Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPY 3.52%
2 MLPO 0.47%
3 DVHL 0.42%
4 IEO 0.35%
5 IWN 0.13%
6 ISCV 0.07%
7 JKL 0.07%
8 IWMW 0.07%
9 IWM 0.07%
10 FILL 0.05%
11 JKJ 0.04%
12 ISCB 0.04%
13 SMMD 0.03%
14 WSML 0.02%
15 IWO 0.02%
16 IWV 0.00%
17 ITOT 0.00%
18 ITDI 0.00%
19 ITDH 0.00%
20 ITDJ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Two Seas Capital LP 5.96M (10.20%) -1.02M
Decreased by -17.05%
Mar 31, 26
2 BlackRock Inc 4.98M (8.52%) 39.95K
Increased by +0.80%
Mar 31, 26
3 Vanguard Group Inc 4.70M (8.05%) 58.38K
Increased by +1.24%
Dec 31, 25
4 Wasserstein Debt Opportunities Management LP 4.57M (7.82%) -1.00M
Decreased by -21.87%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.44M (5.88%) 3.44M
Increased by +100.00%
Mar 31, 26
6 Adams Asset Advisors LLC 3.20M (5.48%) -1.95M
Decreased by -61.02%
Mar 31, 26
7 State Street Corp 3.08M (5.27%) 925.14K
Increased by +30.04%
Mar 31, 26
8 Knott David M Jr 2.21M (3.79%) -610.26K
Decreased by -27.55%
Dec 31, 25
9 Geode Capital Management, LLC 1.87M (3.20%) 213.43K
Increased by +11.40%
Mar 31, 26
10 Susquehanna International Group, LLP 1.82M (3.12%) 305.39K
Increased by +16.74%
Mar 31, 25
11 Millennium Management LLC 1.68M (2.87%) 1.68M
Increased by +100.00%
Mar 31, 25
12 Bank of America Corp 1.15M (1.97%) 454.99K
Increased by +39.44%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 1.05M (1.80%) -65.98K
Decreased by -6.27%
Mar 31, 26
14 Vanguard Portfolio Management, LLC 930.25K (1.59%) 930.25K
Increased by +100.00%
Mar 31, 26
15 Tyro Capital Management LLC 854.95K (1.46%) -568.41K
Decreased by -66.48%
Dec 31, 24
16 Wellington Management Company LLP 830.56K (1.42%) 830.56K
Increased by +100.00%
Mar 31, 26
17 Marshall Wace Asset Management Ltd 824.03K (1.41%) 56.20K
Increased by +6.82%
Mar 31, 26
18 Voleon Capital Management LP 681.93K (1.17%) 520.58K
Increased by +76.34%
Mar 31, 26
19 Barclays PLC 677.91K (1.16%) 508.42K
Increased by +75.00%
Mar 31, 26
20 JPMorgan Chase & Co 581.14K (0.99%) 526.67K
Increased by +90.63%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.74M (4.69%) 2.74M
Increased by +100.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.64M (4.51%) 7.38K
Increased by +0.28%
Apr 30, 26
3 SttStrtSPDRS&POil&GasExplor&ProdtnETF 1.70M (2.91%) 8.30K
Increased by +0.49%
May 29, 26
4 iShares Russell 2000 ETF 1.65M (2.82%) 15.24K
Increased by +0.93%
May 29, 26
5 SPDR® S&P Oil & Gas Explor & Prodtn ETF 832.43K (1.42%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 723.75K (1.24%) 6.18K
Increased by +0.85%
Apr 30, 26
7 Fidelity Small Cap Index 673.99K (1.15%) 1.76K
Increased by +0.26%
Mar 31, 26
8 Evermore Global Value Institutional 571.15K (0.98%) -229.90K
Decreased by -40.25%
Mar 31, 23
9 iShares Russell 2000 Value ETF 530.50K (0.91%) 3.96K
Increased by +0.75%
May 29, 26
10 Vanguard Energy ETF 480.33K (0.82%) -10.91K
Decreased by -2.27%
Apr 30, 26
11 Russell 2000 Equity Index Fund B 429.41K (0.73%) -18.30K
Decreased by -4.26%
Dec 31, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 417.13K (0.71%) 6.60K
Increased by +1.58%
Apr 30, 26
13 YieldMax Ultra Option Income Strat ETF 400.00K (0.68%) 0.00
Increased by 0.00%
Oct 31, 24
14 Vanguard Russell 2000 ETF 348.63K (0.60%) 9.07K
Increased by +2.60%
Apr 30, 26
15 Great Lakes Disc. Equity SMidCap TaxMan 344.93K (0.59%) 342.72K
Increased by +99.36%
Feb 28, 26
16 Great Lakes Disciplined SMidCap 344.93K (0.59%) 342.72K
Increased by +99.36%
Feb 28, 26
17 Fidelity Extended Market Index 337.87K (0.58%) -5.09K
Decreased by -1.51%
Apr 30, 26
18 Schwab US Small-Cap ETF™ 307.01K (0.53%) 198.00
Increased by +0.06%
May 30, 26
19 State St Russell Sm Cap® Idx SL Cl I 228.90K (0.39%) 0.00
Increased by 0.00%
Apr 30, 26
20 State St Russell Sm Cap® Indx SL Cl I 228.90K (0.39%) 1.10K
Increased by +0.48%
Mar 31, 26