Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYH 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IHF 1000.00%
10 IWD 1000.00%
11 IWB 1000.00%
12 IUSV 1000.00%
13 ISCB 1000.00%
14 ISCG 1000.00%
15 ISCV 1000.00%
16 IUSG 1000.00%
17 MARB 4.71%
18 ARB 3.51%
19 OLD 2.74%
20 MNA 2.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.24M (10.13%) 12.14K
Increased by +0.37%
Sep 30, 23
2 BlackRock Inc 2.95M (9.23%) 45.73K
Increased by +1.55%
Sep 30, 23
3 Pentwater Capital Management LP 1.14M (3.58%) 807.00K
Increased by +70.54%
Sep 30, 23
4 Eckert Corp 1.03M (3.23%) 328.30K
Increased by +31.77%
Sep 30, 23
5 Wellington Management Company LLP 981.05K (3.07%) -602.54K
Decreased by -61.42%
Sep 30, 23
6 Mackenzie Investments 941.06K (2.94%) -1.60K
Decreased by -0.17%
Sep 30, 23
7 State Street Corporation 927.08K (2.90%) -1.56K
Decreased by -0.17%
Sep 30, 23
8 Westchester Capital Management LLC 850.39K (2.66%) 620.39K
Increased by +72.95%
Sep 30, 23
9 Millennium Management LLC 806.76K (2.52%) 605.42K
Increased by +75.04%
Sep 30, 23
10 Park West Asset Management LLC 751.72K (2.35%) 657.62K
Increased by +87.48%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 681.32K (2.13%) -40.02K
Decreased by -5.87%
Sep 30, 23
12 Magnetar Financial LLC 607.86K (1.90%) 36.38K
Increased by +5.98%
Sep 30, 23
13 Geode Capital Management, LLC 513.72K (1.61%) 8.43K
Increased by +1.64%
Sep 30, 23
14 AllianceBernstein L.P. 487.58K (1.52%) 130.23K
Increased by +26.71%
Sep 30, 23
15 HHG PLC 473.50K (1.48%) -23.93K
Decreased by -5.05%
Sep 30, 23
16 Woodline Partners LP 462.31K (1.44%) 281.40K
Increased by +60.87%
Sep 30, 23
17 Cresset Asset Management, LLC 454.09K (1.42%) 167.00
Increased by +0.04%
Sep 30, 23
18 Van Lanschot Kempen Investment Management NV 417.24K (1.30%) -72.41K
Decreased by -17.35%
Sep 30, 23
19 Melqart Asset Management (UK) Ltd. 350.33K (1.09%) 350.33K
Increased by +100.00%
Sep 30, 23
20 Man Group PLC 330.95K (1.03%) 87.95K
Increased by +26.58%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.02M (3.20%) 1.13K
Increased by +0.11%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.00M (3.14%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Small Cap Index 844.55K (2.64%) 2.58K
Increased by +0.31%
Nov 30, 23
4 Vanguard Explorer Inv 674.34K (2.11%) 0.00
Increased by 0.00%
Sep 30, 23
5 The Merger Fund A 653.19K (2.04%) 466.81K
Increased by +71.47%
Sep 30, 23
6 Vanguard Small Cap Value Index Inv 588.14K (1.84%) 2.31K
Increased by +0.39%
Nov 30, 23
7 Canada Life US Small-Mid Cap Growth F 494.86K (1.55%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 472.69K (1.48%) 9.93K
Increased by +2.10%
Nov 30, 23
9 BlackRock Event Driven Equity Instl 437.54K (1.37%) 0.00
Increased by 0.00%
Nov 30, 23
10 Kempen (Lux) Global Small-Cap I 292.94K (0.92%) 0.00
Increased by 0.00%
Nov 30, 23
11 SPDR® S&P MIDCAP 400 ETF Trust 261.32K (0.82%) -2.25K
Decreased by -0.86%
Nov 30, 23
12 Man GLG Event Driven Alternative IN USD 250.44K (0.78%) 36.92K
Increased by +14.74%
Sep 30, 23
13 Janus Henderson Mid Cap Value L 224.25K (0.70%) 0.00
Increased by 0.00%
Sep 30, 23
14 iShares S&P Mid-Cap 400 Value ETF 200.58K (0.63%) -155.00
Decreased by -0.08%
Nov 30, 23
15 Ranger Small Cap 197.30K (0.62%) -7.22K
Decreased by -3.66%
Sep 30, 23
16 Mackenzie US Mid Cap Opportunities F 196.43K (0.61%) 0.00
Increased by 0.00%
Sep 30, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 181.74K (0.57%) 600.00
Increased by +0.33%
Nov 30, 23
18 Fidelity® Extended Market Index 173.00K (0.54%) 3.43K
Increased by +1.98%
Oct 31, 23
19 State St S&P Midcap® Indx SL Cl II 156.32K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
20 AB Merger Arbitrage S1 USD 151.42K (0.47%) 12.48K
Increased by +8.24%
Oct 31, 23