Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 1000.00%
2 ISCB 1000.00%
3 FILL 1000.00%
4 ISCV 1000.00%
5 ITOT 1000.00%
6 IWM 1000.00%
7 JKJ 1000.00%
8 IWV 1000.00%
9 IWO 1000.00%
10 PXI 2.91%
11 PXE 2.69%
12 FCG 1.43%
13 XOP 0.83%
14 IFEU 0.82%
15 FYT 0.80%
16 BSVO 0.70%
17 FTXN 0.49%
18 GUSH 0.46%
19 DWAS 0.36%
20 FYC 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Silver Point Capital LP 6.37M (50.08%) -797.87K
Decreased by -12.53%
Sep 30, 23
2 MacKay Shields LLC 1.43M (11.27%) -169.83K
Decreased by -11.85%
Sep 30, 23
3 Wellington Management Company LLP 1.03M (8.08%) 562.95K
Increased by +54.81%
Sep 30, 23
4 JPMorgan Chase & Co 802.35K (6.31%) -225.25K
Decreased by -28.07%
Sep 30, 23
5 BlackRock Inc 775.63K (6.10%) 32.64K
Increased by +4.21%
Sep 30, 23
6 Vanguard Group Inc 635.47K (5.00%) -41.48K
Decreased by -6.53%
Sep 30, 23
7 First Pacific Advisors, LP 601.56K (4.73%) -620.00
Decreased by -0.10%
Sep 30, 23
8 Woodline Partners LP 527.97K (4.15%) 144.10K
Increased by +27.29%
Sep 30, 23
9 State Street Corporation 446.25K (3.51%) 75.86K
Increased by +17.00%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 424.79K (3.34%) 181.43K
Increased by +42.71%
Sep 30, 23
11 Whitebox Advisors, LLC 401.75K (3.16%) -161.06K
Decreased by -40.09%
Sep 30, 23
12 Adage Capital Partners Gp LLC 401.39K (3.16%) -56.53K
Decreased by -14.08%
Sep 30, 23
13 HHG PLC 340.19K (2.67%) -63.53K
Decreased by -18.68%
Sep 30, 23
14 Aventail Capital Group, LP 337.85K (2.66%) 130.40K
Increased by +38.60%
Sep 30, 23
15 LSP Investment Advisors, LLC 305.67K (2.40%) -120.00K
Decreased by -39.26%
Sep 30, 23
16 Pictet Asset Manangement SA 242.78K (1.91%) 242.78K
Increased by +100.00%
Sep 30, 23
17 Arrowstreet Capital Limited Partnership 234.84K (1.85%) 184.63K
Increased by +78.62%
Sep 30, 23
18 Jacobs Levy Equity Management, Inc. 231.83K (1.82%) 93.49K
Increased by +40.33%
Sep 30, 23
19 Geode Capital Management, LLC 214.40K (1.69%) 6.48K
Increased by +3.02%
Sep 30, 23
20 Greenlight Capital, Inc 210.52K (1.66%) -4.67K
Decreased by -2.22%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 MainStay MacKay High Yield Corp Bd B 898.19K (7.06%) -5.00K
Decreased by -0.56%
Sep 30, 23
2 FPA Contrarian Value 526.06K (4.14%) 0.00
Increased by 0.00%
Sep 30, 23
3 FPA Crescent 526.06K (4.14%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 346.67K (2.73%) 444.00
Increased by +0.13%
Nov 30, 23
5 iShares Russell 2000 ETF 299.85K (2.36%) 1.89K
Increased by +0.63%
Dec 29, 23
6 Janus Henderson Small Cap Value L 294.15K (2.31%) -45.67K
Decreased by -15.53%
Sep 30, 23
7 SPDR® S&P Oil & Gas Explor & Prodtn ETF 231.33K (1.82%) -2.65K
Decreased by -1.15%
Dec 31, 23
8 MainStay VP MacKay HY Corp Bd Initl 226.00K (1.78%) 0.00
Increased by 0.00%
Sep 30, 23
9 Avantis US Small Cap Value ETF 162.97K (1.28%) 1.71K
Increased by +1.05%
Dec 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 140.86K (1.11%) 3.78K
Increased by +2.68%
Nov 30, 23
11 iShares Russell 2000 Value ETF 106.80K (0.84%) 198.00
Increased by +0.19%
Dec 29, 23
12 Fidelity® Small Cap Index 105.34K (0.83%) 2.81K
Increased by +2.67%
Oct 31, 23
13 JPM Global Income A (div) EUR 102.80K (0.81%) -8.13K
Decreased by -7.91%
Nov 30, 23
14 Principal U.S. Small Cap Equity 102.10K (0.80%) -700.00
Decreased by -0.69%
Sep 30, 23
15 Principal SmallCap R5 100.40K (0.79%) -1.70K
Decreased by -1.69%
Nov 30, 23
16 CREF Stock R1 76.65K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
17 JHancock Small Cap Value NAV 76.26K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
18 JPM Income A (acc) USD 75.82K (0.60%) -8.52K
Decreased by -11.23%
Oct 31, 23
19 JPMorgan High Yield I 73.65K (0.58%) -14.85K
Decreased by -20.16%
Oct 31, 23
20 MacKay High Yield Low Volatility Comp 71.22K (0.56%) 0.00
Increased by 0.00%
Sep 30, 23