Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.13%
2 IWN 0.04%
3 RTLA 0.02%
4 IWM 0.02%
5 JKL 0.02%
6 ISCV 0.02%
7 ISCB 0.01%
8 JKJ 0.01%
9 PSM 0.00%
10 ITOT 0.00%
11 IWV 0.00%
12 THRK 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blantyre Capital Ltd 26.66M (29.64%) 0.00
Increased by 0.00%
Dec 31, 24
2 Hotchkis & Wiley Capital Management LLC 7.02M (7.80%) 78.53K
Increased by +1.12%
Dec 31, 24
3 BlackRock Inc 5.67M (6.30%) -28.16K
Decreased by -0.50%
Dec 31, 24
4 Vanguard Group Inc 4.13M (4.59%) -42.34K
Decreased by -1.03%
Dec 31, 24
5 JPMorgan Chase & Co 3.57M (3.97%) -5.02M
Decreased by -140.38%
Dec 31, 24
6 Wellington Management Company LLP 2.92M (3.25%) 132.90K
Increased by +4.55%
Dec 31, 24
7 Sycale Advisors (NY) LLC 2.13M (2.37%) 2.13M
Increased by +100.00%
Dec 31, 24
8 ING Investment Management LLC 2.08M (2.31%) -210.24K
Decreased by -10.10%
Dec 31, 24
9 Geode Capital Management, LLC 1.93M (2.14%) -36.09K
Decreased by -1.87%
Dec 31, 24
10 Ancora Advisors LLC 1.91M (2.12%) -95.51K
Decreased by -5.01%
Dec 31, 24
11 Glendon Capital Management LP 1.68M (1.87%) 0.00
Increased by 0.00%
Dec 31, 24
12 AllianceBernstein L.P. 1.64M (1.82%) -6.36K
Decreased by -0.39%
Mar 31, 24
13 Goldman Sachs Group Inc 1.54M (1.71%) 153.32K
Increased by +9.96%
Sep 30, 24
14 Arnhold & S. Bleichroeder Advisers, LLC 1.53M (1.70%) -434.18K
Decreased by -28.34%
Dec 31, 24
15 State Street Corp 1.44M (1.60%) 280.31K
Increased by +19.50%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.31M (1.45%) -1.59M
Decreased by -121.88%
Mar 31, 24
17 Whitebox Advisors, LLC 1.24M (1.38%) -148.78K
Decreased by -11.98%
Dec 31, 24
18 Barclays PLC 1.13M (1.26%) -85.78K
Decreased by -7.59%
Dec 31, 24
19 Manatuck Hill Partners LLC 1.12M (1.24%) -336.21K
Decreased by -30.04%
Dec 31, 24
20 Acadian Asset Management LLC 1.10M (1.22%) 282.79K
Increased by +25.66%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.23M (2.48%) 12.51K
Increased by +0.56%
Feb 28, 25
2 Hotchkis & Wiley Small Cap Value I 2.02M (2.25%) -30.00K
Decreased by -1.48%
Jan 31, 25
3 American Beacon Small Cp Val R5 1.87M (2.08%) 0.00
Increased by 0.00%
Jan 31, 25
4 iShares Russell 2000 ETF 1.82M (2.03%) -21.39K
Decreased by -1.17%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.41M (1.57%) 15.21K
Increased by +1.08%
Feb 28, 25
6 Ancora/Thelen Small Mid Cap Core 1.34M (1.49%) -104.53K
Decreased by -7.81%
Dec 31, 24
7 AB Global High Yield I USD 1.19M (1.33%) 0.00
Increased by 0.00%
Mar 31, 24
8 Invesco Dorsey Wright SmallCap Momt ETF 876.64K (0.97%) 1.59K
Increased by +0.18%
Dec 31, 24
9 Hotchkis & Wiley Value Opps Instl 771.50K (0.86%) -25.25K
Decreased by -3.27%
Jan 31, 25
10 Vanguard Explorer Value Inv 760.79K (0.85%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity Small Cap Index 699.27K (0.78%) -23.95K
Decreased by -3.43%
Dec 31, 24
12 First Eagle Small Cap Opportunity I 656.43K (0.73%) 73.35K
Increased by +11.17%
Feb 28, 25
13 iShares Russell 2000 Value ETF 646.64K (0.72%) -4.91K
Decreased by -0.76%
Feb 28, 25
14 Goldman Sachs High Yield Fl Rate Instl 591.02K (0.66%) 0.00
Increased by 0.00%
Sep 30, 24
15 Ancora/Thelen Small-Mid Cap I 568.30K (0.63%) -51.64K
Decreased by -9.09%
Dec 31, 24
16 JPMorgan High Yield I 549.41K (0.61%) 0.00
Increased by 0.00%
Jan 31, 25
17 Eaton Vance Income Fund of Boston A 531.99K (0.59%) -481.88K
Decreased by -90.58%
Mar 31, 24
18 Fidelity® Extended Market Index 520.90K (0.58%) 17.16K
Increased by +3.29%
Nov 30, 23
19 Fidelity Extended Market Index 519.69K (0.58%) -7.89K
Decreased by -1.52%
Jan 31, 25
20 SQUAD Point Five I 457.63K (0.51%) 0.00
Increased by 0.00%
Dec 31, 24