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 0.01%
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 (68.86%) 0.00
Increased by 0.00%
Mar 31, 25
2 FMR Inc 6.53M (10.26%) -30.63K
Decreased by -0.47%
Mar 31, 25
3 Emeth Value Capital, LLC 6.00M (9.42%) 976.36K
Increased by +16.28%
Mar 31, 25
4 BlackRock Inc 5.87M (9.22%) -92.33K
Decreased by -1.57%
Mar 31, 25
5 Private Capital Management, LLC 5.26M (8.26%) 201.62K
Increased by +3.83%
Mar 31, 25
6 Boston Partners Global Investors, Inc 4.46M (7.01%) 2.70M
Increased by +60.46%
Mar 31, 25
7 Vanguard Group Inc 2.98M (4.68%) -1.92M
Decreased by -64.39%
Mar 31, 25
8 HHG PLC 2.96M (4.64%) -71.14K
Decreased by -2.41%
Dec 31, 24
9 Granahan Investment Management Inc.. 2.12M (3.33%) -1.26M
Decreased by -59.26%
Mar 31, 25
10 Geode Capital Management, LLC 2.05M (3.21%) 38.56K
Increased by +1.88%
Mar 31, 25
11 Ameriprise Financial Inc 2.01M (3.15%) 52.90K
Increased by +2.63%
Mar 31, 25
12 Massachusetts Financial Services Company 1.92M (3.01%) -2.25M
Decreased by -117.48%
Mar 31, 25
13 Diameter Capital Partners LP 1.73M (2.72%) 273.52K
Increased by +15.80%
Mar 31, 24
14 ClearBridge Advisors, LLC 1.68M (2.64%) -438.28K
Decreased by -26.05%
Mar 31, 25
15 Prospect Capital Advisors, LLC 1.68M (2.64%) 282.65K
Increased by +16.82%
Sep 30, 24
16 Bank of America Corp 1.65M (2.59%) 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 (2.39%) 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 (4.54%) 0.00
Increased by 0.00%
Mar 31, 25
2 Janus Henderson US Small Cap Growth 2.70M (4.24%) -5.34K
Decreased by -0.20%
Dec 31, 24
3 Janus Henderson US Small Cap Growth MA 2.70M (4.24%) 2.70M
Increased by +99.99%
Dec 31, 24
4 Janus Henderson Venture D 2.70M (4.24%) 0.00
Increased by 0.00%
Feb 28, 25
5 Fidelity Series Small Cap Opps 2.53M (3.97%) 0.00
Increased by 0.00%
Mar 31, 25
6 iShares Russell 2000 ETF 2.02M (3.18%) 0.00
Increased by 0.00%
May 31, 25
7 Column Small Cap Select 1.95M (3.07%) 1.27M
Increased by +64.85%
Mar 31, 25
8 Fidelity® Series Small Cap Opps 1.95M (3.06%) 0.00
Increased by 0.00%
Oct 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (2.31%) -699.00
Decreased by -0.05%
May 31, 25
10 Columbia Small Cap Value I 1.37M (2.16%) 77.90K
Increased by +5.67%
Mar 31, 25
11 Columbia Small Cap Value I A 1.37M (2.16%) 0.00
Increased by 0.00%
Apr 30, 25
12 Embark Small Cap Equity Institutional 1.33M (2.09%) -594.01K
Decreased by -44.58%
Mar 31, 25
13 ClearBridge Small Cap 1.28M (2.01%) 0.00
Increased by 0.00%
May 31, 25
14 ClearBridge Small Cap C 1.28M (2.01%) 0.00
Increased by 0.00%
May 31, 25
15 Granahan SMID Select 1.26M (1.99%) 308.59K
Increased by +24.40%
Jun 30, 24
16 Granahan US SMID Select I GBP Acc 1.26M (1.99%) -76.19K
Decreased by -6.02%
Jun 30, 24
17 MFS New Discovery I 1.26M (1.97%) 0.00
Increased by 0.00%
Mar 31, 25
18 Embark Small Cap Equity Retirement 1.06M (1.66%) -275.53K
Decreased by -26.07%
Apr 30, 25
19 Vanguard Total Stock Mkt Idx Inv 1.06M (1.66%) 431.00K
Increased by +40.84%
May 31, 25
20 Fidelity® Stock Selector Small Cap 1.01M (1.59%) 0.00
Increased by 0.00%
Oct 31, 23