Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.07%
2 IWN 0.02%
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 (29.30%) 0.00
Increased by 0.00%
Jun 30, 25
2 Hotchkis & Wiley Capital Management LLC 6.23M (6.72%) -785.40K
Decreased by -12.61%
Mar 31, 25
3 BlackRock Inc 5.62M (6.06%) -49.80K
Decreased by -0.89%
Mar 31, 25
4 Vanguard Group Inc 4.51M (4.86%) 148.92K
Increased by +3.30%
Jun 30, 25
5 Wellington Management Company LLP 3.64M (3.93%) 104.38K
Increased by +2.86%
Jun 30, 25
6 JPMorgan Chase & Co 3.32M (3.58%) -255.00K
Decreased by -7.68%
Mar 31, 25
7 Sycale Advisors (NY) LLC 3.09M (3.33%) 692.65K
Increased by +22.44%
Jun 30, 25
8 ING Investment Management LLC 2.92M (3.15%) 838.02K
Increased by +28.71%
Mar 31, 25
9 Geode Capital Management, LLC 1.98M (2.14%) 56.17K
Increased by +2.83%
Mar 31, 25
10 Ancora Advisors LLC 1.89M (2.04%) -17.02K
Decreased by -0.90%
Mar 31, 25
11 Glendon Capital Management LP 1.68M (1.81%) 0.00
Increased by 0.00%
Jun 30, 25
12 Arnhold & S. Bleichroeder Advisers, LLC 1.64M (1.77%) -213.11K
Decreased by -12.96%
Jun 30, 25
13 AllianceBernstein L.P. 1.64M (1.77%) -6.36K
Decreased by -0.39%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 1.51M (1.63%) 711.41K
Increased by +47.17%
Jun 30, 25
15 State Street Corp 1.40M (1.51%) -35.35K
Decreased by -2.52%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.31M (1.41%) -1.59M
Decreased by -121.88%
Mar 31, 24
17 Acadian Asset Management LLC 1.24M (1.34%) 140.77K
Increased by +11.33%
Mar 31, 25
18 Whitebox Advisors, LLC 1.24M (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
19 Manatuck Hill Partners LLC 1.18M (1.27%) 59.39K
Increased by +5.04%
Mar 31, 25
20 Barclays PLC 1.10M (1.18%) -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 (2.41%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 2.14M (2.31%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.56M (1.68%) -29.61K
Decreased by -1.90%
Jul 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.53%) -87.70K
Decreased by -6.20%
Jun 30, 25
5 Hotchkis & Wiley Small Cap Value I 1.40M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
6 American Beacon Small Cp Val R5 1.37M (1.48%) -21.40K
Decreased by -1.56%
Jul 31, 25
7 AB Global High Yield I USD 1.19M (1.29%) 0.00
Increased by 0.00%
Mar 31, 24
8 Invesco Dorsey Wright SmallCap Momt ETF 876.64K (0.95%) 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%
Jun 30, 25
12 Ancora/Thelen Small Mid Cap Core 740.61K (0.80%) -592.74K
Decreased by -80.03%
Jun 30, 25
13 Fidelity Small Cap Index 712.40K (0.77%) 3.57K
Increased by +0.50%
May 31, 25
14 Hotchkis & Wiley Value Opps Instl 613.90K (0.66%) -157.60K
Decreased by -25.67%
Feb 28, 25
15 iShares Russell 2000 Value ETF 600.71K (0.65%) 446.00
Increased by +0.07%
Jul 31, 25
16 Goldman Sachs High Yield Fl Rate Instl 591.02K (0.64%) 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 (0.61%) 120.16K
Increased by +21.37%
Mar 31, 25
19 JPMorgan High Yield I 549.41K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
20 Eaton Vance Income Fund of Boston A 531.99K (0.57%) -481.88K
Decreased by -90.58%
Mar 31, 24