Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 1.77%
2 TEKX 1.29%
3 EHLS 1.05%
4 FDM 0.94%
5 DWAS 0.72%
6 AFSM 0.66%
7 AIMS 0.64%
8 IWC 0.37%
9 ISMD 0.33%
10 IWO 0.10%
11 VTWG 0.08%
12 GSSC 0.07%
13 VCR 0.07%
14 JSML 0.06%
15 VFMO 0.06%
16 IWMW 0.05%
17 IWM 0.05%
18 VTWV 0.05%
19 BSVO 0.05%
20 IWN 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Herr Investment Group LLC 2.35M (8.45%) -6.44K
Decreased by -0.27%
 Jun 30, 24
2 BlackRock Inc 2.18M (7.85%) -24.79K
Decreased by -1.14%
 Mar 31, 26
3 Juniper Investment Co, LLC 1.94M (6.97%) -425.00K
Decreased by -21.93%
 Mar 31, 26
4 Vanguard Group Inc 1.71M (6.16%) 28.87K
Increased by +1.69%
 Dec 31, 25
5 Needham Investment Management, LLC 1.28M (4.60%) 152.50K
Increased by +11.94%
 Mar 31, 26
6 Vanguard Capital Management, LLC 1.20M (4.32%) 1.20M
Increased by +100.00%
 Mar 31, 26
7 Next Century Growth Investors LLC 1.04M (3.74%) 249.33K
Increased by +23.96%
 Mar 31, 26
8 Divisadero Street Capital Management, LP 825.56K (2.97%) 825.56K
Increased by +100.00%
 Mar 31, 26
9 American Century Companies Inc 808.30K (2.91%) 132.65K
Increased by +16.41%
 Mar 31, 26
10 Alyeska Investment Group, L.P. 777.83K (2.80%) -848.79K
Decreased by -109.12%
 Mar 31, 26
11 Wasatch Advisors LP 777.35K (2.80%) -338.43K
Decreased by -43.54%
 Mar 31, 26
12 Geode Capital Management, LLC 740.77K (2.67%) 35.58K
Increased by +4.80%
 Mar 31, 26
13 Dimensional Fund Advisors, Inc. 694.75K (2.50%) -92.05K
Decreased by -13.25%
 Mar 31, 26
14 Arnhold & S. Bleichroeder Advisers, LLC 685.23K (2.47%) -93.40K
Decreased by -13.63%
 Mar 31, 26
15 Driehaus Capital Management LLC 676.92K (2.44%) 233.89K
Increased by +34.55%
 Mar 31, 26
16 Journey Advisory Group, LLC 631.10K (2.27%) 631.10K
Increased by +100.00%
 Mar 31, 25
17 Lord, Abbett & Co LLC 623.16K (2.24%) 400.76K
Increased by +64.31%
 Mar 31, 26
18 State Street Corp 590.07K (2.12%) 855.00
Increased by +0.14%
 Mar 31, 26
19 Cannell Capital LLC 576.50K (2.07%) 411.11K
Increased by +71.31%
 Sep 30, 25
20 Marshall Wace Asset Management Ltd 533.53K (1.92%) 470.52K
Increased by +88.19%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Needham Aggressive Growth Retail 1.28M (4.60%) 152.50K
Increased by +11.94%
 Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 843.51K (3.03%) 0.00
Increased by 0.00%
 Apr 30, 26
3 Vanguard US Total Market Shares ETF 789.51K (2.84%) 0.00
Increased by 0.00%
 Sep 30, 24
4 iShares Russell 2000 ETF 708.83K (2.55%) 6.55K
Increased by +0.92%
 May 29, 26
5 Avantis US Small Cap Value ETF 623.91K (2.24%) 0.00
Increased by 0.00%
 May 30, 26
6 First Eagle US Small Cap Strategy 596.81K (2.15%) -86.49K
Decreased by -14.49%
 Mar 31, 26
7 First Eagle Small Cap Opportunity I 550.31K (1.98%) -11.92K
Decreased by -2.17%
 May 31, 26
8 Timpani Small Cap Growth Equity 517.85K (1.86%) 122.62K
Increased by +23.68%
 Jun 30, 25
9 Pacific Ridge Capital Ptnrs Micro Cp Val 423.29K (1.52%) -24.63K
Decreased by -5.82%
 Mar 31, 24
10 Wasatch Micro Cap 375.46K (1.35%) -281.48K
Decreased by -74.97%
 Mar 31, 26
11 Strategic Advisers U.S. Total Stock 372.13K (1.34%) 177.76K
Increased by +47.77%
 Jul 31, 25
12 Heartland Value Strategy 357.26K (1.29%) -932.74K
Decreased by -261.08%
 Mar 31, 26
13 Calamos Timpani Small Cap Growth I 353.93K (1.27%) -163.92K
Decreased by -46.31%
 Jul 31, 25
14 Heptagon Driehaus US Micro Cap Eq C$ Acc 334.96K (1.21%) 65.72K
Increased by +19.62%
 Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 331.83K (1.19%) 2.96K
Increased by +0.89%
 Apr 30, 26
16 Fidelity Small Cap Index 290.31K (1.04%) 845.00
Increased by +0.29%
 Mar 31, 26
17 iShares Russell 2000 Growth ETF 241.93K (0.87%) -1.57K
Decreased by -0.65%
 May 29, 26
18 iShares Russell 2000 Value ETF 235.17K (0.85%) 0.00
Increased by 0.00%
 May 31, 25
19 Lord Abbett Developing Growth A 233.41K (0.84%) 62.60K
Increased by +26.82%
 Apr 30, 26
20 Fidelity® Small Cap Index 227.65K (0.82%) 5.39K
Increased by +2.37%
 Oct 31, 23