Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIT 0.10%
2 EEMS 0.03%
3 IWC 0.01%
4 IWN 0.00%
5 BSVO 0.00%
6 IWM 0.00%
7 RSSL 0.00%
8 UWM 0.00%
9 URTY 0.00%
10 RYLD 0.00%
11 HDG 0.00%
12 VXF 0.00%
13 RTLA 0.00%
14 VTHR 0.00%
15 VTI 0.00%
16 VTWO 0.00%
17 VTWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 TCW Group Inc 71.99K (6.08%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 62.25K (5.26%) -1.43K
Decreased by -2.29%
Mar 31, 25
3 Vanguard Group Inc 32.76K (2.77%) 5.13K
Increased by +15.64%
Mar 31, 25
4 Geode Capital Management, LLC 26.84K (2.27%) 1.99K
Increased by +7.41%
Mar 31, 25
5 State Street Corporation 21.82K (1.84%) -3.60K
Decreased by -16.50%
Mar 31, 24
6 State Street Corp 20.91K (1.77%) -400.00
Decreased by -1.91%
Mar 31, 25
7 Northern Trust Corp 10.82K (0.91%) -487.00
Decreased by -4.50%
Dec 31, 24
8 Integrated Wealth Concepts LLC 9.10K (0.77%) -7.72K
Decreased by -84.85%
Dec 31, 24
9 Renaissance Technologies Corp 8.40K (0.71%) 0.00
Increased by 0.00%
Mar 31, 25
10 Citadel Advisors Llc 7.15K (0.60%) 7.15K
Increased by +100.00%
Sep 30, 24
11 Amvescap Plc. 5.36K (0.45%) 5.36K
Increased by +100.00%
Mar 31, 24
12 CALDWELL SUTTER CAPITAL INC 4.20K (0.35%) 0.00
Increased by 0.00%
Mar 31, 25
13 JPMorgan Chase & Co 2.72K (0.23%) -1.93K
Decreased by -70.88%
Mar 31, 25
14 Allspring Global Investments Holdings, LLC 2.55K (0.22%) -385.00
Decreased by -15.10%
Sep 30, 23
15 New York State Common Retirement Fund 2.41K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
16 Rhumbline Advisers 2.33K (0.20%) -77.00
Decreased by -3.30%
Mar 31, 25
17 BNP Paribas Arbitrage, SA 2.11K (0.18%) -782.00
Decreased by -37.10%
Mar 31, 25
18 Acadian Asset Management LLC 1.83K (0.15%) 1.83K
Increased by +100.00%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 1.80K (0.15%) -1.54K
Decreased by -85.41%
Mar 31, 25
20 Barclays PLC 1.25K (0.11%) -607.00
Decreased by -48.72%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1.01M (85.56%) 1.01M
Increased by +100.00%
Jun 30, 24
2 iShares Russell 2000 ETF 28.18K (2.38%) 15.00
Increased by +0.05%
May 28, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 17.85K (1.51%) 0.00
Increased by 0.00%
Apr 30, 25
4 Fidelity® Small Cap Index 17.37K (1.47%) 239.00
Increased by +1.38%
Oct 31, 23
5 Fidelity Small Cap Index 11.52K (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
6 iShares Russell 2000 Value ETF 11.10K (0.94%) 0.00
Increased by 0.00%
May 28, 25
7 State St Russell Sm/Mid Cp® Indx NL Cl C 6.96K (0.59%) 0.00
Increased by 0.00%
Apr 30, 25
8 State St Russell Sm/Mid Cp® Indx SL Cl I 6.96K (0.59%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity® Extended Market Index 6.91K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Extended Market Index 6.50K (0.55%) 534.00
Increased by +8.22%
Mar 31, 25
11 Vanguard Total Stock Mkt Idx Inv 6.26K (0.53%) 0.00
Increased by 0.00%
Apr 30, 25
12 State St Russell Sm Cap® Indx SL Cl I 6.19K (0.52%) 0.00
Increased by 0.00%
Apr 30, 25
13 Vanguard Russell 2000 ETF 6.05K (0.51%) 329.00
Increased by +5.44%
Apr 30, 25
14 Invesco Russell 2000® Dynamic Mltfct ETF 4.10K (0.35%) -44.00
Decreased by -1.07%
Apr 30, 24
15 Schwab Small Cap Index 2.93K (0.25%) 0.00
Increased by 0.00%
Apr 30, 25
16 NT R2000 Value Index Fund - L 2.71K (0.23%) 0.00
Increased by 0.00%
Dec 31, 24
17 Northern Trust Russell 2000 Value Index 2.71K (0.23%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fidelity Total Market Index 2.68K (0.23%) 1.04K
Increased by +38.74%
Mar 31, 25
19 Allspring Factor Enhanced Small Cap Eq 2.55K (0.22%) 0.00
Increased by 0.00%
Oct 31, 23
20 iShares Micro-Cap ETF 2.54K (0.22%) 0.00
Increased by 0.00%
May 28, 25