Inc 685.66K (3.17%) 297.63K
Increased by +43.41%
Jun 30, 25
3 Geode Capital Management, LLC 400.49K (1.85%) 180.19K
Increased by +44.99%
Jun 30, 25
4 UBS Group AG 265.19K (1.22%) 264.78K
Increased by +99.85%
Jun 30, 25
5 Cetera Investment Advisers 152.07K (0.70%) -9.13K
Decreased by -6.01%
Jun 30, 25
6 Northern Trust Corp 116.88K (0.54%) 76.30K
Increased by +65.28%
Jun 30, 25
7 State Street Corp 112.00K (0.52%) 88.15K
Increased by +78.71%
Jun 30, 25
8 STRS OHIO 84.20K (0.39%) 84.20K
Increased by +100.00%
Jun 30, 25
9 Susquehanna International Group, LLP 77.45K (0.36%) 39.70K
Increased by +51.25%
Jun 30, 25
10 Navellier & Associates Inc 74.27K (0.34%) 74.27K
Increased by +100.00%
Jun 30, 25
11 Goldman Sachs Group Inc 39.51K (0.18%) 39.51K
Increased by +100.00%
Jun 30, 25
12 Buckingham Asset Management, LLC 36.80K (0.17%) 0.00
Increased by 0.00%
Jun 30, 24
13 The Colony Group LLC 36.80K (0.17%) 0.00
Increased by 0.00%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 36.08K (0.17%) 32.81K
Increased by +90.93%
Jun 30, 25
15 Charles Schwab Investment Management Inc 35.19K (0.16%) 35.19K
Increased by +100.00%
Jun 30, 25
16 Panagora Asset Management Inc 32.77K (0.15%) 32.77K
Increased by +100.00%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 30.70K (0.14%) 30.70K
Increased by +100.00%
Jun 30, 25
18 Bridgeway Capital Management, LLC 25.00K (0.12%) 25.00K
Increased by +100.00%
Jun 30, 25
19 Bank of New York Mellon Corp 24.96K (0.12%) 24.96K
Increased by +100.00%
Jun 30, 25
20 Barclays PLC 24.32K (0.11%) 24.32K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 322.27K (1.49%) -7.04K
Decreased by -2.19%
Jul 31, 25
2 iShares Russell 2000 ETF 294.51K (1.36%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 202.27K (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 201.99K (0.93%) -45.44K
Decreased by -22.50%
Jul 31, 25
5 Fidelity Small Cap Index 139.44K (0.64%) 139.44K
Increased by +100.00%
Jun 30, 25
6 iShares Russell 2000 Value ETF 109.94K (0.51%) 0.00
Increased by 0.00%
Aug 31, 25
7 Fidelity Extended Market Index 107.90K (0.50%) -888.00
Decreased by -0.82%
Jul 31, 25
8 Navellier Small-Mid Cap Growth 77.96K (0.36%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity® Extended Market Index 73.64K (0.34%) 0.00
Increased by 0.00%
Nov 30, 23
10 Auer Growth 70.00K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Russell 2000 ETF 66.80K (0.31%) -5.22K
Decreased by -7.81%
Jul 31, 25
12 State St Russell Sm Cap® Indx SL Cl I 49.50K (0.23%) 0.00
Increased by 0.00%
Aug 31, 25
13 Extended Equity Market Fund K 40.49K (0.19%) 30.96K
Increased by +76.45%
Jun 30, 25
14 Fidelity Total Market Index 38.52K (0.18%) -82.00
Decreased by -0.21%
Jul 31, 25
15 Schwab Small Cap Index 35.19K (0.16%) 0.00
Increased by 0.00%
Jul 31, 25
16 NT R2000 Index Fund - NL 34.23K (0.16%) 34.23K
Increased by +100.00%
Jun 30, 25
17 iShares Micro-Cap ETF 31.41K (0.15%) 0.00
Increased by 0.00%
Aug 31, 25
18 Avantis US Small Cap Value ETF 29.16K (0.13%) 0.00
Increased by 0.00%
Aug 30, 25
19 Fidelity Series Total Market Index 27.30K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
20 NT R2000 Index Fund - DC - NL - 3 27.29K (0.13%) 27.29K
Increased by +100.00%
Jun 30, 25