Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.16%
2 IWN 0.05%
3 IWM 0.03%
4 JKL 0.02%
5 ISCV 0.02%
6 JKJ 0.01%
7 ISCB 0.01%
8 ITOT 0.00%
9 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Alta Fundamental Advisers LLC 13.15M (12.33%) 0.00
Increased by 0.00%
Sep 30, 24
2 Apollo Management Holdings, L.P. 12.29M (11.53%) 703.62K
Increased by +5.72%
Mar 31, 24
3 Apollo Management Holdings LP 12.20M (11.45%) -963.35K
Decreased by -7.89%
Sep 30, 24
4 BlackRock Inc 10.91M (10.24%) 422.09K
Increased by +3.87%
Sep 30, 24
5 Vanguard Group Inc 8.09M (7.59%) 82.09K
Increased by +1.01%
Dec 31, 24
6 D. E. Shaw & Co LP 6.04M (5.66%) 861.30K
Increased by +14.27%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 4.97M (4.66%) 215.97K
Increased by +4.35%
Dec 31, 24
8 Cooperman Leon G 4.81M (4.51%) 124.00K
Increased by +2.58%
Dec 31, 24
9 Philosophy Capital Management LLC 4.44M (4.17%) 752.31K
Increased by +16.94%
Sep 30, 24
10 State Street Corp 4.06M (3.81%) 116.72K
Increased by +2.88%
Sep 30, 24
11 State Street Corporation 3.88M (3.64%) 17.45K
Increased by +0.45%
Mar 31, 24
12 Goldman Sachs Group Inc 3.51M (3.29%) -2.82M
Decreased by -80.26%
Jun 30, 24
13 FMR Inc 3.15M (2.95%) -767.01K
Decreased by -24.35%
Sep 30, 23
14 Geode Capital Management, LLC 3.04M (2.85%) -200.06K
Decreased by -6.58%
Sep 30, 24
15 Cannell Capital LLC 2.97M (2.79%) -60.25K
Decreased by -2.03%
Dec 31, 24
16 Miller Value Partners, LLC 2.53M (2.37%) 0.00
Increased by 0.00%
Sep 30, 23
17 Acadian Asset Management LLC 2.52M (2.36%) -76.84K
Decreased by -3.05%
Mar 31, 24
18 Charles Schwab Investment Management Inc 2.00M (1.87%) -579.14K
Decreased by -29.01%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 1.94M (1.82%) -1.62M
Decreased by -83.57%
Sep 30, 24
20 Shah Capital Management 1.80M (1.69%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Instl Ttl Stck Mkt Idx Tr 4.64M (4.35%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 4.41M (4.14%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Russell 2000 ETF 3.91M (3.67%) -29.75K
Decreased by -0.76%
Jan 31, 25
4 Schwab Fundamental US Small Company ETF 2.09M (1.96%) 0.00
Increased by 0.00%
Apr 30, 24
5 CREF Stock R1 2.06M (1.93%) 150.73K
Increased by +7.33%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.83M (1.71%) 44.70K
Increased by +2.45%
Dec 31, 24
7 Fidelity® Convertible Securities 1.66M (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity Small Cap Index 1.44M (1.35%) -16.03K
Decreased by -1.12%
Nov 30, 24
9 Fidelity® Small Cap Index 1.32M (1.24%) 23.29K
Increased by +1.76%
Aug 31, 23
10 iShares Russell 2000 Value ETF 1.32M (1.24%) 1.79K
Increased by +0.14%
Jan 31, 25
11 DFA US Small Cap Value I 955.76K (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
12 EA Bridgeway Omni Small-Cap Value ETF 954.92K (0.90%) 2.69K
Increased by +0.28%
Jan 31, 25
13 State St Russell Sm/Mid Cp® Indx NL Cl C 882.02K (0.83%) 0.00
Increased by 0.00%
Jan 31, 25
14 Bridgeway Omni Small-Cap Value 797.70K (0.75%) 0.00
Increased by 0.00%
Dec 31, 24
15 Bridgeway Omni Small-Cap Value N 797.70K (0.75%) 0.00
Increased by 0.00%
Sep 30, 24
16 Fidelity® Extended Market Index 775.46K (0.73%) 20.02K
Increased by +2.58%
Sep 30, 23
17 SPDR® Blmbg Convert Secs ETF 681.39K (0.64%) -318.61K
Decreased by -46.76%
Oct 31, 24
18 Vanguard Russell 2000 ETF 672.73K (0.63%) 4.80K
Increased by +0.71%
Dec 31, 24
19 Fidelity Extended Market Index 659.52K (0.62%) -5.31K
Decreased by -0.81%
Dec 31, 24
20 Fidelity Advisor® Strategic Div & Inc® I 634.63K (0.60%) -786.57K
Decreased by -123.94%
Aug 31, 23