Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.06%
2 IWN 0.02%
3 IWM 0.01%
4 IWO 0.00%
5 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 10.61M (13.37%) 275.84K
Increased by +2.60%
Jun 30, 25
2 Kayne Anderson Rudnick Investment Management LLC 5.66M (7.13%) -2.42M
Decreased by -42.80%
Jun 30, 25
3 Boston Partners Global Investors, Inc 4.81M (6.06%) 2.21M
Increased by +45.90%
Jun 30, 25
4 Blue Owl Capital Holdings LP 4.11M (5.18%) -1.21M
Decreased by -29.32%
Jun 30, 25
5 BlackRock Inc 3.60M (4.54%) 373.89K
Increased by +10.38%
Jun 30, 25
6 Vanguard Group Inc 3.57M (4.49%) 276.72K
Increased by +7.76%
Jun 30, 25
7 BAMCO Inc 3.25M (4.09%) -750.00K
Decreased by -23.08%
Jun 30, 25
8 CLEARLAKE CAPITAL GROUP, L.P. 2.75M (3.46%) 0.00
Increased by 0.00%
Jun 30, 24
9 Clearlake Capital Group LP 2.75M (3.46%) 0.00
Increased by 0.00%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 1.60M (2.02%) 250.56K
Increased by +15.65%
Jun 30, 25
11 Bank of America Corp 1.50M (1.89%) 34.95K
Increased by +2.33%
Jun 30, 25
12 Skylands Capital, LLC 1.35M (1.70%) 179.98K
Increased by +13.32%
Jun 30, 25
13 Geode Capital Management, LLC 1.32M (1.66%) 108.96K
Increased by +8.25%
Jun 30, 25
14 Franklin Resources Inc 1.25M (1.57%) 739.91K
Increased by +59.29%
Jun 30, 25
15 Jefferies Financial Group Inc 1.15M (1.45%) -737.50K
Decreased by -64.13%
Jun 30, 24
16 State Street Corporation 1.15M (1.45%) 57.77K
Increased by +5.03%
Mar 31, 24
17 Roubaix Capital, LLC 1.13M (1.42%) 1.13M
Increased by +100.00%
Dec 31, 24
18 State Street Corp 1.10M (1.38%) 1.08K
Increased by +0.10%
Jun 30, 25
19 Acadian Asset Management LLC 1.07M (1.35%) 1.07M
Increased by +100.00%
Jun 30, 25
20 Atalaya Capital Management LP 1.04M (1.30%) 208.40K
Increased by +20.12%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 6.32M (7.96%) 80.00K
Increased by +1.27%
Jul 31, 25
2 Virtus KAR Small-Cap Growth I 3.69M (4.65%) -1.57M
Decreased by -42.52%
Jun 30, 25
3 Baron Opp. Small Cap Growth Strategy 3.25M (4.09%) -750.00K
Decreased by -23.08%
Jun 30, 25
4 Baron Small Cap Retail 3.25M (4.09%) -750.00K
Decreased by -23.08%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.85M (2.33%) -40.73K
Decreased by -2.20%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 1.73M (2.18%) 15.25K
Increased by +0.88%
Sep 30, 24
7 Column Small Cap Select 1.62M (2.04%) 481.90K
Increased by +29.76%
Jun 30, 25
8 iShares Russell 2000 ETF 1.37M (1.73%) 0.00
Increased by 0.00%
Aug 31, 25
9 Brighthouse Small Cap Value A 949.99K (1.20%) 21.27K
Increased by +2.24%
Jun 30, 25
10 Putnam Small Cap Value A 948.10K (1.19%) 67.00K
Increased by +7.07%
Jul 31, 25
11 Putnam Small Cap Value Managed Account 881.10K (1.11%) 519.71K
Increased by +58.98%
Jun 30, 25
12 Putnam U.S. Small Cap Value Equity 881.10K (1.11%) 519.71K
Increased by +58.98%
Jun 30, 25
13 WPG Partners Select Small Cap Value Ins 724.50K (0.91%) 110.40K
Increased by +15.24%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 605.63K (0.76%) -275.97K
Decreased by -45.57%
Jul 31, 25
15 Fidelity Small Cap Index 585.91K (0.74%) 109.22K
Increased by +18.64%
Jun 30, 25
16 DFA US Small Cap Value I 526.69K (0.66%) 28.72K
Increased by +5.45%
Jul 31, 25
17 iShares Russell 2000 Value ETF 516.54K (0.65%) 0.00
Increased by 0.00%
Aug 31, 25
18 Fidelity® Small Cap Index 509.51K (0.64%) 13.33K
Increased by +2.62%
Oct 31, 23
19 First Eagle Small Cap Opportunity I 430.56K (0.54%) 14.31K
Increased by +3.32%
Jul 31, 25
20 WPG Partners Select Small Cap Value 417.83K (0.53%) 70.22K
Increased by +16.81%
Jun 30, 25