Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.01%
3 RSSL 0.00%
4 IWN 0.00%
5 AVSC 0.00%
6 RYLD 0.00%
7 UWM 0.00%
8 IWM 0.00%
9 URTY 0.00%
10 HDG 0.00%
11 DFAU 0.00%
12 DFAT 0.00%
13 VTWO 0.00%
14 VTWV 0.00%
15 VXF 0.00%
16 VTI 0.00%
17 VTHR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Centerbridge Partners, L.P. 4.18M (76.71%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 328.02K (6.02%) 19.77K
Increased by +6.03%
Mar 31, 25
3 Vanguard Group Inc 218.06K (4.00%) 568.00
Increased by +0.26%
Mar 31, 25
4 CI Private Wealth LLC 116.96K (2.15%) 61.87K
Increased by +52.90%
Mar 31, 25
5 Geode Capital Management, LLC 114.01K (2.09%) 8.49K
Increased by +7.45%
Mar 31, 25
6 State Street Corp 75.37K (1.38%) 1.70K
Increased by +2.26%
Mar 31, 25
7 State Street Corporation 71.17K (1.31%) 0.00
Increased by 0.00%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 64.92K (1.19%) 13.62K
Increased by +20.98%
Mar 31, 25
9 Renaissance Technologies Corp 60.38K (1.11%) 37.81K
Increased by +62.62%
Mar 31, 25
10 Marshall Wace Asset Management Ltd 51.83K (0.95%) 51.83K
Increased by +100.00%
Mar 31, 25
11 Northern Trust Corp 48.41K (0.89%) -12.00
Decreased by -0.02%
Mar 31, 25
12 Glendon Capital Management LP 47.70K (0.88%) -24.26K
Decreased by -50.85%
Mar 31, 25
13 Point72 Asset Management, L.P. 37.80K (0.69%) -12.58K
Decreased by -33.28%
Mar 31, 25
14 Acadian Asset Management LLC 37.37K (0.69%) 16.29K
Increased by +43.60%
Mar 31, 25
15 G2 Investment Partners Management LLC 34.36K (0.63%) 34.36K
Increased by +100.00%
Mar 31, 25
16 Ameriprise Financial Inc 28.80K (0.53%) -62.00
Decreased by -0.22%
Dec 31, 24
17 Millennium Management LLC 28.37K (0.52%) 17.60K
Increased by +62.03%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 27.57K (0.51%) 27.57K
Increased by +100.00%
Mar 31, 25
19 Citadel Advisors Llc 27.04K (0.50%) -22.58K
Decreased by -83.51%
Mar 31, 25
20 Blue Owl Capital Holdings LP 25.10K (0.46%) -58.17K
Decreased by -231.78%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 124.81K (2.29%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 111.52K (2.05%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 111.52K (2.05%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 71.23K (1.31%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Small Cap Index 46.55K (0.85%) 2.34K
Increased by +5.02%
Mar 31, 25
6 iShares Russell 2000 Value ETF 38.58K (0.71%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity® Small Cap Index 37.09K (0.68%) 1.19K
Increased by +3.20%
Oct 31, 23
8 Fidelity Extended Market Index 26.79K (0.49%) -256.00
Decreased by -0.96%
Apr 30, 25
9 EA Bridgeway Omni Small-Cap Value ETF 25.97K (0.48%) -7.00
Decreased by -0.03%
May 30, 25
10 Fidelity® Extended Market Index 24.18K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Russell 2000 ETF 23.34K (0.43%) 212.00
Increased by +0.91%
May 31, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 23.30K (0.43%) 0.00
Increased by 0.00%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 23.30K (0.43%) 0.00
Increased by 0.00%
May 31, 25
14 Ancora/Thelen Small Cap Core 20.60K (0.38%) -9.64K
Decreased by -46.80%
Mar 31, 25
15 Zacks Small-Cap Core Inv 14.57K (0.27%) 3.90K
Increased by +26.77%
Jan 31, 24
16 State St Russell Sm Cap® Indx SL Cl I 12.70K (0.23%) 0.00
Increased by 0.00%
May 31, 25
17 Schwab Small Cap Index 12.06K (0.22%) 0.00
Increased by 0.00%
May 31, 25
18 NT R2000 Index Fund - NL 11.47K (0.21%) 1.67K
Increased by +14.58%
Mar 31, 25
19 Russell Inv Small Cap 11.26K (0.21%) -8.21K
Decreased by -72.94%
Mar 31, 25
20 Russell Inv Small Cap Fund F 11.26K (0.21%) 0.00
Increased by 0.00%
Apr 30, 25