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 Citigroup Inc 15.67M (9.10%) 3.92M
Increased by +24.99%
Sep 30, 25
2 Vanguard Group Inc 12.14M (7.05%) -264.61K
Decreased by -2.18%
Dec 31, 25
3 UBS Group AG 10.45M (6.07%) 2.34M
Increased by +22.35%
Sep 30, 25
4 Oaktree Capital Management LLC 7.51M (4.36%) 0.00
Increased by 0.00%
Dec 31, 25
5 Long Pond Capital, LP 6.07M (3.52%) -4.00M
Decreased by -65.94%
Sep 30, 25
6 Blue Door Asset Management, LLC 5.34M (3.10%) 525.02K
Increased by +9.84%
Sep 30, 25
7 Old West Investment Management, LLC 4.68M (2.72%) 220.54K
Increased by +4.72%
Jun 30, 24
8 Simcoe Capital Management, LLC 4.20M (2.44%) 4.20M
Increased by +100.00%
Mar 31, 24
9 ACK Asset Management LLC 4.17M (2.42%) -1.91M
Decreased by -45.81%
Mar 31, 24
10 State Street Corporation 4.15M (2.41%) 65.81K
Increased by +1.59%
Mar 31, 24
11 Land & Buildings Investment Mgmt, LLC 4.08M (2.37%) 86.47K
Increased by +2.12%
Mar 31, 25
12 State Street Corp 4.02M (2.34%) -9.24K
Decreased by -0.23%
Mar 31, 25
13 Goldman Sachs Group Inc 3.87M (2.25%) 3.25M
Increased by +83.83%
Jun 30, 25
14 Millennium Management LLC 3.65M (2.12%) 721.85K
Increased by +19.80%
Sep 30, 25
15 Becker Drapkin Management, L.P. 3.48M (2.02%) 827.94K
Increased by +23.80%
Dec 31, 25
16 Tikvah Management LLC 3.34M (1.94%) 0.00
Increased by 0.00%
Dec 31, 25
17 Davidson Kempner Capital Management LP 3.30M (1.92%) 3.30M
Increased by +100.00%
Dec 31, 25
18 Starwood Capital Grp MGT, L.l.c. 3.00M (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
19 Marshall Wace Asset Management Ltd 2.96M (1.72%) 300.31K
Increased by +10.15%
Sep 30, 25
20 Mak Capital One LLC 2.86M (1.66%) 2.86M
Increased by +100.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.76M (2.76%) 0.00
Increased by 0.00%
Jan 31, 26
2 iShares Russell 2000 ETF 4.71M (2.74%) 0.00
Increased by 0.00%
May 31, 25
3 Vulcan Value Partners Small Cap 4.35M (2.53%) -357.13K
Decreased by -8.21%
Jun 30, 24
4 Vanguard Information Technology ETF 4.17M (2.42%) 14.56K
Increased by +0.35%
Jan 31, 26
5 Vanguard Small Cap Index 2.17M (1.26%) 5.18K
Increased by +0.24%
Aug 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.14%) 12.36K
Increased by +0.63%
Jan 31, 26
7 Fidelity Small Cap Index 1.88M (1.09%) 0.00
Increased by 0.00%
May 31, 25
8 Columbia Small Cap Value I 1.87M (1.09%) 105.80K
Increased by +5.66%
Mar 31, 25
9 Columbia Small Cap Value I A 1.87M (1.09%) 0.00
Increased by 0.00%
Apr 30, 25
10 iShares Russell 2000 Value ETF 1.76M (1.02%) 0.00
Increased by 0.00%
May 31, 25
11 Baron Discovery Institutional 1.75M (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
12 Baron Discovery Strategy 1.75M (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
13 Fidelity® Small Cap Index 1.73M (1.00%) 34.14K
Increased by +1.98%
Sep 30, 23
14 Vulcan Value Partners Small Cap Stra 1.67M (0.97%) -2.97M
Decreased by -177.44%
Sep 30, 24
15 Kennedy Micro Cap 1.55M (0.90%) 1.55M
Increased by +100.00%
Dec 31, 25
16 First Eagle Small Cap Opportunity I 1.28M (0.74%) 0.00
Increased by 0.00%
Jul 31, 24
17 First Eagle US Small Cap Strategy 1.28M (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
18 Old West All Cap Opportunity 1.25M (0.72%) 184.55K
Increased by +14.82%
Jun 30, 24
19 Vanguard Small Cap Growth Index Inv 1.20M (0.70%) -5.33K
Decreased by -0.44%
Aug 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.12M (0.65%) 0.00
Increased by 0.00%
Apr 30, 25