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 0.04%
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 VTWG 0.01%
14 IWO 0.01%
15 RSSL 0.01%
16 DFAT 0.01%
17 DFAS 0.01%
18 IWM 0.01%
19 UWM 0.01%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mill Road Capital Management LLC 4.29M (27.90%) 23.70K
Increased by +0.55%
Mar 31, 25
2 B. Riley Financial Inc 3.61M (23.46%) 0.00
Increased by 0.00%
Dec 31, 23
3 Voss Capital LLC 2.98M (19.37%) 65.82K
Increased by +2.21%
Mar 31, 25
4 BlackRock Inc 1.99M (12.96%) -43.43K
Decreased by -2.18%
Mar 31, 25
5 Greenhaven Road Investment Management, L.P. 1.79M (11.66%) -970.00
Decreased by -0.05%
Mar 31, 25
6 Vanguard Group Inc 1.43M (9.29%) -22.51K
Decreased by -1.58%
Mar 31, 25
7 Nantahala Capital Management, LLC 1.04M (6.78%) 197.65K
Increased by +18.95%
Mar 31, 25
8 Portolan Capital Management, LLC 850.31K (5.53%) 850.31K
Increased by +100.00%
Dec 31, 24
9 Granahan Investment Management Inc.. 775.55K (5.04%) -255.39K
Decreased by -32.93%
Mar 31, 24
10 Atlantic Trust Group, LLC 761.16K (4.95%) 195.41K
Increased by +25.67%
Mar 31, 25
11 Arnhold & S. Bleichroeder Advisers, LLC 681.66K (4.43%) 285.80K
Increased by +41.93%
Mar 31, 25
12 Wells Fargo & Co 648.62K (4.22%) -11.64K
Decreased by -1.79%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 647.28K (4.21%) 38.88K
Increased by +6.01%
Mar 31, 25
14 Geode Capital Management, LLC 547.57K (3.56%) 4.96K
Increased by +0.91%
Mar 31, 25
15 CastleKnight Management LP 540.99K (3.52%) 223.07K
Increased by +41.23%
Dec 31, 24
16 State Street Corp 501.48K (3.26%) 5.23K
Increased by +1.04%
Mar 31, 25
17 B. Riley Asset Management, LLC 489.74K (3.18%) -726.44K
Decreased by -148.33%
Jun 30, 24
18 State Street Corporation 465.87K (3.03%) 6.78K
Increased by +1.46%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 404.46K (2.63%) 171.10K
Increased by +42.30%
Dec 31, 23
20 Royce & Associates, LP 393.27K (2.56%) 128.00K
Increased by +32.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares US Infrastructure ETF 1.04M (6.74%) 946.00
Increased by +0.09%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 816.01K (5.30%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 816.01K (5.30%) 0.00
Increased by 0.00%
Sep 30, 24
4 First Eagle Small Cap Opportunity I 684.05K (4.45%) 95.75K
Increased by +14.00%
Apr 30, 25
5 iShares Russell 2000 ETF 673.47K (4.38%) 114.00
Increased by +0.02%
Apr 30, 25
6 First Eagle US Small Cap Strategy 588.30K (3.82%) 236.02K
Increased by +40.12%
Mar 31, 25
7 Strategic Advisers U.S. Total Stock 408.10K (2.65%) -110.62K
Decreased by -27.11%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 371.26K (2.41%) 0.00
Increased by 0.00%
Apr 30, 25
9 Foundry Partners Micro Cap Value 304.15K (1.98%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity Small Cap Index 267.73K (1.74%) 0.00
Increased by 0.00%
Feb 28, 25
11 iShares Russell 2000 Growth ETF 233.57K (1.52%) 0.00
Increased by 0.00%
Apr 30, 25
12 Strategic Advisers Small-Mid Cap 230.45K (1.50%) 230.45K
Increased by +100.00%
Jul 31, 24
13 Granahan SC Advantage 226.97K (1.48%) 0.00
Increased by 0.00%
Mar 31, 24
14 JNL Multi-Manager Small Cap Growth A 226.97K (1.48%) 0.00
Increased by 0.00%
Mar 31, 24
15 Royce Micro Cap Trust 225.81K (1.47%) 75.54K
Increased by +33.45%
Mar 31, 25
16 Royce Micro-Cap Trust Inc 225.81K (1.47%) 75.54K
Increased by +33.45%
Mar 31, 25
17 Fidelity® Small Cap Index 223.81K (1.45%) 4.46K
Increased by +1.99%
Oct 31, 23
18 Avantis US Small Cap Value ETF 183.10K (1.19%) 0.00
Increased by 0.00%
Apr 30, 25
19 Ancora/Thelen Small Cap Core 179.91K (1.17%) 23.48K
Increased by +13.05%
Mar 31, 24
20 WisdomTree US SmallCap Dividend ETF 172.27K (1.12%) 0.00
Increased by 0.00%
Apr 30, 25