Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCV 0.00%
2 JKL 0.00%
3 IYC 0.00%
4 SMMD 0.00%
5 IWS 0.00%
6 ISCB 0.00%
7 JKJ 0.00%
8 IWR 0.00%
9 IWD 0.00%
10 IWV 0.00%
11 IWB 0.00%
12 IYY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gamco Investors, Inc. Et Al 2.73M (0.45%) 11.22K
Increased by +0.41%
Mar 31, 25
2 Gabelli Funds LLC 1.85M (0.31%) 16.51K
Increased by +0.89%
Mar 31, 25
3 Vanguard Group Inc 544.01K (0.09%) 29.18K
Increased by +5.36%
Mar 31, 25
4 Geode Capital Management, LLC 287.94K (0.05%) 12.31K
Increased by +4.28%
Mar 31, 25
5 BlackRock Inc 265.97K (0.04%) -4.15K
Decreased by -1.56%
Mar 31, 25
6 CIBC World Markets Corp 244.95K (0.04%) -26.42K
Decreased by -10.79%
Sep 30, 23
7 Poehling Capital Management Inc 243.71K (0.04%) 18.76K
Increased by +7.70%
Mar 31, 25
8 Millennium Management LLC 226.06K (0.04%) -4.22K
Decreased by -1.87%
Mar 31, 25
9 Gabelli Securities Inc 145.81K (0.02%) 20.61K
Increased by +14.13%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 138.22K (0.02%) 1.45K
Increased by +1.05%
Mar 31, 25
11 Bank of New York Mellon Corp 130.74K (0.02%) 5.91K
Increased by +4.52%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 88.81K (0.01%) 1.17K
Increased by +1.31%
Mar 31, 25
13 Mark Asset Management L.P. 87.81K (0.01%) -93.62K
Decreased by -106.61%
Dec 31, 24
14 Slotnik Capital LLC 64.09K (0.01%) 64.09K
Increased by +100.00%
Sep 30, 24
15 FMR Inc 61.59K (0.01%) -8.33K
Decreased by -13.53%
Mar 31, 25
16 Cnh Partners, LLC 59.88K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
17 STRS OHIO 52.42K (0.01%) 740.00
Increased by +1.41%
Mar 31, 25
18 Verition Fund Managegment, LLC 50.00K (0.01%) 50.00K
Increased by +100.00%
Mar 31, 25
19 OSSIAM 47.16K (0.01%) 7.49K
Increased by +15.88%
Jun 30, 24
20 Squarepoint Ops LLC 46.75K (0.01%) 25.50K
Increased by +54.56%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Gabelli Value 25 A 488.50K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
2 Gabelli Equity Trust 356.00K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
3 Gabelli Equity Trust Inc 356.00K (0.06%) 0.00
Increased by 0.00%
Dec 31, 24
4 Gabelli Asset AAA 355.19K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
5 Gabelli Equity Income AAA 250.00K (0.04%) -200.00
Decreased by -0.08%
Mar 31, 25
6 Vanguard Small Cap Index 195.95K (0.03%) -5.56K
Decreased by -2.84%
Jun 30, 25
7 Vanguard Total Stock Mkt Idx Inv 174.33K (0.03%) 44.98K
Increased by +25.80%
Jun 30, 25
8 Vanguard Mid Cap Index Institutional 156.44K (0.03%) 0.00
Increased by 0.00%
Jan 31, 24
9 Vanguard Small Cap Value Index Inv 127.03K (0.02%) -3.68K
Decreased by -2.89%
Jun 30, 25
10 1290 GAMCO Small/Mid Cap Value I 124.50K (0.02%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Total Market Index 118.17K (0.02%) 16.32K
Increased by +13.81%
Jun 30, 25
12 Vanguard Value Index Inv 114.90K (0.02%) 0.00
Increased by 0.00%
Jan 31, 24
13 WisdomTree US MidCap Dividend ETF 113.69K (0.02%) 0.00
Increased by 0.00%
Jul 31, 25
14 Gabelli Capital Asset 98.50K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Series Total Market Index 96.22K (0.02%) 8.18K
Increased by +8.50%
Jun 30, 25
16 Fidelity® Total Market Index 94.33K (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Mid-Cap Value ETF 93.03K (0.02%) 0.00
Increased by 0.00%
Jun 30, 24
18 Gabelli Dividend & Income 92.00K (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
19 Gabelli Dividend & Income Trust 92.00K (0.02%) 0.00
Increased by 0.00%
Dec 31, 24
20 Gabelli Multimedia 87.00K (0.01%) 0.00
Increased by 0.00%
Mar 31, 25