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 IWC 0.00%
6 RSSL 0.00%
7 DFAS 0.00%
8 UWM 0.00%
9 URTY 0.00%
10 RYLD 0.00%
11 IWN 0.00%
12 IWM 0.00%
13 DFAC 0.00%
14 IWO 0.00%
15 HDG 0.00%
16 DFUV 0.00%
17 DFUS 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 BlackRock Inc 2.98M (10.33%) 65.23K
Increased by +2.19%
Dec 31, 24
2 Punch & Associates Inv Mgmt Inc 2.76M (9.54%) -17.10K
Decreased by -0.62%
Dec 31, 24
3 Harvey Partners LLC 2.68M (9.29%) -32.00K
Decreased by -1.19%
Dec 31, 24
4 AMH Equity Ltd 2.50M (8.66%) 111.13K
Increased by +4.45%
Dec 31, 24
5 Vanguard Group Inc 2.16M (7.47%) 3.80K
Increased by +0.18%
Dec 31, 24
6 Royce & Associates, LP 1.97M (6.81%) 513.66K
Increased by +26.14%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.67M (5.77%) -50.77K
Decreased by -3.05%
Dec 31, 24
8 Granahan Investment Management Inc.. 1.62M (5.60%) -248.25K
Decreased by -15.35%
Dec 31, 24
9 B. Riley Asset Management, LLC 1.35M (4.68%) -184.42K
Decreased by -13.65%
Dec 31, 24
10 Heartland Advisors Inc 1.20M (4.16%) 0.00
Increased by 0.00%
Dec 31, 24
11 BOOTHBAY FUND MANAGEMENT, LLC 1.15M (3.99%) -184.42K
Decreased by -16.02%
Dec 31, 24
12 Geode Capital Management, LLC 919.07K (3.18%) 6.47K
Increased by +0.70%
Dec 31, 24
13 Meros Investment Management, LP 813.71K (2.82%) -19.88K
Decreased by -2.44%
Dec 31, 24
14 State Street Corp 742.61K (2.57%) 25.22K
Increased by +3.40%
Dec 31, 24
15 Renaissance Technologies Corp 709.78K (2.46%) -14.30K
Decreased by -2.01%
Dec 31, 24
16 Portolan Capital Management, LLC 697.84K (2.42%) 25.67K
Increased by +3.68%
Mar 31, 24
17 State Street Corporation 693.23K (2.40%) 10.81K
Increased by +1.56%
Mar 31, 24
18 Acuitas Investments, LLC 491.09K (1.70%) 0.00
Increased by 0.00%
Dec 31, 24
19 Northern Trust Corp 449.02K (1.56%) -3.02K
Decreased by -0.67%
Dec 31, 24
20 Greenwood Capital Associates, LLC 441.21K (1.53%) 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 2.23M (7.74%) -31.84K
Decreased by -1.43%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.26M (4.37%) 0.00
Increased by 0.00%
Feb 28, 25
3 Heartland Value Investor 1.20M (4.16%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 949.21K (3.29%) -11.17K
Decreased by -1.18%
Feb 28, 25
5 Royce Micro Cap Trust 872.05K (3.02%) 513.66K
Increased by +58.90%
Dec 31, 24
6 Acuitas US Microcap Strategy 682.85K (2.37%) 0.00
Increased by 0.00%
Mar 31, 24
7 Royce Micro-Cap Invmt 647.02K (2.24%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 579.99K (2.01%) 0.00
Increased by 0.00%
Feb 28, 25
9 Granahan SC Advantage 453.80K (1.57%) 0.00
Increased by 0.00%
Dec 31, 24
10 JNL Multi-Manager Small Cap Growth A 453.80K (1.57%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity Small Cap Index 408.16K (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity® Small Cap Index 375.23K (1.30%) 10.69K
Increased by +2.85%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 346.66K (1.20%) -830.00
Decreased by -0.24%
Apr 30, 24
14 Strategic Advisers Small-Mid Cap 344.11K (1.19%) -160.44K
Decreased by -46.63%
May 31, 24
15 DFA US Targeted Value I 338.22K (1.17%) 0.00
Increased by 0.00%
Jan 31, 25
16 Kennedy Micro Cap 320.15K (1.11%) 1.54K
Increased by +0.48%
Jun 30, 24
17 Royce Capital Micro-Cap Inv 282.42K (0.98%) 0.00
Increased by 0.00%
Dec 31, 24
18 Dimensional US Targeted Value ETF 258.53K (0.90%) 0.00
Increased by 0.00%
Feb 28, 25
19 Granahan Inv Mgt Small Cap Discoveries 248.67K (0.86%) 162.09K
Increased by +65.18%
Dec 31, 23
20 iShares Russell 2000 Value ETF 244.49K (0.85%) -1.86K
Decreased by -0.76%
Feb 28, 25