Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.12%
2 IWO 0.04%
3 IWM 0.02%
4 JKK 0.02%
5 ISCG 0.01%
6 JKJ 0.01%
7 ISCB 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 (8.93%) 0.00
Increased by 0.00%
Jun 30, 25
2 NVP Associates LLC 9.80M (7.72%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Group Inc 8.97M (7.06%) 1.32M
Increased by +14.71%
Jun 30, 25
4 BlackRock Inc 8.35M (6.57%) -86.75K
Decreased by -1.04%
Jun 30, 25
5 Revolution Growth Management Company, Inc. 7.69M (6.06%) 0.00
Increased by 0.00%
Jun 30, 24
6 Harbor Spring Capital LLC 7.00M (5.51%) -996.56K
Decreased by -14.23%
Sep 30, 23
7 American Century Companies Inc 6.75M (5.32%) 300.48K
Increased by +4.45%
Jun 30, 25
8 Deutsche Bank AG 5.59M (4.40%) 482.82K
Increased by +8.64%
Jun 30, 25
9 State Street Corp 4.25M (3.35%) 1.78M
Increased by +41.96%
Jun 30, 25
10 Kent Lake Capital LLC 4.00M (3.15%) 4.00M
Increased by +100.00%
Jun 30, 24
11 Awm Investment Company Inc 3.97M (3.12%) 0.00
Increased by 0.00%
Jun 30, 25
12 J. Goldman & Co LP 3.37M (2.65%) 1.18M
Increased by +34.99%
Sep 30, 24
13 Shannon River Fund Management LLC 3.23M (2.54%) -1.67M
Decreased by -51.84%
Dec 31, 24
14 Geode Capital Management, LLC 3.17M (2.50%) 25.51K
Increased by +0.80%
Jun 30, 25
15 Divisadero Street Capital Management, LP 3.11M (2.45%) 361.72K
Increased by +11.62%
Jun 30, 24
16 Renaissance Technologies Corp 2.73M (2.15%) -34.80K
Decreased by -1.28%
Jun 30, 25
17 CenterBook Partners LP 2.48M (1.95%) 1.32M
Increased by +53.41%
Jun 30, 25
18 Balyasny Asset Management LLC 2.02M (1.59%) 603.25K
Increased by +29.84%
Jun 30, 25
19 G2 Investment Partners Management LLC 2.00M (1.57%) -555.66K
Decreased by -27.78%
Jun 30, 24
20 TB Alternative Assets Ltd. 1.93M (1.52%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DWS Small Cap Core S 5.79M (4.56%) 292.11K
Increased by +5.04%
Jul 31, 25
2 Small Cap Core Equity Composite 5.79M (4.56%) 292.11K
Increased by +5.04%
Jul 31, 25
3 American Century Small Cap Growth Inv 5.13M (4.04%) 223.46K
Increased by +4.36%
Jun 30, 25
4 American Century U.S. Small Cap Growth 5.13M (4.04%) 223.46K
Increased by +4.36%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 3.71M (2.92%) -81.87K
Decreased by -2.20%
Jul 31, 25
6 iShares Russell 2000 ETF 2.96M (2.33%) 0.00
Increased by 0.00%
Aug 31, 25
7 First Eagle Small Cap Opportunity I 1.53M (1.20%) 129.70K
Increased by +8.49%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.19%) -694.71K
Decreased by -45.97%
Jul 31, 25
9 SPDR® S&P Kensho New Economies Comps ETF 1.47M (1.16%) 0.00
Increased by 0.00%
Aug 29, 25
10 First Eagle US Small Cap Strategy 1.40M (1.10%) 422.36K
Increased by +30.13%
Jun 30, 25
11 Vanguard Explorer Inv 1.26M (0.99%) 694.74K
Increased by +55.21%
Jun 30, 25
12 Fidelity Small Cap Index 1.23M (0.97%) -17.62K
Decreased by -1.43%
Jun 30, 25
13 iShares Russell 2000 Growth ETF 1.08M (0.85%) 0.00
Increased by 0.00%
Aug 31, 25
14 Fidelity Extended Market Index 759.68K (0.60%) -6.25K
Decreased by -0.82%
Jul 31, 25
15 Fidelity® Extended Market Index 728.97K (0.57%) 25.62K
Increased by +3.51%
Nov 30, 23
16 State St Russell Sm/Mid Cp® Indx SL Cl I 718.48K (0.57%) 0.00
Increased by 0.00%
Jul 31, 25
17 VALIC Company I Small Cap Growth 607.56K (0.48%) -111.04K
Decreased by -18.28%
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 (0.38%) 3.85K
Increased by +0.80%
Apr 30, 25