Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 SQLV 0.21%
3 FDM 0.12%
4 JSML 0.05%
5 JSMD 0.02%
6 EES 0.02%
7 GSSC 0.01%
8 VTWG 0.01%
9 IWO 0.01%
10 AVSC 0.00%
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 (8.84%) 5.00K
Increased by +0.97%
Mar 31, 24
2 Vanguard Group Inc 455.94K (7.82%) 3.67K
Increased by +0.81%
Mar 31, 24
3 BlackRock Inc 442.03K (7.59%) 2.73K
Increased by +0.62%
Mar 31, 24
4 Investors Asset Management Of Georgia Inc 305.88K (5.25%) 575.00
Increased by +0.19%
Mar 31, 24
5 Apis Capital Advisors, LLC 195.69K (3.36%) -47.47K
Decreased by -24.26%
Mar 31, 24
6 Renaissance Technologies Corp 192.30K (3.30%) 2.60K
Increased by +1.35%
Mar 31, 24
7 Acadian Asset Management LLC 142.43K (2.44%) 33.95K
Increased by +23.83%
Mar 31, 24
8 HHG PLC 139.39K (2.39%) -72.60K
Decreased by -52.08%
Mar 31, 24
9 Geode Capital Management, LLC 137.11K (2.35%) 2.71K
Increased by +1.98%
Mar 31, 24
10 Monarch Capital Management Inc 92.75K (1.59%) 925.00
Increased by +1.00%
Jun 30, 24
11 State Street Corporation 82.87K (1.42%) 800.00
Increased by +0.97%
Mar 31, 24
12 ISTHMUS Partners LLC 61.10K (1.05%) -24.46K
Decreased by -40.04%
Dec 31, 23
13 Northern Trust Corp 55.93K (0.96%) -2.78K
Decreased by -4.96%
Mar 31, 24
14 Greenwood Capital Associates, LLC 53.56K (0.92%) 26.35K
Increased by +49.20%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 51.56K (0.88%) 0.00
Increased by 0.00%
Mar 31, 24
16 Bank of New York Mellon Corp 46.39K (0.80%) -1.22K
Decreased by -2.64%
Mar 31, 24
17 Royal Bank of Canada 42.31K (0.73%) 13.17K
Increased by +31.13%
Mar 31, 24
18 Deutsche Bank AG 41.29K (0.71%) -2.89K
Decreased by -7.01%
Dec 31, 23
19 Ancora Advisors LLC 38.88K (0.67%) 23.77K
Increased by +61.14%
Dec 31, 23
20 Two Sigma Investments LLC 34.45K (0.59%) 8.11K
Increased by +23.52%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Weitz Partners III Opportunity Instl 515.00K (8.84%) 5.00K
Increased by +0.97%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 314.33K (5.39%) 0.00
Increased by 0.00%
Jun 30, 24
3 iShares Russell 2000 ETF 164.32K (2.82%) -1.32K
Decreased by -0.80%
Apr 30, 24
4 Janus Henderson US Small Cap Growth 127.84K (2.19%) -55.26K
Decreased by -43.23%
Mar 31, 24
5 Janus Henderson Venture D 127.84K (2.19%) -55.26K
Decreased by -43.23%
Feb 29, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 84.86K (1.46%) 0.00
Increased by 0.00%
Jun 30, 24
7 Fidelity Small Cap Index 70.48K (1.21%) 140.00
Increased by +0.20%
Apr 30, 24
8 Fidelity® Small Cap Index 69.48K (1.19%) 1.86K
Increased by +2.67%
Oct 31, 23
9 iShares Russell 2000 Growth ETF 62.51K (1.07%) -150.00
Decreased by -0.24%
Apr 30, 24
10 Isthmus Small Cap Core Equity 52.23K (0.90%) -25.42K
Decreased by -48.66%
Dec 31, 23
11 Fidelity Extended Market Index 34.69K (0.60%) -97.00
Decreased by -0.28%
May 31, 24
12 DFA US Small Cap I 34.02K (0.58%) 0.00
Increased by 0.00%
May 31, 24
13 Fidelity® Extended Market Index 33.02K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
14 Avantis US Small Cap Value ETF 28.89K (0.50%) 0.00
Increased by 0.00%
Jun 29, 24
15 Buffalo Early Stage Growth Fd 28.50K (0.49%) 0.00
Increased by 0.00%
Sep 30, 23
16 Kornitzer Early Stage Growth 28.50K (0.49%) 0.00
Increased by 0.00%
Sep 30, 23
17 Ancora Micro Cap 28.10K (0.48%) -865.00
Decreased by -3.08%
Jun 30, 24
18 Vanguard Russell 2000 ETF 27.16K (0.47%) 906.00
Increased by +3.34%
Mar 31, 24
19 State St Russell Sm Cap® Indx SL Cl I 26.60K (0.46%) 0.00
Increased by 0.00%
Apr 30, 24
20 NT R2000 Growth Index Fund - NL 21.70K (0.37%) 0.00
Increased by 0.00%
Dec 31, 23