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 (26.44%) 0.00
Increased by 0.00%
Dec 31, 25
2 Cooperman Leon G 9.05M (11.55%) 2.39M
Increased by +26.36%
Dec 31, 25
3 BlackRock Inc 8.21M (10.48%) -239.99K
Decreased by -2.92%
Sep 30, 25
4 CastleKnight Management LP 8.20M (10.47%) 6.32M
Increased by +77.00%
Dec 31, 25
5 Barrow Hanley Mewhinney & Strauss LLC 4.27M (5.45%) -313.84K
Decreased by -7.34%
Dec 31, 25
6 Nomura Holdings Inc 3.97M (5.07%) 1.00
Increased by +0.00%
Sep 30, 25
7 Pictet Asset Manangement SA 3.46M (4.42%) 2.06M
Increased by +59.50%
Dec 31, 25
8 FMR Inc 2.87M (3.66%) 292.10K
Increased by +10.17%
Mar 31, 25
9 Fidelity Management and Research Company 2.87M (3.66%) 292.10K
Increased by +10.17%
Mar 31, 25
10 Granahan Investment Management Inc.. 2.67M (3.41%) -57.60K
Decreased by -2.16%
Dec 31, 25
11 abrdn PLC 2.56M (3.26%) -476.92K
Decreased by -18.66%
Sep 30, 23
12 Diamond Hill Capital Management Inc 2.53M (3.23%) -312.48K
Decreased by -12.35%
Mar 31, 24
13 Vanguard Group Inc 2.37M (3.03%) 107.31K
Increased by +4.52%
Dec 31, 25
14 Geode Capital Management, LLC 2.29M (2.92%) -57.02K
Decreased by -2.49%
Dec 31, 25
15 Rockefeller Capital Management L.P. 2.15M (2.74%) -2.69M
Decreased by -124.89%
Dec 31, 25
16 Heartland Advisors Inc 2.15M (2.74%) 899.27K
Increased by +41.86%
Dec 31, 25
17 Thornburg Investment Management Inc 2.07M (2.65%) -14.02K
Decreased by -0.68%
Dec 31, 25
18 Wynnefield Capital Inc 1.98M (2.52%) 0.00
Increased by 0.00%
Dec 31, 25
19 State Street Corp 1.95M (2.49%) 9.85K
Increased by +0.50%
Sep 30, 25
20 Goldman Sachs Group Inc 1.90M (2.43%) -1.40M
Decreased by -73.54%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 2.32M (2.96%) 195.88K
Increased by +8.45%
Feb 28, 26
2 Diamond Hill Select Equity 2.25M (2.88%) 88.12K
Increased by +3.91%
Apr 30, 24
3 Diamond Hill Select I 2.05M (2.61%) 88.12K
Increased by +4.31%
Apr 30, 24
4 Thornburg Small/Mid Cap Core Composite 2.02M (2.57%) 220.83K
Increased by +10.95%
Aug 31, 24
5 Thornburg Small/Mid Cap Core A 2.00M (2.55%) 0.00
Increased by 0.00%
Jan 31, 26
6 Pictet-Global Megatrend Sel I USD 1.91M (2.43%) 1.91M
Increased by +100.00%
Nov 30, 25
7 Embark Small Cap Equity Institutional 1.84M (2.34%) -98.78K
Decreased by -5.38%
Mar 31, 25
8 Heartland Value Investor 1.70M (2.17%) 0.00
Increased by 0.00%
Feb 28, 26
9 Pictet-Nutrition I USD 1.50M (1.91%) 120.80K
Increased by +8.06%
Nov 30, 25
10 Strategic Advisers® Small-Mid Cap 1.46M (1.86%) 182.53K
Increased by +12.52%
Oct 31, 23
11 American Beacon Small Cp Val R5 1.29M (1.65%) -34.16K
Decreased by -2.64%
Jan 31, 26
12 Strategic Advisers® Fidelity US TtlStk 1.25M (1.60%) -138.63K
Decreased by -11.08%
Nov 30, 23
13 Rockefeller US Sm Cp Eq Impr F USDAccUnh 1.10M (1.41%) 17.53K
Increased by +1.59%
Jan 31, 26
14 JNL Multi-Manager Small Cap Growth A 1.04M (1.33%) 48.56K
Increased by +4.66%
Dec 31, 25
15 FIAM Small Cap Core CIT Cl B 1.04M (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
16 FIAM Small Cap Core Composite 1.04M (1.32%) -24.70K
Decreased by -2.38%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.32%) 1.06K
Increased by +0.10%
Feb 28, 26
18 SEB Listed Private Equity Fund ID (EUR) 980.24K (1.25%) 980.24K
Increased by +100.00%
Jan 31, 26
19 Strategic Advisers Small-Mid Cap 955.13K (1.22%) 388.52K
Increased by +40.68%
Jul 31, 24
20 Fidelity Small Cap Index 936.03K (1.19%) -26.49K
Decreased by -2.83%
Dec 31, 25