Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 IWO 0.01%
3 IWM 0.00%
4 UWM 0.00%
5 URTY 0.00%
6 HDG 0.00%
7 RYLD 0.00%
8 VTHR 0.00%
9 VTI 0.00%
10 VTWG 0.00%
11 VTWO 0.00%
12 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.22M (4.75%) 2.39M
Increased by +74.17%
Jun 30, 25
2 Vanguard Group Inc 3.09M (4.55%) 602.59K
Increased by +19.50%
Jun 30, 25
3 Geode Capital Management, LLC 1.46M (2.15%) 718.71K
Increased by +49.20%
Jun 30, 25
4 Millennium Management LLC 950.55K (1.40%) 117.32K
Increased by +12.34%
Mar 31, 25
5 State Street Corporation 929.08K (1.37%) 72.00K
Increased by +7.75%
Sep 30, 23
6 State Street Corp 581.14K (0.86%) 359.93K
Increased by +61.93%
Jun 30, 25
7 Clear Harbor Asset Management, LLC 513.58K (0.76%) 118.38K
Increased by +23.05%
Jun 30, 25
8 Northern Trust Corp 473.66K (0.70%) 340.87K
Increased by +71.96%
Jun 30, 25
9 CI Private Wealth LLC 446.98K (0.66%) 277.00K
Increased by +61.97%
Jun 30, 25
10 UBS Group AG 344.09K (0.51%) 247.69K
Increased by +71.98%
Jun 30, 25
11 KESTRA PRIVATE WEALTH SERVICES, LLC 298.90K (0.44%) 59.90K
Increased by +20.04%
Jun 30, 25
12 RSM US WEALTH MANAGEMENT LLC 288.49K (0.43%) 68.00
Increased by +0.02%
Jun 30, 25
13 Susquehanna International Group, LLP 268.39K (0.40%) -209.63K
Decreased by -78.10%
Jun 30, 25
14 Goldman Sachs Group Inc 256.43K (0.38%) -8.29K
Decreased by -3.23%
Jun 30, 25
15 Omers Administration Corp 222.90K (0.33%) 222.90K
Increased by +100.00%
Mar 31, 25
16 Procyon Private Wealth Partners, LLC 208.00K (0.31%) 0.00
Increased by 0.00%
Mar 31, 25
17 Matrix Asset Advisors Inc 201.67K (0.30%) 43.33K
Increased by +21.49%
Jun 30, 25
18 Jane Street Group LLC 190.26K (0.28%) 137.19K
Increased by +72.11%
Mar 31, 25
19 Charles Schwab Investment Management Inc 170.73K (0.25%) 153.91K
Increased by +90.15%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 169.03K (0.25%) 133.31K
Increased by +78.87%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.64M (2.42%) -35.92K
Decreased by -2.19%
Jul 31, 25
2 Managed Profit Plus A 1.20M (1.77%) 0.00
Increased by 0.00%
Aug 31, 25
3 iShares Russell 2000 ETF 1.10M (1.62%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 659.04K (0.97%) -267.06K
Decreased by -40.52%
Jul 31, 25
5 Fidelity® Small Cap Index 619.20K (0.91%) 0.00
Increased by 0.00%
Oct 31, 23
6 Fidelity Small Cap Index 603.29K (0.89%) 603.29K
Increased by +100.00%
Jun 30, 25
7 iShares Russell 2000 Growth ETF 501.50K (0.74%) 0.00
Increased by 0.00%
Aug 31, 25
8 Fidelity Extended Market Index 355.56K (0.52%) -2.92K
Decreased by -0.82%
Jul 31, 25
9 State St Russell Sm/Mid Cp® Indx NL Cl C 315.90K (0.47%) 0.00
Increased by 0.00%
Jan 31, 24
10 Vanguard Russell 2000 ETF 297.32K (0.44%) -14.28K
Decreased by -4.80%
Jul 31, 25
11 Fidelity® Extended Market Index 266.71K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23
12 State St Russell Sm Cap® Indx SL Cl I 214.40K (0.32%) 0.00
Increased by 0.00%
Aug 31, 25
13 NT R2000 Growth Index Fund - NL 202.65K (0.30%) 0.00
Increased by 0.00%
Dec 31, 23
14 Schwab Small Cap Index 153.91K (0.23%) 0.00
Increased by 0.00%
Jul 31, 25
15 NT R2000 Index Fund - DC - NL - 2 153.06K (0.23%) -327.00
Decreased by -0.21%
Dec 31, 23
16 NT R2000 Index Fund - NL 148.12K (0.22%) 148.12K
Increased by +100.00%
Jun 30, 25
17 iShares Micro-Cap ETF 136.98K (0.20%) 0.00
Increased by 0.00%
Aug 31, 25
18 NT R2000 Growth Index Fund - L 134.66K (0.20%) 1.50K
Increased by +1.11%
Dec 31, 23
19 Northern Trust Russell 2000 Growth Index 134.66K (0.20%) 1.50K
Increased by +1.11%
Dec 31, 23
20 Fidelity Total Market Index 127.29K (0.19%) -271.00
Decreased by -0.21%
Jul 31, 25