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 IWN 0.00%
7 IWO 0.00%
8 IWM 0.00%
9 IWV 0.00%
10 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Security Benefit Life Insurance Co 43.84M (1.21 K%) 0.00
Increased by 0.00%
Mar 31, 25
2 Emeth Value Capital, LLC 7.64M (211.73%) 1.64M
Increased by +21.52%
Jun 30, 25
3 BlackRock Inc 5.87M (162.63%) -92.33K
Decreased by -1.57%
Mar 31, 25
4 FMR Inc 5.50M (152.29%) -1.03M
Decreased by -18.80%
Jun 30, 25
5 Private Capital Management, LLC 5.47M (151.49%) 209.71K
Increased by +3.84%
Jun 30, 25
6 Vanguard Group Inc 5.31M (147.18%) 2.33M
Increased by +43.92%
Jun 30, 25
7 Boston Partners Global Investors, Inc 4.78M (132.55%) 322.46K
Increased by +6.74%
Jun 30, 25
8 HHG PLC 2.96M (81.88%) -71.14K
Decreased by -2.41%
Dec 31, 24
9 Ameriprise Financial Inc 2.22M (61.58%) 215.06K
Increased by +9.68%
Jun 30, 25
10 Garnet Capital Holdings, Inc. 2.12M (58.87%) 2.12M
Increased by +100.00%
Jun 30, 25
11 Granahan Investment Management Inc.. 2.12M (58.82%) -1.26M
Decreased by -59.26%
Mar 31, 25
12 Massachusetts Financial Services Company 1.92M (53.15%) -2.25M
Decreased by -117.48%
Mar 31, 25
13 Geode Capital Management, LLC 1.91M (52.83%) -139.87K
Decreased by -7.34%
Jun 30, 25
14 Diameter Capital Partners LP 1.73M (47.96%) 273.52K
Increased by +15.80%
Mar 31, 24
15 Prospect Capital Advisors, LLC 1.68M (46.55%) 282.65K
Increased by +16.82%
Sep 30, 24
16 Bank of America Corp 1.65M (45.74%) 891.99K
Increased by +54.03%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 1.56M (43.30%) -31.34K
Decreased by -2.00%
Jun 30, 25
18 Brandywine Global Investment Mgmt LLC 1.56M (43.29%) -169.53K
Decreased by -10.85%
Sep 30, 24
19 State Street Corp 1.55M (42.99%) -10.62K
Decreased by -0.68%
Jun 30, 25
20 Goldman Sachs Group Inc 1.52M (42.09%) 416.18K
Increased by +27.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.81M (77.94%) -197.68K
Decreased by -7.03%
Jul 31, 25
2 Janus Henderson US Small Cap Growth 2.70M (74.87%) -5.34K
Decreased by -0.20%
Dec 31, 24
3 Janus Henderson US Small Cap Growth MA 2.70M (74.87%) 2.70M
Increased by +99.99%
Dec 31, 24
4 Janus Henderson Venture D 2.70M (74.87%) 0.00
Increased by 0.00%
Feb 28, 25
5 Fidelity Stock Selector Small Cap 2.56M (70.97%) -326.86K
Decreased by -12.76%
Jun 30, 25
6 Fidelity Series Small Cap Opps 2.26M (62.64%) -266.06K
Decreased by -11.77%
Jun 30, 25
7 Fidelity® Series Small Cap Opps 1.95M (54.02%) 0.00
Increased by 0.00%
Oct 31, 23
8 iShares Russell 2000 ETF 1.65M (45.58%) -31.29K
Decreased by -1.90%
Jul 31, 25
9 Column Small Cap Select 1.63M (45.24%) -319.71K
Decreased by -19.58%
Jun 30, 25
10 Columbia Small Cap Value Discv A 1.57M (43.38%) 43.00K
Increased by +2.75%
Jul 31, 25
11 Columbia Small Cap Value I A 1.57M (43.38%) 43.00K
Increased by +2.75%
Jul 31, 25
12 Columbia Small Cap Value Discovery Fund 1.52M (42.19%) 148.98K
Increased by +9.78%
Jun 30, 25
13 Columbia Small Cap Value I 1.52M (42.19%) 148.98K
Increased by +9.78%
Jun 30, 25
14 Embark Small Cap Equity Institutional 1.33M (36.91%) -594.01K
Decreased by -44.58%
Mar 31, 25
15 ClearBridge Small Cap C 1.31M (36.23%) 29.20K
Increased by +2.23%
Jul 31, 25
16 ClearBridge Small Cap 1.28M (35.42%) 0.00
Increased by 0.00%
Jun 30, 25
17 Granahan SMID Select 1.26M (35.04%) 308.59K
Increased by +24.40%
Jun 30, 24
18 Granahan US SMID Select I GBP Acc 1.26M (35.04%) -76.19K
Decreased by -6.02%
Jun 30, 24
19 MFS New Discovery I 1.26M (34.79%) 0.00
Increased by 0.00%
Mar 31, 25
20 Embark Small Cap Equity Retirement 1.06M (29.28%) -275.53K
Decreased by -26.07%
Apr 30, 25