Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 0.32%
2 ISMD 0.25%
3 IWC 0.07%
4 SMLV 0.05%
5 JPSE 0.05%
6 VOX 0.03%
7 FCOM 0.02%
8 EES 0.02%
9 VTWG 0.02%
10 IWO 0.02%
11 SCHA 0.02%
12 DFAS 0.02%
13 ISCG 0.01%
14 JKK 0.01%
15 RSSL 0.01%
16 IWM 0.01%
17 VTWO 0.01%
18 VXF 0.01%
19 UWM 0.01%
20 RYLD 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Owl Creek Asset Management LP 5.41M (44.83%) 0.00
Increased by 0.00%
Mar 31, 25
2 Heard Capital LLC 1.72M (14.22%) -35.40K
Decreased by -2.06%
Mar 31, 25
3 Vanguard Group Inc 1.05M (8.70%) 15.04K
Increased by +1.43%
Mar 31, 25
4 BlackRock Inc 1.00M (8.30%) 19.86K
Increased by +1.98%
Mar 31, 25
5 DG Capital Management, LLC 644.41K (5.34%) 215.40K
Increased by +33.43%
Mar 31, 25
6 Stonehill Capital Management LLC 605.66K (5.02%) 15.81K
Increased by +2.61%
Dec 31, 24
7 Qvt Financial LP 503.94K (4.17%) 0.00
Increased by 0.00%
Dec 31, 24
8 Garnet Capital Holdings, Inc. 387.39K (3.21%) -1.43K
Decreased by -0.37%
Mar 31, 25
9 State Street Corporation 365.09K (3.02%) -8.53K
Decreased by -2.34%
Mar 31, 24
10 Geode Capital Management, LLC 352.98K (2.92%) -5.90K
Decreased by -1.67%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 346.07K (2.87%) -43.52K
Decreased by -12.57%
Mar 31, 25
12 State Street Corp 328.13K (2.72%) -47.93K
Decreased by -14.61%
Mar 31, 25
13 SCOGGIN LLC 300.00K (2.48%) 300.00K
Increased by +100.00%
Mar 31, 25
14 FMR Inc 295.51K (2.45%) -11.77K
Decreased by -3.98%
Mar 31, 25
15 ClearBridge Advisors, LLC 235.51K (1.95%) -64.09K
Decreased by -27.21%
Mar 31, 25
16 Price Jennifer C. 210.00K (1.74%) -20.00K
Decreased by -9.52%
Dec 31, 24
17 D. E. Shaw & Co LP 207.43K (1.72%) -68.43K
Decreased by -32.99%
Dec 31, 24
18 Gamco Investors, Inc. Et Al 202.57K (1.68%) 54.30K
Increased by +26.81%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 190.79K (1.58%) 96.75K
Increased by +50.71%
Mar 31, 25
20 Nuveen Asset Management, LLC 185.57K (1.54%) 38.77K
Increased by +20.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 415.43K (3.44%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 409.60K (3.39%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 292.70K (2.42%) 582.00
Increased by +0.20%
Apr 30, 25
4 iShares Russell 2000 ETF 249.93K (2.07%) 42.00
Increased by +0.02%
Apr 30, 25
5 ClearBridge Small Cap 175.54K (1.45%) 0.00
Increased by 0.00%
Apr 30, 25
6 ClearBridge Small Cap C 175.54K (1.45%) 0.00
Increased by 0.00%
Apr 30, 25
7 Nuveen Quant Small Cap Equity R6 150.50K (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Select Wireless 148.70K (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
9 1290 VT GAMCO Small Company Value IB 145.00K (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity Select Telecommunications Port 144.40K (1.20%) 6.30K
Increased by +4.36%
Mar 31, 25
11 Fidelity® Small Cap Index 129.01K (1.07%) 6.39K
Increased by +4.95%
Oct 31, 23
12 Pender Small Cap Opportunities F 123.32K (1.02%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity Extended Market Index 107.65K (0.89%) 4.76K
Increased by +4.42%
Mar 31, 25
14 Fidelity Small Cap Index 104.08K (0.86%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity® Extended Market Index 103.09K (0.85%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Strategic Small-Cap Equity Inv 91.91K (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
17 Schwab US Small-Cap ETF™ 87.42K (0.72%) -42.00
Decreased by -0.05%
Apr 30, 25
18 iShares Russell 2000 Growth ETF 81.12K (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 65.80K (0.55%) 510.00
Increased by +0.78%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 65.80K (0.55%) 510.00
Increased by +0.78%
Apr 30, 25