Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 IWN 0.00%
3 IWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Coliseum Capital Management LLC 76.49M (11.20 K%) 0.00
Increased by 0.00%
Mar 31, 25
2 Alta Fundamental Advisers LLC 14.56M (2.13 K%) 0.00
Increased by 0.00%
Mar 31, 25
3 Park West Asset Management LLC 7.85M (1.15 K%) -3.02M
Decreased by -38.54%
Mar 31, 25
4 Vanguard Group Inc 2.30M (336.91%) 1.92M
Increased by +83.31%
Mar 31, 25
5 BlackRock Inc 1.58M (231.68%) 1.44M
Increased by +90.94%
Mar 31, 25
6 Cannell Capital LLC 1.22M (178.10%) -2.95K
Decreased by -0.24%
Mar 31, 25
7 Geode Capital Management, LLC 699.46K (102.43%) 539.56K
Increased by +77.14%
Mar 31, 25
8 Nokomis Capital LLC 377.74K (55.32%) -131.91K
Decreased by -34.92%
Sep 30, 24
9 Goldman Sachs Group Inc 275.30K (40.32%) 262.65K
Increased by +95.41%
Mar 31, 25
10 VELA Investment Management, LLC 193.68K (28.36%) 15.32K
Increased by +7.91%
Dec 31, 23
11 RBF LLC 191.73K (28.08%) -7.11K
Decreased by -3.71%
Mar 31, 25
12 Nantahala Capital Management, LLC 185.45K (27.16%) -365.68K
Decreased by -197.18%
Mar 31, 25
13 State Street Corporation 170.50K (24.97%) 9.30K
Increased by +5.45%
Mar 31, 24
14 Berylson Capital Partners LLC 129.00K (18.89%) 0.00
Increased by 0.00%
Dec 31, 23
15 TD Asset Management Inc 81.69K (11.96%) 0.00
Increased by 0.00%
Dec 31, 23
16 RSM US WEALTH MANAGEMENT LLC 77.45K (11.34%) 50.00K
Increased by +64.56%
Mar 31, 25
17 B. Riley Financial Inc 75.00K (10.98%) 75.00K
Increased by +100.00%
Sep 30, 23
18 Jane Street Group LLC 67.09K (9.83%) 67.09K
Increased by +100.00%
Mar 31, 25
19 Victory Capital Management Inc. 64.43K (9.44%) 2.15K
Increased by +3.34%
Sep 30, 23
20 State Street Corp 57.44K (8.41%) 6.65K
Increased by +11.58%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Extended Market Index 260.12K (38.09%) 0.00
Increased by 0.00%
Jun 30, 25
2 VT De Lisle America B USD 243.91K (35.72%) 0.00
Increased by 0.00%
Oct 31, 24
3 iShares Russell 2000 ETF 221.85K (32.49%) -1.79K
Decreased by -0.81%
Apr 30, 24
4 Fidelity Total Market Index 211.18K (30.93%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 194.35K (28.46%) 0.00
Increased by 0.00%
Sep 30, 24
6 VELA Small Cap 193.68K (28.36%) 15.32K
Increased by +7.91%
Dec 31, 23
7 Extended Equity Market Fund K 178.77K (26.18%) -3.57K
Decreased by -2.00%
Jun 30, 25
8 TD High Yield Bond Fund - O Series 171.69K (25.14%) 0.00
Increased by 0.00%
Mar 31, 23
9 VELA Small Cap I 163.33K (23.92%) -21.57K
Decreased by -13.21%
Jan 31, 24
10 Fidelity Series Total Market Index 162.27K (23.76%) -4.92K
Decreased by -3.04%
Jun 30, 25
11 Spartan Extended Market Index Pool F 97.71K (14.31%) 58.21K
Increased by +59.57%
Jun 30, 25
12 iShares Micro-Cap ETF 94.44K (13.83%) 0.00
Increased by 0.00%
May 31, 25
13 TD High Yield Bond - I 81.69K (11.96%) 0.00
Increased by 0.00%
Dec 31, 23
14 iShares Russell 2000 Value ETF 78.02K (11.43%) 0.00
Increased by 0.00%
Apr 30, 24
15 Fidelity Small Cap Index 72.26K (10.58%) 0.00
Increased by 0.00%
Jun 30, 24
16 Invesco FTSE RAFI US 1500 Small-Mid ETF 57.95K (8.49%) 0.00
Increased by 0.00%
Feb 29, 24
17 Vanguard U.S. Eq Idx £ Acc 52.11K (7.63%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 46.89K (6.87%) -21.57K
Decreased by -46.01%
Jul 31, 25
19 State St Russell Sm Cap® Indx SL Cl I 46.20K (6.77%) 0.00
Increased by 0.00%
Apr 30, 24
20 Spartan Total Market Index Pool G 41.47K (6.07%) 0.00
Increased by 0.00%
Jun 30, 25