Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 ISCB 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IWM 1000.00%
6 IWO 1000.00%
7 IWV 1000.00%
8 DSPC 3.99%
9 IWN 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Security Benefit Life Insurance Co 43.84M (91.58%) 0.00
Increased by 0.00%
Sep 30, 23
2 Massachusetts Financial Services Company 4.24M (8.86%) 160.85K
Increased by +3.79%
Sep 30, 23
3 FMR Inc 3.52M (7.35%) 223.68K
Increased by +6.35%
Sep 30, 23
4 Prospect Capital Advisors, LLC 2.77M (5.78%) 1.13M
Increased by +40.65%
Sep 30, 23
5 HHG PLC 2.68M (5.59%) 13.09K
Increased by +0.49%
Sep 30, 23
6 Diameter Capital Partners LP 1.95M (4.07%) -415.58K
Decreased by -21.32%
Sep 30, 23
7 BlackRock Inc 1.90M (3.97%) 157.00K
Increased by +8.27%
Sep 30, 23
8 Boston Partners Global Investors, Inc 1.65M (3.44%) 1.65M
Increased by +100.00%
Sep 30, 23
9 Brandywine Global Investment Mgmt LLC 1.52M (3.17%) 114.81K
Increased by +7.58%
Sep 30, 23
10 Anson Funds Management LP 1.24M (2.60%) 184.73K
Increased by +14.87%
Sep 30, 23
11 Citadel Advisors Llc 1.17M (2.45%) -624.51K
Decreased by -53.29%
Sep 30, 23
12 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 886.31K (1.85%) 886.31K
Increased by +100.00%
Sep 30, 23
13 Marshall Wace Asset Management Ltd 866.00K (1.81%) -157.78K
Decreased by -18.22%
Sep 30, 23
14 Vanguard Group Inc 830.39K (1.73%) 240.97K
Increased by +29.02%
Sep 30, 23
15 Invenomic Capital Management, LP 686.74K (1.43%) 15.33K
Increased by +2.23%
Sep 30, 23
16 Geode Capital Management, LLC 658.92K (1.38%) 112.72K
Increased by +17.11%
Sep 30, 23
17 Penserra Capital Management, LLC 572.97K (1.20%) 26.45K
Increased by +4.62%
Sep 30, 23
18 State Street Corporation 524.25K (1.10%) 23.86K
Increased by +4.55%
Sep 30, 23
19 Allspring Global Investments Holdings, LLC 459.83K (0.96%) -64.67K
Decreased by -14.06%
Sep 30, 23
20 Clearline Capital LP 446.93K (0.93%) 13.96K
Increased by +3.12%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson US Small Cap Growth 2.49M (5.19%) 0.00
Increased by 0.00%
Sep 30, 23
2 Janus Henderson Venture D 2.49M (5.19%) 0.00
Increased by 0.00%
Sep 30, 23
3 MFS New Discovery I 2.14M (4.48%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Series Small Cap Opps 1.95M (4.07%) 0.00
Increased by 0.00%
Oct 31, 23
5 Fidelity® Stock Selector Small Cap 1.01M (2.11%) 0.00
Increased by 0.00%
Oct 31, 23
6 MFS Research Equity - Industry Neutral 848.84K (1.77%) 154.94K
Increased by +18.25%
Sep 30, 23
7 MFS Core Equity A 843.86K (1.76%) 0.00
Increased by 0.00%
Nov 30, 23
8 iShares Russell 2000 ETF 642.72K (1.34%) 4.08K
Increased by +0.64%
Dec 29, 23
9 MFS® VIT New Discovery Init 624.05K (1.30%) 0.00
Increased by 0.00%
Nov 30, 23
10 Amplify Online Retail ETF 579.40K (1.21%) 0.00
Increased by 0.00%
Dec 29, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 520.99K (1.09%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Advisor® Small Cap I 467.98K (0.98%) 0.00
Increased by 0.00%
Oct 31, 23
13 Invenomic Institutional 429.33K (0.90%) -28.25K
Decreased by -6.58%
Oct 31, 23
14 ArrowMark Small Cap Gro 416.69K (0.87%) 416.69K
Increased by +100.00%
Sep 30, 23
15 Meridian Small Cap Growth Legacy 416.69K (0.87%) 416.69K
Increased by +100.00%
Sep 30, 23
16 Boston Partners Small Cap Value II Inv 405.45K (0.85%) -6.53K
Decreased by -1.61%
Oct 31, 23
17 Bridgeway Small Cap Value 372.15K (0.78%) 145.75K
Increased by +39.16%
Sep 30, 23
18 Bridgeway Small-Cap Value 372.15K (0.78%) 145.75K
Increased by +39.16%
Sep 30, 23
19 Pacific Select Small-Cap Growth I 260.08K (0.54%) 7.36K
Increased by +2.83%
Nov 30, 23
20 AST Small-Cap Growth 240.94K (0.50%) 0.00
Increased by 0.00%
Sep 30, 23