Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.60%
2 RYJ 0.55%
3 XRT 0.39%
4 RETL 0.24%
5 DGRS 0.21%
6 SMLV 0.14%
7 QSML 0.12%
8 DES 0.12%
9 CSML 0.12%
10 EBIT 0.08%
11 AVSC 0.05%
12 PRFZ 0.04%
13 BBSC 0.03%
14 IWN 0.03%
15 EES 0.03%
16 FDIS 0.02%
17 RFLR 0.02%
18 VTWV 0.02%
19 RSSL 0.02%
20 DFAS 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Davidson Kempner Capital Management LP 23.14M (45.93%) 0.00
Increased by 0.00%
Dec 31, 24
2 HP Holding LLC 10.24M (20.33%) 0.00
Increased by 0.00%
Dec 31, 23
3 BlackRock Inc 6.33M (12.57%) -62.96K
Decreased by -0.99%
Dec 31, 24
4 Phoenix Financial Ltd 6.07M (12.05%) 0.00
Increased by 0.00%
Dec 31, 24
5 Phoenix Holdings Ltd 6.03M (11.97%) 14.22K
Increased by +0.24%
Mar 31, 24
6 Vanguard Group Inc 3.75M (7.44%) 1.91K
Increased by +0.05%
Dec 31, 24
7 Amvescap Plc. 3.63M (7.20%) 1.57K
Increased by +0.04%
Dec 31, 24
8 Cannell Capital LLC 2.71M (5.38%) 971.16K
Increased by +35.83%
Dec 31, 24
9 Ares Management LLC 2.11M (4.19%) 0.00
Increased by 0.00%
Dec 31, 24
10 State Street Corp 2.00M (3.97%) -17.22K
Decreased by -0.86%
Dec 31, 24
11 State Street Corporation 1.93M (3.82%) 27.87K
Increased by +1.45%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 1.85M (3.67%) 202.58K
Increased by +10.94%
Dec 31, 24
13 Geode Capital Management, LLC 1.80M (3.58%) 1.36K
Increased by +0.08%
Dec 31, 24
14 CM Management, LLC 1.05M (2.08%) 30.00K
Increased by +2.86%
Dec 31, 24
15 Bank of New York Mellon Corp 766.29K (1.52%) 148.27K
Increased by +19.35%
Dec 31, 24
16 Charles Schwab Investment Management Inc 744.14K (1.48%) -127.10K
Decreased by -17.08%
Dec 31, 24
17 Northern Trust Corp 709.45K (1.41%) 58.45K
Increased by +8.24%
Dec 31, 24
18 JPMorgan Chase & Co 639.07K (1.27%) 159.70K
Increased by +24.99%
Dec 31, 24
19 Goldman Sachs Group Inc 556.80K (1.11%) -17.28K
Decreased by -3.10%
Dec 31, 24
20 RE Advisers Corp (DC) 531.47K (1.06%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.08M (4.12%) -17.98K
Decreased by -0.87%
Mar 31, 25
2 Invesco SteelPath MLP Select 40 Y 1.83M (3.63%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.80M (3.58%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 1.80M (3.58%) 0.00
Increased by 0.00%
Sep 30, 24
5 Invesco SteelPath MLP Income Y 1.63M (3.23%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (2.14%) 2.09K
Increased by +0.19%
Feb 28, 25
7 Fidelity Small Cap Index 795.58K (1.58%) -14.90K
Decreased by -1.87%
Jan 31, 25
8 Fidelity® Small Cap Index 793.13K (1.57%) 22.66K
Increased by +2.86%
Oct 31, 23
9 iShares Russell 2000 Growth ETF 676.66K (1.34%) -1.62K
Decreased by -0.24%
Apr 30, 24
10 iShares Russell 2000 Value ETF 676.59K (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 497.61K (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 481.61K (0.96%) -16.00K
Decreased by -3.32%
Mar 31, 25
13 Homestead Small Company Stock 441.50K (0.88%) -85.10K
Decreased by -19.28%
Mar 31, 24
14 Schwab Fundamental US Small Company ETF 421.29K (0.84%) 0.00
Increased by 0.00%
Apr 30, 24
15 Fidelity® Extended Market Index 391.73K (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity Extended Market Index 381.64K (0.76%) -2.43K
Decreased by -0.64%
Feb 28, 25
17 Vanguard Russell 2000 ETF 367.99K (0.73%) 8.54K
Increased by +2.32%
Feb 28, 25
18 DFA US Micro Cap I 364.08K (0.72%) -67.37K
Decreased by -18.50%
May 31, 24
19 EA Bridgeway Omni Small-Cap Value ETF 338.04K (0.67%) 360.00
Increased by +0.11%
Mar 31, 25
20 Schwab US Small-Cap ETF™ 327.76K (0.65%) 1.20K
Increased by +0.37%
Mar 29, 25