Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DSPC 3.99%
2 IWN 0.02%
3 IWO 0.02%
4 JKL 0.01%
5 ISCV 0.01%
6 IWM 0.01%
7 ISCB 0.01%
8 JKJ 0.01%
9 ITOT 0.00%
10 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Security Benefit Life Insurance Co 43.84M (69.35%) 0.00
Increased by 0.00%
Jun 30, 24
2 FMR Inc 5.97M (9.44%) 195.63K
Increased by +3.28%
Sep 30, 24
3 BlackRock Inc 5.25M (8.30%) 147.72K
Increased by +2.81%
Jun 30, 24
4 Vanguard Group Inc 4.88M (7.71%) 463.14K
Increased by +9.50%
Sep 30, 24
5 Granahan Investment Management Inc.. 4.81M (7.61%) -425.96K
Decreased by -8.85%
Sep 30, 24
6 Bank of America Corp 4.65M (7.36%) 666.62K
Increased by +14.33%
Jun 30, 24
7 Massachusetts Financial Services Company 4.50M (7.11%) 125.03K
Increased by +2.78%
Sep 30, 24
8 Private Capital Management, LLC 3.56M (5.64%) 3.56M
Increased by +100.00%
Sep 30, 24
9 HHG PLC 3.03M (4.79%) -827.57K
Decreased by -27.34%
Sep 30, 24
10 Boston Partners Global Investors, Inc 3.00M (4.74%) -545.37K
Decreased by -18.18%
Sep 30, 24
11 Harbor Capital Advisors Inc 2.61M (4.13%) 1.68M
Increased by +64.29%
Sep 30, 24
12 ClearBridge Advisors, LLC 2.14M (3.39%) 162.49K
Increased by +7.58%
Sep 30, 24
13 Geode Capital Management, LLC 1.98M (3.12%) 314.48K
Increased by +15.92%
Sep 30, 24
14 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.89M (2.98%) -18.71K
Decreased by -0.99%
Sep 30, 24
15 Invenomic Capital Management, LP 1.84M (2.92%) -365.54K
Decreased by -19.83%
Sep 30, 24
16 Diameter Capital Partners LP 1.73M (2.74%) 273.52K
Increased by +15.80%
Mar 31, 24
17 Prospect Capital Advisors, LLC 1.68M (2.66%) 282.65K
Increased by +16.82%
Sep 30, 24
18 Ameriprise Financial Inc 1.65M (2.61%) 397.16K
Increased by +24.06%
Sep 30, 24
19 Brandywine Global Investment Mgmt LLC 1.56M (2.47%) -169.53K
Decreased by -10.85%
Sep 30, 24
20 State Street Corp 1.49M (2.35%) 49.87K
Increased by +3.35%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Series Small Cap Opps 3.22M (5.10%) 0.00
Increased by 0.00%
Aug 31, 24
2 Janus Henderson US Small Cap Growth 2.71M (4.28%) 0.00
Increased by 0.00%
Sep 30, 24
3 Janus Henderson Venture D 2.71M (4.28%) 0.00
Increased by 0.00%
Sep 30, 24
4 Embark Small Cap Equity Institutional 2.64M (4.18%) 27.20K
Increased by +1.03%
Oct 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.53M (4.01%) 0.00
Increased by 0.00%
Oct 31, 24
6 iShares Russell 2000 ETF 2.15M (3.39%) -4.48K
Decreased by -0.21%
Nov 27, 24
7 MFS New Discovery I 2.14M (3.39%) 0.00
Increased by 0.00%
Oct 31, 24
8 Fidelity Stock Selector Small Cap 2.13M (3.37%) 0.00
Increased by 0.00%
Aug 31, 24
9 Fidelity® Series Small Cap Opps 1.95M (3.08%) 0.00
Increased by 0.00%
Oct 31, 23
10 JNL Multi-Manager Small Cap Growth A 1.76M (2.79%) 81.21K
Increased by +4.61%
Sep 30, 24
11 ClearBridge Small Cap 1.53M (2.41%) 0.00
Increased by 0.00%
Oct 31, 24
12 ClearBridge Small Cap C 1.53M (2.41%) 306.20K
Increased by +20.07%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.34M (2.12%) -5.60K
Decreased by -0.42%
Oct 31, 24
14 Columbia Small Cap Value I A 1.28M (2.02%) 259.83K
Increased by +20.33%
Oct 31, 24
15 Granahan SMID Select 1.26M (2.00%) 308.59K
Increased by +24.40%
Jun 30, 24
16 Granahan US SMID Select I GBP Acc 1.26M (2.00%) -76.19K
Decreased by -6.02%
Jun 30, 24
17 Invenomic Institutional 1.12M (1.77%) 54.74K
Increased by +4.90%
Jul 31, 24
18 Columbia Small Cap Value I 1.02M (1.61%) 229.69K
Increased by +22.56%
Sep 30, 24
19 Fidelity® Stock Selector Small Cap 1.01M (1.60%) 0.00
Increased by 0.00%
Oct 31, 23
20 ArrowMark Small Cap Gro 852.11K (1.35%) 0.00
Increased by 0.00%
Sep 30, 24