Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.02%
2 IWM 0.01%
3 JKL 0.01%
4 ISCV 0.01%
5 JKJ 0.00%
6 ISCB 0.00%
7 JKK 0.00%
8 ISCG 0.00%
9 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Stephens Group LLC 8.11M (55.99%) 0.00
Increased by 0.00%
Mar 31, 25
2 Southeastern Asset Management Inc 4.88M (33.69%) 0.00
Increased by 0.00%
Dec 31, 24
3 Silverleafe Capital Partners, LLC 4.73M (32.63%) -3.73K
Decreased by -0.08%
Mar 31, 25
4 Nfc Investments, LLC 4.05M (27.94%) 3.35K
Increased by +0.08%
Dec 31, 24
5 Vanguard Group Inc 2.81M (19.42%) 199.94K
Increased by +7.11%
Dec 31, 24
6 FMR Inc 2.43M (16.79%) 636.17K
Increased by +26.16%
Dec 31, 24
7 BlackRock Inc 2.30M (15.85%) 72.68K
Increased by +3.17%
Dec 31, 24
8 Brown Brothers Harriman & Co 1.88M (12.96%) 0.00
Increased by 0.00%
Dec 31, 24
9 Zazove Associates LLC 873.08K (6.03%) -12.51K
Decreased by -1.43%
Dec 31, 24
10 Geode Capital Management, LLC 841.23K (5.81%) 34.90K
Increased by +4.15%
Dec 31, 24
11 Goldman Sachs Group Inc 699.63K (4.83%) -128.97K
Decreased by -18.43%
Sep 30, 24
12 State Street Corp 690.69K (4.77%) 41.14K
Increased by +5.96%
Dec 31, 24
13 State Street Corporation 629.35K (4.34%) 29.60K
Increased by +4.70%
Mar 31, 24
14 Millennium Management LLC 589.45K (4.07%) 392.21K
Increased by +66.54%
Dec 31, 24
15 UBS Group AG 344.79K (2.38%) 323.93K
Increased by +93.95%
Dec 31, 24
16 Northern Trust Corp 300.71K (2.08%) 6.76K
Increased by +2.25%
Dec 31, 24
17 Charles Schwab Investment Management Inc 284.65K (1.97%) 2.01K
Increased by +0.71%
Dec 31, 24
18 Raymond James & Associates 263.65K (1.82%) 28.01K
Increased by +10.62%
Mar 31, 24
19 Cadence Bank 250.00K (1.73%) 0.00
Increased by 0.00%
Sep 30, 24
20 Gamco Investors, Inc. Et Al 243.60K (1.68%) -4.60K
Decreased by -1.89%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Longleaf Partners Small-Cap 4.77M (32.91%) 0.00
Increased by 0.00%
Dec 31, 24
2 Fidelity VIP Mid Cap Initial 2.10M (14.52%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.56M (10.78%) 36.29K
Increased by +2.32%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.47M (10.18%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 837.69K (5.78%) -6.77K
Decreased by -0.81%
Apr 29, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 615.72K (4.25%) -21.13K
Decreased by -3.43%
Mar 31, 25
7 Fidelity Advisor Mid Cap II I 446.13K (3.08%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Consumer Staples ETF 424.90K (2.93%) 7.31K
Increased by +1.72%
Mar 31, 25
9 Fidelity Small Cap Index 345.89K (2.39%) 0.00
Increased by 0.00%
Feb 28, 25
10 iShares Russell 2000 Growth ETF 321.07K (2.22%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Extended Market Index 199.12K (1.37%) 3.12K
Increased by +1.57%
Mar 31, 25
12 Schwab US Small-Cap ETF™ 170.53K (1.18%) -84.00
Decreased by -0.05%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx NL Cl C 169.81K (1.17%) -8.40K
Decreased by -4.95%
Mar 31, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 169.81K (1.17%) -8.40K
Decreased by -4.95%
Mar 31, 25
15 Vanguard Russell 2000 ETF 168.56K (1.16%) 14.81K
Increased by +8.78%
Mar 31, 25
16 State St Russell Sm Cap® Indx SL Cl I 112.80K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
17 Schwab Small Cap Index 87.35K (0.60%) 5.00K
Increased by +5.72%
Mar 31, 25
18 NT R2000 Growth Index Fund - NL 86.89K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
19 Sovereign's Capital Flourish Fund 86.70K (0.60%) 0.00
Increased by 0.00%
Apr 30, 25
20 NT R2000 Index Fund - NL 84.05K (0.58%) 1.21K
Increased by +1.44%
Mar 31, 25