Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.13%
2 IWO 0.03%
3 ISCV 0.02%
4 JKL 0.02%
5 IWM 0.02%
6 ISCB 0.01%
7 JKJ 0.01%
8 WSML 0.01%
9 IWN 0.00%
10 ITOT 0.00%
11 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Apollo Management Holdings, L.P. 12.29M (12.18%) 703.62K
Increased by +5.72%
Mar 31, 24
2 Apollo Management Holdings LP 11.65M (11.55%) 0.00
Increased by 0.00%
Jun 30, 25
3 Two Seas Capital LP 11.23M (11.13%) 7.79M
Increased by +69.39%
Jun 30, 25
4 Alta Fundamental Advisers LLC 11.17M (11.06%) 0.00
Increased by 0.00%
Jun 30, 25
5 BlackRock Inc 10.28M (10.18%) -437.12K
Decreased by -4.25%
Jun 30, 25
6 Vanguard Group Inc 8.37M (8.29%) 186.74K
Increased by +2.23%
Jun 30, 25
7 D. E. Shaw & Co LP 6.08M (6.02%) 365.80K
Increased by +6.02%
Jun 30, 25
8 Philosophy Capital Management LLC 5.89M (5.83%) 0.00
Increased by 0.00%
Jun 30, 25
9 Cooperman Leon G 5.84M (5.79%) 746.86K
Increased by +12.78%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 3.92M (3.88%) -1.09M
Decreased by -27.95%
Jun 30, 25
11 State Street Corporation 3.88M (3.84%) 17.45K
Increased by +0.45%
Mar 31, 24
12 Nomura Holdings Inc 3.52M (3.49%) 3.09M
Increased by +87.82%
Jun 30, 25
13 Goldman Sachs Group Inc 3.51M (3.48%) -2.82M
Decreased by -80.26%
Jun 30, 24
14 Patient Capital Management 3.28M (3.25%) 571.70K
Increased by +17.41%
Jun 30, 25
15 FMR Inc 3.15M (3.12%) -767.01K
Decreased by -24.35%
Sep 30, 23
16 State Street Corp 3.07M (3.04%) 20.08K
Increased by +0.66%
Jun 30, 25
17 Geode Capital Management, LLC 3.03M (3.00%) -35.14K
Decreased by -1.16%
Jun 30, 25
18 Cannell Capital LLC 2.97M (2.95%) -60.25K
Decreased by -2.03%
Dec 31, 24
19 Whitefort Capital Management, LP. 2.67M (2.65%) 2.67M
Increased by +100.00%
Jun 30, 25
20 Miller Value Partners, LLC 2.53M (2.50%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Instl Ttl Stck Mkt Idx Tr 4.64M (4.60%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard US Total Market Shares ETF 4.45M (4.41%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.40M (4.36%) -97.49K
Decreased by -2.22%
Jul 31, 25
4 iShares Russell 2000 ETF 3.44M (3.41%) 0.00
Increased by 0.00%
Aug 31, 25
5 Schwab Fundamental US Small Company ETF 2.09M (2.07%) 0.00
Increased by 0.00%
Apr 30, 24
6 CREF Stock R1 1.85M (1.84%) -34.30K
Decreased by -1.85%
Feb 28, 25
7 Fidelity® Convertible Securities 1.66M (1.64%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity Small Cap Index 1.41M (1.40%) -26.52K
Decreased by -1.88%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.32%) -581.57K
Decreased by -43.70%
Jul 31, 25
10 Fidelity® Small Cap Index 1.32M (1.31%) 23.29K
Increased by +1.76%
Aug 31, 23
11 iShares Russell 2000 Value ETF 1.31M (1.30%) 0.00
Increased by 0.00%
May 31, 25
12 iShares Russell 2000 Growth ETF 1.13M (1.12%) 0.00
Increased by 0.00%
Aug 31, 25
13 EA Bridgeway Omni Small-Cap Value ETF 962.92K (0.95%) 14.36K
Increased by +1.49%
Apr 30, 25
14 CREF Stock R3 849.51K (0.84%) -281.85K
Decreased by -33.18%
Jul 31, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 838.10K (0.83%) 3.28K
Increased by +0.39%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 827.40K (0.82%) 0.00
Increased by 0.00%
Jul 31, 25
17 Schwab Fundamental U.S. Small CompanyETF 799.93K (0.79%) 3.20K
Increased by +0.40%
Aug 30, 25
18 Bridgeway Omni Small-Cap Value 797.70K (0.79%) 0.00
Increased by 0.00%
Mar 31, 25
19 Bridgeway Omni Small-Cap Value N 797.70K (0.79%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity® Extended Market Index 775.46K (0.77%) 20.02K
Increased by +2.58%
Sep 30, 23