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 Dimensional Fund Advisors, Inc. 3.30M (9.87%) 541.00
Increased by +0.02%
Mar 31, 25
2 Royce & Associates, LP 3.19M (9.55%) -259.64K
Decreased by -8.14%
Mar 31, 25
3 Pacific Ridge Capital Partners, LLC 3.11M (9.31%) -126.80K
Decreased by -4.08%
Mar 31, 25
4 Tieton Capital Management, LLC 2.93M (8.77%) -78.55K
Decreased by -2.68%
Mar 31, 25
5 22NW, LP 2.60M (7.79%) 0.00
Increased by 0.00%
Mar 31, 25
6 Nantahala Capital Management, LLC 2.37M (7.10%) -2.58K
Decreased by -0.11%
Mar 31, 25
7 Renaissance Technologies Corp 2.11M (6.30%) 79.00K
Increased by +3.75%
Mar 31, 25
8 Vanguard Group Inc 1.92M (5.73%) -120.28K
Decreased by -6.28%
Mar 31, 25
9 Punch & Associates Inv Mgmt Inc 1.54M (4.61%) -525.74K
Decreased by -34.15%
Sep 30, 24
10 Acadian Asset Management LLC 1.42M (4.26%) 0.00
Increased by 0.00%
Mar 31, 24
11 Archon Capital Management LLC 1.20M (3.58%) 22.00K
Increased by +1.84%
Mar 31, 25
12 BlackRock Inc 901.27K (2.70%) 35.63K
Increased by +3.95%
Mar 31, 25
13 State Street Corporation 741.16K (2.22%) 46.57K
Increased by +6.28%
Mar 31, 24
14 Awm Investment Company Inc 681.00K (2.04%) 0.00
Increased by 0.00%
Mar 31, 25
15 Franklin Resources Inc 531.18K (1.59%) 170.96K
Increased by +32.19%
Dec 31, 23
16 Uniplan Investment Counsel, Inc. 508.21K (1.52%) 21.58K
Increased by +4.25%
Sep 30, 23
17 Arnhold & S. Bleichroeder Advisers, LLC 422.68K (1.26%) -242.25K
Decreased by -57.31%
Dec 31, 24
18 Northern Trust Corp 380.73K (1.14%) -17.23K
Decreased by -4.53%
Jun 30, 24
19 Geode Capital Management, LLC 357.13K (1.07%) -18.90K
Decreased by -5.29%
Mar 31, 25
20 Goldman Sachs Group Inc 316.81K (0.95%) 86.63K
Increased by +27.34%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Tieton Small Cap Value 2.93M (8.77%) -78.55K
Decreased by -2.68%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.66M (4.97%) 0.00
Increased by 0.00%
Sep 30, 24
3 Pacific Ridge Capital Ptnrs Micro Cp Val 1.47M (4.40%) 299.55K
Increased by +20.35%
Mar 31, 24
4 Adara Smaller Companies 1.32M (3.95%) 80.68K
Increased by +6.11%
Apr 30, 25
5 Royce Small-Cap Opportunity Invmt 1.31M (3.91%) -375.32K
Decreased by -28.75%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 1.29M (3.88%) 0.00
Increased by 0.00%
Apr 30, 25
7 iShares Russell 2000 ETF 1.02M (3.05%) -8.13K
Decreased by -0.80%
Apr 30, 24
8 FTGF RY US SmCp Opp A USD Dis(A) 973.92K (2.91%) -17.95K
Decreased by -1.84%
May 31, 25
9 DFA US Core Equity 1 I 765.90K (2.29%) -7.44K
Decreased by -0.97%
Apr 30, 25
10 DFA US Core Equity 2 I 742.66K (2.22%) -7.27K
Decreased by -0.98%
Apr 30, 25
11 Pleiades Small Cap Equity A 604.57K (1.81%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 571.36K (1.71%) 0.00
Increased by 0.00%
Apr 30, 25
13 DFA US Small Cap Value I 564.69K (1.69%) 0.00
Increased by 0.00%
Apr 30, 25
14 Franklin MicroCap Value A 531.18K (1.59%) 113.25K
Increased by +21.32%
Dec 31, 23
15 Fidelity Small Cap Index 424.30K (1.27%) 8.57K
Increased by +2.02%
Jun 30, 24
16 iShares Russell 2000 Value ETF 393.78K (1.18%) 0.00
Increased by 0.00%
Apr 30, 24
17 Acuitas US Microcap Strategy 387.60K (1.16%) 94.04K
Increased by +24.26%
Mar 31, 24
18 Fidelity® Small Cap Index 387.22K (1.16%) 4.66K
Increased by +1.20%
Oct 31, 23
19 First Eagle US Small Cap Strategy 381.67K (1.14%) -228.27K
Decreased by -59.81%
Dec 31, 24
20 Royce Micro-Cap Invmt 329.00K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25