Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 1.83%
2 FDM 1.78%
3 TSME 1.75%
4 PRN 1.51%
5 DWAS 1.43%
6 DWMC 1.31%
7 AIRR 0.99%
8 EHLS 0.49%
9 BFOR 0.37%
10 IWC 0.26%
11 HAPS 0.17%
12 PSC 0.15%
13 QSML 0.14%
14 AVSC 0.12%
15 FESM 0.09%
16 GSSC 0.09%
17 IWO 0.08%
18 SEIS 0.07%
19 VTWG 0.06%
20 AVUV 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 952.66K (9.28%) -19.86K
Decreased by -2.08%
Dec 31, 24
2 Vanguard Group Inc 604.40K (5.88%) 3.00K
Increased by +0.50%
Dec 31, 24
3 Neumeier Investment Counsel LLC 461.82K (4.50%) -70.20K
Decreased by -15.20%
Dec 31, 24
4 Wasatch Advisors LP 374.38K (3.65%) 1.55K
Increased by +0.41%
Dec 31, 24
5 Renaissance Technologies Corp 358.27K (3.49%) -3.80K
Decreased by -1.06%
Dec 31, 24
6 First Trust Advisors L.P. 322.40K (3.14%) 129.87K
Increased by +40.28%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 316.75K (3.08%) -43.92K
Decreased by -13.86%
Dec 31, 24
8 Corsair Capital Management LLC 312.64K (3.04%) -719.00
Decreased by -0.23%
Dec 31, 24
9 Goldman Sachs Group Inc 282.05K (2.75%) -11.64K
Decreased by -4.13%
Dec 31, 24
10 Amvescap Plc. 251.02K (2.44%) -15.58K
Decreased by -6.21%
Dec 31, 24
11 Geode Capital Management, LLC 236.62K (2.30%) -1.83K
Decreased by -0.77%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 227.67K (2.22%) -88.76K
Decreased by -38.99%
Dec 31, 24
13 Acadian Asset Management LLC 225.13K (2.19%) -73.96K
Decreased by -32.85%
Mar 31, 24
14 State Street Corp 224.13K (2.18%) 5.01K
Increased by +2.23%
Dec 31, 24
15 Rockefeller Capital Management L.P. 216.57K (2.11%) 62.99K
Increased by +29.08%
Dec 31, 24
16 Royce & Associates, LP 202.47K (1.97%) -47.11K
Decreased by -23.27%
Dec 31, 24
17 State Street Corporation 185.36K (1.80%) -1.34K
Decreased by -0.72%
Mar 31, 24
18 Nuveen Asset Management, LLC 165.89K (1.62%) 94.19K
Increased by +56.78%
Dec 31, 23
19 Next Century Growth Investors LLC 156.35K (1.52%) 156.35K
Increased by +100.00%
Dec 31, 24
20 American Century Companies Inc 141.96K (1.38%) -34.28K
Decreased by -24.15%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neumeier Poma Small Cap Value 384.37K (3.74%) -57.08K
Decreased by -14.85%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 328.09K (3.19%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 296.31K (2.89%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 273.64K (2.66%) -2.37K
Decreased by -0.86%
Mar 31, 25
5 First Trust RBA Amer Indl RenaisTM ETF 258.37K (2.52%) 1.54K
Increased by +0.60%
Nov 28, 24
6 Wasatch Micro Cap 181.40K (1.77%) 0.00
Increased by 0.00%
Dec 31, 24
7 iShares US Infrastructure ETF 173.09K (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 154.59K (1.51%) 1.36K
Increased by +0.88%
Feb 28, 25
9 Invesco Dorsey Wright SmallCap Momt ETF 122.44K (1.19%) -876.00
Decreased by -0.72%
Mar 31, 25
10 Oberweis Micro-Cap 110.80K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
11 Oberweis Micro-Cap Growth 110.80K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
12 Old Westbury Small & Mid Cap Strategies 102.49K (1.00%) 102.49K
Increased by +100.00%
Jan 31, 25
13 GS Glb Sm Cp CORE Eq Base Inc USD Close 102.40K (1.00%) -912.00
Decreased by -0.89%
Feb 28, 25
14 Fidelity Small Cap Index 100.44K (0.98%) -1.88K
Decreased by -1.87%
Jan 31, 25
15 Calamos Timpani Small Cap Growth I 93.59K (0.91%) 7.18K
Increased by +7.68%
Feb 28, 25
16 iShares Russell 2000 Growth ETF 90.20K (0.88%) -428.00
Decreased by -0.47%
Mar 31, 25
17 Fidelity® Small Cap Index 89.10K (0.87%) 2.32K
Increased by +2.61%
Oct 31, 23
18 Wasatch Micro Cap Value 88.00K (0.86%) 4.00K
Increased by +4.55%
Dec 31, 24
19 DFA US Micro Cap I 84.59K (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
20 Timpani Small Cap Growth Equity 83.40K (0.81%) 1.09K
Increased by +1.31%
Dec 31, 24