Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.13%
2 IPS 0.07%
3 IWO 0.04%
4 IWM 0.02%
5 IWN 0.00%
6 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Oaktree Capital Management LLC 20.73M (18.87%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 8.88M (8.08%) -143.83K
Decreased by -1.62%
Mar 31, 25
3 Cooperman Leon G 6.51M (5.92%) 409.72K
Increased by +6.30%
Jun 30, 25
4 Rockefeller Capital Management L.P. 4.89M (4.45%) 715.26K
Increased by +14.64%
Mar 31, 25
5 Barrow Hanley Mewhinney & Strauss LLC 4.86M (4.42%) -13.78K
Decreased by -0.28%
Jun 30, 25
6 Nomura Holdings Inc 3.97M (3.62%) -45.51K
Decreased by -1.14%
Jun 30, 25
7 Granahan Investment Management Inc.. 3.65M (3.32%) 299.24K
Increased by +8.21%
Jun 30, 25
8 FMR Inc 2.87M (2.61%) 292.10K
Increased by +10.17%
Mar 31, 25
9 abrdn PLC 2.56M (2.33%) -476.92K
Decreased by -18.66%
Sep 30, 23
10 Diamond Hill Capital Management Inc 2.53M (2.30%) -312.48K
Decreased by -12.35%
Mar 31, 24
11 Vanguard Group Inc 2.25M (2.05%) 66.25K
Increased by +2.94%
Jun 30, 25
12 Geode Capital Management, LLC 2.23M (2.03%) 88.77K
Increased by +3.98%
Mar 31, 25
13 Wynnefield Capital Inc 1.98M (1.80%) 0.00
Increased by 0.00%
Jun 30, 25
14 Thornburg Investment Management Inc 1.95M (1.78%) -150.53K
Decreased by -7.71%
Mar 31, 25
15 Goldman Sachs Group Inc 1.90M (1.73%) -1.40M
Decreased by -73.54%
Mar 31, 24
16 Portolan Capital Management, LLC 1.89M (1.72%) 226.58K
Increased by +11.96%
Mar 31, 25
17 State Street Corp 1.88M (1.71%) -18.95K
Decreased by -1.01%
Mar 31, 25
18 Harbor Capital Advisors Inc 1.84M (1.67%) 75.07K
Increased by +4.09%
Mar 31, 25
19 Blair William & Co 1.74M (1.59%) 55.76K
Increased by +3.20%
Jun 30, 25
20 Woodline Partners LP 1.71M (1.56%) 205.73K
Increased by +12.04%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.26M (2.05%) -42.84K
Decreased by -1.90%
Jul 31, 25
2 Diamond Hill Select Equity 2.25M (2.05%) 88.12K
Increased by +3.91%
Apr 30, 24
3 Diamond Hill Select I 2.05M (1.86%) 88.12K
Increased by +4.31%
Apr 30, 24
4 Thornburg Small/Mid Cap Core Composite 2.02M (1.84%) 220.83K
Increased by +10.95%
Aug 31, 24
5 Embark Small Cap Equity Institutional 1.84M (1.67%) -98.78K
Decreased by -5.38%
Mar 31, 25
6 Thornburg Small/Mid Cap Core A 1.77M (1.61%) -41.88K
Decreased by -2.36%
Jun 30, 25
7 American Beacon Small Cp Val R5 1.72M (1.57%) -104.67K
Decreased by -6.07%
Jul 31, 25
8 Strategic Advisers® Small-Mid Cap 1.46M (1.33%) 182.53K
Increased by +12.52%
Oct 31, 23
9 Pictet-Nutrition I USD 1.41M (1.28%) 390.58K
Increased by +27.73%
Apr 30, 25
10 Embark Small Cap Equity Retirement 1.40M (1.27%) -436.03K
Decreased by -31.24%
Jul 31, 25
11 JNL Multi-Manager Small Cap Growth A 1.39M (1.26%) 138.40K
Increased by +9.98%
Jun 30, 25
12 Strategic Advisers® Fidelity US TtlStk 1.25M (1.14%) -138.63K
Decreased by -11.08%
Nov 30, 23
13 Heartland Value Investor 1.10M (1.00%) 0.00
Increased by 0.00%
Jul 31, 25
14 FIAM Small Cap Core CIT Cl B 1.04M (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
15 FIAM Small Cap Core Composite 1.04M (0.94%) -24.70K
Decreased by -2.38%
Mar 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (0.93%) -447.23K
Decreased by -43.70%
Jul 31, 25
17 Strategic Advisers Small-Mid Cap 955.13K (0.87%) 388.52K
Increased by +40.68%
Jul 31, 24
18 Fidelity Small Cap Index 954.81K (0.87%) 5.60K
Increased by +0.59%
May 31, 25
19 SEB Listed Private Equity Fund ID (EUR) 900.24K (0.82%) 0.00
Increased by 0.00%
Jul 31, 25
20 BLK CDN MSCI Can IMI Ext ESG Fcs Idx A 900.12K (0.82%) -203.55K
Decreased by -22.61%
Sep 30, 24