Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFLR 0.03%
2 EES 0.03%
3 GSSC 0.02%
4 IWC 0.02%
5 VTWG 0.01%
6 IWO 0.01%
7 RSSL 0.01%
8 UWM 0.00%
9 IWM 0.00%
10 URTY 0.00%
11 RYLD 0.00%
12 DCOR 0.00%
13 DFSU 0.00%
14 DFAS 0.00%
15 HDG 0.00%
16 DFAC 0.00%
17 VXF 0.00%
18 VTHR 0.00%
19 VTI 0.00%
20 VTWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 211.07K (5.87%) -3.93K
Decreased by -1.86%
Mar 31, 25
2 Vanguard Group Inc 196.47K (5.47%) -4.33K
Decreased by -2.20%
Mar 31, 25
3 Geode Capital Management, LLC 88.75K (2.47%) 881.00
Increased by +0.99%
Mar 31, 25
4 State Street Corp 63.28K (1.76%) -900.00
Decreased by -1.42%
Mar 31, 25
5 State Street Corporation 53.51K (1.49%) 115.00
Increased by +0.21%
Mar 31, 24
6 Northern Trust Corp 40.75K (1.13%) -66.00
Decreased by -0.16%
Mar 31, 25
7 Renaissance Technologies Corp 34.30K (0.95%) -1.10K
Decreased by -3.21%
Mar 31, 25
8 Royal Bank of Canada 31.63K (0.88%) 21.00
Increased by +0.07%
Mar 31, 25
9 Marshall Wace Asset Management Ltd 29.27K (0.81%) -1.01K
Decreased by -3.45%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 28.01K (0.78%) 12.08K
Increased by +43.14%
Mar 31, 25
11 Fifth Third Bancorp 27.04K (0.75%) 27.04K
Increased by +100.00%
Dec 31, 24
12 Janney Montgomery Scott LLC 26.32K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
13 Pensionmark Financial Group, LLC 21.11K (0.59%) -4.80K
Decreased by -22.75%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 16.06K (0.45%) 2.29K
Increased by +14.24%
Mar 31, 25
15 Squarepoint Ops LLC 15.64K (0.44%) 816.00
Increased by +5.22%
Mar 31, 25
16 Citadel Advisors Llc 15.42K (0.43%) -6.56K
Decreased by -42.54%
Mar 31, 25
17 Bank of New York Mellon Corp 13.88K (0.39%) 826.00
Increased by +5.95%
Mar 31, 25
18 Ameriprise Financial Inc 13.15K (0.37%) -2.44K
Decreased by -18.56%
Jun 30, 24
19 JPMorgan Chase & Co 11.72K (0.33%) -1.85K
Decreased by -15.82%
Mar 31, 25
20 Charles Schwab Investment Management Inc 11.36K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 99.74K (2.78%) 4.03K
Increased by +4.04%
May 31, 25
2 Vanguard US Total Market Shares ETF 95.71K (2.66%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 89.81K (2.50%) 615.00
Increased by +0.68%
Jun 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 67.01K (1.86%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Small Cap Index 40.57K (1.13%) 311.00
Increased by +0.77%
Apr 30, 25
6 Fidelity® Small Cap Index 35.90K (1.00%) 909.00
Increased by +2.53%
Oct 31, 23
7 iShares Russell 2000 Growth ETF 29.27K (0.81%) 72.00
Increased by +0.25%
Jun 30, 25
8 Vanguard Russell 2000 ETF 20.70K (0.58%) 159.00
Increased by +0.77%
May 31, 25
9 Fidelity Extended Market Index 18.99K (0.53%) -85.00
Decreased by -0.45%
May 31, 25
10 Fidelity® Extended Market Index 17.39K (0.48%) 622.00
Increased by +3.58%
Nov 30, 23
11 State St Russell Sm Cap® Indx SL Cl I 14.30K (0.40%) 0.00
Increased by 0.00%
Jun 30, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 13.73K (0.38%) 0.00
Increased by 0.00%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 13.73K (0.38%) 0.00
Increased by 0.00%
Jun 30, 25
14 NT R2000 Growth Index Fund - NL 9.81K (0.27%) 0.00
Increased by 0.00%
Dec 31, 24
15 Schwab Small Cap Index 9.70K (0.27%) 0.00
Increased by 0.00%
May 31, 25
16 DFA US Small Cap I 8.83K (0.25%) 453.00
Increased by +5.13%
May 31, 25
17 Extended Equity Market Fund K 8.60K (0.24%) -172.00
Decreased by -2.00%
Jun 30, 25
18 NT R2000 Growth Index Fund - L 8.53K (0.24%) -434.00
Decreased by -5.09%
Dec 31, 24
19 Northern Trust Russell 2000 Growth Index 8.53K (0.24%) -434.00
Decreased by -5.09%
Dec 31, 24
20 Xtrackers Russell 2000 ETF 1C 8.42K (0.23%) 0.00
Increased by 0.00%
Mar 19, 25