Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.20%
2 FDM 0.12%
3 JSML 0.05%
4 IWC 0.04%
5 JSMD 0.02%
6 EES 0.02%
7 GSSC 0.01%
8 VTWG 0.01%
9 IWO 0.01%
10 AVSC 0.01%
11 IWM 0.00%
12 UWM 0.00%
13 AVUV 0.00%
14 URTY 0.00%
15 RYLD 0.00%
16 HDG 0.00%
17 AVUS 0.00%
18 DFSV 0.00%
19 AVSU 0.00%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Weitz Wallace R & Co 515.00K (9.21%) 0.00
Increased by 0.00%
Mar 31, 25
2 Topline Capital Management LLC 320.82K (5.74%) -1.52K
Decreased by -0.47%
Mar 31, 25
3 Investors Asset Management Of Georgia Inc 299.63K (5.36%) -4.14K
Decreased by -1.38%
Mar 31, 25
4 Vanguard Group Inc 269.78K (4.83%) -97.56K
Decreased by -36.16%
Mar 31, 25
5 Acadian Asset Management LLC 229.79K (4.11%) 221.85K
Increased by +96.54%
Mar 31, 25
6 Renaissance Technologies Corp 180.90K (3.24%) -8.20K
Decreased by -4.53%
Mar 31, 25
7 Apis Capital Advisors, LLC 141.00K (2.52%) 3.87K
Increased by +2.75%
Mar 31, 25
8 HHG PLC 139.39K (2.49%) -72.60K
Decreased by -52.08%
Mar 31, 24
9 BlackRock Inc 107.95K (1.93%) 11.10K
Increased by +10.28%
Mar 31, 25
10 Arrowstreet Capital Limited Partnership 98.84K (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
11 Monarch Capital Management Inc 98.05K (1.75%) 30.00
Increased by +0.03%
Mar 31, 25
12 Millennium Management LLC 83.44K (1.49%) 22.34K
Increased by +26.77%
Mar 31, 25
13 State Street Corporation 82.87K (1.48%) 800.00
Increased by +0.97%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 78.25K (1.40%) 14.53K
Increased by +18.57%
Mar 31, 25
15 Susquehanna International Group, LLP 67.23K (1.20%) 15.13K
Increased by +22.50%
Mar 31, 25
16 ISTHMUS Partners LLC 61.10K (1.09%) -24.46K
Decreased by -40.04%
Dec 31, 23
17 Geode Capital Management, LLC 60.77K (1.09%) 1.33K
Increased by +2.18%
Mar 31, 25
18 Marshall Wace Asset Management Ltd 55.85K (1.00%) 10.04K
Increased by +17.98%
Mar 31, 25
19 Greenwood Capital Associates, LLC 53.56K (0.96%) 26.35K
Increased by +49.20%
Dec 31, 23
20 Northern Trust Corp 52.19K (0.93%) -3.74K
Decreased by -7.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Weitz Partners III Opportunity Instl 515.00K (9.21%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 314.33K (5.62%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 174.09K (3.11%) 0.00
Increased by 0.00%
May 31, 25
4 iShares Russell 2000 ETF 164.32K (2.94%) -1.32K
Decreased by -0.80%
Apr 30, 24
5 Janus Henderson US Small Cap Growth 127.84K (2.29%) -55.26K
Decreased by -43.23%
Mar 31, 24
6 Janus Henderson Venture D 127.84K (2.29%) -55.26K
Decreased by -43.23%
Feb 29, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 84.86K (1.52%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity Small Cap Index 70.48K (1.26%) 140.00
Increased by +0.20%
Apr 30, 24
9 Fidelity® Small Cap Index 69.48K (1.24%) 1.86K
Increased by +2.67%
Oct 31, 23
10 iShares Russell 2000 Growth ETF 62.51K (1.12%) -150.00
Decreased by -0.24%
Apr 30, 24
11 Isthmus Small Cap Core Equity 52.23K (0.93%) -25.42K
Decreased by -48.66%
Dec 31, 23
12 DFA US Small Cap I 33.32K (0.60%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity® Extended Market Index 33.02K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Extended Market Index 31.99K (0.57%) -305.00
Decreased by -0.95%
Apr 30, 25
15 IMC US Ultra Micro Cap 31.06K (0.56%) 31.06K
Increased by +100.00%
May 31, 25
16 Buffalo Early Stage Growth Fd 28.50K (0.51%) 0.00
Increased by 0.00%
Sep 30, 23
17 Kornitzer Early Stage Growth 28.50K (0.51%) 0.00
Increased by 0.00%
Sep 30, 23
18 Vanguard Russell 2000 ETF 27.16K (0.49%) 906.00
Increased by +3.34%
Mar 31, 24
19 State St Russell Sm Cap® Indx SL Cl I 26.60K (0.48%) 0.00
Increased by 0.00%
Apr 30, 24
20 NT R2000 Growth Index Fund - NL 21.70K (0.39%) 0.00
Increased by 0.00%
Dec 31, 23