Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDOG 2.92%
2 GRI_old 2.33%
3 DIV 1.68%
4 REAI 1.60%
5 CSML 0.20%
6 IWC 0.14%
7 RFLR 0.06%
8 PRFZ 0.06%
9 DES 0.05%
10 USRT 0.05%
11 GSSC 0.04%
12 FRI 0.04%
13 EES 0.04%
14 FNDA 0.03%
15 PSC 0.03%
16 DFAR 0.03%
17 VTWG 0.03%
18 IWO 0.03%
19 FREL 0.03%
20 BBSC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Canyon Capital Advisors LLC 8.47M (45.31%) 0.00
Increased by 0.00%
Mar 31, 25
2 Oaktree Capital Management LLC 3.01M (16.08%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 2.02M (10.82%) 13.89K
Increased by +0.69%
Mar 31, 25
4 Vanguard Group Inc 1.60M (8.59%) -36.60K
Decreased by -2.28%
Mar 31, 25
5 Strategic Value Partners, LLC 1.58M (8.48%) -1.63M
Decreased by -103.02%
Sep 30, 24
6 LITTLEJOHN & CO LLC 716.37K (3.83%) -474.11K
Decreased by -66.18%
Mar 31, 25
7 State Street Corp 616.24K (3.30%) -25.54K
Decreased by -4.14%
Mar 31, 25
8 State Street Corporation 541.25K (2.90%) 21.25K
Increased by +3.93%
Dec 31, 23
9 Geode Capital Management, LLC 457.56K (2.45%) 6.74K
Increased by +1.47%
Mar 31, 25
10 Caption Management, LLC 444.61K (2.38%) 444.61K
Increased by +100.00%
Mar 31, 25
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 424.33K (2.27%) -121.73K
Decreased by -28.69%
Mar 31, 25
12 Arrowstreet Capital Limited Partnership 422.64K (2.26%) 52.39K
Increased by +12.40%
Mar 31, 25
13 Taconic Capital Advisors L.P. 399.35K (2.14%) 308.66K
Increased by +77.29%
Dec 31, 24
14 Allianz Asset Management AG 340.73K (1.82%) 0.00
Increased by 0.00%
Dec 31, 23
15 Citadel Advisors Llc 318.01K (1.70%) 311.87K
Increased by +98.07%
Dec 31, 24
16 Valueworks LLC 313.70K (1.68%) 709.00
Increased by +0.23%
Mar 31, 25
17 Renaissance Technologies Corp 294.29K (1.57%) 32.50K
Increased by +11.04%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 245.72K (1.31%) 68.19K
Increased by +27.75%
Mar 31, 25
19 Comerica Bank 237.72K (1.27%) 237.72K
Increased by +100.00%
Jun 30, 23
20 Goldman Sachs Group Inc 226.90K (1.21%) 85.55K
Increased by +37.70%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 642.18K (3.44%) 0.00
Increased by 0.00%
Apr 30, 25
2 iShares Russell 2000 ETF 560.91K (3.00%) 95.00
Increased by +0.02%
Apr 30, 25
3 Vanguard Real Estate Index Investor 462.00K (2.47%) -7.05K
Decreased by -1.53%
Apr 30, 25
4 Global X SuperDividend™ US ETF 419.93K (2.25%) 0.00
Increased by 0.00%
Apr 30, 25
5 Fidelity® Small Cap Index 264.89K (1.42%) 5.83K
Increased by +2.20%
Oct 31, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 225.97K (1.21%) 531.00
Increased by +0.23%
Apr 30, 25
7 Fidelity Small Cap Index 224.48K (1.20%) 0.00
Increased by 0.00%
Feb 28, 25
8 Schwab Fundamental US Small Company ETF 205.90K (1.10%) 0.00
Increased by 0.00%
Apr 30, 24
9 State St Russell Sm/Mid Cp® Indx NL Cl C 142.54K (0.76%) 388.00
Increased by +0.27%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 142.54K (0.76%) 388.00
Increased by +0.27%
Apr 30, 25
11 iShares Russell 2000 Growth ETF 133.17K (0.71%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity® Extended Market Index 132.98K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Russell 2000 ETF 108.68K (0.58%) 5.92K
Increased by +5.45%
Apr 30, 25
14 BlackRock Global Equity Mkt Netrl Instl 102.19K (0.55%) 0.00
Increased by 0.00%
Apr 30, 25
15 Russell Inv Tax-Managed US Mid&Sm Cap S 96.36K (0.52%) 29.73K
Increased by +30.85%
Apr 30, 25
16 PIMCO GIS Income Institutional USD Acc 95.50K (0.51%) 0.00
Increased by 0.00%
Dec 31, 23
17 Bridgeway Small Cap Value 85.07K (0.46%) 53.07K
Increased by +62.38%
Mar 31, 25
18 Bridgeway Small-Cap Value 85.07K (0.46%) 53.07K
Increased by +62.38%
Mar 31, 25
19 Fidelity Extended Market Index 83.79K (0.45%) 3.70K
Increased by +4.41%
Mar 31, 25
20 Vanguard Real Estate II Index 79.90K (0.43%) 0.00
Increased by 0.00%
Apr 30, 25