Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVNT 4.72%
2 ARB 2.68%
3 VTWG 0.09%
4 DMRS 0.03%
5 IEUS 0.03%
6 SCZ 0.02%
7 IXUS 0.00%
8 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.20M (15.93%) 52.23K
Increased by +1.63%
Sep 30, 23
2 Vanguard Group Inc 1.38M (6.85%) -6.13K
Decreased by -0.45%
Sep 30, 23
3 Segall Bryant & Hamill 1.17M (5.83%) -68.45K
Decreased by -5.85%
Sep 30, 23
4 Gamco Investors, Inc. Et Al 900.59K (4.49%) -321.97K
Decreased by -35.75%
Sep 30, 23
5 Fidelity International Ltd 815.67K (4.06%) 815.67K
Increased by +100.00%
Sep 30, 23
6 Glazer Capital, LLC 760.22K (3.79%) 261.63K
Increased by +34.41%
Sep 30, 23
7 Magnetar Financial LLC 732.60K (3.65%) 0.00
Increased by 0.00%
Sep 30, 23
8 State Street Corporation 728.05K (3.63%) 22.46K
Increased by +3.09%
Sep 30, 23
9 Balyasny Asset Management LLC 656.02K (3.27%) 300.80K
Increased by +45.85%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 648.67K (3.23%) 22.00K
Increased by +3.39%
Sep 30, 23
11 Gabelli Funds LLC 640.41K (3.19%) -24.10K
Decreased by -3.76%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 555.29K (2.77%) -129.15K
Decreased by -23.26%
Sep 30, 23
13 Bank of America Corp 522.23K (2.60%) 429.32K
Increased by +82.21%
Sep 30, 23
14 Goldman Sachs Group Inc 484.60K (2.41%) 296.11K
Increased by +61.11%
Sep 30, 23
15 Sand Grove Capital Management LLP 469.53K (2.34%) -90.00K
Decreased by -19.17%
Sep 30, 23
16 First Trust Capital Management L.P. 441.50K (2.20%) 441.50K
Increased by +100.00%
Sep 30, 23
17 Geode Capital Management, LLC 405.55K (2.02%) 34.54K
Increased by +8.52%
Sep 30, 23
18 Eckert Corp 270.71K (1.35%) 47.19K
Increased by +17.43%
Sep 30, 23
19 Trium Capital LLP 259.14K (1.29%) 259.14K
Increased by +100.00%
Sep 30, 23
20 Man Group PLC 247.14K (1.23%) 102.14K
Increased by +41.33%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 1290 VT GAMCO Small Company Value IB 668.00K (3.33%) 0.00
Increased by 0.00%
Sep 30, 23
2 Fidelity Canadian Large Cap Sr B 520.00K (2.59%) 0.00
Increased by 0.00%
Sep 30, 23
3 Arbitrage R 443.63K (2.21%) 443.63K
Increased by +100.00%
Aug 31, 23
4 First Trust Merger Arbitrage Cl I 386.95K (1.93%) 386.95K
Increased by +100.00%
Sep 30, 23
5 Man GLG Event Driven Alternative IN USD 192.22K (0.96%) 58.04K
Increased by +30.19%
Aug 31, 23
6 Fidelity® Small Cap Index 189.95K (0.95%) 23.34K
Increased by +12.29%
Sep 30, 23
7 Kennedy Micro Cap 186.15K (0.93%) -58.69K
Decreased by -31.53%
Sep 30, 23
8 Gabelli Small Cap Growth AAA 167.00K (0.83%) -8.00K
Decreased by -4.79%
Jun 30, 23
9 Picton Mahoney Fortified Arbtrg Pl Alt F 147.40K (0.73%) 131.20K
Increased by +89.01%
Sep 30, 23
10 First Eagle US Small Cap Strategy 140.70K (0.70%) -13.23K
Decreased by -9.40%
Sep 30, 23
11 GAMCO Intl SICAV Merger Arbtrg I (USD) 119.18K (0.59%) 64.28K
Increased by +53.94%
Jun 30, 23
12 Fidelity Concntr Val Priv Pool Sr F 116.67K (0.58%) 0.00
Increased by 0.00%
Sep 30, 23
13 Oberweis Micro-Cap Growth 97.90K (0.49%) 2.90K
Increased by +2.96%
Sep 30, 23
14 Oberweis Micro-Cap 95.00K (0.47%) 95.00K
Increased by +100.00%
Jun 30, 23
15 Fidelity Monthly Income Series F 91.76K (0.46%) -400.00
Decreased by -0.44%
Sep 30, 23
16 Gabelli Dividend & Income 83.00K (0.41%) 0.00
Increased by 0.00%
Jun 30, 23
17 Gabelli Equity Trust 80.00K (0.40%) -44.69K
Decreased by -55.86%
Jun 30, 23
18 EHP Global Arbitrage Alternative Cl F 67.68K (0.34%) 67.68K
Increased by +100.00%
Aug 31, 23
19 Gabelli ABC AAA 60.00K (0.30%) 10.00K
Increased by +16.67%
Jun 30, 23
20 NT R2000 Index Fund - NL 58.87K (0.29%) 6.55K
Increased by +11.12%
Sep 30, 23