Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 DSPC 3.99%
3 IWO 0.02%
4 IWN 0.02%
5 ISCV 0.01%
6 JKL 0.01%
7 IWM 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 (68.91%) 0.00
Increased by 0.00%
Jun 30, 24
2 FMR Inc 5.77M (9.08%) 1.25M
Increased by +21.67%
Jun 30, 24
3 BlackRock Inc 5.25M (8.25%) 147.72K
Increased by +2.81%
Jun 30, 24
4 Granahan Investment Management Inc.. 5.24M (8.24%) 1.68M
Increased by +32.08%
Jun 30, 24
5 Bank of America Corp 4.65M (7.31%) 666.62K
Increased by +14.33%
Jun 30, 24
6 Vanguard Group Inc 4.41M (6.94%) 75.63K
Increased by +1.71%
Jun 30, 24
7 Massachusetts Financial Services Company 4.37M (6.87%) 77.98K
Increased by +1.78%
Jun 30, 24
8 HHG PLC 3.85M (6.06%) 874.29K
Increased by +22.68%
Jun 30, 24
9 Boston Partners Global Investors, Inc 3.54M (5.57%) 4.34K
Increased by +0.12%
Jun 30, 24
10 Anson Funds Management LP 2.41M (3.79%) -281.62K
Decreased by -11.67%
Jun 30, 24
11 Invenomic Capital Management, LP 2.21M (3.47%) 670.07K
Increased by +30.33%
Jun 30, 24
12 ClearBridge Advisors, LLC 1.98M (3.11%) -32.21K
Decreased by -1.63%
Jun 30, 24
13 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.90M (2.99%) 131.95K
Increased by +6.93%
Jun 30, 24
14 Brandywine Global Investment Mgmt LLC 1.73M (2.72%) -137.23K
Decreased by -7.92%
Jun 30, 24
15 Diameter Capital Partners LP 1.73M (2.72%) 273.52K
Increased by +15.80%
Mar 31, 24
16 Geode Capital Management, LLC 1.66M (2.61%) 73.08K
Increased by +4.40%
Jun 30, 24
17 State Street Corp 1.44M (2.26%) 156.57K
Increased by +10.90%
Jun 30, 24
18 Prospect Capital Advisors, LLC 1.40M (2.20%) -771.35K
Decreased by -55.20%
Jun 30, 24
19 State Street Corporation 1.28M (2.01%) 648.79K
Increased by +50.67%
Mar 31, 24
20 Ameriprise Financial Inc 1.25M (1.97%) 1.22M
Increased by +97.28%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Series Small Cap Opps 3.22M (5.07%) 240.74K
Increased by +7.47%
Jun 30, 24
2 Janus Henderson US Small Cap Growth 2.71M (4.26%) 0.00
Increased by 0.00%
Jun 30, 24
3 Janus Henderson Venture D 2.71M (4.26%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.53M (3.98%) 0.00
Increased by 0.00%
Jul 31, 24
5 MFS New Discovery I 2.14M (3.37%) 0.00
Increased by 0.00%
Jul 31, 24
6 iShares Russell 2000 ETF 2.07M (3.26%) 13.12K
Increased by +0.63%
Aug 30, 24
7 Fidelity Stock Selector Small Cap 1.98M (3.11%) 136.93K
Increased by +6.91%
Jun 30, 24
8 Fidelity® Series Small Cap Opps 1.95M (3.06%) 0.00
Increased by 0.00%
Oct 31, 23
9 JNL Multi-Manager Small Cap Growth A 1.68M (2.64%) 411.99K
Increased by +24.51%
Jun 30, 24
10 ClearBridge Small Cap 1.35M (2.12%) 127.20K
Increased by +9.44%
Jul 31, 24
11 Granahan SMID Select 1.26M (1.99%) 308.59K
Increased by +24.40%
Jun 30, 24
12 Granahan US SMID Select I GBP Acc 1.26M (1.99%) -76.19K
Decreased by -6.02%
Jun 30, 24
13 ClearBridge Small Cap C 1.22M (1.92%) -12.70K
Decreased by -1.04%
Jun 30, 24
14 Invenomic Institutional 1.06M (1.67%) 88.22K
Increased by +8.30%
Apr 30, 24
15 Embark Small Cap Equity Institutional 1.05M (1.65%) 118.45K
Increased by +11.26%
Jul 31, 24
16 Fidelity® Stock Selector Small Cap 1.01M (1.59%) 0.00
Increased by 0.00%
Oct 31, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 955.48K (1.50%) 7.83K
Increased by +0.82%
Jul 31, 24
18 ArrowMark Small Cap Gro 852.11K (1.34%) 29.54K
Increased by +3.47%
Jun 30, 24
19 Meridian Small Cap Growth Legacy 852.11K (1.34%) 29.54K
Increased by +3.47%
Jun 30, 24
20 Janus Henderson Small Cap Value L 838.76K (1.32%) 0.00
Increased by 0.00%
Jun 30, 24