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 (19.05%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 8.88M (8.16%) -143.83K
Decreased by -1.62%
Mar 31, 25
3 Cooperman Leon G 6.10M (5.60%) 507.99K
Increased by +8.33%
Mar 31, 25
4 Barrow Hanley Mewhinney & Strauss LLC 4.87M (4.48%) 40.80K
Increased by +0.84%
Mar 31, 25
5 Rockefeller Capital Management L.P. 4.17M (3.83%) -1.33M
Decreased by -31.95%
Dec 31, 24
6 Nomura Holdings Inc 4.02M (3.69%) 24.00
Increased by +0.00%
Dec 31, 24
7 Granahan Investment Management Inc.. 3.35M (3.08%) 564.62K
Increased by +16.87%
Mar 31, 25
8 FMR Inc 2.87M (2.64%) 292.10K
Increased by +10.17%
Mar 31, 25
9 abrdn PLC 2.56M (2.35%) -476.92K
Decreased by -18.66%
Sep 30, 23
10 Diamond Hill Capital Management Inc 2.53M (2.32%) -312.48K
Decreased by -12.35%
Mar 31, 24
11 Geode Capital Management, LLC 2.23M (2.05%) 88.77K
Increased by +3.98%
Mar 31, 25
12 Vanguard Group Inc 2.18M (2.01%) -23.68K
Decreased by -1.08%
Mar 31, 25
13 Hodges Capital Management Inc 2.12M (1.95%) -1.53M
Decreased by -71.99%
Mar 31, 25
14 Thornburg Investment Management Inc 2.10M (1.93%) -662.00
Decreased by -0.03%
Dec 31, 24
15 Pictet Asset Manangement SA 2.02M (1.85%) 2.07K
Increased by +0.10%
Mar 31, 25
16 Wynnefield Capital Inc 1.98M (1.82%) 0.00
Increased by 0.00%
Mar 31, 25
17 Goldman Sachs Group Inc 1.90M (1.75%) -1.40M
Decreased by -73.54%
Mar 31, 24
18 Portolan Capital Management, LLC 1.89M (1.74%) 226.58K
Increased by +11.96%
Mar 31, 25
19 State Street Corp 1.88M (1.72%) -18.95K
Decreased by -1.01%
Mar 31, 25
20 Harbor Capital Advisors Inc 1.84M (1.69%) 75.07K
Increased by +4.09%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.37M (2.18%) 401.00
Increased by +0.02%
Apr 30, 25
2 Diamond Hill Select Equity 2.25M (2.07%) 88.12K
Increased by +3.91%
Apr 30, 24
3 Embark Small Cap Equity Retirement 2.22M (2.04%) 380.95K
Increased by +17.18%
Apr 30, 25
4 Diamond Hill Select I 2.05M (1.88%) 88.12K
Increased by +4.31%
Apr 30, 24
5 Thornburg Small/Mid Cap Core Composite 2.02M (1.85%) 220.83K
Increased by +10.95%
Aug 31, 24
6 Thornburg Small/Mid Cap Core A 1.87M (1.72%) -150.41K
Decreased by -8.06%
Mar 31, 25
7 American Beacon Small Cp Val R5 1.86M (1.71%) 0.00
Increased by 0.00%
Mar 31, 25
8 Embark Small Cap Equity Institutional 1.84M (1.69%) -98.78K
Decreased by -5.38%
Mar 31, 25
9 Strategic Advisers® Small-Mid Cap 1.46M (1.34%) 182.53K
Increased by +12.52%
Oct 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.34%) 2.70K
Increased by +0.19%
Apr 30, 25
11 Strategic Advisers® Fidelity US TtlStk 1.25M (1.15%) -138.63K
Decreased by -11.08%
Nov 30, 23
12 JNL Multi-Manager Small Cap Growth A 1.25M (1.15%) 236.15K
Increased by +18.92%
Mar 31, 25
13 Strategic Advisers Fidelity US TtlStk 1.19M (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
14 Heartland Value Investor 1.10M (1.01%) 400.00K
Increased by +36.36%
Apr 30, 25
15 FIAM Small Cap Core Composite 1.06M (0.98%) -17.30K
Decreased by -1.63%
Dec 31, 24
16 FIAM Small Cap Core CIT Cl B 1.04M (0.95%) -24.70K
Decreased by -2.38%
Feb 28, 25
17 Pictet-Nutrition I USD 1.03M (0.95%) 9.01K
Increased by +0.87%
Jan 31, 25
18 Strategic Advisers Small-Mid Cap 955.13K (0.88%) 388.52K
Increased by +40.68%
Jul 31, 24
19 Fidelity Small Cap Index 931.28K (0.86%) 5.35K
Increased by +0.57%
Feb 28, 25
20 Strategic Advisers U.S. Total Stock 924.40K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25