Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 0.02%
2 ISCG 0.02%
3 ISCB 0.01%
4 JKJ 0.01%
5 ITOT 0.00%
6 IWC 0.00%
7 IWN 0.00%
8 IWM 0.00%
9 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.64M (7.46%) -848.93K
Decreased by -6.72%
Jun 30, 25
2 Citigroup Inc 11.76M (6.94%) 3.43K
Increased by +0.03%
Jun 30, 25
3 Long Pond Capital, LP 10.07M (5.94%) 0.00
Increased by 0.00%
Jun 30, 25
4 UBS Group AG 8.11M (4.79%) 2.21M
Increased by +27.19%
Jun 30, 25
5 Oaktree Capital Management LLC 7.51M (4.43%) 0.00
Increased by 0.00%
Jun 30, 25
6 Blue Door Asset Management, LLC 4.81M (2.84%) -951.65K
Decreased by -19.78%
Jun 30, 25
7 Old West Investment Management, LLC 4.68M (2.76%) 220.54K
Increased by +4.72%
Jun 30, 24
8 Simcoe Capital Management, LLC 4.20M (2.47%) 4.20M
Increased by +100.00%
Mar 31, 24
9 ACK Asset Management LLC 4.17M (2.46%) -1.91M
Decreased by -45.81%
Mar 31, 24
10 State Street Corporation 4.15M (2.45%) 65.81K
Increased by +1.59%
Mar 31, 24
11 Land & Buildings Investment Mgmt, LLC 4.08M (2.41%) 86.47K
Increased by +2.12%
Mar 31, 25
12 State Street Corp 4.02M (2.37%) -9.24K
Decreased by -0.23%
Mar 31, 25
13 Goldman Sachs Group Inc 3.87M (2.29%) 3.25M
Increased by +83.83%
Jun 30, 25
14 Tikvah Management LLC 3.34M (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
15 BlackRock Inc 3.08M (1.82%) -11.40M
Decreased by -370.41%
Jun 30, 25
16 Starwood Capital Grp MGT, L.l.c. 3.00M (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
17 Millennium Management LLC 2.92M (1.73%) 2.53M
Increased by +86.62%
Jun 30, 25
18 Ameriprise Financial Inc 2.84M (1.67%) 207.33K
Increased by +7.31%
Mar 31, 25
19 Marshall Wace Asset Management Ltd 2.66M (1.57%) 1.85M
Increased by +69.74%
Jun 30, 25
20 KIM, LLC 2.66M (1.57%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.31M (3.13%) -117.09K
Decreased by -2.20%
Jul 31, 25
2 iShares Russell 2000 ETF 4.71M (2.78%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Information Technology ETF 4.36M (2.57%) 40.41K
Increased by +0.93%
Jul 31, 25
4 Vulcan Value Partners Small Cap 4.35M (2.57%) -357.13K
Decreased by -8.21%
Jun 30, 24
5 Vanguard Small Cap Index 2.17M (1.28%) 5.18K
Increased by +0.24%
Aug 31, 24
6 Fidelity Small Cap Index 1.88M (1.11%) 0.00
Increased by 0.00%
May 31, 25
7 Columbia Small Cap Value I 1.87M (1.10%) 105.80K
Increased by +5.66%
Mar 31, 25
8 Columbia Small Cap Value I A 1.87M (1.10%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.07%) -823.58K
Decreased by -45.57%
Jul 31, 25
10 iShares Russell 2000 Value ETF 1.76M (1.04%) 0.00
Increased by 0.00%
May 31, 25
11 Baron Discovery Institutional 1.75M (1.03%) 0.00
Increased by 0.00%
Mar 31, 24
12 Baron Discovery Strategy 1.75M (1.03%) 0.00
Increased by 0.00%
Mar 31, 24
13 Fidelity® Small Cap Index 1.73M (1.02%) 34.14K
Increased by +1.98%
Sep 30, 23
14 Vulcan Value Partners Small Cap Stra 1.67M (0.99%) -2.97M
Decreased by -177.44%
Sep 30, 24
15 First Eagle Small Cap Opportunity I 1.28M (0.75%) 0.00
Increased by 0.00%
Jul 31, 24
16 First Eagle US Small Cap Strategy 1.28M (0.75%) 0.00
Increased by 0.00%
Jun 30, 24
17 Old West All Cap Opportunity 1.25M (0.73%) 184.55K
Increased by +14.82%
Jun 30, 24
18 Vanguard Small Cap Growth Index Inv 1.20M (0.71%) -5.33K
Decreased by -0.44%
Aug 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.12M (0.66%) 0.00
Increased by 0.00%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 1.12M (0.66%) 0.00
Increased by 0.00%
May 31, 25