Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGNR 2.76%
2 AZTD 1.99%
3 PWER 1.60%
4 CVY 1.38%
5 VERS 0.98%
6 HEFT 0.88%
7 SYZ 0.68%
8 NVQ_old 0.23%
9 NVQ 0.23%
10 TINT 0.21%
11 TLTD 0.20%
12 ISCF 0.14%
13 AVDS 0.14%
14 IPKW 0.14%
15 SCHC 0.12%
16 VSS 0.08%
17 MFDX 0.06%
18 DNL 0.06%
19 DFAI 0.04%
20 FNDA 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Oaktree Capital Management LLC 2.85M (10.74%) 0.00
Increased by 0.00%
Dec 31, 25
2 Immersion Corp 2.74M (10.34%) -470.39K
Decreased by -17.15%
Sep 30, 25
3 AllianceBernstein L.P. 2.28M (8.58%) -30.89K
Decreased by -1.36%
Dec 31, 23
4 Systematic Financial Management LP 1.94M (7.32%) 32.71K
Increased by +1.68%
Jun 30, 25
5 Clearline Capital LP 1.46M (5.51%) -439.14K
Decreased by -30.06%
Dec 31, 25
6 Ameriprise Financial Inc 1.43M (5.40%) 208.42K
Increased by +14.55%
Sep 30, 25
7 FMR Inc 1.25M (4.70%) -5.00
Decreased by -0.00%
Sep 30, 24
8 Toronado Partners, LLC 1.17M (4.40%) -622.82K
Decreased by -53.32%
Dec 31, 23
9 Rubric Capital Management LP 967.87K (3.65%) 0.00
Increased by 0.00%
Sep 30, 23
10 Marshall Wace Asset Management Ltd 873.73K (3.29%) 174.21K
Increased by +19.94%
Sep 30, 25
11 Dimensional Fund Advisors, Inc. 827.86K (3.12%) -184.73K
Decreased by -22.31%
Dec 31, 25
12 Thompson, Siegel & Walmsley LLC 794.32K (2.99%) 95.23K
Increased by +11.99%
Sep 30, 23
13 First Wilshire Securities Mgmt Inc (CA) 732.86K (2.76%) 256.21K
Increased by +34.96%
Dec 31, 25
14 Quinn Opportunity Partners LLC 730.47K (2.75%) 0.00
Increased by 0.00%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 682.17K (2.57%) 93.81K
Increased by +13.75%
Sep 30, 25
16 S Squared Technology, LLC 610.51K (2.30%) -29.20K
Decreased by -4.78%
Jun 30, 25
17 State Of Wisconsin Investment Board 600.02K (2.26%) 0.00
Increased by 0.00%
Dec 31, 25
18 B. Riley Asset Management, LLC 576.40K (2.17%) -530.20K
Decreased by -91.99%
Mar 31, 24
19 Water Island Capital LLC 548.78K (2.07%) -38.41K
Decreased by -7.00%
Sep 30, 23
20 BOOTHBAY FUND MANAGEMENT, LLC 537.77K (2.03%) 104.38K
Increased by +19.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Pacific Basin 1.24M (4.68%) 0.00
Increased by 0.00%
Sep 30, 24
2 Columbia Small Cap Value Discv A 1.05M (3.97%) 1.05M
Increased by +100.00%
Jan 31, 26
3 Columbia Small Cap Value Discovery Fund 1.04M (3.93%) 24.70K
Increased by +2.37%
Dec 31, 25
4 Columbia Small Cap Value I A 852.02K (3.21%) 13.30K
Increased by +1.56%
Jul 31, 25
5 Columbia Small Cap Value I 838.72K (3.16%) -183.96K
Decreased by -21.93%
Jun 30, 25
6 Vanguard Information Technology ETF 791.91K (2.98%) 8.10K
Increased by +1.02%
Jul 31, 25
7 First Wilshire US SCV Equities SMA 700.51K (2.64%) 245.27K
Increased by +35.01%
Dec 31, 25
8 Schwab Fundamental US Small Company ETF 432.66K (1.63%) 459.00
Increased by +0.11%
Jan 31, 24
9 Kennedy Extended Small Cap 345.72K (1.30%) 4.90K
Increased by +1.42%
Dec 31, 24
10 Bridgeway Ultra-Small Company 337.75K (1.27%) -80.00K
Decreased by -23.69%
Dec 31, 25
11 Arbitrage R 305.76K (1.15%) -106.08K
Decreased by -34.69%
Nov 30, 23
12 Vanguard Strategic Small-Cap Equity Inv 239.69K (0.90%) 0.00
Increased by 0.00%
Dec 31, 25
13 Columbia VP Small Cap Value 1 220.39K (0.83%) 220.39K
Increased by +100.00%
Jan 31, 26
14 TSW SMID Cap Value 189.90K (0.72%) 38.20K
Increased by +20.12%
Sep 30, 23
15 Invesco FTSE RAFI US 1500 Small-Mid ETF 173.18K (0.65%) 0.00
Increased by 0.00%
Nov 27, 24
16 DFA US Small Cap Value I 164.49K (0.62%) 0.00
Increased by 0.00%
Dec 31, 23
17 AB Small Cap Value Advisor 157.30K (0.59%) -151.33K
Decreased by -96.21%
Feb 29, 24
18 Empower Small Cap Value/Kennedy SP 152.81K (0.58%) -8.27K
Decreased by -5.41%
Sep 30, 24
19 Fisher US Small Cap Opportunities 148.40K (0.56%) 0.00
Increased by 0.00%
Jun 30, 24
20 GAMCO Intl SICAV Merger Arbtrg I (USD) 142.40K (0.54%) 1.18K
Increased by +0.83%
Aug 31, 25