Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.01%
3 IWN 0.00%
4 RSSL 0.00%
5 IWM 0.00%
6 AVSC 0.00%
7 RYLD 0.00%
8 UWM 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 (82.35%) 0.00
Increased by 0.00%
Dec 31, 24
2 BlackRock Inc 308.25K (6.07%) 3.74K
Increased by +1.21%
Dec 31, 24
3 Vanguard Group Inc 217.49K (4.28%) 686.00
Increased by +0.32%
Dec 31, 24
4 Geode Capital Management, LLC 105.51K (2.08%) 1.78K
Increased by +1.69%
Dec 31, 24
5 Blue Owl Capital Holdings LP 83.26K (1.64%) 0.00
Increased by 0.00%
Dec 31, 24
6 State Street Corp 73.67K (1.45%) 1.80K
Increased by +2.44%
Dec 31, 24
7 Glendon Capital Management LP 71.96K (1.42%) 0.00
Increased by 0.00%
Dec 31, 24
8 State Street Corporation 71.17K (1.40%) 0.00
Increased by 0.00%
Mar 31, 24
9 CI Private Wealth LLC 55.09K (1.09%) -107.05K
Decreased by -194.33%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 51.30K (1.01%) 4.88K
Increased by +9.51%
Dec 31, 24
11 Point72 Asset Management, L.P. 50.38K (0.99%) 50.38K
Increased by +100.00%
Dec 31, 24
12 Citadel Advisors Llc 49.61K (0.98%) 49.61K
Increased by +100.00%
Dec 31, 24
13 Northern Trust Corp 48.43K (0.95%) 5.04K
Increased by +10.41%
Dec 31, 24
14 Ancora Advisors LLC 30.48K (0.60%) 30.48K
Increased by +100.00%
Dec 31, 24
15 Ameriprise Financial Inc 28.80K (0.57%) -62.00
Decreased by -0.22%
Dec 31, 24
16 Bridgeway Capital Management, LLC 23.22K (0.46%) 1.17K
Increased by +5.04%
Dec 31, 24
17 Empowered Funds, LLC 23.22K (0.46%) 1.17K
Increased by +5.04%
Dec 31, 24
18 Renaissance Technologies Corp 22.57K (0.44%) 1.00K
Increased by +4.43%
Dec 31, 24
19 Acadian Asset Management LLC 21.08K (0.42%) 21.02K
Increased by +99.76%
Dec 31, 24
20 JPMorgan Chase & Co 17.20K (0.34%) 321.00
Increased by +1.87%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 123.22K (2.43%) 21.00
Increased by +0.02%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 111.52K (2.20%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 111.52K (2.20%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 71.23K (1.40%) 1.00K
Increased by +1.40%
Mar 31, 25
5 Fidelity Small Cap Index 44.21K (0.87%) 2.59K
Increased by +5.85%
Feb 28, 25
6 iShares Russell 2000 Value ETF 39.99K (0.79%) -135.00
Decreased by -0.34%
Apr 30, 25
7 Fidelity® Small Cap Index 37.09K (0.73%) 1.19K
Increased by +3.20%
Oct 31, 23
8 Fidelity Extended Market Index 27.04K (0.53%) 1.47K
Increased by +5.44%
Mar 31, 25
9 EA Bridgeway Omni Small-Cap Value ETF 25.23K (0.50%) 336.00
Increased by +1.33%
Apr 30, 25
10 Fidelity® Extended Market Index 24.18K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 23.30K (0.46%) 0.00
Increased by 0.00%
Mar 31, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 23.30K (0.46%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Russell 2000 ETF 21.82K (0.43%) 500.00
Increased by +2.29%
Mar 31, 25
14 Ancora/Thelen Small Cap Core 20.60K (0.41%) -9.64K
Decreased by -46.80%
Mar 31, 25
15 Russell Inv Small Cap Fund F 19.47K (0.38%) 0.00
Increased by 0.00%
Feb 28, 25
16 Zacks Small-Cap Core Inv 14.57K (0.29%) 3.90K
Increased by +26.77%
Jan 31, 24
17 State St Russell Sm Cap® Indx SL Cl I 12.70K (0.25%) 0.00
Increased by 0.00%
Mar 31, 25
18 Schwab Small Cap Index 12.06K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT R2000 Index Fund - NL 11.47K (0.23%) 1.67K
Increased by +14.58%
Mar 31, 25
20 Russell Inv Small Cap 11.26K (0.22%) -8.21K
Decreased by -72.94%
Mar 31, 25