Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 1.83%
2 TSME 1.74%
3 PRN 1.51%
4 FDM 1.50%
5 DWAS 1.43%
6 DWMC 1.31%
7 AIRR 0.97%
8 EHLS 0.49%
9 BFOR 0.37%
10 IWC 0.22%
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 SEIS 0.07%
18 IWO 0.06%
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 iShares Russell 2000 ETF 267.63K (2.61%) -3.14K
Decreased by -1.17%
Feb 28, 25
4 First Trust RBA Amer Indl RenaisTM ETF 258.37K (2.52%) 1.54K
Increased by +0.60%
Nov 28, 24
5 Wasatch Micro Cap 181.40K (1.77%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 154.59K (1.51%) 1.36K
Increased by +0.88%
Feb 28, 25
7 iShares US Infrastructure ETF 150.80K (1.47%) -5.80K
Decreased by -3.85%
Feb 28, 25
8 Invesco Dorsey Wright SmallCap Momt ETF 126.09K (1.23%) -292.00
Decreased by -0.23%
Feb 28, 25
9 Oberweis Micro-Cap 110.80K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
10 Oberweis Micro-Cap Growth 110.80K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
11 GS Glb Sm Cp CORE Eq Base Inc USD Close 103.31K (1.01%) 3.24K
Increased by +3.13%
Jan 31, 25
12 Fidelity Small Cap Index 102.32K (1.00%) -1.41K
Decreased by -1.38%
Dec 31, 24
13 Avantis US Small Cap Value ETF 99.43K (0.97%) 0.00
Increased by 0.00%
Feb 28, 25
14 iShares Russell 2000 Growth ETF 90.84K (0.88%) -107.00
Decreased by -0.12%
Feb 28, 25
15 Fidelity® Small Cap Index 89.10K (0.87%) 2.32K
Increased by +2.61%
Oct 31, 23
16 Wasatch Micro Cap Value 88.00K (0.86%) 4.00K
Increased by +4.55%
Dec 31, 24
17 Calamos Timpani Small Cap Growth I 86.41K (0.84%) 3.01K
Increased by +3.48%
Jan 31, 25
18 DFA US Micro Cap I 84.59K (0.82%) 0.00
Increased by 0.00%
Jan 31, 25
19 Timpani Small Cap Growth Equity 83.40K (0.81%) 1.09K
Increased by +1.31%
Dec 31, 24
20 Strategic Advisers U.S. Total Stock{mg} 79.62K (0.78%) 33.99K
Increased by +42.70%
Sep 30, 24