Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DSPC 3.99%
2 ISCV 0.01%
3 JKL 0.01%
4 JKJ 0.01%
5 ISCB 0.01%
6 IWO 0.00%
7 IWM 0.00%
8 IWN 0.00%
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 (1.39 K%) 0.00
Increased by 0.00%
Mar 31, 25
2 Emeth Value Capital, LLC 7.64M (242.48%) 1.64M
Increased by +21.52%
Jun 30, 25
3 FMR Inc 6.53M (207.21%) -30.63K
Decreased by -0.47%
Mar 31, 25
4 BlackRock Inc 5.87M (186.26%) -92.33K
Decreased by -1.57%
Mar 31, 25
5 Vanguard Group Inc 5.31M (168.56%) 2.33M
Increased by +43.92%
Jun 30, 25
6 Private Capital Management, LLC 5.26M (166.84%) 201.62K
Increased by +3.83%
Mar 31, 25
7 Boston Partners Global Investors, Inc 4.46M (141.57%) 2.70M
Increased by +60.46%
Mar 31, 25
8 HHG PLC 2.96M (93.78%) -71.14K
Decreased by -2.41%
Dec 31, 24
9 Granahan Investment Management Inc.. 2.12M (67.37%) -1.26M
Decreased by -59.26%
Mar 31, 25
10 Geode Capital Management, LLC 2.05M (64.95%) 38.56K
Increased by +1.88%
Mar 31, 25
11 Ameriprise Financial Inc 2.01M (63.70%) 52.90K
Increased by +2.63%
Mar 31, 25
12 Massachusetts Financial Services Company 1.92M (60.87%) -2.25M
Decreased by -117.48%
Mar 31, 25
13 Diameter Capital Partners LP 1.73M (54.93%) 273.52K
Increased by +15.80%
Mar 31, 24
14 ClearBridge Advisors, LLC 1.68M (53.38%) -438.28K
Decreased by -26.05%
Mar 31, 25
15 Prospect Capital Advisors, LLC 1.68M (53.31%) 282.65K
Increased by +16.82%
Sep 30, 24
16 Bank of America Corp 1.65M (52.38%) 891.99K
Increased by +54.03%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 1.56M (49.59%) -31.34K
Decreased by -2.00%
Jun 30, 25
18 Brandywine Global Investment Mgmt LLC 1.56M (49.58%) -169.53K
Decreased by -10.85%
Sep 30, 24
19 State Street Corp 1.56M (49.57%) -25.05K
Decreased by -1.60%
Mar 31, 25
20 Goldman Sachs Group Inc 1.52M (48.21%) 416.18K
Increased by +27.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Stock Selector Small Cap 2.89M (91.65%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.81M (89.26%) -197.68K
Decreased by -7.03%
Jul 31, 25
3 Janus Henderson US Small Cap Growth 2.70M (85.75%) -5.34K
Decreased by -0.20%
Dec 31, 24
4 Janus Henderson US Small Cap Growth MA 2.70M (85.75%) 2.70M
Increased by +99.99%
Dec 31, 24
5 Janus Henderson Venture D 2.70M (85.75%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity Series Small Cap Opps 2.53M (80.18%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity® Series Small Cap Opps 1.95M (61.87%) 0.00
Increased by 0.00%
Oct 31, 23
8 iShares Russell 2000 ETF 1.65M (52.20%) -31.29K
Decreased by -1.90%
Jul 31, 25
9 Column Small Cap Select 1.63M (51.81%) -319.71K
Decreased by -19.58%
Jun 30, 25
10 Columbia Small Cap Value I A 1.57M (49.68%) 43.00K
Increased by +2.75%
Jul 31, 25
11 Columbia Small Cap Value I 1.52M (48.32%) 148.98K
Increased by +9.78%
Jun 30, 25
12 Embark Small Cap Equity Institutional 1.33M (42.27%) -594.01K
Decreased by -44.58%
Mar 31, 25
13 ClearBridge Small Cap C 1.31M (41.49%) 29.20K
Increased by +2.23%
Jul 31, 25
14 ClearBridge Small Cap 1.28M (40.57%) 0.00
Increased by 0.00%
Jun 30, 25
15 Granahan SMID Select 1.26M (40.13%) 308.59K
Increased by +24.40%
Jun 30, 24
16 Granahan US SMID Select I GBP Acc 1.26M (40.13%) -76.19K
Decreased by -6.02%
Jun 30, 24
17 MFS New Discovery I 1.26M (39.85%) 0.00
Increased by 0.00%
Mar 31, 25
18 Embark Small Cap Equity Retirement 1.06M (33.53%) -275.53K
Decreased by -26.07%
Apr 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (32.12%) -461.33K
Decreased by -45.57%
Jul 31, 25
20 Fidelity® Stock Selector Small Cap 1.01M (32.07%) 0.00
Increased by 0.00%
Oct 31, 23