Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DSPC 4.27%
2 XHS 0.77%
3 FDM 0.42%
4 ROSC 0.38%
5 JSML 0.32%
6 EDOC 0.31%
7 CSML 0.19%
8 SFLO 0.12%
9 JSMD 0.08%
10 EES 0.06%
11 IWC 0.04%
12 GSSC 0.03%
13 GINN 0.03%
14 KOMP 0.03%
15 AVSC 0.03%
16 RFLR 0.03%
17 IHF 0.02%
18 PRFZ 0.02%
19 BBSC 0.02%
20 VTWV 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.17M (8.25%) 23.14K
Increased by +0.32%
Mar 31, 25
2 Hood River Capital Management LLC 6.10M (7.02%) -173.53K
Decreased by -2.84%
Dec 31, 23
3 Vanguard Group Inc 5.47M (6.29%) 454.85K
Increased by +8.32%
Mar 31, 25
4 Deerfield Management Co 5.05M (5.81%) -2.14M
Decreased by -42.45%
Mar 31, 25
5 WCM Investment Management 3.24M (3.73%) -1.08M
Decreased by -33.23%
Mar 31, 25
6 Emerald Advisers, LLC 2.36M (2.72%) -43.88K
Decreased by -1.86%
Dec 31, 23
7 Geode Capital Management, LLC 2.30M (2.64%) 47.75K
Increased by +2.08%
Mar 31, 25
8 Punch & Associates Inv Mgmt Inc 2.20M (2.53%) 325.76K
Increased by +14.80%
Mar 31, 25
9 State Street Corporation 2.10M (2.41%) 75.72K
Increased by +3.61%
Mar 31, 24
10 P.a.w. Capital Corp 2.00M (2.30%) 400.00K
Increased by +20.00%
Mar 31, 25
11 State Street Corp 1.94M (2.23%) -32.59K
Decreased by -1.68%
Mar 31, 25
12 Emerald Mutual Fund Advisers Trust 1.91M (2.19%) -7.57K
Decreased by -0.40%
Dec 31, 23
13 S Squared Technology, LLC 1.89M (2.18%) 508.59K
Increased by +26.90%
Mar 31, 25
14 Northern Trust Corp 1.61M (1.85%) 320.13K
Increased by +19.93%
Dec 31, 24
15 Moore Capital Management, LP 1.47M (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
16 Harbor Capital Advisors Inc 1.37M (1.57%) 36.54K
Increased by +2.67%
Mar 31, 25
17 Granahan Investment Management Inc.. 1.33M (1.53%) -277.42K
Decreased by -20.87%
Dec 31, 23
18 Portolan Capital Management, LLC 1.33M (1.53%) -675.83K
Decreased by -50.94%
Dec 31, 23
19 American Century Companies Inc 1.25M (1.43%) 793.64K
Increased by +63.70%
Mar 31, 25
20 Franklin Resources Inc 1.18M (1.36%) -191.48K
Decreased by -16.24%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Hood River Small-Cap Growth Instl 3.19M (3.67%) 98.28K
Increased by +3.08%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 2.73M (3.14%) 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Russell 2000 ETF 2.51M (2.89%) 424.00
Increased by +0.02%
Apr 30, 25
4 JNL Multi-Manager Small Cap Value I 1.45M (1.67%) -455.60K
Decreased by -31.33%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.64%) -2.44K
Decreased by -0.17%
Apr 30, 25
6 Embark Small Cap Equity Retirement 1.38M (1.59%) 13.48K
Increased by +0.98%
Apr 30, 25
7 Embark Small Cap Equity Institutional 1.37M (1.57%) 36.54K
Increased by +2.67%
Mar 31, 25
8 Strategic Advisers® Small-Mid Cap 1.28M (1.47%) 288.90K
Increased by +22.56%
Oct 31, 23
9 Avantis US Small Cap Value ETF 1.06M (1.22%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity Small Cap Index 1.02M (1.17%) 0.00
Increased by 0.00%
Feb 28, 25
11 Emerald Growth A 997.03K (1.15%) 0.00
Increased by 0.00%
Dec 31, 23
12 Strategic Advisers Small-Mid Cap 883.38K (1.02%) -397.05K
Decreased by -44.95%
Nov 30, 23
13 iShares Russell 2000 Value ETF 773.30K (0.89%) -2.63K
Decreased by -0.34%
Apr 30, 25
14 Fidelity® Small Cap Index 754.95K (0.87%) 21.35K
Increased by +2.83%
Oct 31, 23
15 Putnam Small Cap Value Managed Account 736.80K (0.85%) -117.00K
Decreased by -15.88%
Mar 31, 25
16 Putnam U.S. Small Cap Value Equity 736.80K (0.85%) -117.00K
Decreased by -15.88%
Mar 31, 25
17 Nationwide WCM Focused Sm Cp Instl Svc 693.77K (0.80%) -132.53K
Decreased by -19.10%
Apr 30, 25
18 iShares Russell 2000 Growth ETF 671.05K (0.77%) -1.61K
Decreased by -0.24%
Apr 30, 24
19 AlphaCentric Life Sciences & Hlthcare I 650.00K (0.75%) 0.00
Increased by 0.00%
Jun 30, 24
20 AlphaCentric LifeSci Healthcare I 650.00K (0.75%) 0.00
Increased by 0.00%
Jun 30, 24