Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 2.49%
2 BOUT 1.83%
3 TSME 1.65%
4 PRN 1.51%
5 DWAS 1.43%
6 AIRR 1.37%
7 DWMC 1.31%
8 EHLS 0.49%
9 BFOR 0.37%
10 IWC 0.36%
11 JSML 0.31%
12 HAPS 0.17%
13 PSC 0.15%
14 QSML 0.14%
15 AVSC 0.12%
16 IWO 0.10%
17 FESM 0.09%
18 GSSC 0.09%
19 VTWG 0.08%
20 SEIS 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 979.50K (8.99%) 26.84K
Increased by +2.74%
Mar 31, 25
2 Vanguard Group Inc 634.08K (5.82%) 29.68K
Increased by +4.68%
Mar 31, 25
3 Wasatch Advisors LP 401.40K (3.68%) 27.02K
Increased by +6.73%
Mar 31, 25
4 Neumeier Investment Counsel LLC 327.33K (3.00%) -134.50K
Decreased by -41.09%
Mar 31, 25
5 First Trust Advisors L.P. 322.40K (2.96%) 129.87K
Increased by +40.28%
Dec 31, 24
6 Renaissance Technologies Corp 316.67K (2.91%) -41.60K
Decreased by -13.14%
Mar 31, 25
7 Corsair Capital Management LLC 312.46K (2.87%) -181.00
Decreased by -0.06%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 302.22K (2.77%) -14.53K
Decreased by -4.81%
Mar 31, 25
9 Goldman Sachs Group Inc 289.82K (2.66%) 7.77K
Increased by +2.68%
Mar 31, 25
10 Royce & Associates, LP 254.50K (2.34%) 52.03K
Increased by +20.44%
Mar 31, 25
11 Geode Capital Management, LLC 252.69K (2.32%) 16.08K
Increased by +6.36%
Mar 31, 25
12 Amvescap Plc. 251.02K (2.30%) -15.58K
Decreased by -6.21%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 227.67K (2.09%) -88.76K
Decreased by -38.99%
Dec 31, 24
14 Acadian Asset Management LLC 225.13K (2.07%) -73.96K
Decreased by -32.85%
Mar 31, 24
15 State Street Corp 222.94K (2.05%) -1.19K
Decreased by -0.53%
Mar 31, 25
16 Rockefeller Capital Management L.P. 216.57K (1.99%) 62.99K
Increased by +29.08%
Dec 31, 24
17 State Street Corporation 185.36K (1.70%) -1.34K
Decreased by -0.72%
Mar 31, 24
18 Next Century Growth Investors LLC 184.43K (1.69%) 28.08K
Increased by +15.22%
Mar 31, 25
19 Nuveen Asset Management, LLC 165.89K (1.52%) 94.19K
Increased by +56.78%
Dec 31, 23
20 Bessemer Group Inc 157.19K (1.44%) 157.19K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust RBA Amer Indl RenaisTM ETF 352.81K (3.24%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 328.09K (3.01%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 296.31K (2.72%) 0.00
Increased by 0.00%
Sep 30, 24
4 Neumeier Poma Small Cap Value 287.45K (2.64%) -96.92K
Decreased by -33.72%
Mar 31, 25
5 iShares Russell 2000 ETF 252.40K (2.32%) 43.00
Increased by +0.02%
Apr 30, 25
6 Wasatch Micro Cap 189.22K (1.74%) 7.82K
Increased by +4.13%
Mar 31, 25
7 iShares US Infrastructure ETF 173.78K (1.60%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 160.35K (1.47%) 251.00
Increased by +0.16%
Apr 30, 25
9 American Funds SMALLCAP World A 149.28K (1.37%) 149.28K
Increased by +100.00%
Mar 31, 25
10 Invesco Dorsey Wright SmallCap Momt ETF 122.44K (1.12%) -876.00
Decreased by -0.72%
Mar 31, 25
11 Oberweis Micro-Cap 110.80K (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
12 Oberweis Micro-Cap Growth 110.80K (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
13 Old Westbury Small & Mid Cap Strategies 102.49K (0.94%) 102.49K
Increased by +100.00%
Jan 31, 25
14 Fidelity Small Cap Index 101.11K (0.93%) 675.00
Increased by +0.67%
Feb 28, 25
15 Wasatch Micro Cap Value 98.18K (0.90%) 10.18K
Increased by +10.37%
Mar 31, 25
16 iShares Russell 2000 Growth ETF 90.52K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
17 Calamos Timpani Small Cap Growth I 89.72K (0.82%) -3.87K
Decreased by -4.32%
Mar 31, 25
18 Timpani Small Cap Growth Equity 89.72K (0.82%) 6.32K
Increased by +7.04%
Mar 31, 25
19 Fidelity® Small Cap Index 89.10K (0.82%) 2.32K
Increased by +2.61%
Oct 31, 23
20 Strategic Advisers U.S. Total Stock{mg} 79.62K (0.73%) 33.99K
Increased by +42.70%
Sep 30, 24