Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.27%
2 DES 0.04%
3 IWC 0.03%
4 DGRS 0.02%
5 DFSV 0.02%
6 AVSC 0.01%
7 IWN 0.01%
8 DFAT 0.01%
9 VTWV 0.01%
10 BSVO 0.01%
11 EES 0.01%
12 DFAS 0.01%
13 IWM 0.00%
14 DFUV 0.00%
15 DFAC 0.00%
16 DFSU 0.00%
17 AVUV 0.00%
18 DFUS 0.00%
19 DCOR 0.00%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Private Capital Management, LLC 996.87K (10.80%) -10.52K
Decreased by -1.06%
Mar 31, 25
2 Wasatch Advisors LP 995.57K (10.79%) 995.57K
Increased by +100.00%
Mar 31, 25
3 Royce & Associates, LP 931.92K (10.10%) 79.94K
Increased by +8.58%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 542.90K (5.88%) -12.85K
Decreased by -2.37%
Mar 31, 25
5 Renaissance Technologies Corp 418.27K (4.53%) -15.73K
Decreased by -3.76%
Mar 31, 25
6 Vanguard Group Inc 412.79K (4.47%) 6.34K
Increased by +1.54%
Mar 31, 25
7 Pacific Ridge Capital Partners, LLC 297.96K (3.23%) 10.99K
Increased by +3.69%
Mar 31, 25
8 Ancora Advisors LLC 276.69K (3.00%) 127.19K
Increased by +45.97%
Mar 31, 25
9 Arnhold & S. Bleichroeder Advisers, LLC 218.95K (2.37%) 196.60K
Increased by +89.79%
Mar 31, 25
10 Crawford Investment Counsel, Inc 172.03K (1.86%) 7.53K
Increased by +4.38%
Mar 31, 25
11 Susquehanna International Group, LLP 156.54K (1.70%) 58.12K
Increased by +37.13%
Mar 31, 25
12 BlackRock Inc 154.31K (1.67%) 8.11K
Increased by +5.26%
Mar 31, 25
13 North Star Investment Management Corp 128.18K (1.39%) -38.00K
Decreased by -29.64%
Mar 31, 25
14 Millennium Management LLC 127.47K (1.38%) 99.68K
Increased by +78.20%
Mar 31, 25
15 Guggenheim Capital LLC 125.39K (1.36%) -1.20K
Decreased by -0.96%
Sep 30, 24
16 Acadian Asset Management LLC 114.02K (1.24%) 107.75K
Increased by +94.51%
Mar 31, 25
17 Citadel Advisors Llc 106.49K (1.15%) 85.38K
Increased by +80.18%
Mar 31, 25
18 Geode Capital Management, LLC 100.89K (1.09%) 26.84K
Increased by +26.60%
Mar 31, 25
19 Expect Equity LLC 91.95K (1.00%) 21.17K
Increased by +23.02%
Mar 31, 25
20 Peapod Lane Capital LLC 78.96K (0.86%) 78.96K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Micro Cap 476.94K (5.17%) 476.94K
Increased by +100.00%
Mar 31, 25
2 Pacific Ridge Capital Ptnrs Micro Cp Val 467.57K (5.07%) -27.02K
Decreased by -5.78%
Mar 31, 24
3 Royce Small-Cap Opportunity Invmt 425.79K (4.61%) 31.90K
Increased by +7.49%
Jun 30, 25
4 FTGF RY US SmCp Opp A USD Dis(A) 343.89K (3.73%) 7.93K
Increased by +2.31%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 278.39K (3.02%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard US Total Market Shares ETF 278.39K (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
7 First Eagle Small Cap Opportunity I 249.63K (2.70%) 25.54K
Increased by +10.23%
Jun 30, 25
8 First Eagle US Small Cap Strategy 245.12K (2.66%) 56.55K
Increased by +23.07%
Jun 30, 25
9 Wasatch Micro Cap Value 240.53K (2.61%) 240.53K
Increased by +100.00%
Mar 31, 25
10 Wasatch Micro Cap Value Composite 240.53K (2.61%) 0.00
Increased by 0.00%
Mar 31, 25
11 Ancora/Thelen Small Mid Cap Core 206.08K (2.23%) 130.31K
Increased by +63.23%
Mar 31, 25
12 iShares Russell 2000 ETF 202.57K (2.20%) 1.39K
Increased by +0.69%
Jun 30, 25
13 Private Capital Management Value Focus 191.68K (2.08%) 0.00
Increased by 0.00%
Mar 31, 25
14 Adara Smaller Companies 178.47K (1.93%) 48.93K
Increased by +27.42%
Jun 30, 25
15 Royce Micro Cap Trust 163.83K (1.78%) 57.66K
Increased by +35.20%
Jun 30, 25
16 North Star Micro Cap I 142.00K (1.54%) 31.00K
Increased by +21.83%
Jun 30, 25
17 Crawford Small Cap Equity 138.99K (1.51%) 5.00K
Increased by +3.60%
Jun 30, 25
18 Crawford Small Cap Dividend 133.99K (1.45%) 0.00
Increased by 0.00%
May 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 127.00K (1.38%) 0.00
Increased by 0.00%
May 31, 25
20 Acuitas US Microcap Strategy 122.90K (1.33%) -880.00
Decreased by -0.72%
Mar 31, 24