Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 IWN 0.00%
3 IWMW 0.00%
4 IWM 0.00%
5 IWO 0.00%
6 SMMD 0.00%
7 ITDG 0.00%
8 ITDH 0.00%
9 ITDI 0.00%
10 ITDF 0.00%
11 ITDE 0.00%
12 ITDJ 0.00%
13 ITDC 0.00%
14 ITDD 0.00%
15 VXF 0.00%
16 ITDB 0.00%
17 VTI 0.00%
18 VTWG 0.00%
19 VTWO 0.00%
20 VTWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 769.75K (3.51%) -2.99K
Decreased by -0.39%
Sep 30, 25
2 Vanguard Group Inc 752.59K (3.44%) 28.61K
Increased by +3.80%
Dec 31, 25
3 Geode Capital Management, LLC 418.46K (1.91%) 1.59K
Increased by +0.38%
Dec 31, 25
4 UBS Group AG 223.13K (1.02%) -42.06K
Decreased by -18.85%
Sep 30, 25
5 Cetera Investment Advisers 152.07K (0.69%) 0.00
Increased by 0.00%
Dec 31, 25
6 State Street Corp 144.23K (0.66%) 32.23K
Increased by +22.35%
Sep 30, 25
7 Northern Trust Corp 141.33K (0.65%) 24.45K
Increased by +17.30%
Sep 30, 25
8 STRS OHIO 84.20K (0.38%) 0.00
Increased by 0.00%
Dec 31, 25
9 Susquehanna International Group, LLP 77.45K (0.35%) 39.70K
Increased by +51.25%
Jun 30, 25
10 Navellier & Associates Inc 68.33K (0.31%) -79.59K
Decreased by -116.49%
Dec 31, 25
11 Bridgeway Capital Management, LLC 64.06K (0.29%) 0.00
Increased by 0.00%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 62.35K (0.28%) 3.64K
Increased by +5.84%
Dec 31, 25
13 Winton Capital Group Ltd 59.05K (0.27%) 59.05K
Increased by +100.00%
Sep 30, 25
14 The Goldman Sachs Group Inc 40.13K (0.18%) -34.06K
Decreased by -84.88%
Dec 31, 25
15 Goldman Sachs Group Inc 39.51K (0.18%) 39.51K
Increased by +100.00%
Jun 30, 25
16 JPMorgan Chase & Co 36.90K (0.17%) 30.21K
Increased by +81.87%
Sep 30, 25
17 Buckingham Asset Management, LLC 36.80K (0.17%) 0.00
Increased by 0.00%
Jun 30, 24
18 The Colony Group LLC 36.39K (0.17%) 18.00
Increased by +0.05%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 36.08K (0.16%) 32.81K
Increased by +90.93%
Jun 30, 25
20 Charles Schwab Investment Management Inc 35.19K (0.16%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 322.27K (1.47%) 0.00
Increased by 0.00%
Feb 28, 26
2 iShares Russell 2000 ETF 300.23K (1.37%) -2.44K
Decreased by -0.81%
Mar 31, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 228.34K (1.04%) 0.00
Increased by 0.00%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 202.27K (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fidelity Small Cap Index 139.85K (0.64%) -728.00
Decreased by -0.52%
Jan 31, 26
6 Fidelity Extended Market Index 118.35K (0.54%) -429.00
Decreased by -0.36%
Feb 28, 26
7 iShares Russell 2000 Value ETF 106.54K (0.49%) 0.00
Increased by 0.00%
Mar 31, 26
8 Navellier Small-Mid Cap Growth 77.96K (0.36%) 0.00
Increased by 0.00%
Feb 28, 26
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 69.23K (0.32%) 2.45K
Increased by +3.54%
Feb 28, 26
12 Bridgeway Ultra-Small Company 64.06K (0.29%) 0.00
Increased by 0.00%
Dec 31, 25
13 State St Russell Sm Cap® Indx SL Cl I 49.50K (0.23%) 0.00
Increased by 0.00%
Feb 28, 26
14 Extended Equity Market Fund B 48.07K (0.22%) -16.00
Decreased by -0.03%
Dec 31, 25
15 Extended Equity Market Fund E 48.07K (0.22%) -16.00
Decreased by -0.03%
Dec 31, 25
16 Blackrock Extended Mkt Fund CF 47.89K (0.22%) 0.00
Increased by 0.00%
Feb 28, 26
17 Extended Equity Market Fund K 40.78K (0.19%) -299.00
Decreased by -0.73%
Mar 31, 26
18 Fidelity Total Market Index 38.20K (0.17%) 0.00
Increased by 0.00%
Feb 28, 26
19 iShares Micro-Cap ETF 37.34K (0.17%) -247.00
Decreased by -0.66%
Mar 31, 26
20 Schwab Small Cap Index 35.19K (0.16%) 0.00
Increased by 0.00%
Feb 28, 26