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 (18.05%) 0.00
Increased by 0.00%
Dec 31, 24
2 BlackRock Inc 9.02M (7.86%) 118.65K
Increased by +1.32%
Dec 31, 24
3 Cooperman Leon G 5.59M (4.87%) 102.38K
Increased by +1.83%
Dec 31, 24
4 Barrow Hanley Mewhinney & Strauss LLC 4.83M (4.21%) -204.34K
Decreased by -4.23%
Dec 31, 24
5 Rockefeller Capital Management L.P. 4.17M (3.63%) -1.33M
Decreased by -31.95%
Dec 31, 24
6 Nomura Holdings Inc 4.02M (3.50%) 24.00
Increased by +0.00%
Dec 31, 24
7 Hodges Capital Management Inc 3.65M (3.18%) 42.23K
Increased by +1.16%
Dec 31, 24
8 Granahan Investment Management Inc.. 2.78M (2.42%) 589.49K
Increased by +21.19%
Dec 31, 24
9 FMR Inc 2.58M (2.25%) 48.45K
Increased by +1.88%
Dec 31, 24
10 abrdn PLC 2.56M (2.23%) -476.92K
Decreased by -18.66%
Sep 30, 23
11 Diamond Hill Capital Management Inc 2.53M (2.20%) -312.48K
Decreased by -12.35%
Mar 31, 24
12 Vanguard Group Inc 2.21M (1.92%) 71.12K
Increased by +3.22%
Dec 31, 24
13 Geode Capital Management, LLC 2.14M (1.87%) 15.43K
Increased by +0.72%
Dec 31, 24
14 Thornburg Investment Management Inc 2.10M (1.83%) -662.00
Decreased by -0.03%
Dec 31, 24
15 Pictet Asset Manangement SA 2.01M (1.75%) -139.18K
Decreased by -6.91%
Dec 31, 24
16 Wynnefield Capital Inc 1.98M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
17 Goldman Sachs Group Inc 1.90M (1.66%) -1.40M
Decreased by -73.54%
Mar 31, 24
18 State Street Corp 1.89M (1.65%) 67.32K
Increased by +3.55%
Dec 31, 24
19 Harbor Capital Advisors Inc 1.76M (1.53%) 698.00K
Increased by +39.62%
Dec 31, 24
20 Royce & Associates, LP 1.73M (1.51%) 192.78K
Increased by +11.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.42M (2.11%) -28.47K
Decreased by -1.18%
Feb 28, 25
2 Diamond Hill Select Equity 2.25M (1.96%) 88.12K
Increased by +3.91%
Apr 30, 24
3 Diamond Hill Select I 2.05M (1.78%) 88.12K
Increased by +4.31%
Apr 30, 24
4 Thornburg Small/Mid Cap Core A 2.02M (1.76%) 0.00
Increased by 0.00%
Jan 31, 25
5 Thornburg Small/Mid Cap Core Composite 2.02M (1.76%) 220.83K
Increased by +10.95%
Aug 31, 24
6 Embark Small Cap Equity Institutional 1.94M (1.69%) 96.16K
Increased by +4.97%
Feb 28, 25
7 American Beacon Small Cp Val R5 1.86M (1.62%) 0.00
Increased by 0.00%
Jan 31, 25
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 1.41M (1.23%) 2.44K
Increased by +0.17%
Feb 28, 25
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 1.08M (0.94%) -13.60K
Decreased by -1.26%
Sep 30, 24
12 FIAM Small Cap Core CIT Cl B 1.06M (0.92%) 34.60K
Increased by +3.26%
Dec 31, 24
13 Pictet-Global Megatrend Sel I USD 1.06M (0.92%) -276.00
Decreased by -0.03%
Nov 30, 24
14 Pictet-Nutrition I USD 1.02M (0.89%) -6.75K
Decreased by -0.66%
Nov 30, 24
15 JNL Multi-Manager Small Cap Growth A 1.01M (0.88%) 288.58K
Increased by +28.51%
Dec 31, 24
16 Strategic Advisers Small-Mid Cap 955.13K (0.83%) 388.52K
Increased by +40.68%
Jul 31, 24
17 Fidelity Small Cap Index 943.27K (0.82%) 11.67K
Increased by +1.24%
Dec 31, 24
18 Strategic Advisers Fidelity US TtlStk 934.46K (0.81%) 0.00
Increased by 0.00%
Jan 31, 25
19 Strategic Advisers U.S. Total Stock 924.40K (0.81%) 117.90K
Increased by +12.75%
Jan 31, 25
20 Royce Small-Cap Opportunity Invmt 923.60K (0.80%) 29.13K
Increased by +3.15%
Dec 31, 24