Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROSC 0.03%
2 GSSC 0.02%
3 EES 0.01%
4 DFAT 0.01%
5 RSSL 0.00%
6 DFAS 0.00%
7 UWM 0.00%
8 URTY 0.00%
9 RYLD 0.00%
10 DFAC 0.00%
11 HDG 0.00%
12 DFUV 0.00%
13 DFUS 0.00%
14 IWC 0.00%
15 IWN 0.00%
16 IWO 0.00%
17 IWM 0.00%
18 DFSU 0.00%
19 DFAU 0.00%
20 VTHR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AMH Equity Ltd 3.39M (10.13%) 887.36K
Increased by +26.20%
Mar 31, 25
2 BlackRock Inc 2.82M (8.43%) -160.95K
Decreased by -5.71%
Mar 31, 25
3 Punch & Associates Inv Mgmt Inc 2.76M (8.24%) -17.10K
Decreased by -0.62%
Dec 31, 24
4 Harvey Partners LLC 2.19M (6.54%) -495.50K
Decreased by -22.65%
Mar 31, 25
5 Vanguard Group Inc 2.14M (6.39%) -19.11K
Decreased by -0.89%
Mar 31, 25
6 Royce & Associates, LP 1.78M (5.31%) -187.22K
Decreased by -10.53%
Mar 31, 25
7 Granahan Investment Management Inc.. 1.53M (4.57%) -89.28K
Decreased by -5.84%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 1.44M (4.30%) -227.31K
Decreased by -15.81%
Mar 31, 25
9 B. Riley Asset Management, LLC 1.35M (4.04%) -184.42K
Decreased by -13.65%
Dec 31, 24
10 BOOTHBAY FUND MANAGEMENT, LLC 1.15M (3.44%) -184.42K
Decreased by -16.02%
Dec 31, 24
11 Heartland Advisors Inc 1.11M (3.31%) -91.42K
Decreased by -8.25%
Mar 31, 25
12 Acadian Asset Management LLC 1.08M (3.22%) 1.07M
Increased by +99.73%
Mar 31, 25
13 Geode Capital Management, LLC 923.06K (2.76%) 3.99K
Increased by +0.43%
Mar 31, 25
14 Renaissance Technologies Corp 883.70K (2.64%) 173.92K
Increased by +19.68%
Mar 31, 25
15 Meros Investment Management, LP 794.68K (2.38%) -19.03K
Decreased by -2.39%
Mar 31, 25
16 State Street Corp 745.24K (2.23%) 2.63K
Increased by +0.35%
Mar 31, 25
17 Portolan Capital Management, LLC 697.84K (2.09%) 25.67K
Increased by +3.68%
Mar 31, 24
18 State Street Corporation 693.23K (2.07%) 10.81K
Increased by +1.56%
Mar 31, 24
19 Acuitas Investments, LLC 491.09K (1.47%) 0.00
Increased by 0.00%
Mar 31, 25
20 Greenwood Capital Associates, LLC 441.21K (1.32%) 211.65K
Increased by +47.97%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Harvey Partners Small-Cap Opportunity 2.02M (6.05%) -210.94K
Decreased by -10.43%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.26M (3.77%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.26M (3.77%) 0.00
Increased by 0.00%
Sep 30, 24
4 Heartland Value Investor 937.14K (2.80%) -171.43K
Decreased by -18.29%
Apr 30, 25
5 Royce Micro Cap Trust 860.63K (2.57%) -11.42K
Decreased by -1.33%
Mar 31, 25
6 Royce Micro-Cap Trust Inc 860.63K (2.57%) -11.42K
Decreased by -1.33%
Mar 31, 25
7 Acuitas US Microcap Strategy 682.85K (2.04%) 0.00
Increased by 0.00%
Mar 31, 24
8 Royce Micro-Cap Invmt 638.54K (1.91%) -8.48K
Decreased by -1.33%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 579.99K (1.73%) 0.00
Increased by 0.00%
Jun 30, 25
10 Granahan SC Advantage 433.80K (1.30%) -20.00K
Decreased by -4.61%
Jun 30, 25
11 JNL Multi-Manager Small Cap Growth A 433.80K (1.30%) -20.00K
Decreased by -4.61%
Jun 30, 25
12 Fidelity Small Cap Index 400.05K (1.20%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity® Small Cap Index 375.23K (1.12%) 10.69K
Increased by +2.85%
Oct 31, 23
14 iShares Russell 2000 Growth ETF 346.66K (1.04%) -830.00
Decreased by -0.24%
Apr 30, 24
15 Strategic Advisers Small-Mid Cap 344.11K (1.03%) -160.44K
Decreased by -46.63%
May 31, 24
16 Kennedy Micro Cap 320.15K (0.96%) 1.54K
Increased by +0.48%
Jun 30, 24
17 Royce Capital Micro-Cap Inv 278.72K (0.83%) -3.70K
Decreased by -1.33%
Mar 31, 25
18 iShares Russell 2000 Value ETF 239.61K (0.72%) 0.00
Increased by 0.00%
May 31, 25
19 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 229.32K (0.69%) -26.51K
Decreased by -11.56%
Jan 31, 24
20 Strategic Advisers® Small-Mid Cap 227.66K (0.68%) 0.00
Increased by 0.00%
Oct 31, 23