Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSML 0.19%
2 JSML 0.09%
3 DES 0.06%
4 HAPS 0.05%
5 VABS 0.05%
6 IWC 0.03%
7 AVSC 0.02%
8 EES 0.02%
9 JSMD 0.02%
10 PRFZ 0.02%
11 AVUV 0.01%
12 GSSC 0.01%
13 VTWO 0.01%
14 VTWG 0.01%
15 IWO 0.01%
16 RSSL 0.01%
17 DFAT 0.01%
18 DFAS 0.01%
19 UWM 0.01%
20 IWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mill Road Capital Management LLC 4.27M (27.79%) 56.30K
Increased by +1.32%
Dec 31, 24
2 B. Riley Financial Inc 3.61M (23.50%) 0.00
Increased by 0.00%
Dec 31, 23
3 Voss Capital LLC 2.92M (18.98%) -80.00K
Decreased by -2.74%
Dec 31, 24
4 BlackRock Inc 2.04M (13.27%) 28.47K
Increased by +1.40%
Dec 31, 24
5 Greenhaven Road Investment Management, L.P. 1.80M (11.69%) 1.29K
Increased by +0.07%
Dec 31, 24
6 Vanguard Group Inc 1.45M (9.45%) 4.17K
Increased by +0.29%
Dec 31, 24
7 Portolan Capital Management, LLC 850.31K (5.54%) 850.31K
Increased by +100.00%
Dec 31, 24
8 Nantahala Capital Management, LLC 845.12K (5.50%) 0.00
Increased by 0.00%
Dec 31, 24
9 Granahan Investment Management Inc.. 775.55K (5.05%) -255.39K
Decreased by -32.93%
Mar 31, 24
10 Wells Fargo & Co 648.62K (4.22%) -11.64K
Decreased by -1.79%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 608.41K (3.96%) 18.93K
Increased by +3.11%
Dec 31, 24
12 Atlantic Trust Group, LLC 565.75K (3.68%) -36.42K
Decreased by -6.44%
Dec 31, 24
13 Geode Capital Management, LLC 542.61K (3.53%) 6.69K
Increased by +1.23%
Dec 31, 24
14 CastleKnight Management LP 540.99K (3.52%) 223.07K
Increased by +41.23%
Dec 31, 24
15 State Street Corp 496.26K (3.23%) 10.37K
Increased by +2.09%
Dec 31, 24
16 B. Riley Asset Management, LLC 489.74K (3.19%) -726.44K
Decreased by -148.33%
Jun 30, 24
17 State Street Corporation 465.87K (3.03%) 6.78K
Increased by +1.46%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 404.46K (2.63%) 171.10K
Increased by +42.30%
Dec 31, 23
19 Arnhold & S. Bleichroeder Advisers, LLC 395.86K (2.58%) 395.86K
Increased by +100.00%
Dec 31, 24
20 Sunrise Partners LLC 392.63K (2.56%) 392.63K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares US Infrastructure ETF 1.04M (6.75%) 946.00
Increased by +0.09%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 816.01K (5.31%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 706.19K (4.60%) -8.32K
Decreased by -1.18%
Feb 28, 25
4 Strategic Advisers U.S. Total Stock 518.72K (3.38%) 0.00
Increased by 0.00%
Jan 31, 25
5 First Eagle Small Cap Opportunity I 504.25K (3.28%) 31.25K
Increased by +6.20%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 371.26K (2.42%) 0.00
Increased by 0.00%
Feb 28, 25
7 First Eagle US Small Cap Strategy 352.28K (2.29%) 352.28K
Increased by +100.00%
Dec 31, 24
8 Foundry Partners Micro Cap Value 304.15K (1.98%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity Small Cap Index 272.75K (1.78%) 0.00
Increased by 0.00%
Dec 31, 24
10 iShares Russell 2000 Growth ETF 234.40K (1.53%) -277.00
Decreased by -0.12%
Feb 28, 25
11 Strategic Advisers Small-Mid Cap 230.45K (1.50%) 230.45K
Increased by +100.00%
Jul 31, 24
12 Granahan SC Advantage 226.97K (1.48%) 0.00
Increased by 0.00%
Mar 31, 24
13 JNL Multi-Manager Small Cap Growth A 226.97K (1.48%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity® Small Cap Index 223.81K (1.46%) 4.46K
Increased by +1.99%
Oct 31, 23
15 Avantis US Small Cap Value ETF 216.28K (1.41%) 0.00
Increased by 0.00%
Feb 28, 25
16 Ancora/Thelen Small Cap Core 179.91K (1.17%) 23.48K
Increased by +13.05%
Mar 31, 24
17 WisdomTree US SmallCap Dividend ETF 171.69K (1.12%) 0.00
Increased by 0.00%
Feb 28, 25
18 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 170.12K (1.11%) -24.61K
Decreased by -14.46%
Jan 31, 24
19 VT De Lisle America B USD 155.07K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
20 Royce Micro Cap Trust 150.27K (0.98%) 33.03K
Increased by +21.98%
Dec 31, 24