Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINY 2.10%
2 QQQS 0.96%
3 RYJ 0.61%
4 MMSC 0.56%
5 SCDS 0.33%
6 IWC 0.20%
7 IWN 0.06%
8 AVSC 0.06%
9 RFLR 0.04%
10 JKK 0.03%
11 ISCG 0.03%
12 VTWV 0.03%
13 IWM 0.03%
14 VTWO 0.02%
15 RSSL 0.02%
16 ISCB 0.02%
17 JKJ 0.02%
18 PRFZ 0.01%
19 UWM 0.01%
20 DFAS 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.87M (8.61%) -4.58K
Decreased by -0.12%
Mar 31, 25
2 Vanguard Group Inc 3.67M (8.16%) 74.16K
Increased by +2.02%
Mar 31, 25
3 Royce & Associates, LP 3.03M (6.75%) 156.28K
Increased by +5.15%
Mar 31, 25
4 Needham Investment Management, LLC 2.65M (5.90%) 314.38K
Increased by +11.85%
Dec 31, 24
5 RIMA MANAGEMENT, LLC 2.59M (5.77%) 112.62K
Increased by +4.34%
Mar 31, 25
6 JPMorgan Chase & Co 2.29M (5.10%) -4.11M
Decreased by -179.13%
Sep 30, 24
7 Harvey Partners LLC 2.07M (4.61%) 298.00K
Increased by +14.38%
Mar 31, 25
8 Pinnacle Associates Inc 1.69M (3.75%) -42.89K
Decreased by -2.54%
Mar 31, 25
9 Divisar Capital Management, LLC 1.50M (3.34%) -235.80K
Decreased by -15.68%
Mar 31, 25
10 Awm Investment Company Inc 1.32M (2.94%) 300.92K
Increased by +22.80%
Mar 31, 25
11 Neuberger Berman Group LLC 1.31M (2.91%) 35.84K
Increased by +2.74%
Mar 31, 25
12 Segall Bryant & Hamill 1.21M (2.69%) 705.22K
Increased by +58.40%
Mar 31, 25
13 Geode Capital Management, LLC 1.15M (2.55%) 46.14K
Increased by +4.02%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 1.07M (2.37%) -60.99K
Decreased by -5.72%
Mar 31, 25
15 Bank of New York Mellon Corp 1.07M (2.37%) -359.68K
Decreased by -33.75%
Mar 31, 25
16 State Street Corp 1.05M (2.34%) 4.05K
Increased by +0.39%
Mar 31, 25
17 State Street Corporation 1.02M (2.26%) 44.79K
Increased by +4.40%
Mar 31, 24
18 Stephens Inv Mgmt Group LLC 909.93K (2.02%) -36.92K
Decreased by -4.06%
Mar 31, 25
19 Invenomic Capital Management, LP 870.39K (1.94%) 870.39K
Increased by +100.00%
Mar 31, 25
20 ACK Asset Management LLC 754.00K (1.68%) 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 1.94M (4.30%) 310.45K
Increased by +16.04%
Mar 31, 25
2 Needham Aggressive Growth Retail 1.65M (3.67%) -32.50K
Decreased by -1.97%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.45M (3.22%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.43M (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 1.13M (2.50%) 190.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Information Technology ETF 1.08M (2.40%) 7.18K
Increased by +0.66%
Apr 30, 25
7 Stephens Small Cap Growth 909.93K (2.02%) -36.92K
Decreased by -4.06%
Mar 31, 25
8 ClearBridge Small Cap Growth A 786.43K (1.75%) -32.80K
Decreased by -4.17%
Jun 30, 24
9 Royce Small-Cap Opportunity Invmt 774.32K (1.72%) 11.66K
Increased by +1.51%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 761.75K (1.69%) 2.35K
Increased by +0.31%
Apr 30, 25
11 FTGF RY US SmCp Opp A USD Dis(A) 682.59K (1.52%) 18.38K
Increased by +2.69%
Apr 30, 25
12 Royce Micro Cap Trust 657.18K (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
13 Royce Micro-Cap Trust Inc 657.18K (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 634.61K (1.41%) -2.81K
Decreased by -0.44%
Aug 31, 24
15 Needham Small Cap Growth Retail 629.00K (1.40%) -26.00K
Decreased by -4.13%
Mar 31, 25
16 American Beacon Small Cp Val R5 608.72K (1.35%) 230.16K
Increased by +37.81%
Jan 31, 25
17 Vanguard Small Cap Index 577.48K (1.28%) 3.30K
Increased by +0.57%
Nov 30, 24
18 ClearBridge Small Cap Growth 572.33K (1.27%) -214.10K
Decreased by -37.41%
Aug 31, 24
19 JPM Small Cap Equity-MA 551.73K (1.23%) -1.48M
Decreased by -267.89%
Sep 30, 24
20 JPM US Small Cap Core-Composite 551.73K (1.23%) -1.48M
Decreased by -267.89%
Sep 30, 24