Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 9.99%
2 LBO 3.82%
3 GABF 1.26%
4 SMHB 0.72%
5 PEX 0.56%
6 FYT 0.49%
7 PSP 0.47%
8 HEJD 0.43%
9 FESM 0.32%
10 GPZ 0.30%
11 ISMD 0.25%
12 CSML 0.20%
13 RNSC 0.19%
14 FSGS 0.19%
15 PRFZ 0.10%
16 BBSC 0.09%
17 PFF 0.08%
18 FYX 0.07%
19 RSSL 0.05%
20 FNDA 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 American Century Companies Inc 5.03M (8.14%) -174.75K
Decreased by -3.48%
Mar 30, 26
2 Allspring Global Investments Holdings, LLC 4.33M (7.01%) -20.72K
Decreased by -0.48%
Mar 30, 26
3 ADW Capital Management, LLC 3.75M (6.08%) 3.75M
Increased by +100.00%
Mar 30, 26
4 BlackRock Inc 3.69M (5.98%) -469.09K
Decreased by -12.71%
Mar 30, 26
5 Mangrove Partners 3.68M (5.97%) 0.00
Increased by 0.00%
Mar 30, 26
6 Western Standard LLC 3.14M (5.08%) 1.97M
Increased by +62.86%
Mar 30, 26
7 D. E. Shaw & Co LP 3.12M (5.05%) -530.57K
Decreased by -17.01%
Mar 30, 26
8 Vanguard Group Inc 2.81M (4.55%) -19.89K
Decreased by -0.71%
Dec 30, 25
9 SG Capital Management, LLC 2.79M (4.52%) 1.20M
Increased by +43.04%
Mar 30, 26
10 Vanguard Capital Management, LLC 2.20M (3.56%) 2.20M
Increased by +100.00%
Mar 30, 26
11 Divisadero Street Capital Management, LP 1.93M (3.13%) 1.93M
Increased by +100.00%
Mar 30, 26
12 William Blair Investment Management, LLC 1.79M (2.89%) -80.20K
Decreased by -4.49%
Mar 30, 25
13 Morgan Stanley - Brokerage Accounts 1.78M (2.89%) -522.07K
Decreased by -29.28%
Mar 30, 26
14 Lord, Abbett & Co LLC 1.61M (2.61%) 49.28K
Increased by +3.06%
Mar 30, 25
15 GW&K Investment Management, LLC 1.48M (2.39%) 33.82K
Increased by +2.29%
Mar 30, 25
16 Jacobs Levy Equity Management, Inc. 1.46M (2.36%) -509.04K
Decreased by -34.93%
Mar 30, 26
17 Bank of America Corp 1.31M (2.12%) 570.00K
Increased by +43.63%
Mar 30, 26
18 Essex Financial Services, Inc. 1.25M (2.02%) -4.78K
Decreased by -0.38%
Mar 30, 26
19 Schroder Investment Management Group 1.19M (1.93%) 89.66K
Increased by +7.51%
Mar 30, 25
20 Millennium Management LLC 1.16M (1.87%) 509.04K
Increased by +43.99%
Sep 29, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 2.69M (4.37%) -69.40K
Decreased by -2.58%
Jun 29, 26
2 American Century Small Cap Value Inv 2.21M (3.58%) -695.00K
Decreased by -31.45%
Jun 29, 26
3 American Century U.S. Small Cap Value 2.21M (3.58%) -695.00K
Decreased by -31.45%
Jun 29, 26
4 Vanguard Morn Total Stk Mkt Idx Investor 2.16M (3.49%) 0.00
Increased by 0.00%
Jun 29, 26
5 Vanguard Total Stock Mkt Idx Inv 2.16M (3.49%) 0.00
Increased by 0.00%
Jun 29, 26
6 Vanguard US Total Market Shares ETF 2.10M (3.41%) 238.74K
Increased by +11.36%
Sep 29, 24
7 iShares Russell 2000 ETF 1.76M (2.85%) -31.30K
Decreased by -1.78%
Jul 30, 26
8 Lord Abbett & Co. Small to Mid Value 893.42K (1.45%) -15.28K
Decreased by -1.71%
Mar 30, 25
9 Lord Abbett Smid-Cap Equity SMA 893.42K (1.45%) -15.28K
Decreased by -1.71%
Mar 30, 25
10 Lord Abbett Value Opportunities I 847.67K (1.37%) -45.75K
Decreased by -5.40%
Apr 29, 25
11 Vanguard Small Cap Index 821.58K (1.33%) -5.47K
Decreased by -0.67%
Jul 30, 25
12 American Century US Small Cap Val Eq Tr 702.18K (1.14%) 55.28K
Increased by +7.87%
Mar 30, 25
13 American Century US Small Cp Val Eq Tr R 702.18K (1.14%) 55.28K
Increased by +7.87%
Mar 30, 25
14 American Cent US Sm Cap Val Eq Tr CL R2 695.11K (1.13%) 0.00
Increased by 0.00%
Jun 29, 26
15 Brighthouse Small Cap Value A 685.24K (1.11%) 45.97K
Increased by +6.71%
Mar 30, 26
16 Allspring Small Value SMA 676.25K (1.10%) 675.17K
Increased by +99.84%
Jun 29, 26
17 Allspring Special US Small Cap Value Eq 676.25K (1.10%) 519.96K
Increased by +76.89%
Jun 29, 26
18 Fidelity Small Cap Index 672.62K (1.09%) 7.89K
Increased by +1.17%
May 30, 26
19 UWS Schroder US Smaller Companies S4 658.41K (1.07%) 0.00
Increased by 0.00%
Feb 27, 25
20 William Blair Small Cap Value I 644.83K (1.04%) -35.15K
Decreased by -5.45%
Apr 29, 25