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 IWO 0.01%
14 VTWG 0.01%
15 VTWO 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 (28.05%) 56.30K
Increased by +1.32%
Dec 31, 24
2 B. Riley Financial Inc 3.61M (23.71%) 0.00
Increased by 0.00%
Dec 31, 23
3 Voss Capital LLC 2.92M (19.15%) -80.00K
Decreased by -2.74%
Dec 31, 24
4 BlackRock Inc 2.04M (13.39%) 28.47K
Increased by +1.40%
Dec 31, 24
5 Greenhaven Road Investment Management, L.P. 1.80M (11.79%) 1.29K
Increased by +0.07%
Dec 31, 24
6 Vanguard Group Inc 1.45M (9.53%) 4.17K
Increased by +0.29%
Dec 31, 24
7 Portolan Capital Management, LLC 850.31K (5.59%) 850.31K
Increased by +100.00%
Dec 31, 24
8 Nantahala Capital Management, LLC 845.12K (5.55%) 0.00
Increased by 0.00%
Dec 31, 24
9 Granahan Investment Management Inc.. 775.55K (5.10%) -255.39K
Decreased by -32.93%
Mar 31, 24
10 Wells Fargo & Co 648.62K (4.26%) -11.64K
Decreased by -1.79%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 608.41K (4.00%) 18.93K
Increased by +3.11%
Dec 31, 24
12 Atlantic Trust Group, LLC 565.75K (3.72%) -36.42K
Decreased by -6.44%
Dec 31, 24
13 Geode Capital Management, LLC 542.61K (3.56%) 6.69K
Increased by +1.23%
Dec 31, 24
14 CastleKnight Management LP 540.99K (3.55%) 223.07K
Increased by +41.23%
Dec 31, 24
15 State Street Corp 496.26K (3.26%) 10.37K
Increased by +2.09%
Dec 31, 24
16 B. Riley Asset Management, LLC 489.74K (3.22%) -726.44K
Decreased by -148.33%
Jun 30, 24
17 State Street Corporation 465.87K (3.06%) 6.78K
Increased by +1.46%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 404.46K (2.66%) 171.10K
Increased by +42.30%
Dec 31, 23
19 Arnhold & S. Bleichroeder Advisers, LLC 395.86K (2.60%) 395.86K
Increased by +100.00%
Dec 31, 24
20 Adage Capital Partners Gp LLC 377.98K (2.48%) 377.98K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares US Infrastructure ETF 1.04M (6.81%) 946.00
Increased by +0.09%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 816.01K (5.36%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 816.01K (5.36%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 673.36K (4.42%) -5.47K
Decreased by -0.81%
Apr 29, 25
5 First Eagle Small Cap Opportunity I 588.30K (3.86%) 84.06K
Increased by +14.29%
Mar 31, 25
6 First Eagle US Small Cap Strategy 588.30K (3.86%) 236.02K
Increased by +40.12%
Mar 31, 25
7 Strategic Advisers U.S. Total Stock 408.10K (2.68%) -110.62K
Decreased by -27.11%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 371.26K (2.44%) 0.00
Increased by 0.00%
Mar 31, 25
9 Foundry Partners Micro Cap Value 304.15K (2.00%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity Small Cap Index 267.73K (1.76%) 0.00
Increased by 0.00%
Feb 28, 25
11 iShares Russell 2000 Growth ETF 233.57K (1.53%) 0.00
Increased by 0.00%
Apr 30, 25
12 Strategic Advisers Small-Mid Cap 230.45K (1.51%) 230.45K
Increased by +100.00%
Jul 31, 24
13 Granahan SC Advantage 226.97K (1.49%) 0.00
Increased by 0.00%
Mar 31, 24
14 JNL Multi-Manager Small Cap Growth A 226.97K (1.49%) 0.00
Increased by 0.00%
Mar 31, 24
15 Royce Micro-Cap Trust Inc 225.81K (1.48%) 75.54K
Increased by +33.45%
Mar 31, 25
16 Fidelity® Small Cap Index 223.81K (1.47%) 4.46K
Increased by +1.99%
Oct 31, 23
17 Avantis US Small Cap Value ETF 183.10K (1.20%) 0.00
Increased by 0.00%
Apr 30, 25
18 Ancora/Thelen Small Cap Core 179.91K (1.18%) 23.48K
Increased by +13.05%
Mar 31, 24
19 WisdomTree US SmallCap Dividend ETF 172.27K (1.13%) 0.00
Increased by 0.00%
Apr 30, 25
20 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 170.12K (1.12%) -24.61K
Decreased by -14.46%
Jan 31, 24