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 (18.09%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 8.90M (7.77%) 1.30M
Increased by +14.58%
Sep 30, 24
3 Rockefeller Capital Management L.P. 5.50M (4.80%) 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 3.65M (3.18%) 42.23K
Increased by +1.16%
Dec 31, 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 (1.91%) -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 (1.86%) 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 (1.72%) 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 (1.59%) 290.37K
Increased by +15.89%
Sep 30, 24
20 Harbor Capital Advisors Inc 1.76M (1.54%) 698.00K
Increased by +39.62%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.54M (2.21%) -385.00
Decreased by -0.02%
Jan 29, 25
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 Thornburg Small/Mid Cap Core A 2.02M (1.76%) 0.00
Increased by 0.00%
Nov 30, 24
5 Thornburg Small/Mid Cap Core Composite 2.02M (1.76%) 220.83K
Increased by +10.95%
Aug 31, 24
6 American Beacon Small Cp Val R5 1.97M (1.72%) -58.63K
Decreased by -2.97%
Nov 30, 24
7 Embark Small Cap Equity Institutional 1.76M (1.54%) 0.00
Increased by 0.00%
Dec 31, 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 1.41M (1.23%) 34.26K
Increased by +2.44%
Dec 31, 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 1.08M (0.94%) -13.60K
Decreased by -1.26%
Sep 30, 24
12 Pictet-Global Megatrend Sel I USD 1.06M (0.92%) 3.13K
Increased by +0.30%
Oct 31, 24
13 Pictet-Nutrition I USD 1.03M (0.90%) 38.35K
Increased by +3.73%
Oct 31, 24
14 FIAM Small Cap Core CIT Cl B 1.03M (0.90%) -33.50K
Decreased by -3.26%
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 Hodges Small Cap Retail 1.00M (0.87%) 150.00K
Increased by +15.00%
Sep 30, 24
17 Strategic Advisers Small-Mid Cap 955.13K (0.83%) 388.52K
Increased by +40.68%
Jul 31, 24
18 Strategic Advisers Fidelity US TtlStk 934.46K (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity Small Cap Index 931.60K (0.81%) -2.47K
Decreased by -0.27%
Nov 30, 24
20 Royce Small-Cap Opportunity Invmt 923.60K (0.81%) 29.13K
Increased by +3.15%
Dec 31, 24