Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.24%
2 SQLV 0.15%
3 IWC 0.05%
4 EBIT 0.04%
5 JSML 0.02%
6 VTWG 0.02%
7 IWO 0.02%
8 RFLR 0.01%
9 JSMD 0.01%
10 VTWO 0.01%
11 IWM 0.01%
12 EES 0.00%
13 RSSL 0.00%
14 AVDS 0.00%
15 UWM 0.00%
16 URTY 0.00%
17 RYLD 0.00%
18 DFAS 0.00%
19 DFSU 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Stilwell Value LLC 3.36M (28.00%) -1.94M
Decreased by -57.57%
Dec 31, 25
2 Mirabella Financial Services LLP 2.19M (18.23%) 255.32K
Increased by +11.66%
Sep 30, 25
3 Greenhaven Road Investment Management, L.P. 1.31M (10.91%) 0.00
Increased by 0.00%
Sep 30, 25
4 BlackRock Inc 1.14M (9.50%) 172.31K
Increased by +15.11%
Sep 30, 25
5 Vanguard Group Inc 994.76K (8.28%) 45.92K
Increased by +4.62%
Dec 31, 25
6 Wasatch Advisors Inc. 828.55K (6.90%) 105.75K
Increased by +12.76%
Dec 31, 23
7 Wasatch Advisors LP 828.55K (6.90%) 0.00
Increased by 0.00%
Mar 31, 24
8 Geode Capital Management, LLC 460.26K (3.83%) 33.43K
Increased by +7.26%
Sep 30, 25
9 Belpointe Asset Management LLC 372.36K (3.10%) -12.70K
Decreased by -3.41%
Sep 30, 25
10 Bard Associates Inc 280.49K (2.34%) -3.68K
Decreased by -1.31%
Sep 30, 25
11 State Street Corp 274.30K (2.28%) 59.79K
Increased by +21.80%
Sep 30, 25
12 Renaissance Technologies Corp 261.38K (2.18%) -10.04K
Decreased by -3.84%
Dec 31, 25
13 Swedbank AB 250.00K (2.08%) 250.00K
Increased by +100.00%
Mar 31, 24
14 Northern Trust Corp 173.27K (1.44%) 11.77K
Increased by +6.79%
Sep 30, 25
15 State Street Corporation 133.84K (1.11%) 1.60K
Increased by +1.20%
Mar 31, 24
16 The Goldman Sachs Group Inc 129.36K (1.08%) 44.48K
Increased by +34.38%
Sep 30, 25
17 Annandale Capital, LLC 128.20K (1.07%) 0.00
Increased by 0.00%
Sep 30, 25
18 Goldman Sachs Group Inc 84.88K (0.71%) -17.51K
Decreased by -20.63%
Jun 30, 25
19 Citadel Advisors Llc 83.25K (0.69%) 66.03K
Increased by +79.32%
Mar 31, 25
20 1060 Capital 75.40K (0.63%) 75.40K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Abacus Value Capital Fund AGmvK 1.00M (8.33%) 1.00M
Increased by +100.00%
Jan 31, 26
2 iShares Russell 2000 ETF 491.58K (4.09%) 491.58K
Increased by +100.00%
Feb 25, 26
3 Vanguard Total Stock Mkt Idx Inv 485.35K (4.04%) 10.88K
Increased by +2.24%
Jan 31, 26
4 Wasatch Micro Cap Value 385.65K (3.21%) 0.00
Increased by 0.00%
Mar 31, 24
5 Vanguard US Total Market Shares ETF 345.10K (2.87%) 0.00
Increased by 0.00%
Sep 30, 24
6 Swedbank Robur Small Cap USA A 250.00K (2.08%) 149.10K
Increased by +59.64%
Feb 29, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 232.57K (1.94%) 0.00
Increased by 0.00%
Jan 31, 26
8 Fidelity Small Cap Index 206.30K (1.72%) 3.92K
Increased by +1.90%
Nov 30, 25
9 iShares Russell 2000 Growth ETF 176.91K (1.47%) 93.27K
Increased by +52.72%
Feb 25, 26
10 Electa Value Capital Fund AGmvK A 176.58K (1.47%) -1.12K
Decreased by -0.63%
Dec 31, 25
11 Fidelity Extended Market Index 111.27K (0.93%) 793.00
Increased by +0.71%
Dec 31, 25
12 Fidelity® Small Cap Index 109.05K (0.91%) 4.15K
Increased by +3.81%
Oct 31, 23
13 Fidelity® Extended Market Index 103.00K (0.86%) 4.20K
Increased by +4.08%
Nov 30, 23
14 Vanguard Russell 2000 ETF 100.36K (0.84%) -3.54K
Decreased by -3.53%
Jan 31, 26
15 State St Russell Sm Cap® Indx SL Cl I 69.70K (0.58%) 0.00
Increased by 0.00%
Jan 31, 26
16 IMC US Ultra Micro Cap 67.42K (0.56%) -14.66K
Decreased by -21.75%
Jul 31, 25
17 iShares Micro-Cap ETF 56.17K (0.47%) 32.89K
Increased by +58.56%
Feb 25, 26
18 First Trust Dow Jones Sel MicroCap ETF 54.10K (0.45%) 0.00
Increased by 0.00%
Jul 31, 24
19 Schwab Small Cap Index 52.00K (0.43%) 0.00
Increased by 0.00%
Jan 31, 26
20 Blackrock Extended Mkt Fund CF 50.75K (0.42%) 50.75K
Increased by +100.00%
Jan 31, 26