Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
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 IWM 0.00%
10 PRFZ 0.00%
11 UWM 0.00%
12 ISCG 0.00%
13 JKK 0.00%
14 URTY 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 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 Potrero Capital Research, LLC 24.07K (0.20%) -30.10K
Decreased by -125.07%
Mar 31, 24
12 State Street Corp 23.66K (0.20%) 700.00
Increased by +2.96%
Mar 31, 25
13 Santa Monica Partners LP 23.43K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
14 Advisory Research Inc 19.24K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
15 Royce & Associates, LP 18.80K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
16 Northern Trust Corp 17.55K (0.15%) -57.00
Decreased by -0.32%
Mar 31, 25
17 Charles Schwab Investment Management Inc 13.34K (0.11%) 4.17K
Increased by +31.26%
Jun 30, 24
18 Janney Montgomery Scott LLC 11.92K (0.10%) 76.00
Increased by +0.64%
Mar 31, 25
19 UBS Group AG 10.69K (0.09%) 6.57K
Increased by +61.47%
Dec 31, 24
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 92.91K (0.79%) -3.36K
Decreased by -3.62%
May 31, 25
2 1290 VT GAMCO Small Company Value IB 78.00K (0.66%) 0.00
Increased by 0.00%
Apr 30, 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 35.81K (0.30%) 0.00
Increased by 0.00%
May 31, 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 29.92K (0.25%) 734.00
Increased by +2.45%
Apr 30, 25
7 DFA US Micro Cap I 29.47K (0.25%) 0.00
Increased by 0.00%
Apr 30, 25
8 Avantis US Small Cap Value ETF 28.14K (0.24%) -64.00
Decreased by -0.23%
May 31, 25
9 JPMorgan US Small Company L 24.66K (0.21%) -507.00
Decreased by -2.06%
Apr 30, 25
10 Gabelli Equity Trust 20.50K (0.17%) -12.70K
Decreased by -61.95%
Sep 30, 24
11 Advisory Research Partners 19.24K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
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%
Mar 31, 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 16.83K (0.14%) 0.00
Increased by 0.00%
Mar 31, 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 15.79K (0.13%) 0.00
Increased by 0.00%
May 31, 25
18 DFA US Small Cap Value I 10.35K (0.09%) -426.00
Decreased by -4.12%
Apr 30, 25
19 DFA US Small Cap I 10.15K (0.09%) 0.00
Increased by 0.00%
Apr 30, 25
20 Advisory Research Partners Fund 10.00K (0.08%) 10.00K
Increased by +100.00%
Dec 31, 23