Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPY 3.52%
2 MLPO 0.47%
3 DVHL 0.42%
4 FILL 0.04%
5 ISCV 0.04%
6 JKL 0.04%
7 JKJ 0.02%
8 ISCB 0.02%
9 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasserstein Debt Opportunities Management LP 5.64M (9.02%) -53.17K
Decreased by -0.94%
Mar 31, 25
2 Adams Asset Advisors LLC 5.36M (8.57%) 105.16K
Increased by +1.96%
Mar 31, 25
3 Vanguard Group Inc 3.84M (6.15%) 881.00
Increased by +0.02%
Mar 31, 25
4 Two Seas Capital LP 2.87M (4.59%) 1.08M
Increased by +37.79%
Mar 31, 25
5 State Street Corp 1.88M (3.01%) 698.47K
Increased by +37.14%
Mar 31, 25
6 Susquehanna International Group, LLP 1.52M (2.43%) 476.99K
Increased by +31.41%
Dec 31, 24
7 BlackRock Inc 1.43M (2.29%) -21.64K
Decreased by -1.51%
Mar 31, 25
8 Marshall Wace Asset Management Ltd 954.53K (1.53%) 634.50K
Increased by +66.47%
Mar 31, 25
9 Tyro Capital Management LLC 854.95K (1.37%) -568.41K
Decreased by -66.48%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 802.85K (1.28%) -736.04K
Decreased by -91.68%
Mar 31, 25
11 Geode Capital Management, LLC 802.74K (1.28%) 30.13K
Increased by +3.75%
Mar 31, 25
12 Garnet Capital Holdings, Inc. 710.54K (1.14%) 254.95K
Increased by +35.88%
Mar 31, 25
13 Bank of America Corp 589.20K (0.94%) 562.73K
Increased by +95.51%
Mar 31, 25
14 Raymond James & Associates 572.06K (0.92%) 67.69K
Increased by +11.83%
Jun 30, 24
15 F/m investments, LLC 549.65K (0.88%) 0.00
Increased by 0.00%
Dec 31, 23
16 Price Jennifer C. 549.65K (0.88%) 0.00
Increased by 0.00%
Dec 31, 23
17 Group One Trading, LP 517.67K (0.83%) -92.24K
Decreased by -17.82%
Dec 31, 24
18 Goldman Sachs Group Inc 465.27K (0.74%) 116.78K
Increased by +25.10%
Mar 31, 25
19 CI Private Wealth LLC 461.05K (0.74%) -16.46K
Decreased by -3.57%
Jun 30, 24
20 Alta Fundamental Advisers LLC 459.94K (0.74%) -117.28K
Decreased by -25.50%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.74M (4.39%) 2.74M
Increased by +100.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.59M (4.15%) 50.30K
Increased by +1.94%
Apr 30, 25
3 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.22M (1.96%) -205.75K
Decreased by -16.82%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.73%) 3.47K
Increased by +0.32%
Apr 30, 25
5 Evermore Global Value Institutional 571.15K (0.91%) -229.90K
Decreased by -40.25%
Mar 31, 23
6 YieldMax Ultra Option Income Strat ETF 400.00K (0.64%) 0.00
Increased by 0.00%
Oct 31, 24
7 Fidelity Extended Market Index 380.55K (0.61%) 7.95K
Increased by +2.09%
Mar 31, 25
8 Schwab US Small-Cap ETF™ 326.38K (0.52%) -161.00
Decreased by -0.05%
Apr 30, 25
9 Hwabao WP S&P Oil&Gas E&P QDII-LOF RMB A 145.52K (0.23%) 145.52K
Increased by +100.00%
Dec 31, 24
10 BlackRock Extended Equity Market K 140.31K (0.22%) 140.31K
Increased by +100.00%
Sep 30, 24
11 Extended Equity Market Fund K 138.84K (0.22%) 426.00
Increased by +0.31%
Mar 31, 25
12 Fidelity Total Market Index 126.96K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
13 First Trust Small Cap Core AlphaDEX® ETF 107.18K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
14 First Trust Small Cap Gr AlphaDEX® ETF 104.85K (0.17%) 0.00
Increased by 0.00%
Mar 31, 25
15 Direxion Dly S&P Oil&Gs Ex&Prd Bl 2X ETF 103.22K (0.17%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity Series Total Market Index 92.89K (0.15%) 2.99K
Increased by +3.22%
Mar 31, 25
17 iShares Core S&P Total US Stock Mkt ETF 83.22K (0.13%) 40.00
Increased by +0.05%
Apr 30, 25
18 NT Ext Equity Mkt Idx Fd - L 83.19K (0.13%) 5.22K
Increased by +6.28%
Mar 31, 25
19 Northern Trust Extended Eq Market Idx 83.19K (0.13%) 5.22K
Increased by +6.28%
Mar 31, 25
20 Spartan Extended Market Index Pool E 73.92K (0.12%) 4.05K
Increased by +5.49%
Mar 31, 25