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 (26.41%) 0.00
Increased by 0.00%
Dec 31, 25
2 Cooperman Leon G 9.05M (11.53%) 2.39M
Increased by +26.36%
Dec 31, 25
3 BlackRock Inc 8.21M (10.46%) -239.99K
Decreased by -2.92%
Sep 30, 25
4 CastleKnight Management LP 8.20M (10.45%) 6.32M
Increased by +77.00%
Dec 31, 25
5 Rockefeller Capital Management L.P. 4.84M (6.16%) -181.59K
Decreased by -3.76%
Sep 30, 25
6 Barrow Hanley Mewhinney & Strauss LLC 4.59M (5.85%) -271.79K
Decreased by -5.92%
Sep 30, 25
7 Nomura Holdings Inc 3.97M (5.06%) 1.00
Increased by +0.00%
Sep 30, 25
8 Pictet Asset Manangement SA 3.46M (4.41%) 2.06M
Increased by +59.50%
Dec 31, 25
9 FMR Inc 2.87M (3.66%) 292.10K
Increased by +10.17%
Mar 31, 25
10 Fidelity Management and Research Company 2.87M (3.66%) 292.10K
Increased by +10.17%
Mar 31, 25
11 Granahan Investment Management Inc.. 2.67M (3.40%) -57.60K
Decreased by -2.16%
Dec 31, 25
12 abrdn PLC 2.56M (3.26%) -476.92K
Decreased by -18.66%
Sep 30, 23
13 Diamond Hill Capital Management Inc 2.53M (3.22%) -312.48K
Decreased by -12.35%
Mar 31, 24
14 Vanguard Group Inc 2.37M (3.03%) 107.31K
Increased by +4.52%
Dec 31, 25
15 Geode Capital Management, LLC 2.35M (2.99%) 18.15K
Increased by +0.77%
Sep 30, 25
16 Thornburg Investment Management Inc 2.07M (2.64%) -14.02K
Decreased by -0.68%
Dec 31, 25
17 Wynnefield Capital Inc 1.98M (2.52%) 0.00
Increased by 0.00%
Dec 31, 25
18 State Street Corp 1.95M (2.49%) 9.85K
Increased by +0.50%
Sep 30, 25
19 Goldman Sachs Group Inc 1.90M (2.42%) -1.40M
Decreased by -73.54%
Mar 31, 24
20 Portolan Capital Management, LLC 1.89M (2.41%) 226.58K
Increased by +11.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.30M (2.93%) 174.36K
Increased by +7.59%
Feb 25, 26
2 Diamond Hill Select Equity 2.25M (2.87%) 88.12K
Increased by +3.91%
Apr 30, 24
3 Diamond Hill Select I 2.05M (2.61%) 88.12K
Increased by +4.31%
Apr 30, 24
4 Thornburg Small/Mid Cap Core Composite 2.02M (2.57%) 220.83K
Increased by +10.95%
Aug 31, 24
5 Thornburg Small/Mid Cap Core A 2.00M (2.55%) 0.00
Increased by 0.00%
Dec 31, 25
6 Pictet-Global Megatrend Sel I USD 1.91M (2.43%) 1.91M
Increased by +100.00%
Nov 30, 25
7 Embark Small Cap Equity Institutional 1.84M (2.34%) -98.78K
Decreased by -5.38%
Mar 31, 25
8 Heartland Value Investor 1.70M (2.17%) 200.00K
Increased by +11.76%
Jan 31, 26
9 Pictet-Nutrition I USD 1.50M (1.91%) 120.80K
Increased by +8.06%
Nov 30, 25
10 Strategic Advisers® Small-Mid Cap 1.46M (1.86%) 182.53K
Increased by +12.52%
Oct 31, 23
11 American Beacon Small Cp Val R5 1.29M (1.65%) -34.16K
Decreased by -2.64%
Jan 31, 26
12 Strategic Advisers® Fidelity US TtlStk 1.25M (1.59%) -138.63K
Decreased by -11.08%
Nov 30, 23
13 Rockefeller US Sm Cp Eq Impr F USDAccUnh 1.10M (1.40%) 17.53K
Increased by +1.59%
Jan 31, 26
14 JNL Multi-Manager Small Cap Growth A 1.04M (1.33%) 48.56K
Increased by +4.66%
Dec 31, 25
15 FIAM Small Cap Core CIT Cl B 1.04M (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
16 FIAM Small Cap Core Composite 1.04M (1.32%) -24.70K
Decreased by -2.38%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.31%) 5.39K
Increased by +0.52%
Jan 31, 26
18 BLK CDN MSCI Can IMI Ext ESG Fcs Idx A 1.03M (1.31%) 0.00
Increased by 0.00%
Jan 31, 26
19 SEB Listed Private Equity Fund ID (EUR) 980.24K (1.25%) 980.24K
Increased by +100.00%
Jan 31, 26
20 Fidelity Small Cap Index 962.53K (1.23%) -1.14K
Decreased by -0.12%
Nov 30, 25