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 (68.63%) 0.00
Increased by 0.00%
Mar 31, 25
2 Emeth Value Capital, LLC 7.64M (11.96%) 1.64M
Increased by +21.52%
Jun 30, 25
3 FMR Inc 6.53M (10.22%) -30.63K
Decreased by -0.47%
Mar 31, 25
4 BlackRock Inc 5.87M (9.19%) -92.33K
Decreased by -1.57%
Mar 31, 25
5 Private Capital Management, LLC 5.26M (8.23%) 201.62K
Increased by +3.83%
Mar 31, 25
6 Boston Partners Global Investors, Inc 4.46M (6.98%) 2.70M
Increased by +60.46%
Mar 31, 25
7 Vanguard Group Inc 2.98M (4.66%) -1.92M
Decreased by -64.39%
Mar 31, 25
8 HHG PLC 2.96M (4.63%) -71.14K
Decreased by -2.41%
Dec 31, 24
9 Granahan Investment Management Inc.. 2.12M (3.32%) -1.26M
Decreased by -59.26%
Mar 31, 25
10 Geode Capital Management, LLC 2.05M (3.20%) 38.56K
Increased by +1.88%
Mar 31, 25
11 Ameriprise Financial Inc 2.01M (3.14%) 52.90K
Increased by +2.63%
Mar 31, 25
12 Massachusetts Financial Services Company 1.92M (3.00%) -2.25M
Decreased by -117.48%
Mar 31, 25
13 Diameter Capital Partners LP 1.73M (2.71%) 273.52K
Increased by +15.80%
Mar 31, 24
14 ClearBridge Advisors, LLC 1.68M (2.63%) -438.28K
Decreased by -26.05%
Mar 31, 25
15 Prospect Capital Advisors, LLC 1.68M (2.63%) 282.65K
Increased by +16.82%
Sep 30, 24
16 Bank of America Corp 1.65M (2.58%) 891.99K
Increased by +54.03%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 1.59M (2.50%) 585.90K
Increased by +36.75%
Mar 31, 25
18 Brandywine Global Investment Mgmt LLC 1.56M (2.45%) -169.53K
Decreased by -10.85%
Sep 30, 24
19 State Street Corp 1.56M (2.45%) -25.05K
Decreased by -1.60%
Mar 31, 25
20 Goldman Sachs Group Inc 1.52M (2.38%) 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 3.01M (4.71%) 1.96M
Increased by +64.95%
Jun 30, 25
2 Fidelity Stock Selector Small Cap 2.89M (4.52%) 0.00
Increased by 0.00%
May 31, 25
3 Janus Henderson US Small Cap Growth 2.70M (4.23%) -5.34K
Decreased by -0.20%
Dec 31, 24
4 Janus Henderson US Small Cap Growth MA 2.70M (4.23%) 2.70M
Increased by +99.99%
Dec 31, 24
5 Janus Henderson Venture D 2.70M (4.23%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity Series Small Cap Opps 2.53M (3.96%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity® Series Small Cap Opps 1.95M (3.05%) 0.00
Increased by 0.00%
Oct 31, 23
8 iShares Russell 2000 ETF 1.68M (2.62%) -27.12K
Decreased by -1.62%
Jul 30, 25
9 Column Small Cap Select 1.63M (2.56%) -319.71K
Decreased by -19.58%
Jun 30, 25
10 Columbia Small Cap Value I 1.52M (2.38%) 148.98K
Increased by +9.78%
Jun 30, 25
11 Columbia Small Cap Value I A 1.52M (2.38%) 1.52M
Increased by +100.00%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (2.31%) 0.00
Increased by 0.00%
Jun 30, 25
13 Embark Small Cap Equity Institutional 1.33M (2.09%) -594.01K
Decreased by -44.58%
Mar 31, 25
14 ClearBridge Small Cap 1.28M (2.00%) 0.00
Increased by 0.00%
Jun 30, 25
15 ClearBridge Small Cap C 1.28M (2.00%) 0.00
Increased by 0.00%
Jun 30, 25
16 Granahan SMID Select 1.26M (1.98%) 308.59K
Increased by +24.40%
Jun 30, 24
17 Granahan US SMID Select I GBP Acc 1.26M (1.98%) -76.19K
Decreased by -6.02%
Jun 30, 24
18 MFS New Discovery I 1.26M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
19 Embark Small Cap Equity Retirement 1.06M (1.65%) -275.53K
Decreased by -26.07%
Apr 30, 25
20 Fidelity® Stock Selector Small Cap 1.01M (1.58%) 0.00
Increased by 0.00%
Oct 31, 23