Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.07%
2 IWO 0.02%
3 JKK 0.02%
4 ISCG 0.01%
5 IWM 0.01%
6 ISCB 0.01%
7 JKJ 0.01%
8 IWV 0.00%
9 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Hudson Executive Capital LP 11.34M (8.77%) 0.00
Increased by 0.00%
Mar 31, 25
2 NVP Associates LLC 9.80M (7.58%) -4.90M
Decreased by -49.98%
Mar 31, 25
3 Vanguard Group Inc 8.97M (6.94%) 1.32M
Increased by +14.71%
Jun 30, 25
4 BlackRock Inc 8.43M (6.52%) 59.20K
Increased by +0.70%
Mar 31, 25
5 Revolution Growth Management Company, Inc. 7.69M (5.95%) 0.00
Increased by 0.00%
Jun 30, 24
6 Harbor Spring Capital LLC 7.00M (5.42%) -996.56K
Decreased by -14.23%
Sep 30, 23
7 American Century Companies Inc 6.75M (5.22%) 300.48K
Increased by +4.45%
Jun 30, 25
8 Deutsche Bank AG 5.59M (4.32%) 482.82K
Increased by +8.64%
Jun 30, 25
9 Kent Lake Capital LLC 4.00M (3.09%) 4.00M
Increased by +100.00%
Jun 30, 24
10 Awm Investment Company Inc 3.97M (3.07%) 0.00
Increased by 0.00%
Jun 30, 25
11 J. Goldman & Co LP 3.37M (2.61%) 1.18M
Increased by +34.99%
Sep 30, 24
12 Shannon River Fund Management LLC 3.23M (2.50%) -1.67M
Decreased by -51.84%
Dec 31, 24
13 Geode Capital Management, LLC 3.15M (2.43%) 69.31K
Increased by +2.20%
Mar 31, 25
14 Divisadero Street Capital Management, LP 3.11M (2.41%) 361.72K
Increased by +11.62%
Jun 30, 24
15 Renaissance Technologies Corp 2.76M (2.14%) 1.13M
Increased by +40.89%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 2.50M (1.94%) 1.42M
Increased by +56.84%
Dec 31, 24
17 CenterBook Partners LP 2.48M (1.92%) 1.32M
Increased by +53.41%
Jun 30, 25
18 State Street Corp 2.47M (1.91%) 65.09K
Increased by +2.64%
Mar 31, 25
19 G2 Investment Partners Management LLC 2.00M (1.55%) -555.66K
Decreased by -27.78%
Jun 30, 24
20 TB Alternative Assets Ltd. 1.93M (1.49%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Small Cap Core Equity Composite 5.79M (4.48%) 292.11K
Increased by +5.04%
Jul 31, 25
2 DWS Small Cap Core S 5.50M (4.25%) 500.00K
Increased by +9.09%
May 31, 25
3 American Century Small Cap Growth Inv 5.13M (3.97%) 223.46K
Increased by +4.36%
Jun 30, 25
4 American Century U.S. Small Cap Growth 5.13M (3.97%) 223.46K
Increased by +4.36%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 3.71M (2.87%) -81.87K
Decreased by -2.20%
Jul 31, 25
6 iShares Russell 2000 ETF 2.96M (2.29%) -33.01K
Decreased by -1.12%
Aug 29, 25
7 First Eagle Small Cap Opportunity I 1.53M (1.18%) 129.70K
Increased by +8.49%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.17%) -694.71K
Decreased by -45.97%
Jul 31, 25
9 SPDR® S&P Kensho New Economies Comps ETF 1.47M (1.14%) 0.00
Increased by 0.00%
Aug 29, 25
10 First Eagle US Small Cap Strategy 1.40M (1.08%) 422.36K
Increased by +30.13%
Jun 30, 25
11 Vanguard Explorer Inv 1.26M (0.97%) 694.74K
Increased by +55.21%
Jun 30, 25
12 Fidelity Small Cap Index 1.23M (0.95%) -17.62K
Decreased by -1.43%
Jun 30, 25
13 iShares Russell 2000 Growth ETF 1.08M (0.84%) 0.00
Increased by 0.00%
Aug 29, 25
14 Fidelity Extended Market Index 759.68K (0.59%) -6.25K
Decreased by -0.82%
Jul 31, 25
15 Fidelity® Extended Market Index 728.97K (0.56%) 25.62K
Increased by +3.51%
Nov 30, 23
16 VALIC Company I Small Cap Growth 718.60K (0.56%) 25.50K
Increased by +3.55%
Jun 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 718.48K (0.56%) 0.00
Increased by 0.00%
Jul 31, 25
18 Vanguard Russell 2000 ETF 588.80K (0.46%) -38.14K
Decreased by -6.48%
Jul 31, 25
19 Ancora/Thelen Small Mid Cap Core 551.45K (0.43%) 66.32K
Increased by +12.03%
Jun 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 482.25K (0.37%) 3.85K
Increased by +0.80%
Apr 30, 25