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 (18.11%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 7.60M (6.64%) -288.26K
Decreased by -3.79%
Jun 30, 24
3 Rockefeller Capital Management L.P. 5.50M (4.81%) 782.34K
Increased by +14.21%
Sep 30, 24
4 Cooperman Leon G 5.49M (4.79%) 207.30K
Increased by +3.78%
Sep 30, 24
5 Barrow Hanley Mewhinney & Strauss LLC 5.04M (4.40%) -27.01K
Decreased by -0.54%
Sep 30, 24
6 Nomura Holdings Inc 4.02M (3.51%) -720.01K
Decreased by -17.91%
Sep 30, 24
7 Hodges Capital Management Inc 3.60M (3.15%) 406.00K
Increased by +11.26%
Sep 30, 24
8 Woodline Partners LP 2.77M (2.42%) 941.35K
Increased by +33.92%
Jun 30, 24
9 abrdn PLC 2.56M (2.23%) -476.92K
Decreased by -18.66%
Sep 30, 23
10 FMR Inc 2.53M (2.21%) -188.89K
Decreased by -7.47%
Sep 30, 24
11 Diamond Hill Capital Management Inc 2.53M (2.21%) -312.48K
Decreased by -12.35%
Mar 31, 24
12 Granahan Investment Management Inc.. 2.19M (1.92%) -563.13K
Decreased by -25.68%
Sep 30, 24
13 Pictet Asset Manangement SA 2.15M (1.88%) 6.85K
Increased by +0.32%
Sep 30, 24
14 Vanguard Group Inc 2.14M (1.87%) 1.48M
Increased by +69.47%
Sep 30, 24
15 Geode Capital Management, LLC 2.13M (1.86%) 951.46K
Increased by +44.71%
Sep 30, 24
16 Thornburg Investment Management Inc 2.10M (1.84%) 228.61K
Increased by +10.87%
Sep 30, 24
17 Wynnefield Capital Inc 1.98M (1.73%) 0.00
Increased by 0.00%
Sep 30, 24
18 Goldman Sachs Group Inc 1.90M (1.66%) -1.40M
Decreased by -73.54%
Mar 31, 24
19 State Street Corp 1.83M (1.60%) 290.37K
Increased by +15.89%
Sep 30, 24
20 Blair William & Co 1.74M (1.52%) -217.01K
Decreased by -12.49%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.56M (2.24%) 0.00
Increased by 0.00%
Nov 30, 24
2 Diamond Hill Select Equity 2.25M (1.97%) 88.12K
Increased by +3.91%
Apr 30, 24
3 Diamond Hill Select I 2.05M (1.79%) 88.12K
Increased by +4.31%
Apr 30, 24
4 American Beacon Small Cp Val R5 2.03M (1.78%) -29.06K
Decreased by -1.43%
Oct 31, 24
5 Thornburg Small/Mid Cap Core A 2.02M (1.76%) 0.00
Increased by 0.00%
Oct 31, 24
6 Thornburg Small/Mid Cap Core Composite 2.02M (1.76%) 220.83K
Increased by +10.95%
Aug 31, 24
7 Embark Small Cap Equity Institutional 1.76M (1.54%) 448.31K
Increased by +25.44%
Nov 30, 24
8 Strategic Advisers® Small-Mid Cap 1.46M (1.27%) 182.53K
Increased by +12.52%
Oct 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.37M (1.20%) 8.05K
Increased by +0.59%
Nov 30, 24
10 Strategic Advisers® Fidelity US TtlStk 1.25M (1.09%) -138.63K
Decreased by -11.08%
Nov 30, 23
11 FIAM Small Cap Core Composite 1.09M (0.95%) 93.70K
Increased by +8.58%
Jun 30, 24
12 FIAM Small Cap Core CIT Cl B 1.08M (0.94%) -39.60K
Decreased by -3.67%
Sep 30, 24
13 Pictet-Global Megatrend Sel I USD 1.05M (0.92%) 2.20K
Increased by +0.21%
Aug 31, 24
14 Hodges Small Cap Core 1.00M (0.87%) 150.00K
Increased by +15.00%
Sep 30, 24
15 Hodges Small Cap Retail 1.00M (0.87%) 150.00K
Increased by +15.00%
Sep 30, 24
16 Pictet-Nutrition I USD 989.86K (0.86%) 9.07K
Increased by +0.92%
Aug 31, 24
17 Strategic Advisers Small-Mid Cap 955.13K (0.83%) 388.52K
Increased by +40.68%
Jul 31, 24
18 Fidelity Small Cap Index 934.74K (0.82%) -4.42K
Decreased by -0.47%
Sep 30, 24
19 Strategic Advisers Fidelity US TtlStk 934.46K (0.82%) 0.00
Increased by 0.00%
Oct 31, 24
20 BLK CDN MSCI Can IMI Ext ESG Fcs Idx A 900.12K (0.79%) -203.55K
Decreased by -22.61%
Sep 30, 24