Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 6.54%
2 FDM 0.28%
3 ROSC 0.11%
4 EES 0.10%
5 EBIT 0.06%
6 BSVO 0.04%
7 RFLR 0.03%
8 IWC 0.03%
9 AVSC 0.02%
10 PRFZ 0.01%
11 DFAT 0.01%
12 PKW 0.01%
13 IWN 0.01%
14 VTWV 0.01%
15 RTLA 0.01%
16 AVUV 0.01%
17 DFAS 0.01%
18 DFSV 0.01%
19 RSSL 0.01%
20 UWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Starboard Value LP 61.12M (184.45%) 0.00
Increased by 0.00%
Mar 31, 25
2 State Street Corp 2.81M (8.47%) -150.90K
Decreased by -5.38%
Mar 31, 25
3 State Street Corporation 2.79M (8.42%) 106.11K
Increased by +3.80%
Mar 31, 24
4 BlackRock Inc 2.46M (7.43%) -42.31K
Decreased by -1.72%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.45M (7.38%) 144.80K
Increased by +5.92%
Mar 31, 25
6 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.40M (7.25%) 44.06K
Increased by +1.83%
Jun 30, 24
7 Vanguard Group Inc 2.23M (6.74%) -15.14K
Decreased by -0.68%
Mar 31, 25
8 Renaissance Technologies Corp 1.58M (4.76%) -17.10K
Decreased by -1.08%
Mar 31, 25
9 Krilogy Advisors LLC 1.40M (4.22%) 240.53K
Increased by +17.20%
Jun 30, 25
10 Portolan Capital Management, LLC 1.20M (3.62%) 78.40K
Increased by +6.53%
Sep 30, 23
11 Pacific Ridge Capital Partners, LLC 959.40K (2.90%) -45.09K
Decreased by -4.70%
Mar 31, 25
12 Formidable Asset Management LLC 918.64K (2.77%) -84.29K
Decreased by -9.18%
Mar 31, 25
13 Geode Capital Management, LLC 879.99K (2.66%) -15.63K
Decreased by -1.78%
Mar 31, 25
14 JPMorgan Chase & Co 730.65K (2.20%) 631.81K
Increased by +86.47%
Mar 31, 25
15 Roumell Asset Management, LLC 727.46K (2.20%) 0.00
Increased by 0.00%
Jun 30, 24
16 Peapod Lane Capital LLC 718.19K (2.17%) 282.91K
Increased by +39.39%
Jun 30, 25
17 Toroso Investments LLC 533.44K (1.61%) -20.92K
Decreased by -3.92%
Dec 31, 23
18 DIFESA CAPITAL MANAGEMENT, LP 473.05K (1.43%) 168.13K
Increased by +35.54%
Jun 30, 23
19 Acuitas Investments, LLC 472.57K (1.43%) -25.35K
Decreased by -5.36%
Sep 30, 24
20 American Century Companies Inc 464.42K (1.40%) 24.88K
Increased by +5.36%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers® Small-Mid Cap 3.06M (9.23%) 149.32K
Increased by +4.88%
Oct 31, 23
2 Strategic Advisers Small-Mid Cap 2.21M (6.66%) -169.19K
Decreased by -7.67%
Jul 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.37M (4.12%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.37M (4.12%) 0.00
Increased by 0.00%
Sep 30, 24
5 Pacific Ridge Capital Ptnrs Micro Cp Val 839.66K (2.53%) -48.09K
Decreased by -5.73%
Mar 31, 24
6 iShares Russell 2000 ETF 761.35K (2.30%) -12.29K
Decreased by -1.61%
Jul 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 604.72K (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fuller & Thaler Behavrl Micro-Cap Core 532.19K (1.61%) 0.00
Increased by 0.00%
Nov 30, 23
9 FullerThaler Behavioral Micro-Cap Core 420.71K (1.27%) 995.00
Increased by +0.24%
Aug 31, 24
10 Royce Small-Cap Opportunity Invmt 412.74K (1.25%) -83.64K
Decreased by -20.27%
Dec 31, 24
11 DFA US Targeted Value I 411.46K (1.24%) 25.28K
Increased by +6.14%
Jun 30, 25
12 Avantis US Small Cap Value ETF 408.37K (1.23%) 0.00
Increased by 0.00%
Jul 30, 25
13 Dimensional US Targeted Value ETF 381.56K (1.15%) 552.00
Increased by +0.14%
Jul 31, 25
14 DFA US Small Cap Value I 369.71K (1.12%) 14.02K
Increased by +3.79%
Jun 30, 25
15 Fidelity Small Cap Index 366.41K (1.11%) 2.80K
Increased by +0.76%
May 31, 25
16 Formidable ETF 365.88K (1.10%) 0.00
Increased by 0.00%
Jul 31, 25
17 Fidelity® Small Cap Index 364.68K (1.10%) 0.00
Increased by 0.00%
Oct 31, 23
18 Roumell Opportunistic Value Instl 360.19K (1.09%) -367.27K
Decreased by -101.97%
Sep 30, 24
19 Royce Micro Cap Trust 358.14K (1.08%) -41.00K
Decreased by -11.45%
Mar 31, 25
20 Royce Micro-Cap Trust Inc 358.14K (1.08%) -41.00K
Decreased by -11.45%
Mar 31, 25