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 10.34M (18.85%) 170.13K
Increased by +1.65%
Mar 31, 25
2 Kayne Anderson Rudnick Investment Management LLC 8.08M (14.74%) -443.82K
Decreased by -5.49%
Mar 31, 25
3 Blue Owl Capital Holdings LP 4.11M (7.50%) -1.21M
Decreased by -29.32%
Jun 30, 25
4 BAMCO Inc 4.00M (7.29%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Group Inc 3.57M (6.50%) 276.72K
Increased by +7.76%
Jun 30, 25
6 BlackRock Inc 3.23M (5.88%) -15.21K
Decreased by -0.47%
Mar 31, 25
7 CLEARLAKE CAPITAL GROUP, L.P. 2.75M (5.02%) 0.00
Increased by 0.00%
Jun 30, 24
8 Clearlake Capital Group LP 2.75M (5.02%) 0.00
Increased by 0.00%
Mar 31, 25
9 Boston Partners Global Investors, Inc 2.60M (4.74%) 1.03M
Increased by +39.58%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.60M (2.92%) 250.56K
Increased by +15.65%
Jun 30, 25
11 Bank of America Corp 1.46M (2.67%) 386.43K
Increased by +26.41%
Mar 31, 25
12 Skylands Capital, LLC 1.35M (2.46%) 179.98K
Increased by +13.32%
Jun 30, 25
13 Franklin Resources Inc 1.25M (2.28%) 739.91K
Increased by +59.29%
Jun 30, 25
14 Geode Capital Management, LLC 1.21M (2.21%) 52.02K
Increased by +4.29%
Mar 31, 25
15 Jefferies Financial Group Inc 1.15M (2.10%) -737.50K
Decreased by -64.13%
Jun 30, 24
16 State Street Corporation 1.15M (2.09%) 57.77K
Increased by +5.03%
Mar 31, 24
17 Roubaix Capital, LLC 1.13M (2.06%) 1.13M
Increased by +100.00%
Dec 31, 24
18 State Street Corp 1.10M (2.00%) -11.97K
Decreased by -1.09%
Mar 31, 25
19 Atalaya Capital Management LP 1.04M (1.89%) 208.40K
Increased by +20.12%
Jun 30, 24
20 Acadian Asset Management LLC 920.94K (1.68%) 101.80K
Increased by +11.05%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 6.32M (11.53%) 80.00K
Increased by +1.27%
Jul 31, 25
2 Virtus KAR Small-Cap Growth I 5.27M (9.60%) -480.00K
Decreased by -9.12%
Mar 31, 25
3 Baron Opp. Small Cap Growth Strategy 3.25M (5.93%) -750.00K
Decreased by -23.08%
Jun 30, 25
4 Baron Small Cap Retail 3.25M (5.93%) -750.00K
Decreased by -23.08%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.89M (3.45%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 1.73M (3.16%) 15.25K
Increased by +0.88%
Sep 30, 24
7 Column Small Cap Select 1.62M (2.95%) 481.90K
Increased by +29.76%
Jun 30, 25
8 iShares Russell 2000 ETF 1.26M (2.29%) -23.94K
Decreased by -1.90%
Jul 31, 25
9 Brighthouse Small Cap Value A 949.99K (1.73%) 21.27K
Increased by +2.24%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 881.59K (1.61%) 0.00
Increased by 0.00%
Jun 30, 25
11 Putnam Small Cap Value A 881.10K (1.61%) 59.60K
Increased by +6.76%
Jun 30, 25
12 Putnam Small Cap Value Managed Account 881.10K (1.61%) 519.71K
Increased by +58.98%
Jun 30, 25
13 Putnam U.S. Small Cap Value Equity 881.10K (1.61%) 519.71K
Increased by +58.98%
Jun 30, 25
14 WPG Partners Select Small Cap Value Ins 614.10K (1.12%) 28.30K
Increased by +4.61%
May 31, 25
15 iShares Russell 2000 Value ETF 513.49K (0.94%) 381.00
Increased by +0.07%
Jul 31, 25
16 Fidelity® Small Cap Index 509.51K (0.93%) 13.33K
Increased by +2.62%
Oct 31, 23
17 DFA US Small Cap Value I 497.97K (0.91%) 21.74K
Increased by +4.37%
Jun 30, 25
18 Fidelity Small Cap Index 476.69K (0.87%) 0.00
Increased by 0.00%
May 31, 25
19 WPG Partners Select Small Cap Value 417.83K (0.76%) 70.22K
Increased by +16.81%
Jun 30, 25
20 WPG Partners Select Small Cap Value SMA 417.83K (0.76%) 417.83K
Increased by +100.00%
Jun 30, 25