Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DGS 0.07%
2 EWX 0.05%
3 DFEV 0.02%
4 DFSE 0.02%
5 VSS 0.02%
6 AVSE 0.02%
7 DFEM 0.02%
8 VWO 0.01%
9 IEMG 0.01%
10 DFAX 0.01%
11 IWO 0.00%
12 IWC 0.00%
13 AVEM 0.00%
14 DFAE 0.00%
15 AVES 0.00%
16 IWN 0.00%
17 IWM 0.00%
18 VT 0.00%
19 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Summit Partners L P 44.03M (157.51%) 0.00
Increased by 0.00%
Dec 31, 24
2 American Century Companies Inc 5.54M (19.82%) -21.00K
Decreased by -0.38%
Dec 31, 24
3 Hodges Capital Management Inc 2.90M (10.38%) 2.16M
Increased by +74.56%
Dec 31, 23
4 JPMorgan Chase & Co 2.09M (7.46%) 841.61K
Increased by +40.36%
Sep 30, 24
5 Boston Partners Global Investors, Inc 2.01M (7.18%) -98.42K
Decreased by -4.90%
Jun 30, 24
6 Vanguard Group Inc 1.64M (5.87%) 7.42K
Increased by +0.45%
Dec 31, 24
7 BlackRock Inc 1.49M (5.32%) 27.83K
Increased by +1.87%
Dec 31, 24
8 BERTRAM GROWTH CAPITAL III (GPLLC), L.L.C. 1.07M (3.82%) -10.65M
Decreased by -997.25%
Jun 30, 23
9 Polar Asset Management Partners 933.50K (3.34%) 233.50K
Increased by +25.01%
Sep 30, 23
10 Prudential Financial Inc 809.32K (2.89%) 14.20K
Increased by +1.75%
Dec 31, 24
11 Silvercrest Asset Management Group LLC 807.08K (2.89%) 689.97K
Increased by +85.49%
Dec 31, 23
12 MYDA Advisors LLC 795.53K (2.85%) 0.00
Increased by 0.00%
Dec 31, 24
13 Bridgeway Capital Management, LLC 782.11K (2.80%) 20.39K
Increased by +2.61%
Dec 31, 24
14 Geode Capital Management, LLC 602.01K (2.15%) 2.64K
Increased by +0.44%
Dec 31, 24
15 Kennedy Capital Management Inc 599.66K (2.14%) -8.52K
Decreased by -1.42%
Mar 31, 24
16 SEI Investments Co 598.69K (2.14%) 0.00
Increased by 0.00%
Dec 31, 24
17 First Dallas Securities Inc 591.70K (2.12%) 591.70K
Increased by +100.00%
Sep 30, 23
18 Jacobs Levy Equity Management, Inc. 547.31K (1.96%) 11.03K
Increased by +2.01%
Dec 31, 24
19 Hillsdale Investment Management Inc. 522.36K (1.87%) -345.58K
Decreased by -66.16%
Mar 31, 24
20 GSA Capital Partners LLP 488.15K (1.75%) 488.15K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Century Small Cap Value Inv 4.49M (16.06%) 0.00
Increased by 0.00%
Dec 31, 24
2 American Century U.S. Small Cap Value 4.49M (16.06%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 893.93K (3.20%) 0.00
Increased by 0.00%
Feb 28, 25
4 Hodges Best Ideas Growth 750.00K (2.68%) 750.00K
Increased by +100.00%
Dec 31, 23
5 Hodges Multi Cap Core 750.00K (2.68%) 250.00K
Increased by +33.33%
Dec 31, 23
6 Hodges Retail 750.00K (2.68%) 250.00K
Increased by +33.33%
Dec 31, 23
7 JPMorgan Small Cap Value I 718.92K (2.57%) 61.80K
Increased by +8.60%
Sep 30, 24
8 American Century US Small Cap Val Eq Tr 598.62K (2.14%) 0.00
Increased by 0.00%
Dec 31, 24
9 Kennedy Micro Cap 594.22K (2.13%) -13.62K
Decreased by -2.29%
Mar 31, 24
10 iShares Russell 2000 ETF 490.49K (1.75%) -5.77K
Decreased by -1.18%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 417.33K (1.49%) 0.00
Increased by 0.00%
Feb 28, 25
12 Bridge Builder Small/Mid Cap Value 372.73K (1.33%) 0.00
Increased by 0.00%
Feb 28, 25
13 EA Bridgeway Omni Small-Cap Value ETF 352.22K (1.26%) 0.00
Increased by 0.00%
Feb 28, 25
14 Boston Partners Small Cap Value II Inv 335.79K (1.20%) -186.13K
Decreased by -55.43%
Jul 31, 24
15 Boston Partners Small Cap Value Equity 303.89K (1.09%) -13.23K
Decreased by -4.35%
Jun 30, 24
16 Boston Partners Small Cap Value SMA 303.89K (1.09%) -13.23K
Decreased by -4.35%
Jun 30, 24
17 JPMorgan US Small Company L 276.92K (0.99%) 93.51K
Increased by +33.77%
Sep 30, 24
18 Fidelity Small Cap Index 265.78K (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
19 Silvercrest U.S. Small Cap Growth 263.65K (0.94%) 225.38K
Increased by +85.48%
Dec 31, 23
20 iShares Russell 2000 Value ETF 237.41K (0.85%) -1.80K
Decreased by -0.76%
Feb 28, 25