Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DSPC 3.99%
2 ISCV 0.01%
3 JKL 0.01%
4 JKJ 0.01%
5 ISCB 0.01%
6 IWM 0.00%
7 IWN 0.00%
8 IWO 0.00%
9 IWV 0.00%
10 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.50M (157.81%) -1.03M
Decreased by -18.80%
Jun 30, 25
2 Private Capital Management, LLC 5.47M (156.98%) 209.71K
Increased by +3.84%
Jun 30, 25
3 Boston Partners Global Investors, Inc 4.78M (137.36%) 322.46K
Increased by +6.74%
Jun 30, 25
4 GTCR LLC 3.77M (108.20%) 3.77M
Increased by +100.00%
Dec 31, 25
5 HHG PLC 2.96M (84.85%) -71.14K
Decreased by -2.41%
Dec 31, 24
6 Security Benefit Life Insurance Co 2.19M (62.94%) 0.00
Increased by 0.00%
Dec 31, 25
7 Granahan Investment Management Inc.. 2.12M (60.95%) -1.26M
Decreased by -59.26%
Mar 31, 25
8 Massachusetts Financial Services Company 1.92M (55.08%) -2.25M
Decreased by -117.48%
Mar 31, 25
9 Diameter Capital Partners LP 1.73M (49.70%) 273.52K
Increased by +15.80%
Mar 31, 24
10 Prospect Capital Advisors, LLC 1.68M (48.23%) 282.65K
Increased by +16.82%
Sep 30, 24
11 Brandywine Global Investment Mgmt LLC 1.56M (44.86%) -169.53K
Decreased by -10.85%
Sep 30, 24
12 Goldman Sachs Group Inc 1.52M (43.62%) 416.18K
Increased by +27.39%
Dec 31, 24
13 ClearBridge Advisors, LLC 1.47M (42.33%) -207.62K
Decreased by -14.08%
Jun 30, 25
14 Harbor Capital Advisors Inc 1.33M (38.27%) -1.21M
Decreased by -90.88%
Mar 31, 25
15 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.30M (37.42%) -491.93K
Decreased by -37.74%
Mar 31, 25
16 Invenomic Capital Management, LP 1.29M (37.10%) -303.13K
Decreased by -23.46%
Mar 31, 25
17 State Street Corporation 1.28M (36.76%) 648.79K
Increased by +50.67%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 1.19M (34.22%) 302.52K
Increased by +25.38%
Jun 30, 25
19 Anson Funds Management LP 1.17M (33.70%) 550.00K
Increased by +46.86%
Mar 31, 25
20 Acadian Asset Management LLC 1.12M (32.17%) 1.12M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson US Small Cap Growth 2.70M (77.59%) -5.34K
Decreased by -0.20%
Dec 31, 24
2 Janus Henderson US Small Cap Growth MA 2.70M (77.59%) 2.70M
Increased by +99.99%
Dec 31, 24
3 Janus Henderson Venture D 2.70M (77.59%) 0.00
Increased by 0.00%
Feb 28, 25
4 Fidelity Stock Selector Small Cap 2.56M (73.55%) -326.86K
Decreased by -12.76%
Jun 30, 25
5 Fidelity Series Small Cap Opps 2.26M (64.91%) -266.06K
Decreased by -11.77%
Jun 30, 25
6 Fidelity® Series Small Cap Opps 1.95M (55.98%) 0.00
Increased by 0.00%
Oct 31, 23
7 Column Small Cap Select 1.63M (46.88%) -319.71K
Decreased by -19.58%
Jun 30, 25
8 Columbia Small Cap Value I A 1.57M (44.95%) 43.00K
Increased by +2.75%
Jul 31, 25
9 Columbia Small Cap Value I 1.52M (43.72%) 148.98K
Increased by +9.78%
Jun 30, 25
10 Embark Small Cap Equity Institutional 1.33M (38.25%) -594.01K
Decreased by -44.58%
Mar 31, 25
11 ClearBridge Small Cap C 1.31M (37.54%) 29.20K
Increased by +2.23%
Jul 31, 25
12 ClearBridge Small Cap 1.28M (36.71%) 0.00
Increased by 0.00%
Jun 30, 25
13 Granahan SMID Select 1.26M (36.31%) 308.59K
Increased by +24.40%
Jun 30, 24
14 Granahan US SMID Select I GBP Acc 1.26M (36.31%) -76.19K
Decreased by -6.02%
Jun 30, 24
15 MFS New Discovery I 1.26M (36.06%) 0.00
Increased by 0.00%
Mar 31, 25
16 Embark Small Cap Equity Retirement 1.06M (30.34%) -275.53K
Decreased by -26.07%
Apr 30, 25
17 Fidelity® Stock Selector Small Cap 1.01M (29.02%) 0.00
Increased by 0.00%
Oct 31, 23
18 Private Capital Management Value Focus 1.01M (28.88%) 988.20K
Increased by +98.23%
Sep 30, 25
19 JNL Multi-Manager Small Cap Growth A 859.68K (24.68%) -527.27K
Decreased by -61.33%
Mar 31, 25
20 Janus Henderson Small Cap Value L 838.76K (24.08%) 0.00
Increased by 0.00%
Jun 30, 24