Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUYN 2.42%
2 FSCC 0.12%
3 FESM 0.04%
4 IWC 0.03%
5 DES 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 (14.45%) -26.00K
Decreased by -3.42%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 412.26K (7.83%) -4.67K
Decreased by -1.13%
Jun 30, 25
3 Brandes Investment Partners & Co 377.19K (7.17%) 54.57K
Increased by +14.47%
Mar 31, 25
4 Oppenheimer & Close Inc 349.83K (6.65%) -955.00
Decreased by -0.27%
Jun 30, 25
5 Ameriprise Financial Inc 320.08K (6.08%) 13.77K
Increased by +4.30%
Mar 31, 25
6 Vanguard Group Inc 286.39K (5.44%) -4.74K
Decreased by -1.66%
Jun 30, 25
7 Meros Investment Management, LP 264.13K (5.02%) 17.35K
Increased by +6.57%
Jun 30, 25
8 Peapod Lane Capital LLC 239.91K (4.56%) -1.74K
Decreased by -0.73%
Jun 30, 25
9 Acuitas Investments, LLC 220.92K (4.20%) 17.77K
Increased by +8.04%
Sep 30, 24
10 IFP Advisors, LLC 185.20K (3.52%) 176.00K
Increased by +95.03%
Mar 31, 25
11 Pacific Ridge Capital Partners, LLC 179.51K (3.41%) -2.74K
Decreased by -1.53%
Jun 30, 25
12 Invenomic Capital Management, LP 133.00K (2.53%) -13.33K
Decreased by -10.02%
Jun 30, 25
13 BlackRock Inc 109.17K (2.07%) 4.23K
Increased by +3.88%
Mar 31, 25
14 AMH Equity Ltd 106.40K (2.02%) -10.51K
Decreased by -9.88%
Jun 30, 25
15 Franklin Resources Inc 105.70K (2.01%) 0.00
Increased by 0.00%
Mar 31, 24
16 Federated Hermes Inc 75.91K (1.44%) 58.00
Increased by +0.08%
Mar 31, 25
17 Ancora Advisors LLC 70.06K (1.33%) 260.00
Increased by +0.37%
Mar 31, 25
18 Voss Capital LLC 70.00K (1.33%) 6.59K
Increased by +9.41%
Sep 30, 23
19 Geode Capital Management, LLC 68.63K (1.30%) 3.38K
Increased by +4.93%
Mar 31, 25
20 Kennedy Capital Management Inc 68.59K (1.30%) -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 223.88K (4.25%) 3.50K
Increased by +1.56%
Jul 31, 25
2 Columbia Small Cap Value I 220.38K (4.19%) 749.00
Increased by +0.34%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 194.69K (3.70%) 0.00
Increased by 0.00%
Sep 30, 24
4 Pacific Ridge Capital Ptnrs Micro Cp Val 192.78K (3.66%) 21.50K
Increased by +11.15%
Mar 31, 24
5 Vanguard Total Stock Mkt Idx Inv 190.50K (3.62%) -4.20K
Decreased by -2.20%
Jul 31, 25
6 Acuitas US Microcap Strategy 134.71K (2.56%) 7.90K
Increased by +5.86%
Mar 31, 24
7 Royce Small-Cap Special Equity Invmt 125.00K (2.38%) -176.00K
Decreased by -140.80%
Mar 31, 24
8 DFA US Small Cap Value I 112.49K (2.14%) 0.00
Increased by 0.00%
Jun 30, 25
9 Franklin MicroCap Value A 105.70K (2.01%) 0.00
Increased by 0.00%
Mar 31, 24
10 Franklin Mutual Small-Mid Cap Val A 105.70K (2.01%) 0.00
Increased by 0.00%
Apr 30, 24
11 Brandes Small Cap Value R6 104.89K (1.99%) 18.76K
Increased by +17.88%
Jun 30, 25
12 Pinnacle Value 102.44K (1.95%) 4.17K
Increased by +4.07%
Mar 31, 25
13 Invenomic Institutional 73.72K (1.40%) 0.00
Increased by 0.00%
Apr 30, 25
14 Adara Smaller Companies 72.65K (1.38%) 0.00
Increased by 0.00%
Jul 31, 25
15 Kennedy Micro Cap 68.59K (1.30%) -237.00
Decreased by -0.35%
Mar 31, 25
16 Federated Hermes MDT SCC Institutional 67.89K (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
17 Federated Hermes MDT Small Cap Core IS 67.89K (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
18 Royce Small-Cap Opportunity Invmt 66.29K (1.26%) -4.96K
Decreased by -7.49%
Mar 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 61.19K (1.16%) -22.85K
Decreased by -37.35%
Jul 31, 25
20 Brandes Global Small Cap Equity Cl F 60.36K (1.15%) 0.00
Increased by 0.00%
Jul 31, 25