Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFLR 0.01%
2 VTWG 0.01%
3 IWC 0.01%
4 IWO 0.01%
5 PRFZ 0.00%
6 IWM 0.00%
7 UWM 0.00%
8 URTY 0.00%
9 HDG 0.00%
10 DFAS 0.00%
11 AVSC 0.00%
12 DFAC 0.00%
13 RTLA 0.00%
14 VTHR 0.00%
15 VTI 0.00%
16 AVUS 0.00%
17 VTWO 0.00%
18 RYLD 0.00%
19 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mill Road Capital Management LLC 6.97M (28.92%) 0.00
Increased by 0.00%
Mar 31, 25
2 Nantahala Capital Management, LLC 4.51M (18.71%) -2.84K
Decreased by -0.06%
Mar 31, 25
3 Vanguard Group Inc 2.12M (8.78%) 0.00
Increased by 0.00%
Mar 31, 25
4 FMR Inc 1.76M (7.31%) -27.40K
Decreased by -1.56%
Mar 31, 25
5 Royce & Associates, LP 861.74K (3.58%) -404.18K
Decreased by -46.90%
Mar 31, 25
6 Invenomic Capital Management, LP 702.99K (2.92%) -28.03K
Decreased by -3.99%
Mar 31, 24
7 State Street Corporation 679.19K (2.82%) 4.69K
Increased by +0.69%
Mar 31, 24
8 Archon Capital Management LLC 666.96K (2.77%) 666.96K
Increased by +100.00%
Mar 31, 25
9 Fuller & Thaler Asset Management Inc 648.30K (2.69%) -20.93K
Decreased by -3.23%
Jun 30, 24
10 BlackRock Inc 616.27K (2.56%) -13.53K
Decreased by -2.20%
Mar 31, 25
11 AQR Capital Management LLC 494.00K (2.05%) 337.92K
Increased by +68.41%
Sep 30, 23
12 Geode Capital Management, LLC 363.15K (1.51%) 10.54K
Increased by +2.90%
Mar 31, 25
13 Nuveen Asset Management, LLC 295.87K (1.23%) 0.00
Increased by 0.00%
Mar 31, 24
14 Punch & Associates Inv Mgmt Inc 290.56K (1.21%) -107.41K
Decreased by -36.97%
Mar 31, 24
15 Fund 1 Investments LLC 285.79K (1.19%) 285.79K
Increased by +100.00%
Sep 30, 23
16 D. E. Shaw & Co LP 266.75K (1.11%) -222.47K
Decreased by -83.40%
Dec 31, 24
17 Citadel Advisors Llc 264.76K (1.10%) 183.09K
Increased by +69.15%
Sep 30, 24
18 Manatuck Hill Partners LLC 225.00K (0.93%) 225.00K
Increased by +100.00%
Dec 31, 23
19 GSA Capital Partners LLP 216.13K (0.90%) 216.13K
Increased by +100.00%
Mar 31, 24
20 Millennium Management LLC 213.10K (0.88%) -103.73K
Decreased by -48.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.56M (6.47%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.51M (6.26%) 0.00
Increased by 0.00%
Apr 30, 25
3 FIAM Small Cap Core Composite 1.18M (4.90%) -59.50K
Decreased by -5.04%
Dec 31, 24
4 FIAM Small Cap Core CIT Cl B 1.15M (4.79%) 0.00
Increased by 0.00%
Mar 31, 25
5 iShares Russell 2000 ETF 1.02M (4.22%) 489.00
Increased by +0.05%
Mar 28, 24
6 FullerThaler Behavioral Micro-Cap Core 648.30K (2.69%) 0.00
Increased by 0.00%
Aug 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 539.07K (2.24%) 0.00
Increased by 0.00%
Apr 30, 25
8 Royce Small-Cap Opportunity Invmt 453.47K (1.88%) -219.11K
Decreased by -48.32%
Mar 31, 25
9 Invenomic Institutional 448.46K (1.86%) -78.14K
Decreased by -17.43%
Jan 31, 24
10 Fidelity Small Cap Index 382.85K (1.59%) 6.72K
Increased by +1.76%
Jun 30, 24
11 Fidelity® Small Cap Index 379.80K (1.58%) 0.00
Increased by 0.00%
Oct 31, 23
12 Strategic Advisers Fidelity US TtlStk 369.36K (1.53%) 0.00
Increased by 0.00%
Apr 30, 25
13 iShares Russell 2000 Growth ETF 358.07K (1.49%) -416.00
Decreased by -0.12%
Mar 28, 24
14 Strategic Advisers® Fidelity US TtlStk 335.38K (1.39%) 36.50K
Increased by +10.88%
Nov 30, 23
15 FTGF RY US SmCp Opp A USD Dis(A) 217.68K (0.90%) -183.07K
Decreased by -84.10%
Apr 30, 25
16 Kennedy Extended Small Cap 202.16K (0.84%) -183.36K
Decreased by -90.70%
Jun 30, 24
17 Kennedy Micro Cap 197.34K (0.82%) -109.05K
Decreased by -55.26%
Dec 31, 23
18 Fidelity® Extended Market Index 192.63K (0.80%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Extended Market Index 169.93K (0.71%) -1.62K
Decreased by -0.96%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 158.16K (0.66%) -55.15K
Decreased by -34.87%
Jun 30, 24