Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 4.38%
2 PSI 3.40%
3 PTF 2.76%
4 HYP 1.97%
5 MMSC 1.36%
6 FYC 0.92%
7 AFSM 0.81%
8 QQQS 0.76%
9 FSML 0.73%
10 DWAS 0.69%
11 RYJ 0.61%
12 IWC 0.53%
13 OASC 0.35%
14 FYX 0.35%
15 SCDS 0.33%
16 TSSD 0.30%
17 VFMO 0.19%
18 IWN 0.16%
19 PPA 0.15%
20 VTWV 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.39M (8.95%) 522.08K
Increased by +11.88%
Jun 30, 25
2 Vanguard Group Inc 4.12M (8.38%) 449.02K
Increased by +10.91%
Jun 30, 25
3 JPMorgan Chase & Co 2.29M (4.67%) -4.11M
Decreased by -179.13%
Sep 30, 24
4 Harvey Partners LLC 2.11M (4.29%) 34.35K
Increased by +1.63%
Jun 30, 25
5 Royce & Associates, LP 1.91M (3.89%) -1.12M
Decreased by -58.59%
Jun 30, 25
6 Needham Investment Management, LLC 1.84M (3.74%) -722.75K
Decreased by -39.33%
Jun 30, 25
7 RIMA MANAGEMENT, LLC 1.81M (3.69%) -784.04K
Decreased by -43.31%
Jun 30, 25
8 Awm Investment Company Inc 1.34M (2.74%) 25.00K
Increased by +1.86%
Jun 30, 25
9 Neuberger Berman Group LLC 1.32M (2.69%) 9.29K
Increased by +0.70%
Jun 30, 25
10 Geode Capital Management, LLC 1.22M (2.47%) 68.44K
Increased by +5.63%
Jun 30, 25
11 Millennium Management LLC 1.16M (2.36%) 713.47K
Increased by +61.59%
Jun 30, 25
12 Pinnacle Associates Inc 1.15M (2.35%) -532.89K
Decreased by -46.20%
Jun 30, 25
13 Divisar Capital Management, LLC 1.12M (2.29%) -380.52K
Decreased by -33.87%
Jun 30, 25
14 Bank of New York Mellon Corp 1.07M (2.17%) -359.68K
Decreased by -33.75%
Mar 31, 25
15 Stephens Inv Mgmt Group LLC 1.03M (2.11%) 124.45K
Increased by +12.03%
Jun 30, 25
16 State Street Corporation 1.02M (2.07%) 44.79K
Increased by +4.40%
Mar 31, 24
17 State Street Corp 985.40K (2.01%) -65.00K
Decreased by -6.60%
Jun 30, 25
18 Invenomic Capital Management, LP 870.39K (1.77%) 870.39K
Increased by +100.00%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 838.38K (1.71%) -227.61K
Decreased by -27.15%
Jun 30, 25
20 ACK Asset Management LLC 754.00K (1.53%) 754.00K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Harvey Partners Small-Cap Opportunity 1.93M (3.92%) -10.38K
Decreased by -0.54%
Jun 30, 25
2 Needham Aggressive Growth Retail 1.52M (3.10%) -123.75K
Decreased by -8.11%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.43M (2.91%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.42M (2.89%) -31.55K
Decreased by -2.22%
Jul 31, 25
5 iShares Russell 2000 ETF 1.16M (2.37%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Information Technology ETF 1.11M (2.26%) 11.35K
Increased by +1.02%
Jul 31, 25
7 Stephens Small Cap Growth 1.03M (2.11%) 124.45K
Increased by +12.03%
Jun 30, 25
8 Invenomic Institutional 807.88K (1.64%) 807.88K
Increased by +100.00%
Apr 30, 25
9 ClearBridge Small Cap Growth A 786.43K (1.60%) -32.80K
Decreased by -4.17%
Jun 30, 24
10 Royce Micro-Cap Trust Inc 657.18K (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 634.61K (1.29%) -2.81K
Decreased by -0.44%
Aug 31, 24
12 Needham Small Cap Growth Retail 629.00K (1.28%) -26.00K
Decreased by -4.13%
Mar 31, 25
13 American Beacon Small Cp Val R5 608.72K (1.24%) 230.16K
Increased by +37.81%
Jan 31, 25
14 MFS New Discovery I 605.84K (1.23%) 605.84K
Increased by +100.00%
Jul 31, 25
15 Vanguard Small Cap Index 577.48K (1.18%) 3.30K
Increased by +0.57%
Nov 30, 24
16 ClearBridge Small Cap Growth 572.33K (1.17%) -214.10K
Decreased by -37.41%
Aug 31, 24
17 JPM Small Cap Equity-MA 551.73K (1.12%) -1.48M
Decreased by -267.89%
Sep 30, 24
18 JPM US Small Cap Core-Composite 551.73K (1.12%) -1.48M
Decreased by -267.89%
Sep 30, 24
19 JPMorgan Small Cap Equity A 551.73K (1.12%) -380.56K
Decreased by -68.98%
Sep 30, 24
20 JPM US Smaller Companies A (dist) USD 547.28K (1.11%) -25.52K
Decreased by -4.66%
Jun 30, 24