Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WMCR 0.26%
2 SCDS 0.22%
3 IWC 0.08%
4 GSSC 0.06%
5 EES 0.03%
6 IWN 0.02%
7 VTWV 0.02%
8 RSSL 0.01%
9 IWM 0.01%
10 RTLA 0.01%
11 VTWO 0.01%
12 DFAS 0.01%
13 UWM 0.01%
14 URTY 0.01%
15 IWO 0.00%
16 HDG 0.00%
17 DFAT 0.00%
18 RYLD 0.00%
19 ITOT 0.00%
20 DFSU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.86M (18.87%) 294.64K
Increased by +7.62%
Jun 30, 24
2 Trigran Investments Inc 3.82M (18.67%) -286.84K
Decreased by -7.50%
Sep 30, 24
3 Awm Investment Company Inc 1.29M (6.31%) -118.48K
Decreased by -9.17%
Jun 30, 24
4 Vanguard Group Inc 1.27M (6.19%) 26.77K
Increased by +2.11%
Sep 30, 24
5 Wellington Management Company LLP 1.25M (6.09%) 60.50K
Increased by +4.85%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 834.38K (4.07%) 214.97K
Increased by +25.76%
Jun 30, 24
7 Renaissance Technologies Corp 822.90K (4.02%) -22.30K
Decreased by -2.71%
Sep 30, 24
8 Boston Partners Global Investors, Inc 671.24K (3.28%) 208.16K
Increased by +31.01%
Jun 30, 24
9 JPMorgan Chase & Co 620.49K (3.03%) 189.92K
Increased by +30.61%
Jun 30, 24
10 Geode Capital Management, LLC 541.84K (2.65%) 37.57K
Increased by +6.93%
Jun 30, 24
11 State Street Corp 462.50K (2.26%) 13.64K
Increased by +2.95%
Jun 30, 24
12 State Street Corporation 448.86K (2.19%) 3.76K
Increased by +0.84%
Mar 31, 24
13 Royce & Associates, LP 396.90K (1.94%) -363.15K
Decreased by -91.50%
Jun 30, 24
14 Acadian Asset Management LLC 381.29K (1.86%) -14.49K
Decreased by -3.80%
Mar 31, 24
15 Wasatch Advisors Inc. 358.98K (1.75%) -8.10K
Decreased by -2.26%
Sep 30, 23
16 Dimensional Fund Advisors, Inc. 307.51K (1.50%) 12.45K
Increased by +4.05%
Sep 30, 24
17 Herald Investment Management Ltd 260.00K (1.27%) 0.00
Increased by 0.00%
Sep 30, 24
18 Nuveen Asset Management, LLC 216.31K (1.06%) 27.95K
Increased by +12.92%
Jun 30, 24
19 Northern Trust Corp 204.47K (1.00%) -4.48K
Decreased by -2.19%
Sep 30, 24
20 Goldman Sachs Group Inc 197.97K (0.97%) 97.50K
Increased by +49.25%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 734.22K (3.59%) 0.00
Increased by 0.00%
Oct 31, 24
2 iShares Russell 2000 ETF 610.42K (2.98%) -1.37K
Decreased by -0.22%
Oct 31, 24
3 BlackRock Advantage Small Cap Core Instl 437.24K (2.14%) 18.60K
Increased by +4.25%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 343.94K (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
5 Column Small Cap Select 271.89K (1.33%) -50.84K
Decreased by -18.70%
Sep 30, 24
6 Herald Ord 260.00K (1.27%) 0.00
Increased by 0.00%
Jun 30, 24
7 Fidelity Small Cap Index 254.36K (1.24%) -4.38K
Decreased by -1.72%
Aug 31, 24
8 Royce Small-Cap Opportunity Invmt 242.55K (1.18%) -230.07K
Decreased by -94.86%
Jun 30, 24
9 Fidelity® Small Cap Index 228.81K (1.12%) 5.11K
Increased by +2.23%
Oct 31, 23
10 BlackRock Advantage Small Cap Gr Instl 223.34K (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Russell 2000 Growth ETF 201.39K (0.98%) -482.00
Decreased by -0.24%
Apr 30, 24
12 iShares Russell 2000 Value ETF 196.03K (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
13 Wasatch Micro Cap Value 167.33K (0.82%) -4.47K
Decreased by -2.67%
Sep 30, 23
14 CREF Stock R1 150.15K (0.73%) 0.00
Increased by 0.00%
Aug 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 143.88K (0.70%) -5.10K
Decreased by -3.54%
Oct 31, 24
16 JPMorgan US Small Company L 142.56K (0.70%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity Extended Market Index 141.26K (0.69%) -6.48K
Decreased by -4.59%
Sep 30, 24
18 Wellington Emerging Companies 132.95K (0.65%) 0.00
Increased by 0.00%
Dec 31, 23
19 WPG Partners Select Small Cap Value 125.19K (0.61%) 4.97K
Increased by +3.97%
Sep 30, 24
20 FTGF RY US SmCp Opp A USD Dis(A) 123.91K (0.61%) -21.77K
Decreased by -17.57%
Jul 31, 24