Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.16%
2 DWAS 0.54%
3 EHLS 0.53%
4 IWC 0.15%
5 GSSC 0.07%
6 JSML 0.06%
7 VTWV 0.05%
8 IWN 0.05%
9 BSVO 0.05%
10 AVSC 0.04%
11 VCR 0.03%
12 EES 0.03%
13 IWM 0.02%
14 PRFZ 0.02%
15 VTWO 0.02%
16 DFAT 0.02%
17 RSSL 0.01%
18 DFSV 0.01%
19 DFAS 0.01%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Juniper Investment Co, LLC 2.36M (8.73%) -425.54K
Decreased by -18.01%
Mar 31, 25
2 Herr Investment Group LLC 2.35M (8.68%) -6.44K
Decreased by -0.27%
Jun 30, 24
3 BlackRock Inc 2.02M (7.47%) 63.44K
Increased by +3.14%
Mar 31, 25
4 Vanguard Group Inc 1.49M (5.52%) 75.99K
Increased by +5.08%
Mar 31, 25
5 Cannell Capital LLC 1.44M (5.33%) 336.29K
Increased by +23.29%
Mar 31, 24
6 Heartland Advisors Inc 1.30M (4.80%) -51.68K
Decreased by -3.98%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 1.04M (3.85%) -28.93K
Decreased by -2.77%
Mar 31, 25
8 Wasatch Advisors LP 912.92K (3.37%) 912.92K
Increased by +100.00%
Mar 31, 25
9 Arnhold & S. Bleichroeder Advisers, LLC 890.73K (3.29%) 57.64K
Increased by +6.47%
Mar 31, 25
10 Alyeska Investment Group, L.P. 844.09K (3.12%) -279.05K
Decreased by -33.06%
Mar 31, 25
11 Next Century Growth Investors LLC 738.92K (2.73%) 74.78K
Increased by +10.12%
Mar 31, 25
12 Geode Capital Management, LLC 656.53K (2.42%) 27.75K
Increased by +4.23%
Mar 31, 25
13 Needham Investment Management, LLC 605.00K (2.23%) 5.00K
Increased by +0.83%
Dec 31, 24
14 Renaissance Technologies Corp 578.68K (2.14%) -111.70K
Decreased by -19.30%
Mar 31, 25
15 Wellington Management Company LLP 525.80K (1.94%) 525.80K
Increased by +100.00%
Mar 31, 25
16 RBF LLC 499.07K (1.84%) 0.00
Increased by 0.00%
Mar 31, 25
17 Punch & Associates Inv Mgmt Inc 488.80K (1.81%) -368.00K
Decreased by -75.29%
Mar 31, 25
18 State Street Corp 475.81K (1.76%) 14.53K
Increased by +3.05%
Mar 31, 25
19 Uniplan Investment Counsel, Inc. 444.37K (1.64%) -59.62K
Decreased by -13.42%
Mar 31, 25
20 Essex Investment Management Company, LLC 387.35K (1.43%) -12.29K
Decreased by -3.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Heartland Value Investor 1.30M (4.80%) -510.00
Decreased by -0.04%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 843.91K (3.12%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 789.51K (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
4 First Eagle Small Cap Opportunity I 769.76K (2.84%) 0.00
Increased by 0.00%
Apr 30, 25
5 First Eagle US Small Cap Strategy 769.76K (2.84%) 29.30K
Increased by +3.81%
Mar 31, 25
6 iShares Russell 2000 ETF 650.72K (2.40%) 0.00
Increased by 0.00%
May 31, 25
7 Needham Aggressive Growth Retail 605.00K (2.23%) 0.00
Increased by 0.00%
Mar 31, 25
8 Calamos Timpani Small Cap Growth I 506.39K (1.87%) 111.17K
Increased by +21.95%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 461.33K (1.70%) 1.36K
Increased by +0.30%
Apr 30, 25
10 Wasatch Micro Cap 451.83K (1.67%) 451.83K
Increased by +100.00%
Mar 31, 25
11 Pacific Ridge Capital Ptnrs Micro Cp Val 423.29K (1.56%) -24.63K
Decreased by -5.82%
Mar 31, 24
12 Timpani Small Cap Growth Equity 395.23K (1.46%) 77.48K
Increased by +19.60%
Mar 31, 25
13 Fidelity Small Cap Index 258.43K (0.95%) 2.93K
Increased by +1.13%
Mar 31, 25
14 iShares Russell 2000 Value ETF 235.17K (0.87%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity® Small Cap Index 227.65K (0.84%) 5.39K
Increased by +2.37%
Oct 31, 23
16 Bridgeway Omni Small-Cap Value 211.00K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
17 Bridgeway Omni Small-Cap Value N 211.00K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
18 Auxier Focus Inv 210.50K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
19 EAM Ultra Micro Cap 207.35K (0.77%) 0.00
Increased by 0.00%
Nov 30, 23
20 Wasatch Micro Cap Value 200.74K (0.74%) 200.74K
Increased by +100.00%
Mar 31, 25