Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.08%
2 IWN 0.03%
3 RTLA 0.02%
4 JKL 0.01%
5 ISCV 0.01%
6 IWM 0.01%
7 JKJ 0.01%
8 ISCB 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 27.14M (29.10%) 480.29K
Increased by +1.77%
Mar 31, 25
2 Hotchkis & Wiley Capital Management LLC 6.23M (6.68%) -785.40K
Decreased by -12.61%
Mar 31, 25
3 BlackRock Inc 5.62M (6.02%) -49.80K
Decreased by -0.89%
Mar 31, 25
4 Vanguard Group Inc 4.36M (4.67%) 232.70K
Increased by +5.34%
Mar 31, 25
5 Wellington Management Company LLP 3.54M (3.79%) 615.42K
Increased by +17.39%
Mar 31, 25
6 JPMorgan Chase & Co 3.32M (3.56%) -255.00K
Decreased by -7.68%
Mar 31, 25
7 ING Investment Management LLC 2.92M (3.13%) 838.02K
Increased by +28.71%
Mar 31, 25
8 Sycale Advisors (NY) LLC 2.39M (2.57%) 262.82K
Increased by +10.98%
Mar 31, 25
9 Geode Capital Management, LLC 1.98M (2.12%) 56.17K
Increased by +2.83%
Mar 31, 25
10 Ancora Advisors LLC 1.89M (2.03%) -17.02K
Decreased by -0.90%
Mar 31, 25
11 Arnhold & S. Bleichroeder Advisers, LLC 1.86M (1.99%) 325.38K
Increased by +17.52%
Mar 31, 25
12 Glendon Capital Management LP 1.68M (1.80%) 0.00
Increased by 0.00%
Mar 31, 25
13 AllianceBernstein L.P. 1.64M (1.76%) -6.36K
Decreased by -0.39%
Mar 31, 24
14 Goldman Sachs Group Inc 1.54M (1.65%) 153.32K
Increased by +9.96%
Sep 30, 24
15 State Street Corp 1.40M (1.50%) -35.35K
Decreased by -2.52%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.31M (1.40%) -1.59M
Decreased by -121.88%
Mar 31, 24
17 Acadian Asset Management LLC 1.24M (1.33%) 140.77K
Increased by +11.33%
Mar 31, 25
18 Whitebox Advisors, LLC 1.24M (1.33%) 0.00
Increased by 0.00%
Mar 31, 25
19 Manatuck Hill Partners LLC 1.18M (1.26%) 59.39K
Increased by +5.04%
Mar 31, 25
20 Barclays PLC 1.10M (1.17%) -34.06K
Decreased by -3.11%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.23M (2.39%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.14M (2.29%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.66M (1.78%) 11.56K
Increased by +0.70%
Jun 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.61%) 14.02K
Increased by +0.93%
May 31, 25
5 American Beacon Small Cp Val R5 1.43M (1.54%) 0.00
Increased by 0.00%
May 31, 25
6 Hotchkis & Wiley Small Cap Value I 1.40M (1.50%) 0.00
Increased by 0.00%
May 31, 25
7 AB Global High Yield I USD 1.19M (1.28%) 0.00
Increased by 0.00%
Mar 31, 24
8 Invesco Dorsey Wright SmallCap Momt ETF 876.64K (0.94%) 1.59K
Increased by +0.18%
Dec 31, 24
9 First Eagle Small Cap Opportunity I 781.88K (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
10 First Eagle US Small Cap Strategy 781.88K (0.84%) 27.41K
Increased by +3.51%
Jun 30, 25
11 Vanguard Explorer Value Inv 760.79K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
12 Ancora/Thelen Small Mid Cap Core 740.61K (0.79%) -592.74K
Decreased by -80.03%
Jun 30, 25
13 Fidelity Small Cap Index 708.83K (0.76%) 10.93K
Increased by +1.54%
Apr 30, 25
14 iShares Russell 2000 Value ETF 619.44K (0.66%) 2.23K
Increased by +0.36%
Jun 30, 25
15 Hotchkis & Wiley Value Opps Instl 613.90K (0.66%) -157.60K
Decreased by -25.67%
Feb 28, 25
16 Goldman Sachs High Yield Fl Rate Instl 591.02K (0.63%) 0.00
Increased by 0.00%
Sep 30, 24
17 Ancora/Thelen Small-Mid Cap I 568.30K (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
18 Embark Small Cap Equity Institutional 562.29K (0.60%) 120.16K
Increased by +21.37%
Mar 31, 25
19 JPMorgan High Yield I 549.41K (0.59%) 0.00
Increased by 0.00%
Apr 30, 25
20 Eaton Vance Income Fund of Boston A 531.99K (0.57%) -481.88K
Decreased by -90.58%
Mar 31, 24