Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.06%
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 (41.46%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 5.31M (8.10%) -312.21K
Decreased by -5.88%
Jun 30, 25
3 Hotchkis & Wiley Capital Management LLC 4.58M (7.00%) -1.65M
Decreased by -35.94%
Jun 30, 25
4 Vanguard Group Inc 4.51M (6.88%) 148.92K
Increased by +3.30%
Jun 30, 25
5 Orbis Allan Gray Ltd 4.20M (6.41%) 4.20M
Increased by +100.00%
Jun 30, 25
6 Wellington Management Company LLP 3.64M (5.56%) 104.38K
Increased by +2.86%
Jun 30, 25
7 Sycale Advisors (NY) LLC 3.09M (4.71%) 692.65K
Increased by +22.44%
Jun 30, 25
8 Geode Capital Management, LLC 1.93M (2.95%) -48.92K
Decreased by -2.53%
Jun 30, 25
9 JPMorgan Chase & Co 1.81M (2.76%) -1.51M
Decreased by -83.42%
Jun 30, 25
10 Glendon Capital Management LP 1.68M (2.56%) 0.00
Increased by 0.00%
Jun 30, 25
11 Arnhold & S. Bleichroeder Advisers, LLC 1.64M (2.51%) -213.11K
Decreased by -12.96%
Jun 30, 25
12 AllianceBernstein L.P. 1.64M (2.50%) -6.36K
Decreased by -0.39%
Mar 31, 24
13 State Street Corp 1.61M (2.46%) 208.81K
Increased by +12.96%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.51M (2.30%) 711.41K
Increased by +47.17%
Jun 30, 25
15 ING Investment Management LLC 1.46M (2.23%) -1.46M
Decreased by -100.18%
Jun 30, 25
16 Barclays PLC 1.41M (2.15%) 310.43K
Increased by +22.08%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 1.31M (2.00%) -1.59M
Decreased by -121.88%
Mar 31, 24
18 Whitebox Advisors, LLC 1.24M (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
19 Manatuck Hill Partners LLC 1.18M (1.80%) 0.00
Increased by 0.00%
Jun 30, 25
20 Amvescap Plc. 1.06M (1.62%) 747.14K
Increased by +70.41%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.19M (3.34%) -48.14K
Decreased by -2.20%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 2.14M (3.26%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.59M (2.43%) 0.00
Increased by 0.00%
Aug 31, 25
4 Hotchkis & Wiley Small Cap Value I 1.40M (2.14%) 0.00
Increased by 0.00%
Jul 31, 25
5 American Beacon Small Cp Val R5 1.34M (2.05%) -28.60K
Decreased by -2.13%
Aug 31, 25
6 AB Global High Yield I USD 1.19M (1.82%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.53%) -411.23K
Decreased by -40.96%
Jul 31, 25
8 Invesco Dorsey Wright SmallCap Momt ETF 876.64K (1.34%) 1.59K
Increased by +0.18%
Dec 31, 24
9 First Eagle US Small Cap Strategy 781.88K (1.19%) 27.41K
Increased by +3.51%
Jun 30, 25
10 Vanguard Explorer Value Inv 760.79K (1.16%) 0.00
Increased by 0.00%
Jun 30, 25
11 First Eagle Small Cap Opportunity I 747.66K (1.14%) -34.23K
Decreased by -4.58%
Jul 31, 25
12 Ancora/Thelen Small Mid Cap Core 740.61K (1.13%) -592.74K
Decreased by -80.03%
Jun 30, 25
13 Fidelity Small Cap Index 650.41K (0.99%) -62.00K
Decreased by -9.53%
Jun 30, 25
14 Hotchkis & Wiley Value Opps Instl 613.90K (0.94%) -157.60K
Decreased by -25.67%
Feb 28, 25
15 iShares Russell 2000 Value ETF 604.27K (0.92%) 0.00
Increased by 0.00%
Aug 31, 25
16 Goldman Sachs High Yield Fl Rate Instl 591.02K (0.90%) 0.00
Increased by 0.00%
Sep 30, 24
17 Embark Small Cap Equity Institutional 562.29K (0.86%) 120.16K
Increased by +21.37%
Mar 31, 25
18 JPMorgan High Yield I 549.41K (0.84%) 0.00
Increased by 0.00%
Jul 31, 25
19 Eaton Vance Income Fund of Boston A 531.99K (0.81%) -481.88K
Decreased by -90.58%
Mar 31, 24
20 Fidelity® Extended Market Index 520.90K (0.80%) 17.16K
Increased by +3.29%
Nov 30, 23