Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GINX 0.99%
2 ETHO 0.58%
3 PFI 0.44%
4 CSML 0.13%
5 GSSC 0.05%
6 IWC 0.05%
7 IAK 0.05%
8 RTLA 0.04%
9 FNDA 0.03%
10 VTWV 0.02%
11 IWN 0.02%
12 PKW 0.01%
13 RSSL 0.01%
14 VTWO 0.01%
15 VFH 0.01%
16 IWMW 0.01%
17 UWM 0.01%
18 IWM 0.01%
19 SCHA 0.01%
20 URTY 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.39M (7.52%) -9.41K
Decreased by -0.28%
Mar 31, 26
2 Wolf Hill Capital Management, LP 2.55M (5.64%) -15.16K
Decreased by -0.60%
Mar 31, 26
3 Vanguard Group Inc 2.54M (5.63%) 33.14K
Increased by +1.30%
Dec 31, 25
4 Kahn Brothers & CO Inc /DE/ 2.06M (4.56%) 1.03M
Increased by +49.97%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.98M (4.38%) 1.98M
Increased by +100.00%
Mar 31, 26
6 Valueworks LLC 1.93M (4.28%) -130.81K
Decreased by -6.77%
Mar 31, 26
7 Newtyn Management LLC 1.88M (4.16%) 0.00
Increased by 0.00%
Sep 30, 24
8 Hosking Partners LLP 1.58M (3.51%) 38.46K
Increased by +2.43%
Mar 31, 26
9 London Company of Virginia 1.52M (3.37%) 17.75K
Increased by +1.17%
Mar 31, 24
10 Philadelphia Financial Mgmt Of San Franc 1.12M (2.48%) 848.50K
Increased by +75.72%
Dec 31, 24
11 Geode Capital Management, LLC 1.09M (2.41%) 17.14K
Increased by +1.58%
Mar 31, 26
12 State Street Corp 1.07M (2.37%) 22.82K
Increased by +2.13%
Mar 31, 26
13 TCW Group Inc 1.04M (2.30%) 0.00
Increased by 0.00%
Mar 31, 26
14 Shay Capital LLC 1.02M (2.27%) -155.35K
Decreased by -15.16%
Sep 30, 24
15 State Street Corporation 965.73K (2.14%) -9.70K
Decreased by -1.00%
Mar 31, 24
16 Dimensional Fund Advisors, Inc. 902.80K (2.00%) -524.93K
Decreased by -58.14%
Dec 31, 23
17 UBS Group AG 666.57K (1.48%) 30.34K
Increased by +4.55%
Mar 31, 26
18 Millennium Management LLC 545.94K (1.21%) 90.13K
Increased by +16.51%
Sep 30, 24
19 Citadel Advisors Llc 473.94K (1.05%) 72.77K
Increased by +15.35%
Sep 30, 25
20 Susquehanna International Group, LLP 461.24K (1.02%) 178.08K
Increased by +38.61%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.43M (3.17%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 1.38M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.11M (2.46%) 10.30K
Increased by +0.93%
May 29, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 508.03K (1.13%) 5.41K
Increased by +1.06%
Apr 30, 26
5 Fidelity® Small Cap Index 464.55K (1.03%) 14.41K
Increased by +3.10%
Oct 31, 23
6 Fidelity Small Cap Index 431.33K (0.96%) -2.73K
Decreased by -0.63%
Mar 31, 26
7 iShares Russell 2000 Value ETF 398.42K (0.88%) 0.00
Increased by 0.00%
May 29, 26
8 Schwab Fundamental US Small Company ETF 330.92K (0.73%) 351.00
Increased by +0.11%
Jan 31, 24
9 State St Russell Sm/Mid Cp® Indx NL Cl C 292.63K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 292.63K (0.65%) 0.00
Increased by 0.00%
May 31, 26
11 Russell 2000 Equity Index Fund B 285.03K (0.63%) -145.00
Decreased by -0.05%
Dec 31, 25
12 ART Lifecycle Balanced Sup 277.48K (0.62%) 277.48K
Increased by +100.00%
Jun 30, 24
13 Fidelity® Extended Market Index 247.00K (0.55%) 16.63K
Increased by +6.73%
Nov 30, 23
14 Vanguard Russell 2000 ETF 230.57K (0.51%) 4.80K
Increased by +2.08%
Apr 30, 26
15 Fidelity Extended Market Index 219.98K (0.49%) -803.00
Decreased by -0.37%
Apr 30, 26
16 Schwab US Small-Cap ETF™ 209.95K (0.47%) 135.00
Increased by +0.06%
May 30, 26
17 Chou Associates 199.53K (0.44%) 0.00
Increased by 0.00%
Mar 31, 23
18 State St Russell Sm Cap® Idx SL Cl I 177.26K (0.39%) 0.00
Increased by 0.00%
May 31, 26
19 State St Russell Sm Cap® Indx SL Cl I 177.26K (0.39%) 0.00
Increased by 0.00%
Apr 30, 26
20 DFA US Core Equity 1 I 174.68K (0.39%) -4.73K
Decreased by -2.71%
Dec 31, 23