Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 GSSC 0.01%
3 VTWV 0.01%
4 EES 0.01%
5 IWN 0.01%
6 DFSV 0.01%
7 IWM 0.00%
8 UWM 0.00%
9 URTY 0.00%
10 DFAT 0.00%
11 DFAS 0.00%
12 AVSC 0.00%
13 HDG 0.00%
14 BSVO 0.00%
15 DFAC 0.00%
16 DFAU 0.00%
17 THRK 0.00%
18 RYLD 0.00%
19 VTHR 0.00%
20 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Pacific Ridge Capital Partners, LLC 3.63M (9.03%) 190.78K
Increased by +5.26%
Mar 31, 26
2 Tieton Capital Management, LLC 3.37M (8.39%) 332.12K
Increased by +9.84%
Mar 31, 26
3 Dimensional Fund Advisors, Inc. 2.82M (7.02%) -261.58K
Decreased by -9.27%
Mar 31, 26
4 Nantahala Capital Management, LLC 2.37M (5.90%) 0.00
Increased by 0.00%
Mar 31, 26
5 22NW, LP 2.04M (5.07%) -1.26M
Decreased by -62.00%
Sep 30, 25
6 Vanguard Group Inc 1.96M (4.88%) 0.00
Increased by 0.00%
Dec 31, 25
7 Kennedy Capital Management Inc 1.87M (4.66%) 43.37K
Increased by +2.32%
Mar 31, 26
8 SEI Investments Co 1.80M (4.49%) 940.67K
Increased by +52.14%
Mar 31, 26
9 Renaissance Technologies Corp 1.80M (4.48%) -385.90K
Decreased by -21.42%
Mar 31, 26
10 Acadian Asset Management LLC 1.73M (4.30%) 1.70M
Increased by +98.52%
Mar 31, 26
11 Vanguard Capital Management, LLC 1.73M (4.30%) 1.73M
Increased by +100.00%
Mar 31, 26
12 Punch & Associates Inv Mgmt Inc 1.54M (3.83%) -525.74K
Decreased by -34.15%
Sep 30, 24
13 BlackRock Inc 826.84K (2.06%) 14.55K
Increased by +1.76%
Mar 31, 26
14 Marshall Wace Asset Management Ltd 811.08K (2.02%) 225.72K
Increased by +27.83%
Mar 31, 26
15 Royce & Associates, LP 807.64K (2.01%) -309.11K
Decreased by -38.27%
Mar 31, 26
16 State Street Corporation 741.16K (1.84%) 46.57K
Increased by +6.28%
Mar 31, 24
17 Franklin Resources Inc 531.18K (1.32%) 170.96K
Increased by +32.19%
Dec 31, 23
18 Uniplan Investment Counsel, Inc. 508.21K (1.26%) 21.58K
Increased by +4.25%
Sep 30, 23
19 Awm Investment Company Inc 497.70K (1.24%) 0.00
Increased by 0.00%
Mar 31, 26
20 Bridgeway Capital Management, LLC 443.00K (1.10%) 205.29K
Increased by +46.34%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Tieton Small Cap Value 3.37M (8.39%) 332.12K
Increased by +9.84%
Mar 31, 26
2 Pacific Ridge Capital Ptnrs Micro Cp Val 3.12M (7.77%) 1.65M
Increased by +52.89%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.66M (4.13%) 0.00
Increased by 0.00%
Sep 30, 24
4 Adara Smaller Companies 1.42M (3.53%) 0.00
Increased by 0.00%
Apr 30, 26
5 Kennedy Micro Cap 1.30M (3.24%) 25.23K
Increased by +1.94%
Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 1.26M (3.14%) 0.00
Increased by 0.00%
Apr 30, 26
7 Acuitas US Microcap Strategy 1.23M (3.06%) 6.30K
Increased by +0.51%
Mar 31, 26
8 iShares Russell 2000 ETF 1.02M (2.54%) -8.13K
Decreased by -0.80%
Apr 30, 24
9 Pleiades Small Cap Equity A 873.60K (2.17%) 67.07K
Increased by +7.68%
Mar 31, 26
10 FTGF RY US SmCp Opp A USD Dis(A) 873.48K (2.17%) 0.00
Increased by 0.00%
Aug 31, 25
11 DFA US Core Equity 1 I 765.90K (1.90%) 0.00
Increased by 0.00%
Mar 31, 26
12 DFA US Core Equity 2 I 723.72K (1.80%) 0.00
Increased by 0.00%
Apr 30, 26
13 Kennedy Micro Cap Opportunities 567.33K (1.41%) 18.42K
Increased by +3.25%
Mar 31, 26
14 DFA US Small Cap Value I 564.69K (1.40%) 0.00
Increased by 0.00%
Apr 30, 26
15 Franklin MicroCap Value A 531.18K (1.32%) 113.25K
Increased by +21.32%
Dec 31, 23
16 Royce Micro-Cap Trust 500.55K (1.24%) -8.82K
Decreased by -1.76%
Mar 31, 26
17 Royce Micro Cap Trust 485.79K (1.21%) 252.72K
Increased by +52.02%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 425.50K (1.06%) 0.00
Increased by 0.00%
Apr 30, 26
19 Fidelity Small Cap Index 424.30K (1.06%) 8.57K
Increased by +2.02%
Jun 30, 24
20 iShares Russell 2000 Value ETF 393.78K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24