Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 3.20%
2 MMSC 0.86%
3 QQQS 0.75%
4 RYJ 0.61%
5 DWAS 0.50%
6 SCDS 0.33%
7 IWC 0.33%
8 IWN 0.09%
9 VTWV 0.08%
10 AVSC 0.06%
11 IWM 0.05%
12 VTWO 0.04%
13 RFLR 0.04%
14 ISCG 0.04%
15 JKK 0.04%
16 VGT 0.02%
17 ISCB 0.02%
18 RSSL 0.02%
19 JKJ 0.02%
20 PRFZ 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.12M (8.63%) 449.02K
Increased by +10.91%
Jun 30, 25
2 BlackRock Inc 3.87M (8.12%) -4.58K
Decreased by -0.12%
Mar 31, 25
3 Needham Investment Management, LLC 2.56M (5.37%) -91.63K
Decreased by -3.58%
Mar 31, 25
4 JPMorgan Chase & Co 2.29M (4.81%) -4.11M
Decreased by -179.13%
Sep 30, 24
5 Harvey Partners LLC 2.11M (4.42%) 34.35K
Increased by +1.63%
Jun 30, 25
6 Royce & Associates, LP 1.91M (4.01%) -1.12M
Decreased by -58.59%
Jun 30, 25
7 RIMA MANAGEMENT, LLC 1.81M (3.80%) -784.04K
Decreased by -43.31%
Jun 30, 25
8 Awm Investment Company Inc 1.32M (2.77%) 300.92K
Increased by +22.80%
Mar 31, 25
9 Neuberger Berman Group LLC 1.31M (2.75%) 35.84K
Increased by +2.74%
Mar 31, 25
10 Pinnacle Associates Inc 1.15M (2.42%) -532.89K
Decreased by -46.20%
Jun 30, 25
11 Geode Capital Management, LLC 1.15M (2.41%) 46.14K
Increased by +4.02%
Mar 31, 25
12 Divisar Capital Management, LLC 1.12M (2.36%) -380.52K
Decreased by -33.87%
Jun 30, 25
13 Bank of New York Mellon Corp 1.07M (2.23%) -359.68K
Decreased by -33.75%
Mar 31, 25
14 State Street Corp 1.05M (2.20%) 4.05K
Increased by +0.39%
Mar 31, 25
15 Stephens Inv Mgmt Group LLC 1.03M (2.17%) 124.45K
Increased by +12.03%
Jun 30, 25
16 State Street Corporation 1.02M (2.13%) 44.79K
Increased by +4.40%
Mar 31, 24
17 Invenomic Capital Management, LP 870.39K (1.83%) 870.39K
Increased by +100.00%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 838.38K (1.76%) -227.61K
Decreased by -27.15%
Jun 30, 25
19 ACK Asset Management LLC 754.00K (1.58%) 754.00K
Increased by +100.00%
Mar 31, 25
20 Marathon Asset Mgmt Ltd 736.07K (1.54%) -10.40K
Decreased by -1.41%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Harvey Partners Small-Cap Opportunity 1.94M (4.06%) 310.45K
Increased by +16.04%
Mar 31, 25
2 Needham Aggressive Growth Retail 1.52M (3.20%) -123.75K
Decreased by -8.11%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.45M (3.05%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.43M (2.99%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 1.14M (2.39%) -21.63K
Decreased by -1.90%
Jul 31, 25
6 Vanguard Information Technology ETF 1.10M (2.31%) 4.00
Increased by +0.00%
Jun 30, 25
7 Stephens Small Cap Growth 1.03M (2.17%) 124.45K
Increased by +12.03%
Jun 30, 25
8 Invenomic Institutional 807.88K (1.69%) 807.88K
Increased by +100.00%
Apr 30, 25
9 ClearBridge Small Cap Growth A 786.43K (1.65%) -32.80K
Decreased by -4.17%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 771.80K (1.62%) 3.01K
Increased by +0.39%
Jun 30, 25
11 Royce Micro-Cap Trust Inc 657.18K (1.38%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 634.61K (1.33%) -2.81K
Decreased by -0.44%
Aug 31, 24
13 Needham Small Cap Growth Retail 629.00K (1.32%) -26.00K
Decreased by -4.13%
Mar 31, 25
14 American Beacon Small Cp Val R5 608.72K (1.28%) 230.16K
Increased by +37.81%
Jan 31, 25
15 Vanguard Small Cap Index 577.48K (1.21%) 3.30K
Increased by +0.57%
Nov 30, 24
16 ClearBridge Small Cap Growth 572.33K (1.20%) -214.10K
Decreased by -37.41%
Aug 31, 24
17 JPM Small Cap Equity-MA 551.73K (1.16%) -1.48M
Decreased by -267.89%
Sep 30, 24
18 JPM US Small Cap Core-Composite 551.73K (1.16%) -1.48M
Decreased by -267.89%
Sep 30, 24
19 JPMorgan Small Cap Equity A 551.73K (1.16%) -380.56K
Decreased by -68.98%
Sep 30, 24
20 JPM US Smaller Companies A (dist) USD 547.28K (1.15%) -25.52K
Decreased by -4.66%
Jun 30, 24