Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.41%
2 ISMD 0.27%
3 IPAY 0.25%
4 FINX 0.17%
5 IWC 0.16%
6 FSCC 0.16%
7 QSML 0.10%
8 RFLR 0.05%
9 IWO 0.04%
10 VTWG 0.04%
11 VFMO 0.03%
12 JKK 0.03%
13 ISCG 0.03%
14 IWM 0.02%
15 EES 0.02%
16 VTWO 0.02%
17 RSSL 0.02%
18 DFAS 0.02%
19 UWM 0.01%
20 ISCB 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Hudson Executive Capital LP 9.27M (18.48%) 0.00
Increased by 0.00%
Mar 31, 25
2 Pamet Capital Management, LP 7.18M (14.31%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 4.47M (8.90%) -55.40K
Decreased by -1.24%
Mar 31, 25
4 Vanguard Group Inc 3.55M (7.08%) 14.75K
Increased by +0.41%
Mar 31, 25
5 Deutsche Bank AG 2.96M (5.90%) -5.59K
Decreased by -0.19%
Mar 31, 25
6 Nierenberg Investment Management Co 2.47M (4.92%) -174.12K
Decreased by -7.06%
Mar 31, 25
7 Disciplined Growth Investors Inc 1.98M (3.95%) 411.20K
Increased by +20.75%
Mar 31, 25
8 Ulysses Management LLC 1.70M (3.38%) -48.00
Decreased by -0.00%
Sep 30, 24
9 Wasatch Advisors LP 1.55M (3.08%) 15.40K
Increased by +1.00%
Mar 31, 25
10 Wasatch Advisors Inc. 1.51M (3.01%) 2.24K
Increased by +0.15%
Sep 30, 23
11 Geode Capital Management, LLC 1.39M (2.78%) 32.45K
Increased by +2.33%
Mar 31, 25
12 State Street Corp 1.32M (2.62%) 13.95K
Increased by +1.06%
Mar 31, 25
13 Sargent Investment Group, LLC 1.30M (2.60%) -125.67K
Decreased by -9.65%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.22M (2.44%) -10.13K
Decreased by -0.83%
Mar 31, 25
15 State Street Corporation 1.19M (2.38%) 32.89K
Increased by +2.76%
Mar 31, 24
16 HHG PLC 1.11M (2.21%) 24.29K
Increased by +2.19%
Mar 31, 25
17 Silvercrest Asset Management Group LLC 1.04M (2.07%) -5.99K
Decreased by -0.58%
Mar 31, 25
18 Nuveen Asset Management, LLC 900.20K (1.79%) 456.20K
Increased by +50.68%
Dec 31, 24
19 Samjo Management LLC 842.00K (1.68%) 43.55K
Increased by +5.17%
Mar 31, 25
20 Susquehanna International Group, LLP 735.13K (1.47%) -470.04K
Decreased by -63.94%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DWS Small Cap Core S 2.91M (5.79%) 0.00
Increased by 0.00%
Apr 30, 25
2 Small Cap Core Equity Composite 2.91M (5.79%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.98M (3.94%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.97M (3.93%) 25.94K
Increased by +1.31%
May 31, 25
5 Wasatch Micro Cap 1.54M (3.06%) 14.32K
Increased by +0.93%
Mar 31, 25
6 iShares Russell 2000 ETF 1.48M (2.94%) 0.00
Increased by 0.00%
May 31, 25
7 Janus Henderson Hrzn Glb SC E2 USD 954.31K (1.90%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 950.07K (1.89%) 8.33K
Increased by +0.88%
May 31, 25
9 Heartland Value Investor 800.00K (1.59%) 0.00
Increased by 0.00%
May 31, 25
10 CREF Stock R1 638.79K (1.27%) -33.18K
Decreased by -5.19%
Feb 28, 25
11 Fidelity Small Cap Index 585.05K (1.17%) -61.00
Decreased by -0.01%
Mar 31, 25
12 Disciplined Growth - Small Cap Growth 573.33K (1.14%) 573.33K
Increased by +100.00%
Sep 30, 24
13 Fidelity® Small Cap Index 556.57K (1.11%) 16.44K
Increased by +2.95%
Oct 31, 23
14 First Eagle US Small Cap Strategy 538.06K (1.07%) 36.50K
Increased by +6.78%
Dec 31, 24
15 Royce Smaller-Companies Growth Svc 491.00K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
16 iShares Russell 2000 Growth ETF 482.47K (0.96%) 0.00
Increased by 0.00%
May 31, 25
17 Fuller & Thaler Behavrl Micro-Cap Core 472.81K (0.94%) -400.00
Decreased by -0.08%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 379.52K (0.76%) 1.60K
Increased by +0.42%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 379.52K (0.76%) 0.00
Increased by 0.00%
May 31, 25
20 First Eagle Small Cap Opportunity I 370.11K (0.74%) -127.57K
Decreased by -34.47%
Feb 28, 25