Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.10%
2 IWO 0.03%
3 IWM 0.02%
4 IWN 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CANTOR FITZGERALD, L. P. 11.52M (13.25%) 0.00
Increased by 0.00%
Sep 30, 25
2 Alyeska Investment Group, L.P. 9.00M (10.35%) 9.00M
Increased by +100.00%
Dec 31, 25
3 Vanguard Group Inc 4.85M (5.58%) 1.59M
Increased by +32.80%
Dec 31, 25
4 BlackRock Inc 4.44M (5.11%) 875.76K
Increased by +19.70%
Sep 30, 25
5 SoftBank Group Corp 2.58M (2.97%) 0.00
Increased by 0.00%
Sep 30, 25
6 Weiss Asset Management LP 2.17M (2.49%) 2.17M
Increased by +100.00%
Dec 31, 25
7 Geode Capital Management, LLC 1.34M (1.55%) 469.44K
Increased by +34.93%
Sep 30, 25
8 State Street Corp 1.12M (1.28%) 558.59K
Increased by +50.04%
Sep 30, 25
9 Halter Ferguson Financial Inc 839.83K (0.97%) 450.96K
Increased by +53.70%
Dec 31, 25
10 Nuveen, LLC 505.16K (0.58%) 0.00
Increased by 0.00%
Sep 30, 25
11 Northern Trust Corp 486.19K (0.56%) 90.22K
Increased by +18.56%
Sep 30, 25
12 UBS Group AG 433.74K (0.50%) -582.68K
Decreased by -134.34%
Sep 30, 25
13 Royal Bank of Canada 424.46K (0.49%) 399.19K
Increased by +94.05%
Sep 30, 25
14 Northern Trust Investments N A 395.98K (0.46%) 395.98K
Increased by +100.00%
Jun 30, 25
15 Shay Capital LLC 301.40K (0.35%) 301.40K
Increased by +100.00%
Dec 31, 25
16 Susquehanna International Group, LLP 256.50K (0.30%) 59.42K
Increased by +23.17%
Sep 30, 25
17 Morgan Stanley - Brokerage Accounts 254.43K (0.29%) 8.12K
Increased by +3.19%
Sep 30, 25
18 Charles Schwab Investment Management Inc 229.02K (0.26%) 33.52K
Increased by +14.64%
Dec 31, 25
19 Resolute Advisors LLC 197.10K (0.23%) 0.00
Increased by 0.00%
Dec 31, 25
20 Squarepoint Ops LLC 184.45K (0.21%) 174.41K
Increased by +94.55%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.70M (3.10%) 0.00
Increased by 0.00%
Feb 28, 26
2 iShares Russell 2000 ETF 2.05M (2.35%) 2.05M
Increased by +100.00%
Feb 28, 26
3 Nuveen Quant Small Cap Equity R6 1.09M (1.25%) 1.09M
Increased by +100.00%
Jan 31, 26
4 Finserve Global Security I SEK S 839.34K (0.97%) 0.00
Increased by 0.00%
Aug 31, 25
5 Fidelity Small Cap Index 829.94K (0.95%) 135.58K
Increased by +16.34%
Dec 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 780.94K (0.90%) -22.78K
Decreased by -2.92%
Feb 28, 26
7 State St Russell Sm/Mid Cp® Indx SL Cl I 664.83K (0.76%) 0.00
Increased by 0.00%
Feb 28, 26
8 iShares Russell 2000 Growth ETF 546.23K (0.63%) 546.23K
Increased by +100.00%
Feb 28, 26
9 Procure Space ETF 478.34K (0.55%) 385.91K
Increased by +80.68%
Feb 27, 26
10 Nuveen Equity Index R6 415.51K (0.48%) 0.00
Increased by 0.00%
Jan 31, 26
11 Vanguard Russell 2000 ETF 414.63K (0.48%) 14.70K
Increased by +3.54%
Feb 28, 26
12 Fidelity Extended Market Index 378.27K (0.44%) -1.57K
Decreased by -0.42%
Jan 31, 26
13 NewDeal Invest, kl n 314.79K (0.36%) 190.98K
Increased by +60.67%
Oct 31, 25
14 State St Russell Sm Cap® Indx SL Cl I 269.10K (0.31%) 0.00
Increased by 0.00%
Feb 28, 26
15 Vanguard VIF Small Co Gr 263.33K (0.30%) 263.33K
Increased by +100.00%
Dec 31, 25
16 iShares Micro-Cap ETF 221.11K (0.25%) 221.11K
Increased by +100.00%
Feb 28, 26
17 Blackrock Extended Mkt Fund CF 211.19K (0.24%) 0.00
Increased by 0.00%
Feb 28, 26
18 SSgA Russell Small Cap Completeness Idx 205.70K (0.24%) 0.00
Increased by 0.00%
Aug 31, 25
19 NT R2000 Index Fund - NL 193.34K (0.22%) 26.49K
Increased by +13.70%
Dec 31, 25
20 Schwab Small Cap Index 185.60K (0.21%) -28.68K
Decreased by -15.45%
Feb 28, 26