Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMMV 0.42%
2 IWO 0.16%
3 FMCX 0.11%
4 JKK 0.08%
5 ISCG 0.08%
6 IWM 0.08%
7 JKJ 0.04%
8 ISCB 0.04%
9 RTLA 0.04%
10 IWV 0.00%
11 ITOT 0.00%
12 THRK 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.62M (6.51%) 9.03K
Increased by +0.25%
Mar 31, 25
2 Aristeia Capital, LLC 2.47M (4.44%) 55.69K
Increased by +2.25%
Mar 31, 25
3 Vanguard Group Inc 2.42M (4.35%) -13.19K
Decreased by -0.55%
Mar 31, 25
4 Hawk Ridge Management LLC 2.41M (4.33%) -202.50K
Decreased by -8.41%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 1.83M (3.29%) 138.11K
Increased by +7.55%
Mar 31, 25
6 Broad Bay Capital Management, LP 1.73M (3.12%) 338.65K
Increased by +19.54%
Mar 31, 25
7 CI Investments Inc 1.70M (3.06%) -11.31K
Decreased by -0.67%
Mar 31, 25
8 Gabelli Funds LLC 1.47M (2.65%) 52.78K
Increased by +3.58%
Mar 31, 25
9 Gamco Investors, Inc. Et Al 1.44M (2.58%) -22.25K
Decreased by -1.55%
Mar 31, 25
10 Wellington Management Company LLP 1.35M (2.43%) 693.35K
Increased by +51.43%
Mar 31, 25
11 Aspen Grove Capital LLC 1.16M (2.09%) 1.16M
Increased by +100.00%
Mar 31, 25
12 Shapiro Capital Management Co Inc 1.07M (1.92%) -94.40K
Decreased by -8.84%
Mar 31, 25
13 State Street Corp 1.05M (1.89%) -22.10K
Decreased by -2.11%
Mar 31, 25
14 Geode Capital Management, LLC 1.03M (1.86%) 31.15K
Increased by +3.02%
Mar 31, 25
15 State Street Corporation 943.77K (1.70%) 111.29K
Increased by +11.79%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 899.59K (1.62%) 81.79K
Increased by +9.09%
Mar 31, 25
17 State Of Wisconsin Investment Board 892.34K (1.61%) 147.19K
Increased by +16.50%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 884.29K (1.59%) -339.44K
Decreased by -38.39%
Sep 30, 24
19 Tensile Capital Management LLC 883.91K (1.59%) -95.00K
Decreased by -10.75%
Mar 31, 25
20 Southeastern Asset Management Inc 851.02K (1.53%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.29M (2.32%) 0.00
Increased by 0.00%
May 31, 25
2 iShares Russell 2000 ETF 1.23M (2.21%) 0.00
Increased by 0.00%
May 31, 25
3 Longleaf Partners Small-Cap 849.99K (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
4 T. Rowe Price Small-Cap Stock 810.17K (1.46%) 99.85K
Increased by +12.32%
Mar 31, 25
5 T. Rowe Price US Small-Cap Core Equity 810.17K (1.46%) 810.17K
Increased by +100.00%
Mar 31, 25
6 CI U.S. Equity F 786.49K (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
7 Janus Henderson US Small Cap Growth 714.54K (1.29%) 351.00
Increased by +0.05%
Mar 31, 25
8 Janus Henderson Venture D 714.54K (1.29%) 0.00
Increased by 0.00%
Apr 30, 25
9 CI Canadian Small/Mid Cap Eq Inc F 660.06K (1.19%) -14.00K
Decreased by -2.12%
Jun 30, 23
10 CI North Amer Sm/Mid Cap Eq Fd (Ser F U) 613.06K (1.10%) 0.00
Increased by 0.00%
Dec 31, 24
11 Harvey Partners Small-Cap Opportunity 609.31K (1.10%) 64.10K
Increased by +10.52%
Mar 31, 25
12 Ave Maria Growth 542.26K (0.98%) 0.00
Increased by 0.00%
Apr 30, 25
13 Columbia Small Cap Growth Inst 537.10K (0.97%) -3.65K
Decreased by -0.68%
Dec 31, 23
14 Fidelity Small Cap Index 506.74K (0.91%) 4.45K
Increased by +0.88%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 470.08K (0.85%) 0.00
Increased by 0.00%
May 31, 25
16 Shapiro Capital Mgt Sm-Cap Val 450.64K (0.81%) -40.00K
Decreased by -8.88%
Mar 31, 25
17 Fidelity Global Small Cap Opps F 445.40K (0.80%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price Instl Small-Cap Stock 433.18K (0.78%) 52.08K
Increased by +12.02%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 432.31K (0.78%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity® Small Cap Index 423.89K (0.76%) 14.46K
Increased by +3.41%
Oct 31, 23