Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MEME 2.70%
2 IBUY 1.53%
3 ROGS 0.45%
4 SQLV 0.27%
5 BSVO 0.18%
6 FMCX 0.15%
7 GSSC 0.03%
8 PRFZ 0.03%
9 AVUV 0.03%
10 AVSC 0.03%
11 DFSV 0.02%
12 RTLA 0.02%
13 PSC 0.02%
14 IWC 0.02%
15 DFAT 0.02%
16 FNDA 0.01%
17 EES 0.01%
18 FDIS 0.01%
19 VTWV 0.01%
20 SMLF 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fund 1 Investments LLC 5.36M (51.70%) -4.17M
Decreased by -77.77%
Dec 31, 25
2 Newtyn Management LLC 3.50M (33.76%) 983.53K
Increased by +28.10%
Dec 31, 25
3 Nantahala Capital Management, LLC 3.38M (32.55%) 7.00K
Increased by +0.21%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 1.79M (17.23%) -183.15K
Decreased by -10.25%
Mar 31, 26
5 BlackRock Inc 1.70M (16.40%) -41.88K
Decreased by -2.46%
Dec 31, 25
6 Vanguard Group Inc 1.38M (13.30%) 253.63K
Increased by +18.40%
Dec 31, 25
7 Aristotle Capital Boston, LLC 1.31M (12.65%) -63.34K
Decreased by -4.83%
Jun 30, 25
8 Gamco Investors, Inc. Et Al 1.23M (11.84%) -16.40K
Decreased by -1.34%
Dec 31, 25
9 The Goldman Sachs Group Inc 1.21M (11.67%) 933.06K
Increased by +77.14%
Dec 31, 25
10 Citigroup Inc 1.10M (10.65%) 927.28K
Increased by +84.01%
Mar 31, 26
11 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.02M (9.85%) 427.90K
Increased by +41.91%
Dec 31, 25
12 Charles Schwab Investment Management Inc 1.00M (9.65%) 321.88K
Increased by +32.16%
Dec 31, 25
13 ING Groep NV 1.00M (9.65%) 0.00
Increased by 0.00%
Dec 31, 25
14 Nomura Holdings Inc 784.30K (7.57%) -641.35K
Decreased by -81.77%
Dec 31, 25
15 Penserra Capital Management, LLC 735.87K (7.10%) 125.89K
Increased by +17.11%
Sep 30, 25
16 Ameriprise Financial Inc 695.21K (6.71%) 211.69K
Increased by +30.45%
Mar 31, 25
17 Shay Capital LLC 642.39K (6.20%) 112.03K
Increased by +17.44%
Jun 30, 25
18 State Street Corporation 602.88K (5.82%) 25.07K
Increased by +4.16%
Mar 31, 24
19 Geode Capital Management, LLC 601.64K (5.80%) -3.88K
Decreased by -0.64%
Dec 31, 25
20 Verition Fund Managegment, LLC 593.94K (5.73%) 431.11K
Increased by +72.58%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 1290 VT GAMCO Small Company Value IB 1.04M (10.03%) 55.00K
Increased by +5.29%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 880.50K (8.49%) 0.00
Increased by 0.00%
Sep 30, 24
3 Amplify Online Retail ETF 735.87K (7.10%) 0.00
Increased by 0.00%
Aug 29, 25
4 Vanguard Total Stock Mkt Idx Inv 709.42K (6.84%) 0.00
Increased by 0.00%
Mar 31, 26
5 Schwab Fundamental U.S. Small CompanyETF 667.19K (6.44%) 0.00
Increased by 0.00%
Apr 30, 26
6 iShares Russell 2000 ETF 535.55K (5.17%) 4.51K
Increased by +0.84%
Apr 30, 26
7 DFA US Small Cap Value I 422.42K (4.07%) 0.00
Increased by 0.00%
Mar 31, 26
8 Columbia Small Cap Value I 335.31K (3.23%) 19.60K
Increased by +5.85%
Mar 31, 25
9 Columbia Small Cap Value I A 335.31K (3.23%) -2.90K
Decreased by -0.86%
Mar 31, 25
10 DFA US Targeted Value I 320.93K (3.10%) 0.00
Increased by 0.00%
Mar 31, 26
11 Schwab Fundamental US Small Company ETF 316.86K (3.06%) 0.00
Increased by 0.00%
Mar 29, 24
12 First Eagle US Small Cap Strategy 313.98K (3.03%) 3.18K
Increased by +1.01%
Mar 31, 25
13 First Eagle Small Cap Opportunity I 308.98K (2.98%) -5.00K
Decreased by -1.62%
Apr 30, 25
14 Avantis US Small Cap Value ETF 301.22K (2.91%) -18.45K
Decreased by -6.13%
May 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 271.86K (2.62%) 0.00
Increased by 0.00%
Mar 31, 26
16 Fuller & Thaler Behavrl Micro-Cap Core 267.83K (2.58%) 44.43K
Increased by +16.59%
Nov 30, 23
17 Fidelity® Small Cap Index 249.72K (2.41%) 4.95K
Increased by +1.98%
Oct 31, 23
18 FullerThaler Behavioral Micro-Cap Core 249.18K (2.40%) 610.00
Increased by +0.24%
Aug 31, 24
19 Peregrine Small Cap Value CIT Class P 235.38K (2.27%) -1.44K
Decreased by -0.61%
Dec 31, 23
20 Fidelity Small Cap Index 230.60K (2.22%) 4.23K
Increased by +1.83%
Feb 28, 26