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 VTWO 0.01%
7 VTWV 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 159.93K (1.35%) -10.81K
Decreased by -6.76%
Jun 30, 25
2 JPMorgan Chase & Co 114.08K (0.96%) 791.00
Increased by +0.69%
Mar 31, 25
3 BlackRock Inc 90.83K (0.77%) -3.70K
Decreased by -4.08%
Jun 30, 25
4 Gamco Investors, Inc. Et Al 81.04K (0.68%) -1.50K
Decreased by -1.85%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 77.60K (0.65%) -2.68K
Decreased by -3.45%
Jun 30, 25
6 FMR Inc 68.44K (0.58%) 68.07K
Increased by +99.47%
Jun 30, 25
7 Gabelli Funds LLC 67.40K (0.57%) 200.00
Increased by +0.30%
Jun 30, 25
8 Vanguard Group Inc 46.21K (0.39%) 2.87K
Increased by +6.20%
Jun 30, 25
9 Renaissance Technologies Corp 42.45K (0.36%) -300.00
Decreased by -0.71%
Jun 30, 25
10 Geode Capital Management, LLC 36.41K (0.31%) -534.00
Decreased by -1.47%
Jun 30, 25
11 American Century Companies Inc 32.17K (0.27%) -3.73K
Decreased by -11.59%
Jun 30, 25
12 Advisory Research Inc 28.25K (0.24%) 9.01K
Increased by +31.89%
Jun 30, 25
13 Investors Asset Management Of Georgia Inc 26.05K (0.22%) 26.05K
Increased by +100.00%
Jun 30, 25
14 State Street Corp 25.25K (0.21%) 1.58K
Increased by +6.26%
Jun 30, 25
15 Potrero Capital Research, LLC 24.07K (0.20%) -30.10K
Decreased by -125.07%
Mar 31, 24
16 Santa Monica Partners LP 23.43K (0.20%) 0.00
Increased by 0.00%
Jun 30, 25
17 Royce & Associates, LP 18.80K (0.16%) 0.00
Increased by 0.00%
Jun 30, 25
18 Northern Trust Corp 16.23K (0.14%) -1.32K
Decreased by -8.15%
Jun 30, 25
19 Charles Schwab Investment Management Inc 13.34K (0.11%) 4.17K
Increased by +31.26%
Jun 30, 24
20 Janney Montgomery Scott LLC 10.77K (0.09%) -1.15K
Decreased by -10.69%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Brown Advisory Small-Cap Fdmtl Val Inv 89.89K (0.76%) -672.00
Decreased by -0.75%
Jul 31, 25
2 1290 VT GAMCO Small Company Value IB 74.50K (0.63%) -2.20K
Decreased by -2.95%
Jul 31, 25
3 Gabelli Small Cap Growth AAA 67.20K (0.57%) -5.00K
Decreased by -7.44%
Mar 31, 25
4 Vanguard Information Technology ETF 34.61K (0.29%) 2.83K
Increased by +8.16%
Jul 31, 25
5 iShares Russell 2000 ETF 33.70K (0.28%) 0.00
Increased by 0.00%
Aug 31, 25
6 FIAM Small Cap Core CIT Cl B 31.20K (0.26%) 31.20K
Increased by +100.00%
Jun 30, 25
7 JPMorgan Small Cap Value I 29.68K (0.25%) -240.00
Decreased by -0.81%
May 31, 25
8 DFA US Micro Cap I 29.47K (0.25%) 0.00
Increased by 0.00%
Jul 31, 25
9 Advisory Research Partners 28.25K (0.24%) 9.01K
Increased by +31.89%
Jun 30, 25
10 Avantis US Small Cap Value ETF 25.43K (0.21%) 0.00
Increased by 0.00%
Aug 30, 25
11 JPMorgan US Small Company L 23.92K (0.20%) -748.00
Decreased by -3.13%
May 31, 25
12 Gabelli Equity Trust 20.50K (0.17%) -12.70K
Decreased by -61.95%
Sep 30, 24
13 GDL Fund 19.00K (0.16%) -21.00K
Decreased by -110.53%
Sep 30, 24
14 Royce Micro Cap Trust 18.80K (0.16%) 0.00
Increased by 0.00%
Jun 30, 25
15 Royce Micro-Cap Trust Inc 18.80K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Series Small Cap Core 17.09K (0.14%) 17.09K
Increased by +100.00%
Jun 30, 25
17 Fidelity Small Cap Index 16.76K (0.14%) -43.00
Decreased by -0.26%
Jun 30, 25
18 TETON Westwood Mighty Mites AAA 16.47K (0.14%) 2.00
Increased by +0.01%
Jun 30, 25
19 iShares Russell 2000 Value ETF 15.06K (0.13%) 0.00
Increased by 0.00%
Aug 31, 25
20 Strategic Advisers Fidelity US TtlStk 14.70K (0.12%) 0.00
Increased by 0.00%
Jul 31, 25