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 VFMF 0.04%
12 IWC 0.04%
13 GSSC 0.03%
14 GINN 0.03%
15 AVSC 0.03%
16 KOMP 0.03%
17 RFLR 0.03%
18 VFMO 0.03%
19 IHF 0.02%
20 PRFZ 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.17M (8.37%) 23.14K
Increased by +0.32%
Mar 31, 25
2 Hood River Capital Management LLC 6.10M (7.12%) -173.53K
Decreased by -2.84%
Dec 31, 23
3 Vanguard Group Inc 5.32M (6.20%) -153.12K
Decreased by -2.88%
Jun 30, 25
4 Deerfield Management Co 5.05M (5.89%) -2.14M
Decreased by -42.45%
Mar 31, 25
5 WCM Investment Management 3.24M (3.78%) -1.08M
Decreased by -33.23%
Mar 31, 25
6 P.a.w. Capital Corp 3.20M (3.73%) 1.20M
Increased by +37.50%
Jun 30, 25
7 S Squared Technology, LLC 2.88M (3.36%) 987.31K
Increased by +34.30%
Jun 30, 25
8 Emerald Advisers, LLC 2.36M (2.76%) -43.88K
Decreased by -1.86%
Dec 31, 23
9 Geode Capital Management, LLC 2.30M (2.68%) 47.75K
Increased by +2.08%
Mar 31, 25
10 Punch & Associates Inv Mgmt Inc 2.20M (2.57%) 325.76K
Increased by +14.80%
Mar 31, 25
11 State Street Corporation 2.10M (2.45%) 75.72K
Increased by +3.61%
Mar 31, 24
12 Jefferies Financial Group Inc 2.03M (2.37%) 2.00M
Increased by +98.57%
Mar 31, 25
13 State Street Corp 1.94M (2.27%) -32.59K
Decreased by -1.68%
Mar 31, 25
14 Emerald Mutual Fund Advisers Trust 1.91M (2.22%) -7.57K
Decreased by -0.40%
Dec 31, 23
15 Northern Trust Corp 1.71M (2.00%) 104.74K
Increased by +6.12%
Mar 31, 25
16 Moore Capital Management, LP 1.47M (1.71%) 0.00
Increased by 0.00%
Mar 31, 25
17 Harbor Capital Advisors Inc 1.37M (1.60%) 36.54K
Increased by +2.67%
Mar 31, 25
18 Granahan Investment Management Inc.. 1.33M (1.55%) -277.42K
Decreased by -20.87%
Dec 31, 23
19 Portolan Capital Management, LLC 1.33M (1.55%) -675.83K
Decreased by -50.94%
Dec 31, 23
20 American Century Companies Inc 1.25M (1.45%) 793.64K
Increased by +63.70%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Hood River Small-Cap Growth Instl 3.19M (3.72%) 98.28K
Increased by +3.08%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 2.67M (3.12%) -58.92K
Decreased by -2.20%
Jul 31, 25
3 iShares Russell 2000 ETF 2.19M (2.56%) -41.69K
Decreased by -1.90%
Jul 31, 25
4 JNL Multi-Manager Small Cap Value I 1.45M (1.70%) -455.60K
Decreased by -31.33%
Mar 31, 25
5 Embark Small Cap Equity Retirement 1.38M (1.61%) 13.48K
Increased by +0.98%
Apr 30, 25
6 Embark Small Cap Equity Institutional 1.37M (1.60%) 36.54K
Increased by +2.67%
Mar 31, 25
7 Strategic Advisers® Small-Mid Cap 1.28M (1.49%) 288.90K
Increased by +22.56%
Oct 31, 23
8 Fidelity Small Cap Index 1.04M (1.21%) 0.00
Increased by 0.00%
May 31, 25
9 Emerald Growth A 997.03K (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 980.14K (1.14%) -446.62K
Decreased by -45.57%
Jul 31, 25
11 Strategic Advisers Small-Mid Cap 883.38K (1.03%) -397.05K
Decreased by -44.95%
Nov 30, 23
12 iShares Russell 2000 Value ETF 785.46K (0.92%) 583.00
Increased by +0.07%
Jul 31, 25
13 Fidelity® Small Cap Index 754.95K (0.88%) 21.35K
Increased by +2.83%
Oct 31, 23
14 Nationwide WCM Focused Sm Cp Instl Svc 693.77K (0.81%) -132.53K
Decreased by -19.10%
Apr 30, 25
15 iShares Russell 2000 Growth ETF 671.05K (0.78%) -1.61K
Decreased by -0.24%
Apr 30, 24
16 AlphaCentric Life Sciences & Hlthcare I 650.00K (0.76%) 0.00
Increased by 0.00%
Jun 30, 24
17 AlphaCentric LifeSci Healthcare I 650.00K (0.76%) 0.00
Increased by 0.00%
Jun 30, 24
18 Isthmus Small Cap Core Equity 632.89K (0.74%) 43.53K
Increased by +6.88%
Jun 30, 25
19 Kennedy Extended Small Cap 625.03K (0.73%) -20.00K
Decreased by -3.20%
Dec 31, 23
20 Kennedy Micro Cap 612.95K (0.72%) -7.98K
Decreased by -1.30%
Sep 30, 24