Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 IWO 0.00%
3 UWM 0.00%
4 IWM 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 Vanguard Group Inc 2.49M (4.00%) 232.16K
Increased by +9.33%
Mar 31, 25
2 Millennium Management LLC 950.55K (1.53%) 117.32K
Increased by +12.34%
Mar 31, 25
3 State Street Corporation 929.08K (1.49%) 72.00K
Increased by +7.75%
Sep 30, 23
4 BlackRock Inc 832.26K (1.34%) 19.52K
Increased by +2.35%
Mar 31, 25
5 Geode Capital Management, LLC 742.07K (1.19%) 29.67K
Increased by +4.00%
Mar 31, 25
6 Susquehanna International Group, LLP 478.02K (0.77%) 478.02K
Increased by +100.00%
Mar 31, 25
7 Clear Harbor Asset Management, LLC 395.20K (0.63%) 43.90K
Increased by +11.11%
Mar 31, 25
8 RSM US WEALTH MANAGEMENT LLC 288.43K (0.46%) 995.00
Increased by +0.34%
Mar 31, 25
9 Goldman Sachs Group Inc 264.72K (0.43%) 231.00K
Increased by +87.26%
Mar 31, 25
10 KESTRA PRIVATE WEALTH SERVICES, LLC 239.00K (0.38%) 27.50K
Increased by +11.51%
Mar 31, 25
11 Omers Administration Corp 222.90K (0.36%) 222.90K
Increased by +100.00%
Mar 31, 25
12 State Street Corp 221.21K (0.36%) 20.20K
Increased by +9.13%
Mar 31, 25
13 Procyon Private Wealth Partners, LLC 208.00K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
14 Jane Street Group LLC 190.26K (0.31%) 137.19K
Increased by +72.11%
Mar 31, 25
15 CI Private Wealth LLC 169.98K (0.27%) 0.00
Increased by 0.00%
Mar 31, 25
16 Charles Schwab Investment Management Inc 163.85K (0.26%) 17.07K
Increased by +10.42%
Sep 30, 23
17 Matrix Asset Advisors Inc 158.33K (0.25%) 0.00
Increased by 0.00%
Mar 31, 25
18 Bank of New York Mellon Corp 148.53K (0.24%) 0.00
Increased by 0.00%
Sep 30, 23
19 Northern Trust Corp 132.79K (0.21%) -68.48K
Decreased by -51.57%
Mar 31, 25
20 Stifel Financial Corp 100.00K (0.16%) 3.71K
Increased by +3.71%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.68M (2.70%) 72.64K
Increased by +4.32%
May 31, 25
2 iShares Russell 2000 ETF 1.40M (2.24%) -9.22K
Decreased by -0.66%
Feb 1, 24
3 Managed Profit Plus A 1.20M (1.93%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 926.10K (1.49%) 45.69K
Increased by +4.93%
May 31, 25
5 Fidelity Small Cap Index 619.20K (0.99%) 0.00
Increased by 0.00%
Dec 31, 23
6 Fidelity® Small Cap Index 619.20K (0.99%) 0.00
Increased by 0.00%
Oct 31, 23
7 iShares Russell 2000 Growth ETF 549.91K (0.88%) 2.56K
Increased by +0.46%
Feb 28, 24
8 Fidelity Extended Market Index 361.03K (0.58%) -3.45K
Decreased by -0.96%
Apr 30, 25
9 State St Russell Sm/Mid Cp® Indx NL Cl C 315.90K (0.51%) 0.00
Increased by 0.00%
Jan 31, 24
10 Fidelity® Extended Market Index 266.71K (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Russell 2000 ETF 209.56K (0.34%) 4.60K
Increased by +2.20%
Jan 31, 24
12 State St Russell Sm Cap® Indx SL Cl I 209.50K (0.34%) 0.00
Increased by 0.00%
Jan 31, 24
13 NT R2000 Growth Index Fund - NL 202.65K (0.33%) 0.00
Increased by 0.00%
Dec 31, 23
14 NT R2000 Index Fund - NL 194.37K (0.31%) 333.00
Increased by +0.17%
Dec 31, 23
15 NT R2000 Index Fund - DC - NL - 2 153.06K (0.25%) -327.00
Decreased by -0.21%
Dec 31, 23
16 iShares Micro-Cap ETF 151.42K (0.24%) 0.00
Increased by 0.00%
May 31, 25
17 Schwab Small Cap Index 147.03K (0.24%) 0.00
Increased by 0.00%
Jan 31, 24
18 NT R2000 Growth Index Fund - L 134.66K (0.22%) 1.50K
Increased by +1.11%
Dec 31, 23
19 Northern Trust Russell 2000 Growth Index 134.66K (0.22%) 1.50K
Increased by +1.11%
Dec 31, 23
20 Fidelity Total Market Index 127.56K (0.20%) 0.00
Increased by 0.00%
Apr 30, 25