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 10.21M (16.27%) 618.45K
Increased by +6.06%
Sep 30, 24
2 Kayne Anderson Rudnick Investment Management LLC 9.11M (14.52%) -808.24K
Decreased by -8.87%
Sep 30, 24
3 BlackRock Inc 3.40M (5.42%) -262.65K
Decreased by -7.72%
Jun 30, 24
4 Vanguard Group Inc 3.12M (4.98%) -16.43K
Decreased by -0.53%
Sep 30, 24
5 BAMCO Inc 3.00M (4.78%) -2.00M
Decreased by -66.67%
Sep 30, 24
6 CLEARLAKE CAPITAL GROUP, L.P. 2.75M (4.38%) 0.00
Increased by 0.00%
Jun 30, 24
7 Clearlake Capital Group LP 2.75M (4.38%) 0.00
Increased by 0.00%
Sep 30, 24
8 Blue Owl Capital Holdings LP 2.54M (4.05%) 2.54M
Increased by +100.00%
Sep 30, 24
9 Jefferies Financial Group Inc 1.15M (1.83%) -737.50K
Decreased by -64.13%
Jun 30, 24
10 State Street Corporation 1.15M (1.83%) 57.77K
Increased by +5.03%
Mar 31, 24
11 Skylands Capital, LLC 1.14M (1.82%) 20.80K
Increased by +1.82%
Sep 30, 24
12 Geode Capital Management, LLC 1.14M (1.81%) 55.64K
Increased by +4.89%
Sep 30, 24
13 State Street Corp 1.10M (1.75%) -36.89K
Decreased by -3.35%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 1.08M (1.71%) 100.94K
Increased by +9.38%
Sep 30, 24
15 Atalaya Capital Management LP 1.04M (1.65%) 208.40K
Increased by +20.12%
Jun 30, 24
16 Anson Funds Management LP 800.05K (1.27%) 75.00K
Increased by +9.37%
Dec 31, 23
17 Wells Fargo & Co 798.40K (1.27%) -21.19K
Decreased by -2.65%
Sep 30, 24
18 Bank of America Corp 649.70K (1.04%) 12.21K
Increased by +1.88%
Jun 30, 24
19 Citadel Advisors Llc 649.06K (1.03%) 106.48K
Increased by +16.40%
Sep 30, 24
20 Bridgeway Capital Management, LLC 560.27K (0.89%) 277.60K
Increased by +49.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 6.87M (10.94%) -1.20M
Decreased by -17.48%
Jun 30, 24
2 Allspring Special Small Cap Value A 6.00M (9.56%) 52.00K
Increased by +0.87%
Oct 31, 24
3 Baron Opp. Small Cap Growth Strategy 3.00M (4.78%) -2.00M
Decreased by -66.67%
Sep 30, 24
4 Baron Small Cap Retail 3.00M (4.78%) -2.00M
Decreased by -66.67%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.72M (2.74%) 0.00
Increased by 0.00%
Oct 31, 24
6 iShares Russell 2000 ETF 1.21M (1.93%) -2.53K
Decreased by -0.21%
Nov 27, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 744.60K (1.19%) 0.00
Increased by 0.00%
Oct 31, 24
8 Fidelity® Small Cap Index 509.51K (0.81%) 13.33K
Increased by +2.62%
Oct 31, 23
9 Brighthouse Small Cap Value A 492.83K (0.79%) 0.00
Increased by 0.00%
Sep 30, 24
10 iShares Russell 2000 Value ETF 486.64K (0.78%) 0.00
Increased by 0.00%
Apr 30, 24
11 Fidelity Small Cap Index 460.31K (0.73%) -8.54K
Decreased by -1.85%
Sep 30, 24
12 JNL Multi-Manager Small Cap Growth A 434.55K (0.69%) -45.00K
Decreased by -10.36%
Sep 30, 24
13 Mercer Global Small Cap Equity M-3£ 415.73K (0.66%) 75.57K
Increased by +18.18%
Sep 30, 24
14 Perinvest(Lux) Sicav Harbour US Eq A 350.00K (0.56%) 90.00K
Increased by +25.71%
Jun 30, 24
15 DFA US Small Cap Value I 345.05K (0.55%) 23.31K
Increased by +6.76%
Sep 30, 24
16 Fidelity Extended Market Index 326.66K (0.52%) 29.39K
Increased by +9.00%
Sep 30, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 325.62K (0.52%) -10.20K
Decreased by -3.13%
Oct 31, 24
18 Mercer Global Small Cap Equity M-5£ 318.24K (0.51%) -97.49K
Decreased by -30.63%
Oct 31, 24
19 Bridgeway Omni Small-Cap Value 311.30K (0.50%) 265.00K
Increased by +85.13%
Sep 30, 24
20 Bridgeway Omni Small-Cap Value N 311.30K (0.50%) 265.00K
Increased by +85.13%
Sep 30, 24