Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.06%
2 ISCG 0.02%
3 JKK 0.02%
4 IWN 0.02%
5 ISCB 0.01%
6 JKJ 0.01%
7 IWM 0.01%
8 ITOT 0.00%
9 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.81M (9.07%) -695.76K
Decreased by -4.70%
Dec 31, 24
2 Vanguard Group Inc 13.68M (8.38%) -311.02K
Decreased by -2.27%
Dec 31, 24
3 Citigroup Inc 11.77M (7.21%) 1.76M
Increased by +14.98%
Dec 31, 24
4 Long Pond Capital, LP 10.07M (6.16%) 0.00
Increased by 0.00%
Dec 31, 24
5 Oaktree Capital Management LLC 7.51M (4.60%) 0.00
Increased by 0.00%
Dec 31, 24
6 Blue Door Asset Management, LLC 5.93M (3.63%) -68.04K
Decreased by -1.15%
Dec 31, 24
7 Old West Investment Management, LLC 4.68M (2.86%) 220.54K
Increased by +4.72%
Jun 30, 24
8 Geode Capital Management, LLC 4.22M (2.59%) -52.02K
Decreased by -1.23%
Dec 31, 24
9 Simcoe Capital Management, LLC 4.20M (2.57%) 4.20M
Increased by +100.00%
Mar 31, 24
10 ACK Asset Management LLC 4.17M (2.55%) -1.91M
Decreased by -45.81%
Mar 31, 24
11 State Street Corporation 4.15M (2.54%) 65.81K
Increased by +1.59%
Mar 31, 24
12 State Street Corp 4.03M (2.47%) -176.39K
Decreased by -4.38%
Dec 31, 24
13 Land & Buildings Investment Mgmt, LLC 3.99M (2.44%) 167.83K
Increased by +4.21%
Dec 31, 24
14 Tikvah Management LLC 3.34M (2.04%) 0.00
Increased by 0.00%
Dec 31, 24
15 Starwood Capital Grp MGT, L.l.c. 3.00M (1.84%) 0.00
Increased by 0.00%
Dec 31, 24
16 KIM, LLC 2.66M (1.63%) 0.00
Increased by 0.00%
Dec 31, 24
17 Ameriprise Financial Inc 2.63M (1.61%) 163.65K
Increased by +6.23%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 2.14M (1.31%) -549.96K
Decreased by -25.74%
Dec 31, 24
19 Clearline Capital LP 2.05M (1.25%) -193.53K
Decreased by -9.44%
Dec 31, 24
20 Vulcan Value Partners, LLC 1.96M (1.20%) -7.04M
Decreased by -359.81%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.43M (3.32%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 4.88M (2.99%) -57.38K
Decreased by -1.18%
Feb 28, 25
3 Vulcan Value Partners Small Cap 4.35M (2.66%) -357.13K
Decreased by -8.21%
Jun 30, 24
4 Vanguard Information Technology ETF 4.09M (2.51%) -233.78K
Decreased by -5.71%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.63M (1.61%) 0.00
Increased by 0.00%
Feb 28, 25
6 Vanguard Small Cap Index 2.17M (1.33%) 5.18K
Increased by +0.24%
Aug 31, 24
7 Fidelity Small Cap Index 1.96M (1.20%) 0.00
Increased by 0.00%
Dec 31, 24
8 Columbia Small Cap Value I 1.90M (1.16%) 132.10K
Increased by +6.97%
Jan 31, 25
9 Columbia Small Cap Value I A 1.89M (1.15%) -10.20K
Decreased by -0.54%
Feb 28, 25
10 iShares Russell 2000 Value ETF 1.81M (1.11%) -13.72K
Decreased by -0.76%
Feb 28, 25
11 Baron Discovery Institutional 1.75M (1.07%) 0.00
Increased by 0.00%
Mar 31, 24
12 Baron Discovery Strategy 1.75M (1.07%) 0.00
Increased by 0.00%
Mar 31, 24
13 Fidelity® Small Cap Index 1.73M (1.06%) 34.14K
Increased by +1.98%
Sep 30, 23
14 Vulcan Value Partners Small Cap Stra 1.67M (1.02%) -2.97M
Decreased by -177.44%
Sep 30, 24
15 First Eagle Small Cap Opportunity I 1.28M (0.78%) 0.00
Increased by 0.00%
Jul 31, 24
16 First Eagle US Small Cap Strategy 1.28M (0.78%) 0.00
Increased by 0.00%
Jun 30, 24
17 Old West All Cap Opportunity 1.25M (0.76%) 184.55K
Increased by +14.82%
Jun 30, 24
18 Vanguard Small Cap Growth Index Inv 1.20M (0.74%) -5.33K
Decreased by -0.44%
Aug 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.20M (0.73%) 0.00
Increased by 0.00%
Feb 28, 25
20 iShares Digital Security ETF USD Acc 1.06M (0.65%) 0.00
Increased by 0.00%
Feb 28, 25