Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WMCR 0.26%
2 IWC 0.08%
3 GSSC 0.05%
4 EES 0.03%
5 VTWV 0.02%
6 IWN 0.02%
7 IWM 0.01%
8 VTWO 0.01%
9 RTLA 0.01%
10 UWM 0.01%
11 DFAS 0.01%
12 URTY 0.01%
13 IWO 0.00%
14 HDG 0.00%
15 DFAT 0.00%
16 RYLD 0.00%
17 ITOT 0.00%
18 IWV 0.00%
19 DFUS 0.00%
20 DFAU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trigran Investments Inc 4.11M (20.06%) 26.39K
Increased by +0.64%
Jun 30, 24
2 BlackRock Inc 3.86M (18.86%) 294.64K
Increased by +7.62%
Jun 30, 24
3 Awm Investment Company Inc 1.29M (6.30%) -118.48K
Decreased by -9.17%
Jun 30, 24
4 Wellington Management Company LLP 1.25M (6.08%) 60.50K
Increased by +4.85%
Dec 31, 23
5 Vanguard Group Inc 1.24M (6.05%) -25.61K
Decreased by -2.06%
Jun 30, 24
6 Renaissance Technologies Corp 845.20K (4.12%) 33.10K
Increased by +3.92%
Jun 30, 24
7 Boston Partners Global Investors, Inc 671.24K (3.28%) 208.16K
Increased by +31.01%
Jun 30, 24
8 JPMorgan Chase & Co 620.49K (3.03%) 189.92K
Increased by +30.61%
Jun 30, 24
9 Geode Capital Management, LLC 541.84K (2.64%) 37.57K
Increased by +6.93%
Jun 30, 24
10 State Street Corp 462.50K (2.26%) 13.64K
Increased by +2.95%
Jun 30, 24
11 State Street Corporation 448.86K (2.19%) 3.76K
Increased by +0.84%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 417.19K (2.04%) -202.22K
Decreased by -48.47%
Jun 30, 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. 295.07K (1.44%) -68.02K
Decreased by -23.05%
Jun 30, 24
17 Herald Investment Management Ltd 260.00K (1.27%) 0.00
Increased by 0.00%
Jun 30, 24
18 Nuveen Asset Management, LLC 216.31K (1.06%) 27.95K
Increased by +12.92%
Jun 30, 24
19 Northern Trust Corp 208.95K (1.02%) 2.99K
Increased by +1.43%
Jun 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 729.72K (3.56%) 0.00
Increased by 0.00%
Jul 31, 24
2 iShares Russell 2000 ETF 634.82K (3.10%) 4.02K
Increased by +0.63%
Aug 30, 24
3 BlackRock Advantage Small Cap Core Instl 418.64K (2.04%) 0.00
Increased by 0.00%
Jul 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 343.94K (1.68%) 0.00
Increased by 0.00%
Jul 31, 24
5 Column Small Cap Select 322.73K (1.57%) 62.29K
Increased by +19.30%
Jun 30, 24
6 Herald Ord 260.00K (1.27%) 0.00
Increased by 0.00%
Mar 31, 24
7 Fidelity Small Cap Index 243.82K (1.19%) 5.19K
Increased by +2.13%
Jun 30, 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 iShares Russell 2000 Growth ETF 201.39K (0.98%) -482.00
Decreased by -0.24%
Apr 30, 24
11 iShares Russell 2000 Value ETF 194.47K (0.95%) -650.00
Decreased by -0.33%
Aug 30, 24
12 BlackRock Advantage Small Cap Gr Instl 190.78K (0.93%) 11.60K
Increased by +6.08%
Jul 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%) 27.95K
Increased by +18.61%
Jun 30, 24
15 Fidelity Extended Market Index 146.81K (0.72%) 7.09K
Increased by +4.83%
Jul 31, 24
16 JPMorgan US Small Company L 142.56K (0.70%) 3.38K
Increased by +2.37%
Jul 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 140.07K (0.68%) 0.00
Increased by 0.00%
Aug 31, 24
18 Wellington Emerging Companies 132.95K (0.65%) 0.00
Increased by 0.00%
Dec 31, 23
19 FTGF RY US SmCp Opp A USD Dis(A) 123.91K (0.60%) -21.77K
Decreased by -17.57%
Jul 31, 24
20 Wellington CIF Micro Cap Equity 123.69K (0.60%) -15.81K
Decreased by -12.79%
Mar 31, 24