Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 GSSC 0.02%
3 AVSC 0.01%
4 AVUV 0.01%
5 IWN 0.01%
6 VTWV 0.01%
7 DFAT 0.01%
8 RSSL 0.01%
9 PRFZ 0.00%
10 UWM 0.00%
11 IWM 0.00%
12 URTY 0.00%
13 JKK 0.00%
14 ISCG 0.00%
15 DFUV 0.00%
16 JKJ 0.00%
17 ISCB 0.00%
18 JKL 0.00%
19 ISCV 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brown Advisory Holdings Inc 174.10K (1.49%) -6.00K
Decreased by -3.45%
Dec 31, 24
2 JPMorgan Chase & Co 113.29K (0.97%) -21.87K
Decreased by -19.31%
Dec 31, 24
3 BlackRock Inc 96.09K (0.82%) 101.00
Increased by +0.11%
Dec 31, 24
4 Gamco Investors, Inc. Et Al 95.14K (0.81%) -11.30K
Decreased by -11.88%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 83.97K (0.72%) -5.70K
Decreased by -6.79%
Dec 31, 24
6 Gabelli Funds LLC 72.20K (0.62%) -96.80K
Decreased by -134.07%
Dec 31, 24
7 Vanguard Group Inc 57.45K (0.49%) -4.05K
Decreased by -7.05%
Dec 31, 24
8 Renaissance Technologies Corp 43.25K (0.37%) 1.30K
Increased by +3.01%
Dec 31, 24
9 Geode Capital Management, LLC 36.86K (0.32%) 3.17K
Increased by +8.59%
Dec 31, 24
10 American Century Companies Inc 30.02K (0.26%) 11.03K
Increased by +36.75%
Dec 31, 24
11 Potrero Capital Research, LLC 24.07K (0.21%) -30.10K
Decreased by -125.07%
Mar 31, 24
12 Santa Monica Partners LP 23.43K (0.20%) 0.00
Increased by 0.00%
Dec 31, 24
13 State Street Corp 22.96K (0.20%) -2.16K
Decreased by -9.41%
Dec 31, 24
14 Advisory Research Inc 19.24K (0.16%) 0.00
Increased by 0.00%
Dec 31, 24
15 Royce & Associates, LP 18.80K (0.16%) 0.00
Increased by 0.00%
Dec 31, 24
16 Northern Trust Corp 17.61K (0.15%) 323.00
Increased by +1.83%
Dec 31, 24
17 Citadel Advisors Llc 16.42K (0.14%) 10.95K
Increased by +66.66%
Dec 31, 24
18 Charles Schwab Investment Management Inc 13.34K (0.11%) 4.17K
Increased by +31.26%
Jun 30, 24
19 Janney Montgomery Scott LLC 11.84K (0.10%) -2.07K
Decreased by -17.45%
Dec 31, 24
20 UBS Group AG 10.69K (0.09%) 6.57K
Increased by +61.47%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Brown Advisory Small-Cap Fdmtl Val Inv 100.40K (0.86%) 0.00
Increased by 0.00%
Feb 28, 25
2 1290 VT GAMCO Small Company Value IB 84.50K (0.72%) -5.50K
Decreased by -6.51%
Jan 31, 25
3 Gabelli Small Cap Growth AAA 72.20K (0.62%) -96.80K
Decreased by -134.07%
Dec 31, 24
4 iShares Russell 2000 ETF 37.08K (0.32%) -438.00
Decreased by -1.18%
Feb 28, 25
5 DFA US Micro Cap I 31.13K (0.27%) -905.00
Decreased by -2.91%
Jan 31, 25
6 Vanguard Information Technology ETF 29.98K (0.26%) -9.69K
Decreased by -32.34%
Feb 28, 25
7 Avantis US Small Cap Value ETF 29.88K (0.26%) 176.00
Increased by +0.59%
Feb 28, 25
8 JPMorgan Small Cap Value I 29.19K (0.25%) -725.00
Decreased by -2.48%
Jan 31, 25
9 JPMorgan US Small Company L 21.75K (0.19%) -533.00
Decreased by -2.45%
Jan 31, 25
10 Gabelli Equity Trust 20.50K (0.18%) -12.70K
Decreased by -61.95%
Sep 30, 24
11 Advisory Research Partners 19.24K (0.16%) 0.00
Increased by 0.00%
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%
Dec 31, 24
14 Fidelity Small Cap Index 17.15K (0.15%) 0.00
Increased by 0.00%
Dec 31, 24
15 TETON Westwood Mighty Mites AAA 16.47K (0.14%) 0.00
Increased by 0.00%
Dec 31, 24
16 iShares Russell 2000 Value ETF 16.11K (0.14%) -121.00
Decreased by -0.75%
Feb 28, 25
17 DFA US Small Cap I 10.99K (0.09%) 0.00
Increased by 0.00%
Jan 31, 25
18 DFA US Small Cap Value I 10.78K (0.09%) 0.00
Increased by 0.00%
Jan 31, 25
19 Advisory Research Partners Fund 10.00K (0.09%) 10.00K
Increased by +100.00%
Dec 31, 23
20 VALIC Company I Small Cap Value 8.08K (0.07%) -508.00
Decreased by -6.29%
Jan 31, 25