Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 IWO 0.00%
3 IWM 0.00%
4 IWN 0.00%
5 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 10.17M (16.19%) -41.41K
Decreased by -0.41%
Dec 31, 24
2 Kayne Anderson Rudnick Investment Management LLC 8.53M (13.58%) -584.60K
Decreased by -6.86%
Dec 31, 24
3 BAMCO Inc 4.00M (6.37%) 1.00M
Increased by +25.00%
Dec 31, 24
4 BlackRock Inc 3.24M (5.16%) -193.92K
Decreased by -5.98%
Dec 31, 24
5 Vanguard Group Inc 3.10M (4.93%) -26.02K
Decreased by -0.84%
Dec 31, 24
6 Blue Owl Capital Holdings LP 2.99M (4.76%) 446.71K
Increased by +14.94%
Dec 31, 24
7 CLEARLAKE CAPITAL GROUP, L.P. 2.75M (4.38%) 0.00
Increased by 0.00%
Jun 30, 24
8 Clearlake Capital Group LP 2.75M (4.38%) 0.00
Increased by 0.00%
Dec 31, 24
9 Boston Partners Global Investors, Inc 1.57M (2.50%) 1.57M
Increased by +100.00%
Dec 31, 24
10 Skylands Capital, LLC 1.19M (1.90%) 49.38K
Increased by +4.14%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.18M (1.88%) 104.07K
Increased by +8.82%
Dec 31, 24
12 Geode Capital Management, LLC 1.16M (1.85%) 21.52K
Increased by +1.86%
Dec 31, 24
13 Jefferies Financial Group Inc 1.15M (1.83%) -737.50K
Decreased by -64.13%
Jun 30, 24
14 State Street Corporation 1.15M (1.83%) 57.77K
Increased by +5.03%
Mar 31, 24
15 Roubaix Capital, LLC 1.13M (1.80%) 1.13M
Increased by +100.00%
Dec 31, 24
16 State Street Corp 1.11M (1.76%) 8.14K
Increased by +0.73%
Dec 31, 24
17 Bank of America Corp 1.08M (1.72%) 374.69K
Increased by +34.79%
Dec 31, 24
18 Atalaya Capital Management LP 1.04M (1.65%) 208.40K
Increased by +20.12%
Jun 30, 24
19 Acadian Asset Management LLC 819.14K (1.30%) 812.75K
Increased by +99.22%
Dec 31, 24
20 Anson Funds Management LP 800.05K (1.27%) 75.00K
Increased by +9.37%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 6.00M (9.55%) 0.00
Increased by 0.00%
Feb 28, 25
2 Virtus KAR Small-Cap Growth I 5.75M (9.15%) -450.00K
Decreased by -7.83%
Dec 31, 24
3 Baron Opp. Small Cap Growth Strategy 4.00M (6.37%) 0.00
Increased by 0.00%
Mar 31, 25
4 Baron Small Cap Retail 4.00M (6.37%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.87M (2.98%) 155.02K
Increased by +8.28%
Feb 28, 25
6 Vanguard US Total Market Shares ETF 1.73M (2.76%) 15.25K
Increased by +0.88%
Sep 30, 24
7 iShares Russell 2000 ETF 1.15M (1.83%) -9.96K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 744.60K (1.19%) 0.00
Increased by 0.00%
Feb 28, 25
9 Column Small Cap Select 643.50K (1.02%) 643.50K
Increased by +100.00%
Dec 31, 24
10 Fidelity® Small Cap Index 509.51K (0.81%) 13.33K
Increased by +2.62%
Oct 31, 23
11 iShares Russell 2000 Value ETF 486.64K (0.77%) 0.00
Increased by 0.00%
Apr 30, 24
12 Brighthouse Small Cap Value A 479.94K (0.76%) -12.89K
Decreased by -2.69%
Dec 31, 24
13 Fidelity Small Cap Index 464.00K (0.74%) -8.69K
Decreased by -1.87%
Jan 31, 25
14 Mercer Global Small Cap Equity M-3£ 415.73K (0.66%) 75.57K
Increased by +18.18%
Sep 30, 24
15 JNL Multi-Manager Small Cap Growth A 396.55K (0.63%) -38.00K
Decreased by -9.58%
Dec 31, 24
16 DFA US Small Cap Value I 381.29K (0.61%) 0.00
Increased by 0.00%
Feb 28, 25
17 WPG Partners Select Small Cap Value Ins 333.11K (0.53%) 15.52K
Increased by +4.66%
Jan 31, 25
18 Perinvest(Lux) Sicav Harbour US Eq A 320.00K (0.51%) 0.00
Increased by 0.00%
Dec 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 319.92K (0.51%) 0.00
Increased by 0.00%
Feb 28, 25
20 Mercer Global Small Cap Equity M-5£ 318.24K (0.51%) -97.49K
Decreased by -30.63%
Oct 31, 24