Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WMCR 0.26%
2 SCDS 0.17%
3 IWC 0.09%
4 GSSC 0.06%
5 IWN 0.02%
6 EES 0.02%
7 VTWV 0.02%
8 RSSL 0.01%
9 IWM 0.01%
10 UWM 0.01%
11 VTWO 0.01%
12 RTLA 0.01%
13 DFAS 0.01%
14 URTY 0.01%
15 IWO 0.00%
16 HDG 0.00%
17 RYLD 0.00%
18 ITOT 0.00%
19 DFSU 0.00%
20 DFAT 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 1.28M (6.27%) -6.89K
Decreased by -0.54%
Sep 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 Renaissance Technologies Corp 822.90K (4.02%) -22.30K
Decreased by -2.71%
Sep 30, 24
7 JPMorgan Chase & Co 596.60K (2.91%) -23.88K
Decreased by -4.00%
Sep 30, 24
8 Boston Partners Global Investors, Inc 581.92K (2.84%) -89.32K
Decreased by -15.35%
Sep 30, 24
9 Geode Capital Management, LLC 546.52K (2.67%) 4.68K
Increased by +0.86%
Sep 30, 24
10 State Street Corp 475.74K (2.32%) 13.24K
Increased by +2.78%
Sep 30, 24
11 Acadian Asset Management LLC 448.92K (2.19%) -101.44K
Decreased by -22.60%
Sep 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 Morgan Stanley - Brokerage Accounts 374.51K (1.83%) -459.87K
Decreased by -122.79%
Sep 30, 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 Nuveen Asset Management, LLC 277.90K (1.36%) 61.59K
Increased by +22.16%
Sep 30, 24
18 Herald Investment Management Ltd 260.00K (1.27%) 0.00
Increased by 0.00%
Sep 30, 24
19 Goldman Sachs Group Inc 220.47K (1.08%) 22.50K
Increased by +10.21%
Sep 30, 24
20 Northern Trust Corp 204.47K (1.00%) -4.48K
Decreased by -2.19%
Sep 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 656.87K (3.21%) -1.37K
Decreased by -0.21%
Nov 27, 24
3 BlackRock Advantage Small Cap Core Instl 437.24K (2.14%) 0.00
Increased by 0.00%
Oct 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 343.94K (1.68%) 0.00
Increased by 0.00%
Oct 31, 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 216.57K (1.06%) -6.76K
Decreased by -3.12%
Oct 31, 24
11 iShares Russell 2000 Value ETF 201.62K (0.98%) 260.00
Increased by +0.13%
Nov 27, 24
12 iShares Russell 2000 Growth ETF 201.39K (0.98%) -482.00
Decreased by -0.24%
Apr 30, 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 WPG Partners Select Small Cap Value Ins 124.36K (0.61%) 9.06K
Increased by +7.29%
Sep 30, 24