Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUYN 2.42%
2 FSCC 0.12%
3 FESM 0.04%
4 DES 0.03%
5 IWC 0.03%
6 BSVO 0.01%
7 DFSV 0.01%
8 RTLA 0.01%
9 DFAT 0.01%
10 DFAS 0.00%
11 AVSC 0.00%
12 DFUV 0.00%
13 DFSU 0.00%
14 DFAC 0.00%
15 DFUS 0.00%
16 DFAU 0.00%
17 THRK 0.00%
18 VTI 0.00%
19 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Polar Asset Management Partners 760.58K (14.83%) -26.00K
Decreased by -3.42%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 416.94K (8.13%) -2.68K
Decreased by -0.64%
Mar 31, 25
3 Brandes Investment Partners & Co 377.19K (7.36%) 54.57K
Increased by +14.47%
Mar 31, 25
4 Oppenheimer & Close Inc 350.78K (6.84%) -2.94K
Decreased by -0.84%
Mar 31, 25
5 Ameriprise Financial Inc 320.08K (6.24%) 13.77K
Increased by +4.30%
Mar 31, 25
6 Vanguard Group Inc 291.14K (5.68%) 0.00
Increased by 0.00%
Mar 31, 25
7 Meros Investment Management, LP 246.78K (4.81%) -6.04K
Decreased by -2.45%
Mar 31, 25
8 Peapod Lane Capital LLC 241.65K (4.71%) -2.38K
Decreased by -0.98%
Mar 31, 25
9 Acuitas Investments, LLC 220.92K (4.31%) 17.77K
Increased by +8.04%
Sep 30, 24
10 IFP Advisors, LLC 185.20K (3.61%) 176.00K
Increased by +95.03%
Mar 31, 25
11 Pacific Ridge Capital Partners, LLC 182.25K (3.55%) -6.71K
Decreased by -3.68%
Mar 31, 25
12 Invenomic Capital Management, LP 146.33K (2.85%) -3.53K
Decreased by -2.41%
Mar 31, 25
13 AMH Equity Ltd 116.91K (2.28%) 6.35K
Increased by +5.43%
Mar 31, 25
14 BlackRock Inc 109.17K (2.13%) 4.23K
Increased by +3.88%
Mar 31, 25
15 Franklin Resources Inc 105.70K (2.06%) 0.00
Increased by 0.00%
Mar 31, 24
16 Federated Hermes Inc 75.91K (1.48%) 58.00
Increased by +0.08%
Mar 31, 25
17 Ancora Advisors LLC 70.06K (1.37%) 260.00
Increased by +0.37%
Mar 31, 25
18 Voss Capital LLC 70.00K (1.37%) 6.59K
Increased by +9.41%
Sep 30, 23
19 Geode Capital Management, LLC 68.63K (1.34%) 3.38K
Increased by +4.93%
Mar 31, 25
20 Kennedy Capital Management Inc 68.59K (1.34%) -269.00
Decreased by -0.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value I A 316.90K (6.18%) 97.26K
Increased by +30.69%
Apr 30, 25
2 Columbia Small Cap Value I 219.64K (4.28%) 15.08K
Increased by +6.87%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 194.69K (3.80%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 194.69K (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
5 Pacific Ridge Capital Ptnrs Micro Cp Val 192.78K (3.76%) 21.50K
Increased by +11.15%
Mar 31, 24
6 Acuitas US Microcap Strategy 134.71K (2.63%) 7.90K
Increased by +5.86%
Mar 31, 24
7 Royce Small-Cap Special Equity Invmt 125.00K (2.44%) -176.00K
Decreased by -140.80%
Mar 31, 24
8 DFA US Small Cap Value I 112.49K (2.19%) 0.00
Increased by 0.00%
Apr 30, 25
9 Franklin MicroCap Value A 105.70K (2.06%) 0.00
Increased by 0.00%
Mar 31, 24
10 Franklin Mutual Small-Mid Cap Val A 105.70K (2.06%) 0.00
Increased by 0.00%
Apr 30, 24
11 Pinnacle Value 102.44K (2.00%) 4.17K
Increased by +4.07%
Mar 31, 25
12 Columbia VP Small Cap Value 1 84.88K (1.66%) 27.22K
Increased by +32.07%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 84.04K (1.64%) 0.00
Increased by 0.00%
Apr 30, 25
14 Brandes Small Cap Value R6 75.84K (1.48%) 12.87K
Increased by +16.97%
Mar 31, 25
15 Invenomic Institutional 73.72K (1.44%) 565.00
Increased by +0.77%
Jan 31, 25
16 Adara Smaller Companies 72.65K (1.42%) 0.00
Increased by 0.00%
Apr 30, 25
17 Kennedy Micro Cap 68.59K (1.34%) -237.00
Decreased by -0.35%
Mar 31, 25
18 Federated Hermes MDT SCC Institutional 67.89K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
19 Federated Hermes MDT Small Cap Core IS 67.89K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
20 Royce Small-Cap Opportunity Invmt 66.29K (1.29%) -4.96K
Decreased by -7.49%
Mar 31, 24