Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAS 0.00%
3 AVSC 0.00%
4 DFAC 0.00%
5 DFSU 0.00%
6 DFAT 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blair William & Co 749.04K (7.00%) -1.26K
Decreased by -0.17%
Jun 30, 25
2 AIGH Capital Management, LLC 722.53K (6.76%) 0.00
Increased by 0.00%
Sep 30, 23
3 Ameriprise Financial Inc 697.32K (6.52%) -214.00
Decreased by -0.03%
Jun 30, 25
4 Arnhold & S. Bleichroeder Advisers, LLC 522.23K (4.88%) -36.98K
Decreased by -7.08%
Jun 30, 25
5 Vanguard Group Inc 516.84K (4.83%) -10.18K
Decreased by -1.97%
Jun 30, 25
6 Renaissance Technologies Corp 366.74K (3.43%) -23.90K
Decreased by -6.52%
Jun 30, 25
7 Granahan Investment Management Inc.. 354.80K (3.32%) -239.28K
Decreased by -67.44%
Sep 30, 23
8 BlackRock Inc 203.44K (1.90%) 2.10K
Increased by +1.03%
Jun 30, 25
9 Worth Venture Partners, LLC 180.36K (1.69%) 0.00
Increased by 0.00%
Sep 30, 23
10 Bard Associates Inc 149.01K (1.39%) -8.82K
Decreased by -5.92%
Jun 30, 25
11 Geode Capital Management, LLC 114.70K (1.07%) 852.00
Increased by +0.74%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 106.71K (1.00%) 904.00
Increased by +0.85%
Jun 30, 25
13 Susquehanna International Group, LLP 92.13K (0.86%) 81.05K
Increased by +87.97%
Jun 30, 24
14 FAF Advisors Inc 64.27K (0.60%) -2.38K
Decreased by -3.70%
Dec 31, 24
15 U.S. Bancorp 64.27K (0.60%) -2.38K
Decreased by -3.70%
Dec 31, 24
16 Northern Trust Corp 62.33K (0.58%) 400.00
Increased by +0.64%
Jun 30, 25
17 State Street Corp 40.58K (0.38%) 0.00
Increased by 0.00%
Jun 30, 25
18 LPL Financial Corp 37.59K (0.35%) 0.00
Increased by 0.00%
Jun 30, 25
19 Perkins Capital Management Inc 36.50K (0.34%) 0.00
Increased by 0.00%
Jun 30, 25
20 State Street Corporation 35.58K (0.33%) -2.60K
Decreased by -7.31%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value Discv A 489.81K (4.58%) 13.50K
Increased by +2.76%
Jul 31, 25
2 Columbia Small Cap Value I A 489.81K (4.58%) 13.50K
Increased by +2.76%
Jul 31, 25
3 Columbia Small Cap Value Discovery Fund 476.31K (4.45%) -9.63K
Decreased by -2.02%
Jun 30, 25
4 Columbia Small Cap Value I 476.31K (4.45%) -9.63K
Decreased by -2.02%
Jun 30, 25
5 First Eagle US Small Cap Strategy 460.92K (4.31%) -31.38K
Decreased by -6.81%
Jun 30, 25
6 First Eagle Small Cap Opportunity I 445.92K (4.17%) -15.33K
Decreased by -3.44%
Jul 31, 25
7 Vanguard US Total Market Shares ETF 355.81K (3.33%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 345.27K (3.23%) -7.55K
Decreased by -2.19%
Jul 31, 25
9 Columbia VP Small Cap Value 1 127.12K (1.19%) -900.00
Decreased by -0.71%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 104.59K (0.98%) -47.66K
Decreased by -45.57%
Jul 31, 25
11 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 91.26K (0.85%) -45.12K
Decreased by -49.44%
Oct 31, 23
12 EAM Ultra Micro Cap 74.06K (0.69%) 74.06K
Increased by +100.00%
Oct 31, 24
13 Victory Small Cap Stock 72.13K (0.67%) -49.68K
Decreased by -68.88%
Sep 30, 23
14 Fidelity Extended Market Index 56.75K (0.53%) -467.00
Decreased by -0.82%
Jul 31, 25
15 Fidelity® Extended Market Index 45.04K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
16 Bailard Micrcap Value 33.30K (0.31%) 33.30K
Increased by +100.00%
Dec 31, 24
17 Bailard Small Cap Value 33.30K (0.31%) 33.30K
Increased by +100.00%
Dec 31, 24
18 Acuitas US Microcap Institutional 31.01K (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
19 First Eagle US Small Cap Opp I-UC 29.69K (0.28%) -917.00
Decreased by -3.09%
Jul 31, 25
20 DFA US Micro Cap I 26.95K (0.25%) 0.00
Increased by 0.00%
Jul 31, 25