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 URTY 0.00%
9 IWM 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 (44.04%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 328.02K (3.46%) 19.77K
Increased by +6.03%
Mar 31, 25
3 Vanguard Group Inc 216.84K (2.28%) -1.22K
Decreased by -0.56%
Jun 30, 25
4 CI Private Wealth LLC 116.96K (1.23%) 61.87K
Increased by +52.90%
Mar 31, 25
5 Geode Capital Management, LLC 114.01K (1.20%) 8.49K
Increased by +7.45%
Mar 31, 25
6 State Street Corp 75.37K (0.79%) 1.70K
Increased by +2.26%
Mar 31, 25
7 State Street Corporation 71.17K (0.75%) 0.00
Increased by 0.00%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 68.23K (0.72%) 40.66K
Increased by +59.59%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 64.92K (0.68%) 13.62K
Increased by +20.98%
Mar 31, 25
10 Renaissance Technologies Corp 60.38K (0.64%) 37.81K
Increased by +62.62%
Mar 31, 25
11 Squarepoint Ops LLC 59.89K (0.63%) 59.89K
Increased by +100.00%
Jun 30, 25
12 Marshall Wace Asset Management Ltd 48.88K (0.52%) -2.95K
Decreased by -6.03%
Jun 30, 25
13 Northern Trust Corp 48.41K (0.51%) -12.00
Decreased by -0.02%
Mar 31, 25
14 Glendon Capital Management LP 42.74K (0.45%) -4.96K
Decreased by -11.60%
Jun 30, 25
15 Point72 Asset Management, L.P. 37.80K (0.40%) -12.58K
Decreased by -33.28%
Mar 31, 25
16 Acadian Asset Management LLC 37.37K (0.39%) 16.29K
Increased by +43.60%
Mar 31, 25
17 G2 Investment Partners Management LLC 34.36K (0.36%) 34.36K
Increased by +100.00%
Mar 31, 25
18 Ameriprise Financial Inc 28.80K (0.30%) -62.00
Decreased by -0.22%
Dec 31, 24
19 Millennium Management LLC 28.37K (0.30%) 17.60K
Increased by +62.03%
Mar 31, 25
20 Bridgeway Capital Management, LLC 27.07K (0.29%) 2.06K
Increased by +7.60%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 117.42K (1.24%) -1.32K
Decreased by -1.13%
Aug 29, 25
2 Vanguard US Total Market Shares ETF 111.52K (1.18%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 109.13K (1.15%) -2.38K
Decreased by -2.19%
Jul 31, 25
4 Fidelity Small Cap Index 49.79K (0.52%) 2.18K
Increased by +4.38%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 48.93K (0.52%) -22.30K
Decreased by -45.57%
Jul 31, 25
6 Fidelity® Small Cap Index 37.09K (0.39%) 1.19K
Increased by +3.20%
Oct 31, 23
7 iShares Russell 2000 Value ETF 36.80K (0.39%) -81.00
Decreased by -0.22%
Aug 29, 25
8 EA Bridgeway Omni Small-Cap Value ETF 29.01K (0.31%) 20.00
Increased by +0.07%
Aug 29, 25
9 Fidelity Extended Market Index 27.78K (0.29%) 1.19K
Increased by +4.27%
Jul 31, 25
10 Fidelity® Extended Market Index 24.18K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 23.30K (0.25%) 0.00
Increased by 0.00%
Apr 30, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 23.30K (0.25%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Russell 2000 ETF 22.80K (0.24%) -1.74K
Decreased by -7.63%
Jul 31, 25
14 Ancora/Thelen Small Cap Core 20.60K (0.22%) -9.64K
Decreased by -46.80%
Mar 31, 25
15 DFA US Small Cap I 18.76K (0.20%) 1.75K
Increased by +9.34%
Jul 31, 25
16 Zacks Small-Cap Core Inv 14.57K (0.15%) 3.90K
Increased by +26.77%
Jan 31, 24
17 State St Russell Sm Cap® Indx SL Cl I 12.70K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
18 Schwab Small Cap Index 12.06K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
19 NT R2000 Index Fund - NL 11.47K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
20 Russell Inv Small Cap 11.26K (0.12%) -8.21K
Decreased by -72.94%
Mar 31, 25