Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIV 3.25%
2 EIRL 1.80%
3 IWN 0.03%
4 IWM 0.02%
5 IWP 0.01%
6 IWO 0.01%
7 IWR 0.00%
8 IWF 0.00%
9 IWB 0.00%
10 IWV 0.00%
11 IWS 0.00%
12 IWD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Canyon Capital Advisors LLC 12.18M (8.51%) 2.03M
Increased by +16.65%
Mar 31, 25
2 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 9.32M (6.51%) 5.90M
Increased by +63.30%
Mar 31, 25
3 BlackRock Inc 8.17M (5.71%) -125.11K
Decreased by -1.53%
Mar 31, 25
4 Goldman Sachs Group Inc 6.33M (4.42%) 64.93K
Increased by +1.03%
Jun 30, 25
5 Private Management Group Inc 5.69M (3.97%) 258.30K
Increased by +4.54%
Mar 31, 25
6 Platinum Equity LLC 5.31M (3.71%) 0.00
Increased by 0.00%
Jun 30, 25
7 Citigroup Inc 5.10M (3.56%) -14.16K
Decreased by -0.28%
Mar 31, 25
8 Diameter Capital Partners LP 4.62M (3.23%) 250.00K
Increased by +5.41%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 4.25M (2.97%) -687.47K
Decreased by -16.18%
Mar 31, 24
10 UBS Group AG 4.22M (2.94%) 2.84M
Increased by +67.27%
Mar 31, 25
11 Empyrean Capital Partners, LP 4.00M (2.79%) 0.00
Increased by 0.00%
Mar 31, 25
12 Loews Corp 3.45M (2.41%) -850.00K
Decreased by -24.64%
Sep 30, 23
13 Massachusetts Financial Services Company 3.07M (2.14%) -1.49M
Decreased by -48.55%
Sep 30, 24
14 Solas Capital Management LLC 3.01M (2.10%) -347.47K
Decreased by -11.53%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 2.95M (2.06%) 1.01M
Increased by +34.27%
Jun 30, 25
16 Squarepoint Ops LLC 2.91M (2.04%) 2.45M
Increased by +83.97%
Jun 30, 24
17 King Street Capital Management LP 2.80M (1.96%) 250.00K
Increased by +8.93%
Mar 31, 25
18 Brahman Capital Corp 2.71M (1.89%) -41.84K
Decreased by -1.55%
Sep 30, 23
19 Philosophy Capital Management LLC 2.65M (1.85%) -1.95M
Decreased by -73.53%
Mar 31, 24
20 Newtyn Management LLC 2.46M (1.72%) -4.72M
Decreased by -191.62%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Global X SuperDividend™ US ETF 5.29M (3.69%) 5.75K
Increased by +0.11%
Jul 31, 25
2 T. Rowe Price US Smlr Cm Eq A USD 3.39M (2.36%) -521.03K
Decreased by -15.39%
Mar 31, 24
3 iShares Russell 2000 ETF 3.31M (2.31%) -62.90K
Decreased by -1.90%
Jul 31, 25
4 Global X SuperDividend™ ETF 3.14M (2.19%) 0.00
Increased by 0.00%
Jul 31, 25
5 Global X SuperDividend ETF USD Cap 1.60M (1.11%) 0.00
Increased by 0.00%
Jul 31, 25
6 Fidelity Small Cap Index 1.51M (1.05%) -25.72K
Decreased by -1.71%
May 31, 25
7 Nuveen Quant Small Cap Equity R6 1.42M (0.99%) -28.33K
Decreased by -2.00%
Jun 30, 25
8 MFS New Discovery Value I 1.37M (0.96%) -963.82K
Decreased by -70.47%
Oct 31, 24
9 State St Russell Sm/Mid Cp® Indx NL Cl C 1.01M (0.70%) 0.00
Increased by 0.00%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 1.01M (0.70%) 0.00
Increased by 0.00%
Jul 31, 25
11 iShares Russell 2000 Value ETF 922.93K (0.64%) 28.05K
Increased by +3.04%
Jul 31, 25
12 Keeley Gabelli Small Cap Dividend I 864.79K (0.60%) 0.00
Increased by 0.00%
May 31, 25
13 Keeley Small Cap Dividend Value I 864.79K (0.60%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Russell 2000 ETF 710.36K (0.50%) -19.69K
Decreased by -2.77%
Jun 30, 25
15 Global Impact Value Eq Strat I USD Acc 701.61K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
16 Dimensional US Small Cap ETF 696.07K (0.49%) 0.00
Increased by 0.00%
Jul 31, 25
17 iShares Russell Mid-Cap Growth ETF 637.60K (0.45%) 0.00
Increased by 0.00%
Mar 28, 24
18 Lyrical Global Impact Value Equity 624.74K (0.44%) 293.22K
Increased by +46.93%
Sep 30, 23
19 Vanguard VIF Small Co Gr 571.29K (0.40%) 92.38K
Increased by +16.17%
Dec 31, 24
20 Vanguard High Dividend Yield ETF 562.71K (0.39%) 4.58K
Increased by +0.81%
Jun 30, 25