Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DSPC 3.99%
2 IWN 0.02%
3 IWO 0.01%
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 (67.68%) 0.00
Increased by 0.00%
Dec 31, 24
2 FMR Inc 6.56M (10.13%) 590.91K
Increased by +9.01%
Dec 31, 24
3 Emeth Value Capital, LLC 6.00M (9.26%) 976.36K
Increased by +16.28%
Mar 31, 25
4 BlackRock Inc 5.96M (9.20%) 75.03K
Increased by +1.26%
Dec 31, 24
5 Private Capital Management, LLC 5.06M (7.81%) 1.49M
Increased by +29.52%
Dec 31, 24
6 Vanguard Group Inc 4.90M (7.56%) 22.29K
Increased by +0.46%
Dec 31, 24
7 Bank of America Corp 4.65M (7.18%) 666.62K
Increased by +14.33%
Jun 30, 24
8 Granahan Investment Management Inc.. 3.38M (5.22%) -1.43M
Decreased by -42.38%
Dec 31, 24
9 HHG PLC 2.96M (4.56%) -71.14K
Decreased by -2.41%
Dec 31, 24
10 ClearBridge Advisors, LLC 2.12M (3.27%) -22.72K
Decreased by -1.07%
Dec 31, 24
11 Geode Capital Management, LLC 2.01M (3.10%) 33.18K
Increased by +1.65%
Dec 31, 24
12 Ameriprise Financial Inc 1.95M (3.02%) 303.88K
Increased by +15.55%
Dec 31, 24
13 Massachusetts Financial Services Company 1.92M (2.96%) -2.25M
Decreased by -117.48%
Mar 31, 25
14 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.80M (2.77%) -90.28K
Decreased by -5.03%
Dec 31, 24
15 Boston Partners Global Investors, Inc 1.76M (2.72%) -1.24M
Decreased by -70.01%
Dec 31, 24
16 Diameter Capital Partners LP 1.73M (2.67%) 273.52K
Increased by +15.80%
Mar 31, 24
17 Prospect Capital Advisors, LLC 1.68M (2.59%) 282.65K
Increased by +16.82%
Sep 30, 24
18 Invenomic Capital Management, LP 1.60M (2.46%) -248.49K
Decreased by -15.58%
Dec 31, 24
19 State Street Corp 1.59M (2.45%) 100.38K
Increased by +6.32%
Dec 31, 24
20 Brandywine Global Investment Mgmt LLC 1.56M (2.41%) -169.53K
Decreased by -10.85%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Stock Selector Small Cap 2.89M (4.46%) 0.00
Increased by 0.00%
Feb 28, 25
2 Janus Henderson US Small Cap Growth 2.70M (4.17%) -5.34K
Decreased by -0.20%
Dec 31, 24
3 Janus Henderson US Small Cap Growth MA 2.70M (4.17%) 2.70M
Increased by +99.99%
Dec 31, 24
4 Janus Henderson Venture D 2.70M (4.17%) 0.00
Increased by 0.00%
Feb 28, 25
5 Fidelity Series Small Cap Opps 2.53M (3.90%) -5.10K
Decreased by -0.20%
Feb 28, 25
6 iShares Russell 2000 ETF 2.00M (3.08%) -16.18K
Decreased by -0.81%
Apr 29, 25
7 Column Small Cap Select 1.95M (3.01%) 1.27M
Increased by +64.85%
Mar 31, 25
8 Fidelity® Series Small Cap Opps 1.95M (3.01%) 0.00
Increased by 0.00%
Oct 31, 23
9 Embark Small Cap Equity Retirement 1.93M (2.97%) -249.03K
Decreased by -12.93%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (2.27%) 49.25K
Increased by +3.35%
Mar 31, 25
11 Columbia Small Cap Value I 1.37M (2.12%) 77.90K
Increased by +5.67%
Mar 31, 25
12 Columbia Small Cap Value I A 1.37M (2.12%) -11.80K
Decreased by -0.86%
Mar 31, 25
13 Embark Small Cap Equity Institutional 1.33M (2.06%) -594.01K
Decreased by -44.58%
Mar 31, 25
14 ClearBridge Small Cap 1.28M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
15 ClearBridge Small Cap C 1.28M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
16 Granahan SMID Select 1.26M (1.95%) 308.59K
Increased by +24.40%
Jun 30, 24
17 Granahan US SMID Select I GBP Acc 1.26M (1.95%) -76.19K
Decreased by -6.02%
Jun 30, 24
18 MFS New Discovery I 1.26M (1.94%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity® Stock Selector Small Cap 1.01M (1.56%) 0.00
Increased by 0.00%
Oct 31, 23
20 JNL Multi-Manager Small Cap Growth A 859.68K (1.33%) -527.27K
Decreased by -61.33%
Mar 31, 25