Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 2.42%
2 PRN 2.39%
3 TSME 1.89%
4 BOUT 1.83%
5 DWAS 1.43%
6 AIRR 1.33%
7 DWMC 1.31%
8 IFRA 0.56%
9 EHLS 0.49%
10 IWC 0.39%
11 BFOR 0.37%
12 JSML 0.32%
13 HAPS 0.17%
14 PSC 0.15%
15 QSML 0.14%
16 VFMO 0.14%
17 AVSC 0.12%
18 IWO 0.11%
19 VTWG 0.10%
20 VFQY 0.09%

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 State Street Corp 222.94K (2.05%) -1.19K
Decreased by -0.53%
Mar 31, 25
15 Rockefeller Capital Management L.P. 216.57K (1.99%) 62.99K
Increased by +29.08%
Dec 31, 24
16 Granite Investment Partners, LLC 200.77K (1.84%) 200.77K
Increased by +100.00%
Mar 31, 25
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 Northern Trust Corp 166.72K (1.53%) 74.99K
Increased by +44.98%
Mar 31, 25
20 Nuveen Asset Management, LLC 165.89K (1.52%) 94.19K
Increased by +56.78%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust RBA Amer Indl RenaisTM ETF 366.49K (3.36%) 1.56K
Increased by +0.43%
May 29, 25
2 Vanguard Total Stock Mkt Idx Inv 328.09K (3.01%) 0.00
Increased by 0.00%
May 31, 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 257.67K (2.36%) 0.00
Increased by 0.00%
May 31, 25
6 Wasatch Micro Cap 189.22K (1.74%) 7.82K
Increased by +4.13%
Mar 31, 25
7 iShares US Infrastructure ETF 177.86K (1.63%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 161.55K (1.48%) 1.20K
Increased by +0.74%
May 31, 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%
Mar 31, 25
12 Oberweis Micro-Cap Growth 110.80K (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
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 101.99K (0.94%) 872.00
Increased by +0.86%
Mar 31, 25
15 Wasatch Micro Cap Value 98.18K (0.90%) 10.18K
Increased by +10.37%
Mar 31, 25
16 Wasatch Micro Cap Value Composite 98.18K (0.90%) 2.07K
Increased by +2.11%
Mar 31, 25
17 Timpani Small Cap Growth Equity 89.72K (0.82%) 6.32K
Increased by +7.04%
Mar 31, 25
18 Fidelity® Small Cap Index 89.10K (0.82%) 2.32K
Increased by +2.61%
Oct 31, 23
19 iShares Russell 2000 Growth ETF 87.74K (0.81%) 0.00
Increased by 0.00%
May 31, 25
20 Calamos Timpani Small Cap Growth I 86.53K (0.79%) -3.19K
Decreased by -3.69%
Apr 30, 25