Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSML 0.12%
2 SMLV 0.09%
3 FITS 0.08%
4 FSCC 0.07%
5 DGRS 0.07%
6 DES 0.05%
7 BSVO 0.03%
8 IWC 0.03%
9 AVSC 0.02%
10 AVUV 0.01%
11 DFSV 0.01%
12 PRFZ 0.01%
13 VTWV 0.01%
14 RTLA 0.01%
15 VCR 0.01%
16 DFAT 0.01%
17 IWN 0.01%
18 RSSL 0.00%
19 DFAS 0.00%
20 UWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Greenhouse Funds LLLP 5.45M (20.96%) 47.81K
Increased by +0.88%
Mar 31, 25
2 FMR Inc 3.31M (12.74%) 90.64K
Increased by +2.74%
Jun 30, 24
3 BlackRock Inc 1.76M (6.77%) -19.97K
Decreased by -1.13%
Mar 31, 25
4 Vanguard Group Inc 1.66M (6.40%) -3.09K
Decreased by -0.19%
Mar 31, 25
5 Thrivent Financial For Lutherans 1.46M (5.60%) -2.04M
Decreased by -139.90%
Dec 31, 23
6 Acadian Asset Management LLC 1.41M (5.44%) 71.20K
Increased by +5.03%
Mar 31, 25
7 DePrince Race & Zollo Inc 1.38M (5.31%) -140.48K
Decreased by -10.17%
Mar 31, 25
8 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.26M (4.84%) -93.47K
Decreased by -7.43%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.17M (4.49%) -26.23K
Decreased by -2.24%
Mar 31, 25
10 Arnhold & S. Bleichroeder Advisers, LLC 926.98K (3.57%) 141.78K
Increased by +15.29%
Mar 31, 25
11 Geode Capital Management, LLC 714.56K (2.75%) 180.00
Increased by +0.03%
Mar 31, 25
12 American Century Companies Inc 574.26K (2.21%) 26.08K
Increased by +4.54%
Mar 31, 25
13 State Street Corp 573.34K (2.21%) -9.02K
Decreased by -1.57%
Mar 31, 25
14 State Street Corporation 552.90K (2.13%) -20.38K
Decreased by -3.69%
Mar 31, 24
15 Peapod Lane Capital LLC 485.22K (1.87%) 6.21K
Increased by +1.28%
Jun 30, 25
16 Stifel Financial Corp 481.04K (1.85%) 164.21K
Increased by +34.14%
Mar 31, 25
17 Acuitas Investments, LLC 475.20K (1.83%) 475.20K
Increased by +100.00%
Sep 30, 24
18 Greenhaven Road Investment Management, L.P. 463.99K (1.78%) 360.58K
Increased by +77.71%
Dec 31, 23
19 Parthenon Capital Management LLC 438.14K (1.69%) 108.10K
Increased by +24.67%
Jun 30, 25
20 Potomac Capital Management, Inc. 433.10K (1.67%) 5.89K
Increased by +1.36%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Series Small Cap Opps 1.31M (5.05%) 0.00
Increased by 0.00%
Oct 31, 23
2 Thrivent Small Cap Stock A 1.15M (4.43%) -130.00K
Decreased by -11.30%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 899.79K (3.46%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 899.79K (3.46%) 0.00
Increased by 0.00%
Sep 30, 24
5 First Eagle Small Cap Opportunity I 830.66K (3.20%) 18.25K
Increased by +2.20%
Jun 30, 25
6 First Eagle US Small Cap Strategy 830.66K (3.20%) 28.52K
Increased by +3.43%
Jun 30, 25
7 Fidelity Series Small Cap Opps 794.21K (3.05%) -887.58K
Decreased by -111.76%
Aug 31, 24
8 Fidelity Advisor Small Cap I 778.24K (2.99%) 0.00
Increased by 0.00%
Oct 31, 23
9 Fidelity Advisor® Small Cap I 778.24K (2.99%) 0.00
Increased by 0.00%
Oct 31, 23
10 iShares Russell 2000 ETF 647.88K (2.49%) 0.00
Increased by 0.00%
Jul 30, 25
11 Fidelity® Stock Selector Small Cap 603.56K (2.32%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity Small Cap Stock 537.60K (2.07%) 0.00
Increased by 0.00%
Jun 30, 24
13 Meridian Small Cap Growth Legacy 518.40K (1.99%) 0.00
Increased by 0.00%
Mar 31, 25
14 Russell Inv US Small Cap Equity E 506.41K (1.95%) -37.42K
Decreased by -7.39%
Mar 31, 25
15 Fidelity Stock Selector Small Cap 505.79K (1.95%) -550.27K
Decreased by -108.79%
Aug 31, 24
16 Fidelity® Small Cap Stock 484.30K (1.86%) 900.00
Increased by +0.19%
Oct 31, 23
17 Russell Inv US Small Cap Equity Y 469.50K (1.81%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 451.88K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
19 Brown Advisory Small-Cap Growth Inv 449.05K (1.73%) -628.60K
Decreased by -139.98%
Aug 31, 24
20 Avantis US Small Cap Value ETF 447.74K (1.72%) 0.00
Increased by 0.00%
Jul 30, 25