Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 GSSC 0.02%
3 IWN 0.02%
4 AVSC 0.01%
5 AVUV 0.01%
6 VTWV 0.01%
7 VTWO 0.01%
8 DFAT 0.01%
9 IWM 0.01%
10 RSSL 0.01%
11 PRFZ 0.00%
12 UWM 0.00%
13 JKK 0.00%
14 ISCG 0.00%
15 URTY 0.00%
16 DFUV 0.00%
17 JKJ 0.00%
18 ISCB 0.00%
19 JKL 0.00%
20 ISCV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brown Advisory Holdings Inc 170.74K (1.45%) -3.36K
Decreased by -1.97%
Mar 31, 25
2 JPMorgan Chase & Co 114.08K (0.97%) 791.00
Increased by +0.69%
Mar 31, 25
3 BlackRock Inc 94.54K (0.80%) -1.56K
Decreased by -1.65%
Mar 31, 25
4 Gamco Investors, Inc. Et Al 82.54K (0.70%) -12.60K
Decreased by -15.27%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 80.28K (0.68%) -3.69K
Decreased by -4.59%
Mar 31, 25
6 Gabelli Funds LLC 67.20K (0.57%) -5.00K
Decreased by -7.44%
Mar 31, 25
7 Vanguard Group Inc 43.34K (0.37%) -14.11K
Decreased by -32.55%
Mar 31, 25
8 Renaissance Technologies Corp 42.75K (0.36%) -500.00
Decreased by -1.17%
Mar 31, 25
9 Geode Capital Management, LLC 36.94K (0.31%) 81.00
Increased by +0.22%
Mar 31, 25
10 American Century Companies Inc 35.90K (0.30%) 5.88K
Increased by +16.37%
Mar 31, 25
11 Investors Asset Management Of Georgia Inc 26.05K (0.22%) 26.05K
Increased by +100.00%
Jun 30, 25
12 Potrero Capital Research, LLC 24.07K (0.20%) -30.10K
Decreased by -125.07%
Mar 31, 24
13 State Street Corp 23.66K (0.20%) 700.00
Increased by +2.96%
Mar 31, 25
14 Santa Monica Partners LP 23.43K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
15 Advisory Research Inc 19.24K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
16 Royce & Associates, LP 18.80K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
17 Northern Trust Corp 17.55K (0.15%) -57.00
Decreased by -0.32%
Mar 31, 25
18 Charles Schwab Investment Management Inc 13.34K (0.11%) 4.17K
Increased by +31.26%
Jun 30, 24
19 Janney Montgomery Scott LLC 10.77K (0.09%) -1.15K
Decreased by -10.69%
Jun 30, 25
20 State Street Corporation 9.31K (0.08%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Brown Advisory Small-Cap Fdmtl Val Inv 90.56K (0.77%) -2.34K
Decreased by -2.58%
Jun 30, 25
2 1290 VT GAMCO Small Company Value IB 77.50K (0.66%) -500.00
Decreased by -0.65%
May 31, 25
3 Gabelli Small Cap Growth AAA 67.20K (0.57%) -5.00K
Decreased by -7.44%
Mar 31, 25
4 iShares Russell 2000 ETF 35.26K (0.30%) 246.00
Increased by +0.70%
Jun 30, 25
5 Vanguard Information Technology ETF 31.02K (0.26%) 638.00
Increased by +2.06%
May 31, 25
6 JPMorgan Small Cap Value I 29.68K (0.25%) -240.00
Decreased by -0.81%
May 31, 25
7 DFA US Micro Cap I 29.47K (0.25%) 0.00
Increased by 0.00%
May 31, 25
8 Advisory Research Partners 28.25K (0.24%) 9.01K
Increased by +31.89%
Jun 30, 25
9 Avantis US Small Cap Value ETF 27.41K (0.23%) 0.00
Increased by 0.00%
Jun 28, 25
10 JPMorgan US Small Company L 23.92K (0.20%) -748.00
Decreased by -3.13%
May 31, 25
11 Gabelli Equity Trust 20.50K (0.17%) -12.70K
Decreased by -61.95%
Sep 30, 24
12 GDL Fund 19.00K (0.16%) -21.00K
Decreased by -110.53%
Sep 30, 24
13 Royce Micro Cap Trust 18.80K (0.16%) 0.00
Increased by 0.00%
Jun 30, 25
14 Royce Micro-Cap Trust Inc 18.80K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Small Cap Index 16.81K (0.14%) -26.00
Decreased by -0.15%
Apr 30, 25
16 TETON Westwood Mighty Mites AAA 16.47K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
17 iShares Russell 2000 Value ETF 15.44K (0.13%) 55.00
Increased by +0.36%
Jun 30, 25
18 DFA US Small Cap I 10.15K (0.09%) 0.00
Increased by 0.00%
May 31, 25
19 Advisory Research Partners Fund 10.00K (0.08%) 10.00K
Increased by +100.00%
Dec 31, 23
20 DFA US Small Cap Value I 9.75K (0.08%) -604.00
Decreased by -6.20%
May 31, 25