Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 IWN 0.01%
3 IWM 0.00%
4 IWO 0.00%
5 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 10.34M (18.72%) 170.13K
Increased by +1.65%
Mar 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 8.08M (14.63%) -443.82K
Decreased by -5.49%
Mar 31, 25
3 Blue Owl Capital Holdings LP 5.32M (9.63%) 2.33M
Increased by +43.77%
Mar 31, 25
4 BAMCO Inc 4.00M (7.24%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Group Inc 3.29M (5.96%) 192.67K
Increased by +5.86%
Mar 31, 25
6 BlackRock Inc 3.23M (5.84%) -15.21K
Decreased by -0.47%
Mar 31, 25
7 CLEARLAKE CAPITAL GROUP, L.P. 2.75M (4.98%) 0.00
Increased by 0.00%
Jun 30, 24
8 Clearlake Capital Group LP 2.75M (4.98%) 0.00
Increased by 0.00%
Mar 31, 25
9 Boston Partners Global Investors, Inc 2.60M (4.71%) 1.03M
Increased by +39.58%
Mar 31, 25
10 Bank of America Corp 1.46M (2.65%) 386.43K
Increased by +26.41%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 1.35M (2.44%) 170.10K
Increased by +12.60%
Mar 31, 25
12 Geode Capital Management, LLC 1.21M (2.19%) 52.02K
Increased by +4.29%
Mar 31, 25
13 Skylands Capital, LLC 1.17M (2.12%) -22.98K
Decreased by -1.96%
Mar 31, 25
14 Jefferies Financial Group Inc 1.15M (2.08%) -737.50K
Decreased by -64.13%
Jun 30, 24
15 State Street Corporation 1.15M (2.08%) 57.77K
Increased by +5.03%
Mar 31, 24
16 Roubaix Capital, LLC 1.13M (2.04%) 1.13M
Increased by +100.00%
Dec 31, 24
17 State Street Corp 1.10M (1.98%) -11.97K
Decreased by -1.09%
Mar 31, 25
18 Atalaya Capital Management LP 1.04M (1.88%) 208.40K
Increased by +20.12%
Jun 30, 24
19 Acadian Asset Management LLC 920.94K (1.67%) 101.80K
Increased by +11.05%
Mar 31, 25
20 Wells Fargo & Co 801.96K (1.45%) 62.50K
Increased by +7.79%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 6.24M (11.30%) 117.45K
Increased by +1.88%
Jun 30, 25
2 Virtus KAR Small-Cap Growth I 5.27M (9.53%) -480.00K
Decreased by -9.12%
Mar 31, 25
3 Baron Opp. Small Cap Growth Strategy 3.25M (5.89%) -750.00K
Decreased by -23.08%
Jun 30, 25
4 Baron Small Cap Retail 3.25M (5.89%) -750.00K
Decreased by -23.08%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.89M (3.42%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard US Total Market Shares ETF 1.73M (3.14%) 15.25K
Increased by +0.88%
Sep 30, 24
7 Column Small Cap Select 1.62M (2.93%) 481.90K
Increased by +29.76%
Jun 30, 25
8 iShares Russell 2000 ETF 1.34M (2.43%) 9.35K
Increased by +0.70%
Jun 30, 25
9 Brighthouse Small Cap Value A 928.72K (1.68%) 448.78K
Increased by +48.32%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 881.59K (1.60%) 82.30K
Increased by +9.34%
May 31, 25
11 Putnam Small Cap Value A 881.10K (1.60%) 59.60K
Increased by +6.76%
Jun 30, 25
12 Putnam Small Cap Value Managed Account 881.10K (1.60%) 519.71K
Increased by +58.98%
Jun 30, 25
13 Putnam U.S. Small Cap Value Equity 881.10K (1.60%) 519.71K
Increased by +58.98%
Jun 30, 25
14 WPG Partners Select Small Cap Value Ins 585.80K (1.06%) 18.56K
Increased by +3.17%
Apr 30, 25
15 iShares Russell 2000 Value ETF 529.49K (0.96%) 1.91K
Increased by +0.36%
Jun 30, 25
16 Fidelity® Small Cap Index 509.51K (0.92%) 13.33K
Increased by +2.62%
Oct 31, 23
17 Fidelity Small Cap Index 476.69K (0.86%) 12.69K
Increased by +2.66%
Apr 30, 25
18 DFA US Small Cap Value I 476.23K (0.86%) 64.68K
Increased by +13.58%
May 31, 25
19 First Eagle Small Cap Opportunity I 416.25K (0.75%) 66.58K
Increased by +16.00%
Jun 30, 25
20 First Eagle US Small Cap Strategy 416.25K (0.75%) 104.83K
Increased by +25.18%
Jun 30, 25