Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 CSML 0.19%
2 JSML 0.13%
3 DES 0.08%
4 IWC 0.07%
5 VABS 0.05%
6 EES 0.04%
7 PRFZ 0.04%
8 JSMD 0.04%
9 AVSC 0.03%
10 IWO 0.02%
11 VTWG 0.02%
12 DFAS 0.01%
13 IWM 0.01%
14 VTWO 0.01%
15 VIS 0.01%
16 UWM 0.01%
17 RYLD 0.01%
18 AVUV 0.01%
19 URTY 0.01%
20 FIDU 0.01%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 B. Riley Financial Inc 3.61M (18.33%) 0
Increased by 0%
Dec 31, 23
2 Voss Capital LLC 3.25M (16.48%) 543.5K
Increased by +16.75%
Dec 31, 23
3 BlackRock Inc 3.02M (15.31%) 498.37K
Increased by +16.53%
Dec 31, 23
4 Mill Road Capital Management LLC 2.36M (11.99%) 450.02K
Increased by +19.06%
Dec 31, 23
5 Vanguard Group Inc 1.24M (6.3%) 60.68K
Increased by +4.89%
Dec 31, 23
6 Granahan Investment Management Inc.. 1.03M (5.24%) 105.78K
Increased by +10.26%
Dec 31, 23
7 Punch & Associates Inv Mgmt Inc 820.28K (4.17%) 0
Increased by 0%
Dec 31, 23
8 Wells Fargo & Co 648.62K (3.29%) -11.64K
Decreased by -1.79%
Dec 31, 23
9 Nantahala Capital Management, LLC 605.02K (3.07%) 282.39K
Increased by +46.67%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 573.36K (2.91%) 50.85K
Increased by +8.87%
Dec 31, 23
11 Loomis, Sayles & Company LP 515.38K (2.62%) -72.76K
Decreased by -14.12%
Dec 31, 23
12 Geode Capital Management, LLC 498.11K (2.53%) 20.15K
Increased by +4.05%
Dec 31, 23
13 State Street Corporation 459.09K (2.33%) 69.4K
Increased by +15.12%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 404.46K (2.05%) 171.1K
Increased by +42.3%
Dec 31, 23
15 Adage Capital Partners Gp LLC 377.98K (1.92%) 377.98K
Increased by +100%
Sep 30, 23
16 Silvercrest Asset Management Group LLC 362.33K (1.84%) -965
Decreased by -0.27%
Sep 30, 23
17 Atlantic Trust Group, LLC 347.75K (1.77%) 209.76K
Increased by +60.32%
Dec 31, 23
18 Nuveen Asset Management, LLC 268.4K (1.36%) -43.59K
Decreased by -16.24%
Dec 31, 23
19 Assenagon Asset Management SA 245.47K (1.25%) 84.68K
Increased by +34.5%
Sep 30, 23
20 Foundry Partners, LLC 236.4K (1.2%) 31.49K
Increased by +13.32%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 iShares US Infrastructure ETF 1.28M (6.49%) 0
Increased by 0%
Jan 31, 24
2 Vanguard Total Stock Mkt Idx Inv 655.86K (3.33%) 0
Increased by 0%
Jan 31, 24
3 iShares Russell 2000 ETF 558.56K (2.84%) -10.15K
Decreased by -1.82%
Jan 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 371.26K (1.89%) 0
Increased by 0%
Jan 31, 24
5 Foundry Partners Micro Cap Value 344.7K (1.75%) 51.65K
Increased by +14.98%
Dec 31, 23
6 Fidelity Small Cap Index 228.27K (1.16%) 4.46K
Increased by +1.95%
Nov 30, 23
7 Granahan SC Advantage 226.97K (1.15%) 0
Increased by 0%
Dec 31, 23
8 JNL Multi-Manager Small Cap Growth A 226.97K (1.15%) 0
Increased by 0%
Dec 31, 23
9 Fidelity® Small Cap Index 223.81K (1.14%) 4.46K
Increased by +1.99%
Oct 31, 23
10 CREF Stock R1 208.52K (1.06%) 0
Increased by 0%
Dec 31, 23
11 iShares Russell 2000 Growth ETF 196.45K (1%) 230
Increased by +0.12%
Jan 31, 24
12 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 179.19K (0.91%) 24.92K
Increased by +13.91%
Oct 31, 23
13 Ancora/Thelen Small Cap Core 156.43K (0.79%) 29.32K
Increased by +18.74%
Dec 31, 23
14 VT De Lisle America B USD 155.07K (0.79%) 0
Increased by 0%
Jan 31, 24
15 Empower Small Cap Value Inv 154.38K (0.78%) -6.39K
Decreased by -4.14%
Sep 30, 23
16 Loomis Sayles Small Cap Value Instl 140.34K (0.71%) 0
Increased by 0%
Nov 30, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 135.02K (0.69%) 3.3K
Increased by +2.44%
Jan 31, 24
18 WisdomTree US SmallCap Dividend ETF 133.78K (0.68%) 0
Increased by 0%
Jan 31, 24
19 Fidelity® Extended Market Index 133.04K (0.68%) 11.95K
Increased by +8.98%
Nov 30, 23
20 Hodges Small Cap Retail 130K (0.66%) 130K
Increased by +100%
Sep 30, 23