Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.40%
2 PICK 0.25%
3 IWC 0.04%
4 ISCF 0.03%
5 WSML 0.03%
6 IDEV 0.01%
7 VTWO 0.01%
8 VTWV 0.01%
9 IXUS 0.01%
10 IWN 0.01%
11 IWMW 0.01%
12 IWM 0.01%
13 ITDJ 0.00%
14 IWO 0.00%
15 ITDH 0.00%
16 ITDI 0.00%
17 ITDG 0.00%
18 ITDF 0.00%
19 ITDE 0.00%
20 AOA 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Boston Partners Global Investors, Inc 1.47M (12.67%) 282.69K
Increased by +19.18%
Mar 31, 26
2 Wasatch Advisors LP 1.19M (10.25%) 331.77K
Increased by +27.83%
Mar 31, 26
3 Mink Brook Asset Management LLC 842.44K (7.24%) 194.03K
Increased by +23.03%
Mar 31, 26
4 BlackRock Inc 749.89K (6.45%) 210.52K
Increased by +28.07%
Mar 31, 26
5 Vanguard Group Inc 566.67K (4.87%) 127.03K
Increased by +22.42%
Dec 31, 25
6 Freestone Grove Partners LP 559.20K (4.81%) 8.60K
Increased by +1.54%
Mar 31, 26
7 Manufacturers Life Insurance Co 477.78K (4.11%) 859.00
Increased by +0.18%
Mar 31, 26
8 Vanguard Capital Management, LLC 454.83K (3.91%) 454.83K
Increased by +100.00%
Mar 31, 26
9 Pacific Ridge Capital Partners, LLC 389.42K (3.35%) 79.09K
Increased by +20.31%
Mar 31, 26
10 Two Sigma Investments LLC 339.11K (2.91%) 122.22K
Increased by +36.04%
Mar 31, 26
11 Bank of America Corp 293.44K (2.52%) 2.19K
Increased by +0.75%
Mar 31, 26
12 Geode Capital Management, LLC 265.68K (2.28%) 49.89K
Increased by +18.78%
Mar 31, 26
13 Acadian Asset Management LLC 209.21K (1.80%) -98.72K
Decreased by -47.19%
Mar 31, 26
14 Citadel Advisors Llc 198.38K (1.71%) -131.82K
Decreased by -66.45%
Mar 31, 26
15 American Century Companies Inc 196.69K (1.69%) 99.30K
Increased by +50.49%
Mar 31, 26
16 State Street Corp 186.77K (1.61%) 30.80K
Increased by +16.49%
Mar 31, 26
17 Millennium Management LLC 181.18K (1.56%) -113.40K
Decreased by -62.59%
Mar 31, 26
18 Emerald Mutual Fund Advisers Trust 171.43K (1.47%) 0.00
Increased by 0.00%
Mar 31, 26
19 Walleye Trading Advisors, LLC 144.25K (1.24%) 122.87K
Increased by +85.18%
Dec 31, 25
20 State Of Wisconsin Investment Board 144.16K (1.24%) -14.40K
Decreased by -9.99%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Micro Cap 529.09K (4.55%) 224.89K
Increased by +42.51%
Mar 31, 26
2 Column Small Cap Select 486.32K (4.18%) 94.38K
Increased by +19.41%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 368.69K (3.17%) 0.00
Increased by 0.00%
Apr 30, 26
4 Wasatch Micro Cap Value 352.74K (3.03%) 49.38K
Increased by +14.00%
Mar 31, 26
5 Wasatch Micro Cap Value Composite 352.74K (3.03%) 49.38K
Increased by +14.00%
Mar 31, 26
6 Pacific Ridge Capital Ptnrs Micro Cp Val 335.18K (2.88%) 335.18K
Increased by +100.00%
Mar 31, 26
7 iShares Russell 2000 ETF 279.92K (2.41%) 2.60K
Increased by +0.93%
May 29, 26
8 JH Financial Opportunities 220.78K (1.90%) 0.00
Increased by 0.00%
Apr 30, 26
9 Avantis US Small Cap Value ETF 198.80K (1.71%) 660.00
Increased by +0.33%
May 30, 26
10 WPG Partners Select Small Cap Value Ins 192.60K (1.66%) 4.58K
Increased by +2.38%
Mar 31, 26
11 Emerald Growth A 155.81K (1.34%) -4.00K
Decreased by -2.57%
Apr 30, 26
12 Adara Smaller Companies 152.46K (1.31%) 0.00
Increased by 0.00%
Apr 30, 26
13 JHancock Financial Industries A 140.51K (1.21%) -33.14K
Decreased by -23.59%
Apr 30, 26
14 Acuitas US Microcap Strategy 131.64K (1.13%) 26.54K
Increased by +20.16%
Mar 31, 26
15 Fidelity Small Cap Index 118.12K (1.02%) 39.87K
Increased by +33.75%
Mar 31, 26
16 WPG Partners Select Small Cap Value 108.54K (0.93%) 19.29K
Increased by +17.77%
Mar 31, 26
17 WPG Partners Select Small Cap Value SMA 108.54K (0.93%) 19.29K
Increased by +17.77%
Mar 31, 26
18 JHVIT Financial Industries I 79.76K (0.69%) 0.00
Increased by 0.00%
Mar 31, 26
19 Russell Inv US Small Cap Equity Y 79.07K (0.68%) 0.00
Increased by 0.00%
May 31, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 77.68K (0.67%) 3.96K
Increased by +5.10%
Apr 30, 26