Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.00%
3 RSSL 0.00%
4 AVSC 0.00%
5 RYLD 0.00%
6 UWM 0.00%
7 IWN 0.00%
8 URTY 0.00%
9 HDG 0.00%
10 IWM 0.00%
11 DFAU 0.00%
12 DFAT 0.00%
13 VTWO 0.00%
14 VTWV 0.00%
15 VXF 0.00%
16 VTHR 0.00%
17 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Centerbridge Partners, L.P. 4.18M (41.76%) 0.00
Increased by 0.00%
Dec 31, 25
2 Public Sector Pension Investment Board 1.68M (16.79%) 0.00
Increased by 0.00%
Dec 31, 25
3 Redwood Capital Management, LLC 924.24K (9.23%) 0.00
Increased by 0.00%
Dec 31, 25
4 CDC Financial, Inc. 704.90K (7.04%) 704.90K
Increased by +100.00%
Dec 31, 25
5 BlackRock Inc 318.99K (3.19%) 257.00
Increased by +0.08%
Sep 30, 25
6 Vanguard Group Inc 286.20K (2.86%) 55.95K
Increased by +19.55%
Dec 31, 25
7 Geode Capital Management, LLC 150.82K (1.51%) 11.34K
Increased by +7.52%
Dec 31, 25
8 CI Private Wealth LLC 144.35K (1.44%) 18.41K
Increased by +12.75%
Sep 30, 25
9 Renaissance Technologies Corp 93.28K (0.93%) 32.90K
Increased by +35.27%
Jun 30, 25
10 State Street Corp 77.53K (0.77%) -137.00
Decreased by -0.18%
Sep 30, 25
11 Barclays PLC 73.75K (0.74%) 61.79K
Increased by +83.78%
Sep 30, 25
12 State Street Corporation 71.17K (0.71%) 0.00
Increased by 0.00%
Mar 31, 24
13 Squarepoint Ops LLC 59.89K (0.60%) 59.89K
Increased by +100.00%
Jun 30, 25
14 The Colony Group LLC 56.08K (0.56%) 56.08K
Increased by +100.00%
Sep 30, 25
15 Marshall Wace Asset Management Ltd 48.88K (0.49%) -2.95K
Decreased by -6.03%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 46.77K (0.47%) -8.54K
Decreased by -18.26%
Dec 31, 25
17 Northern Trust Corp 44.70K (0.45%) -2.45K
Decreased by -5.49%
Sep 30, 25
18 Glendon Capital Management LP 42.74K (0.43%) -4.96K
Decreased by -11.60%
Jun 30, 25
19 Point72 Asset Management, L.P. 37.80K (0.38%) -12.58K
Decreased by -33.28%
Mar 31, 25
20 Acadian Asset Management LLC 37.37K (0.37%) 16.29K
Increased by +43.60%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 118.91K (1.19%) 118.91K
Increased by +100.00%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 116.87K (1.17%) 7.74K
Increased by +6.62%
Jan 31, 26
3 Vanguard US Total Market Shares ETF 111.52K (1.11%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 Value ETF 83.34K (0.83%) 83.34K
Increased by +100.00%
Feb 28, 26
5 Vanguard Institutional Extnd Mkt Idx Tr 69.89K (0.70%) 0.00
Increased by 0.00%
Jan 31, 26
6 Fidelity Small Cap Index 50.94K (0.51%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard Russell 2000 ETF 44.59K (0.45%) -1.91K
Decreased by -4.29%
Jan 31, 26
8 Fidelity Extended Market Index 43.71K (0.44%) -151.00
Decreased by -0.35%
Jan 31, 26
9 Fidelity® Small Cap Index 37.09K (0.37%) 1.19K
Increased by +3.20%
Oct 31, 23
10 EA Bridgeway Omni Small-Cap Value ETF 34.17K (0.34%) 0.00
Increased by 0.00%
Feb 27, 26
11 Xtrackers Russell 2000 ETF 1C 30.91K (0.31%) 30.91K
Increased by +100.00%
Jan 31, 26
12 Schwab Small Cap Index 26.45K (0.26%) 0.00
Increased by 0.00%
Jan 31, 26
13 Fidelity® Extended Market Index 24.18K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
14 SSgA Russell Small Cap Completeness Idx 23.30K (0.23%) 0.00
Increased by 0.00%
Aug 31, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 23.30K (0.23%) 0.00
Increased by 0.00%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 23.30K (0.23%) 0.00
Increased by 0.00%
Feb 28, 26
17 iShares Micro-Cap ETF 23.26K (0.23%) 14.74K
Increased by +63.37%
Feb 28, 26
18 Ancora/Thelen Small Cap Core 20.60K (0.21%) -9.64K
Decreased by -46.80%
Mar 31, 25
19 DFA US Small Cap I 18.76K (0.19%) 0.00
Increased by 0.00%
Jan 31, 26
20 NT R2000 Index Fund - NL 18.32K (0.18%) 6.85K
Increased by +37.39%
Dec 31, 25