Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWC 1000.00%
3 IWM 1000.00%
4 IWN 1000.00%
5 PSM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 5.76M (9.38%) 5.76M
Increased by +100.00%
Sep 30, 23
2 Hotchkis & Wiley Capital Management LLC 3.49M (5.69%) 3.49M
Increased by +100.00%
Sep 30, 23
3 Vanguard Group Inc 3.49M (5.68%) 3.49M
Increased by +100.00%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 3.22M (5.25%) 3.22M
Increased by +100.00%
Sep 30, 23
5 Glendon Capital Management LP 1.68M (2.74%) 1.68M
Increased by +100.00%
Sep 30, 23
6 AllianceBernstein L.P. 1.65M (2.68%) 1.65M
Increased by +100.00%
Sep 30, 23
7 Whitebox Advisors, LLC 1.56M (2.55%) 1.56M
Increased by +100.00%
Sep 30, 23
8 Contrarian Capital Management LLC 1.54M (2.51%) 1.54M
Increased by +100.00%
Sep 30, 23
9 BlackRock Inc 1.51M (2.46%) 1.51M
Increased by +100.00%
Sep 30, 23
10 Wellington Management Company LLP 1.15M (1.87%) 1.15M
Increased by +100.00%
Sep 30, 23
11 Geode Capital Management, LLC 898.48K (1.46%) 898.48K
Increased by +100.00%
Sep 30, 23
12 Bank of America Corp 696.34K (1.13%) 696.34K
Increased by +100.00%
Sep 30, 23
13 PSquared Asset Management AG 683.12K (1.11%) 683.12K
Increased by +100.00%
Sep 30, 23
14 Citigroup Inc 612.82K (1.00%) 612.82K
Increased by +100.00%
Sep 30, 23
15 Quinn Opportunity Partners LLC 367.70K (0.60%) 367.70K
Increased by +100.00%
Sep 30, 23
16 Goldman Sachs Group Inc 346.07K (0.56%) 346.07K
Increased by +100.00%
Sep 30, 23
17 State Street Corporation 340.41K (0.55%) 340.41K
Increased by +100.00%
Sep 30, 23
18 South Dakota Investment Council 307.50K (0.50%) 307.50K
Increased by +100.00%
Sep 30, 23
19 Barings LLC 287.75K (0.47%) 287.75K
Increased by +100.00%
Sep 30, 23
20 Manatuck Hill Partners LLC 200.00K (0.33%) 200.00K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.01M (3.28%) 0.00
Increased by 0.00%
Nov 30, 23
2 American Beacon Small Cp Val R5 1.60M (2.61%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (2.27%) 16.17K
Increased by +1.16%
Nov 30, 23
4 Eaton Vance Income Fund of Boston A 1.28M (2.08%) -186.09K
Decreased by -14.59%
Nov 30, 23
5 Hotchkis & Wiley Small Cap Value I 1.24M (2.02%) 0.00
Increased by 0.00%
Nov 30, 23
6 AB Global High Yield I USD 1.19M (1.94%) 0.00
Increased by 0.00%
Nov 30, 23
7 JPMorgan High Yield I 572.11K (0.93%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Extended Market Index 520.90K (0.85%) 17.16K
Increased by +3.29%
Nov 30, 23
9 Lysander-Fulcra Corporate Sec Fd F 487.16K (0.79%) 0.00
Increased by 0.00%
Oct 31, 23
10 JPM Global High Yield Bond C (acc) EURH 439.28K (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
11 MainStay VP Wellington Small Cap Initial 374.42K (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
12 Hartford Small Cap Value Y 361.05K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
13 AB High Income A 321.35K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
14 JPM Global Income A (div) EUR 241.94K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23
15 BlackRock Extended Mkt Composite 231.95K (0.38%) 231.95K
Increased by +100.00%
Sep 30, 23
16 GS HY Fltng Rate Note LUX Bs (M-Dist) 213.47K (0.35%) 0.00
Increased by 0.00%
Dec 31, 23
17 Hotchkis & Wiley High Yield I 207.50K (0.34%) 0.00
Increased by 0.00%
Nov 30, 23
18 BlackRock Extended Equity Market K 202.35K (0.33%) -408.00
Decreased by -0.20%
Dec 31, 23
19 Ancora/Thelen Small-Mid Cap I 200.56K (0.33%) 123.02K
Increased by +61.34%
Dec 31, 23
20 Eaton Vance High Income Opportunities C 187.12K (0.30%) -27.31K
Decreased by -14.59%
Nov 30, 23