Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 IWN 0.00%
3 IWM 0.00%
4 IWO 0.00%

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Index 382.85K (23.47%) 382.85K
Increased by +100.00%
Feb 28, 25
2 State St Russell Sm/Mid Cp® Indx NL Cl C 160.06K (9.81%) 160.06K
Increased by +100.00%
Mar 31, 25
3 State St Russell Sm/Mid Cp® Indx SL Cl I 160.06K (9.81%) 160.06K
Increased by +100.00%
Mar 31, 25
4 Schwab Small Cap Index 97.78K (6.00%) 97.78K
Increased by +100.00%
Mar 31, 25
5 NT R2000 Index Fund - NL 97.20K (5.96%) 97.20K
Increased by +100.00%
Mar 31, 25
6 NT R2000 Index Fund - DC - NL - 2 77.65K (4.76%) 77.65K
Increased by +100.00%
Mar 31, 25
7 NT R2000 Index Fund - DC - NL - 3 77.65K (4.76%) 77.65K
Increased by +100.00%
Mar 31, 25
8 Fidelity Small Cap Value Index 44.74K (2.74%) 44.74K
Increased by +100.00%
Feb 28, 25
9 Spartan Small Cap Index Pool 43.87K (2.69%) 43.87K
Increased by +100.00%
Feb 28, 25
10 Nuveen Small Cap Blend Idx R6 42.75K (2.62%) 0.00
Increased by 0.00%
Mar 31, 25
11 Russell Personalized DI All Cap SMA 39.28K (2.41%) 39.28K
Increased by +100.00%
Mar 31, 25
12 EQ/2000 Managed Volatility IB 36.71K (2.25%) 0.00
Increased by 0.00%
Mar 31, 25
13 Spartan Extended Market Index Pool E 35.67K (2.19%) 35.67K
Increased by +100.00%
Mar 31, 25
14 Spartan Extended Market Index Pool F 35.67K (2.19%) 35.67K
Increased by +100.00%
Mar 31, 25
15 Spartan Small Cap Index Pool K 34.34K (2.11%) -9.54K
Decreased by -27.77%
Mar 31, 25
16 NT Ext Equity Mkt Idx Fd - L 33.51K (2.05%) 33.51K
Increased by +100.00%
Mar 31, 25
17 NT Col R2000 Val Idx Fd -DC -L -TierFour 27.30K (1.67%) 27.30K
Increased by +100.00%
Mar 31, 25
18 NT R2000 Value Index Fund - L 27.30K (1.67%) 27.30K
Increased by +100.00%
Mar 31, 25
19 NT R2000 Index Fund - L 25.98K (1.59%) 25.98K
Increased by +100.00%
Mar 31, 25
20 LVIP SSgA Small Cap Index Std 25.60K (1.57%) 25.60K
Increased by +100.00%
Mar 31, 25