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 (25.40%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 8.45M (10.36%) -424.73K
Decreased by -5.02%
Jun 30, 25
3 Cooperman Leon G 6.51M (7.97%) 409.72K
Increased by +6.30%
Jun 30, 25
4 Rockefeller Capital Management L.P. 5.02M (6.15%) 130.19K
Increased by +2.59%
Jun 30, 25
5 Barrow Hanley Mewhinney & Strauss LLC 4.86M (5.96%) -13.78K
Decreased by -0.28%
Jun 30, 25
6 Nomura Holdings Inc 3.97M (4.87%) -45.51K
Decreased by -1.14%
Jun 30, 25
7 Granahan Investment Management Inc.. 3.65M (4.47%) 299.24K
Increased by +8.21%
Jun 30, 25
8 FMR Inc 2.87M (3.52%) 292.10K
Increased by +10.17%
Mar 31, 25
9 Fidelity Management and Research Company 2.87M (3.52%) 292.10K
Increased by +10.17%
Mar 31, 25
10 abrdn PLC 2.56M (3.13%) -476.92K
Decreased by -18.66%
Sep 30, 23
11 Diamond Hill Capital Management Inc 2.53M (3.10%) -312.48K
Decreased by -12.35%
Mar 31, 24
12 Geode Capital Management, LLC 2.33M (2.86%) 98.08K
Increased by +4.21%
Jun 30, 25
13 Vanguard Group Inc 2.25M (2.76%) 66.25K
Increased by +2.94%
Jun 30, 25
14 Wynnefield Capital Inc 1.98M (2.42%) 0.00
Increased by 0.00%
Jun 30, 25
15 State Street Corp 1.94M (2.38%) 69.04K
Increased by +3.55%
Jun 30, 25
16 Goldman Sachs Group Inc 1.90M (2.33%) -1.40M
Decreased by -73.54%
Mar 31, 24
17 Portolan Capital Management, LLC 1.89M (2.32%) 226.58K
Increased by +11.96%
Mar 31, 25
18 Thornburg Investment Management Inc 1.86M (2.28%) -93.50K
Decreased by -5.03%
Jun 30, 25
19 Harbor Capital Advisors Inc 1.83M (2.24%) -5.05K
Decreased by -0.28%
Jun 30, 25
20 Blair William & Co 1.74M (2.13%) 55.76K
Increased by +3.20%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.31M (2.83%) 0.00
Increased by 0.00%
Aug 31, 25
2 Diamond Hill Select Equity 2.25M (2.76%) 88.12K
Increased by +3.91%
Apr 30, 24
3 Diamond Hill Select I 2.05M (2.51%) 88.12K
Increased by +4.31%
Apr 30, 24
4 Thornburg Small/Mid Cap Core Composite 2.02M (2.47%) 220.83K
Increased by +10.95%
Aug 31, 24
5 Embark Small Cap Equity Institutional 1.84M (2.25%) -98.78K
Decreased by -5.38%
Mar 31, 25
6 Thornburg Small/Mid Cap Core A 1.77M (2.17%) 0.00
Increased by 0.00%
Jul 31, 25
7 American Beacon Small Cp Val R5 1.69M (2.07%) -31.24K
Decreased by -1.85%
Aug 31, 25
8 Strategic Advisers® Small-Mid Cap 1.46M (1.79%) 182.53K
Increased by +12.52%
Oct 31, 23
9 Embark Small Cap Equity Retirement 1.40M (1.71%) -436.03K
Decreased by -31.24%
Jul 31, 25
10 JNL Multi-Manager Small Cap Growth A 1.39M (1.70%) 138.40K
Increased by +9.98%
Jun 30, 25
11 Pictet-Nutrition I USD 1.29M (1.58%) -120.04K
Decreased by -9.32%
May 31, 25
12 Strategic Advisers® Fidelity US TtlStk 1.25M (1.53%) -138.63K
Decreased by -11.08%
Nov 30, 23
13 Heartland Value Investor 1.10M (1.35%) 0.00
Increased by 0.00%
Jul 31, 25
14 FIAM Small Cap Core CIT Cl B 1.04M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
15 FIAM Small Cap Core Composite 1.04M (1.27%) -24.70K
Decreased by -2.38%
Mar 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.25%) -447.23K
Decreased by -43.70%
Jul 31, 25
17 Fidelity Small Cap Index 957.94K (1.17%) 3.13K
Increased by +0.33%
Jun 30, 25
18 Strategic Advisers Small-Mid Cap 955.13K (1.17%) 388.52K
Increased by +40.68%
Jul 31, 24
19 SEB Listed Private Equity Fund ID (EUR) 900.24K (1.10%) 0.00
Increased by 0.00%
Jul 31, 25
20 BLK CDN MSCI Can IMI Ext ESG Fcs Idx A 900.12K (1.10%) -203.55K
Decreased by -22.61%
Sep 30, 24