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 (64.61%) 0.00
Increased by 0.00%
Dec 31, 24
2 FMR Inc 6.56M (9.67%) 590.91K
Increased by +9.01%
Dec 31, 24
3 BlackRock Inc 5.96M (8.79%) 75.03K
Increased by +1.26%
Dec 31, 24
4 Private Capital Management, LLC 5.06M (7.45%) 1.49M
Increased by +29.52%
Dec 31, 24
5 Emeth Value Capital, LLC 5.02M (7.40%) 5.02M
Increased by +100.00%
Dec 31, 24
6 Vanguard Group Inc 4.90M (7.22%) 22.29K
Increased by +0.46%
Dec 31, 24
7 Bank of America Corp 4.65M (6.85%) 666.62K
Increased by +14.33%
Jun 30, 24
8 Massachusetts Financial Services Company 4.17M (6.15%) -323.88K
Decreased by -7.76%
Dec 31, 24
9 Granahan Investment Management Inc.. 3.38M (4.98%) -1.43M
Decreased by -42.38%
Dec 31, 24
10 HHG PLC 2.96M (4.36%) -71.14K
Decreased by -2.41%
Dec 31, 24
11 Harbor Capital Advisors Inc 2.54M (3.75%) -69.29K
Decreased by -2.72%
Dec 31, 24
12 ClearBridge Advisors, LLC 2.12M (3.12%) -22.72K
Decreased by -1.07%
Dec 31, 24
13 Geode Capital Management, LLC 2.01M (2.96%) 33.18K
Increased by +1.65%
Dec 31, 24
14 Ameriprise Financial Inc 1.95M (2.88%) 303.88K
Increased by +15.55%
Dec 31, 24
15 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.80M (2.65%) -90.28K
Decreased by -5.03%
Dec 31, 24
16 Boston Partners Global Investors, Inc 1.76M (2.60%) -1.24M
Decreased by -70.01%
Dec 31, 24
17 Diameter Capital Partners LP 1.73M (2.55%) 273.52K
Increased by +15.80%
Mar 31, 24
18 Prospect Capital Advisors, LLC 1.68M (2.48%) 282.65K
Increased by +16.82%
Sep 30, 24
19 Invenomic Capital Management, LP 1.60M (2.35%) -248.49K
Decreased by -15.58%
Dec 31, 24
20 State Street Corp 1.59M (2.34%) 100.38K
Increased by +6.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson US Small Cap Growth 2.70M (3.98%) -5.34K
Decreased by -0.20%
Dec 31, 24
2 Janus Henderson US Small Cap Growth MA 2.70M (3.98%) 2.70M
Increased by +99.99%
Dec 31, 24
3 Janus Henderson Venture D 2.70M (3.98%) 0.00
Increased by 0.00%
Jan 31, 25
4 Fidelity Stock Selector Small Cap 2.69M (3.97%) 340.91K
Increased by +12.66%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.49M (3.67%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity Series Small Cap Opps 2.40M (3.54%) -167.20K
Decreased by -6.96%
Dec 31, 24
7 iShares Russell 2000 ETF 1.99M (2.93%) -23.36K
Decreased by -1.18%
Feb 28, 25
8 Fidelity® Series Small Cap Opps 1.95M (2.87%) 0.00
Increased by 0.00%
Oct 31, 23
9 Embark Small Cap Equity Institutional 1.93M (2.84%) -249.03K
Decreased by -12.93%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (2.10%) 26.52K
Increased by +1.86%
Feb 28, 25
11 Columbia Small Cap Value I 1.39M (2.05%) 97.10K
Increased by +6.97%
Jan 31, 25
12 JNL Multi-Manager Small Cap Growth A 1.39M (2.04%) -374.86K
Decreased by -27.03%
Dec 31, 24
13 Columbia Small Cap Value I A 1.39M (2.04%) -7.40K
Decreased by -0.53%
Feb 28, 25
14 ClearBridge Small Cap 1.28M (1.88%) 0.00
Increased by 0.00%
Feb 28, 25
15 ClearBridge Small Cap C 1.28M (1.88%) 0.00
Increased by 0.00%
Feb 28, 25
16 Granahan SMID Select 1.26M (1.86%) 308.59K
Increased by +24.40%
Jun 30, 24
17 Granahan US SMID Select I GBP Acc 1.26M (1.86%) -76.19K
Decreased by -6.02%
Jun 30, 24
18 MFS New Discovery I 1.26M (1.85%) -856.31K
Decreased by -68.19%
Feb 28, 25
19 Fidelity® Stock Selector Small Cap 1.01M (1.49%) 0.00
Increased by 0.00%
Oct 31, 23
20 Janus Henderson Small Cap Value L 838.76K (1.24%) 0.00
Increased by 0.00%
Jun 30, 24