Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 IWN 0.00%
3 IWM 0.00%
4 UWM 0.00%
5 SCHA 0.00%
6 URTY 0.00%
7 HDG 0.00%
8 RYLD 0.00%
9 VOX 0.00%
10 VTI 0.00%
11 VTWO 0.00%
12 VTWV 0.00%
13 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cannae Holdings Inc 27.01M (242.48%) 0.00
Increased by 0.00%
Dec 31, 23
2 BlackRock Inc 2.09M (18.78%) 158.52K
Increased by +7.58%
Dec 31, 23
3 Bank of America Corp 1.70M (15.29%) -5.43K
Decreased by -0.32%
Dec 31, 23
4 Vanguard Group Inc 1.26M (11.30%) 10.64K
Increased by +0.85%
Dec 31, 23
5 Geode Capital Management, LLC 499.89K (4.49%) 7.67K
Increased by +1.53%
Dec 31, 23
6 State Street Corporation 388.44K (3.49%) 7.30K
Increased by +1.88%
Dec 31, 23
7 Northern Trust Corp 276.23K (2.48%) 27.88K
Increased by +10.09%
Dec 31, 23
8 Pacific Ridge Capital Partners, LLC 233.79K (2.10%) 0.00
Increased by 0.00%
Dec 31, 23
9 Brighton Jones LLC 218.10K (1.96%) -17.29K
Decreased by -7.93%
Sep 30, 23
10 Charles Schwab Investment Management Inc 209.25K (1.88%) 35.18K
Increased by +16.81%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 123.06K (1.10%) 68.55K
Increased by +55.70%
Dec 31, 23
12 HPM Partners LLC 118.53K (1.06%) 0.00
Increased by 0.00%
Dec 31, 23
13 Bank of New York Mellon Corp 74.14K (0.67%) -20.69K
Decreased by -27.90%
Dec 31, 23
14 Group One Trading, LP 65.87K (0.59%) 65.87K
Increased by +100.00%
Dec 31, 23
15 Quarry LP 60.50K (0.54%) 0.00
Increased by 0.00%
Sep 30, 23
16 Barclays PLC 50.93K (0.46%) 39.11K
Increased by +76.79%
Dec 31, 23
17 Nuveen Asset Management, LLC 50.33K (0.45%) 16.22K
Increased by +32.22%
Dec 31, 23
18 Goldman Sachs Group Inc 48.08K (0.43%) 23.82K
Increased by +49.54%
Dec 31, 23
19 UBS Group AG 35.93K (0.32%) 17.70K
Increased by +49.24%
Dec 31, 23
20 JPMorgan Chase & Co 31.87K (0.29%) 10.30K
Increased by +32.31%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 727.44K (6.53%) -5.78K
Decreased by -0.79%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 726.60K (6.52%) 0.00
Increased by 0.00%
Mar 31, 24
3 iShares Russell 2000 Value ETF 330.40K (2.97%) 0.00
Increased by 0.00%
Apr 30, 24
4 Fidelity Small Cap Index 283.43K (2.54%) 0.00
Increased by 0.00%
Feb 29, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 272.69K (2.45%) 11.90K
Increased by +4.36%
Mar 31, 24
6 Fidelity® Small Cap Index 260.95K (2.34%) 7.07K
Increased by +2.71%
Oct 31, 23
7 Pacific Ridge Capital Partners Sm Cp Val 177.01K (1.59%) 54.81K
Increased by +30.96%
Mar 31, 24
8 Fidelity Extended Market Index 138.15K (1.24%) 0.00
Increased by 0.00%
Mar 31, 24
9 Vanguard Russell 2000 ETF 123.80K (1.11%) 3.93K
Increased by +3.17%
Mar 31, 24
10 Fidelity® Extended Market Index 123.69K (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
11 Schwab US Small-Cap ETF™ 122.56K (1.10%) 0.00
Increased by 0.00%
Apr 30, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 109.70K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24
13 NT R2000 Value Index Fund - NL 104.88K (0.94%) 0.00
Increased by 0.00%
Dec 31, 23
14 NT R2000 Index Fund - NL 104.13K (0.93%) 136.00
Increased by +0.13%
Dec 31, 23
15 Vanguard Communication Services ETF 92.25K (0.83%) 4.01K
Increased by +4.35%
Jan 31, 24
16 State St Russell Sm Cap® Indx SL Cl I 90.40K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
17 NT R2000 Index Fund - DC - NL - 2 82.00K (0.74%) -209.00
Decreased by -0.25%
Dec 31, 23
18 Schwab Small Cap Index 80.05K (0.72%) 0.00
Increased by 0.00%
Mar 31, 24
19 iShares Micro-Cap ETF 71.72K (0.64%) -488.00
Decreased by -0.68%
Apr 30, 24
20 iShares Russell 2000 Small-Cap Idx Instl 71.28K (0.64%) 0.00
Increased by 0.00%
Mar 31, 24