Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 0.00%
2 IWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.14M (18.07%) 368.40K
Increased by +17.24%
Sep 30, 25
2 Geode Capital Management, LLC 687.40K (5.81%) -7.61K
Decreased by -1.11%
Dec 31, 25
3 Vanguard Group Inc 600.57K (5.08%) 53.55K
Increased by +8.92%
Dec 31, 25
4 State Street Corp 501.38K (4.24%) 124.25K
Increased by +24.78%
Sep 30, 25
5 Northern Trust Corp 256.00K (2.17%) 48.87K
Increased by +19.09%
Sep 30, 25
6 Charles Schwab Investment Management Inc 198.00K (1.67%) -133.00
Decreased by -0.07%
Dec 31, 25
7 UBS Group AG 160.10K (1.35%) 17.67K
Increased by +11.04%
Sep 30, 25
8 State Street Corporation 158.07K (1.34%) 10.10K
Increased by +6.39%
Mar 31, 24
9 State Of Wisconsin Investment Board 86.20K (0.73%) 20.00K
Increased by +23.20%
Dec 31, 25
10 Bank of New York Mellon Corp 72.77K (0.62%) 2.11K
Increased by +2.90%
Sep 30, 25
11 AllianceBernstein L.P. 71.19K (0.60%) -34.48K
Decreased by -48.43%
Sep 30, 25
12 Rhumbline Advisers 55.13K (0.47%) -4.95K
Decreased by -8.98%
Dec 31, 25
13 Barclays PLC 52.56K (0.44%) -115.86K
Decreased by -220.42%
Sep 30, 25
14 CAAS CAPITAL MANAGEMENT LP 52.20K (0.44%) 52.20K
Increased by +100.00%
Mar 31, 25
15 Limestone Investment Advisors LP 52.20K (0.44%) 0.00
Increased by 0.00%
Dec 31, 25
16 Nuveen, LLC 47.80K (0.40%) 0.00
Increased by 0.00%
Dec 31, 25
17 Susquehanna International Group, LLP 46.91K (0.40%) 24.68K
Increased by +52.61%
Jun 30, 25
18 Goldman Sachs Group Inc 46.59K (0.39%) 2.23K
Increased by +4.80%
Jun 30, 25
19 JPMorgan Chase & Co 34.16K (0.29%) 3.60K
Increased by +10.55%
Sep 30, 25
20 Morgan Stanley - Brokerage Accounts 32.56K (0.28%) -52.85K
Decreased by -162.31%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 882.45K (7.46%) 882.45K
Increased by +100.00%
Feb 28, 26
2 Fidelity Small Cap Index 373.61K (3.16%) -2.99K
Decreased by -0.80%
Dec 31, 25
3 iShares Russell 2000 Growth ETF 307.58K (2.60%) 209.82K
Increased by +68.22%
Feb 28, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 228.34K (1.93%) 0.00
Increased by 0.00%
Feb 28, 26
5 Vanguard Russell 2000 ETF 182.25K (1.54%) 6.53K
Increased by +3.58%
Feb 28, 26
6 State St Russell Sm Cap® Indx SL Cl I 128.80K (1.09%) 0.00
Increased by 0.00%
Feb 28, 26
7 Fidelity Extended Market Index 118.20K (1.00%) -490.00
Decreased by -0.41%
Jan 31, 26
8 Schwab US Small-Cap ETF™ 106.36K (0.90%) 84.00
Increased by +0.08%
Feb 28, 26
9 Fidelity® Small Cap Index 104.45K (0.88%) 1.85K
Increased by +1.77%
Oct 31, 23
10 Schwab Small Cap Index 92.16K (0.78%) 0.00
Increased by 0.00%
Feb 28, 26
11 State St Russell Sm/Mid Cp® Indx SL Cl I 83.50K (0.71%) 0.00
Increased by 0.00%
Feb 28, 26
12 NT R2000 Index Fund - NL 81.06K (0.69%) -7.81K
Decreased by -9.64%
Dec 31, 25
13 Stt Strt SPDR® Russell2000 US SmCapETF 66.26K (0.56%) 2.45K
Increased by +3.70%
Feb 28, 26
14 NT R2000 Index Fund - DC - NL - 3 64.58K (0.55%) -5.48K
Decreased by -8.49%
Dec 31, 25
15 iShares Russell 2000 Small-Cap Idx Instl 63.64K (0.54%) 0.00
Increased by 0.00%
Feb 28, 26
16 Russell 2500 Index Non-Lendable Fund 61.47K (0.52%) -49.00
Decreased by -0.08%
Dec 31, 25
17 SPDR® Russell 2000 US Small Cap ETF 60.68K (0.51%) 294.00
Increased by +0.48%
Aug 31, 25
18 Russell 2500™ Index Fund F 57.98K (0.49%) -628.00
Decreased by -1.08%
Dec 31, 25
19 EQ/Small Company Index IB 52.85K (0.45%) 0.00
Increased by 0.00%
Jan 31, 26
20 State St Russell Sm/Mid Cp® Indx NL Cl C 52.10K (0.44%) 0.00
Increased by 0.00%
Apr 30, 25