Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.41%
2 IWC 0.06%
3 BSVO 0.03%
4 PRFZ 0.02%
5 VTWV 0.02%
6 IWN 0.02%
7 VTWO 0.01%
8 IWM 0.01%
9 AVSC 0.01%
10 DFAT 0.00%
11 DFAS 0.00%
12 AVUS 0.00%
13 VXF 0.00%
14 VTI 0.00%
15 VTHR 0.00%
16 AVUV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Group LLC 3.76M (13.01%) 0.00
Increased by 0.00%
Jun 30, 24
2 Findell Capital Management LLC 3.40M (11.77%) -68.30K
Decreased by -2.01%
Mar 31, 25
3 Institutional Venture Management XIV LLC 3.05M (10.55%) -360.86K
Decreased by -11.84%
Sep 30, 23
4 Kayne Anderson Rudnick Investment Management LLC 2.15M (7.42%) -11.59K
Decreased by -0.54%
Sep 30, 23
5 Millennium Management LLC 1.94M (6.70%) 433.83K
Increased by +22.40%
Mar 31, 25
6 Long Focus Capital Management, LLC 1.52M (5.25%) -225.00K
Decreased by -14.84%
Mar 31, 25
7 Vanguard Group Inc 1.41M (4.87%) 128.53K
Increased by +9.12%
Mar 31, 25
8 BOOTHBAY FUND MANAGEMENT, LLC 1.31M (4.55%) -134.64K
Decreased by -10.25%
Mar 31, 25
9 Marshall Wace Asset Management Ltd 1.10M (3.82%) 814.00K
Increased by +73.71%
Mar 31, 25
10 Acadian Asset Management LLC 1.06M (3.65%) 1.06M
Increased by +100.00%
Mar 31, 25
11 BlackRock Inc 862.70K (2.99%) -17.08K
Decreased by -1.98%
Mar 31, 25
12 Portolan Capital Management, LLC 818.35K (2.83%) 818.35K
Increased by +100.00%
Mar 31, 25
13 Two Sigma Advisers, LLC 723.00K (2.50%) 214.50K
Increased by +29.67%
Mar 31, 25
14 Acuitas Investments, LLC 714.39K (2.47%) -435.81K
Decreased by -61.00%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 705.30K (2.44%) 136.99K
Increased by +19.42%
Mar 31, 25
16 Fuller & Thaler Asset Management Inc 664.46K (2.30%) 127.12K
Increased by +19.13%
Jun 30, 24
17 Glynn Capital Management, LLC 588.23K (2.04%) 0.00
Increased by 0.00%
Mar 31, 25
18 Park West Asset Management LLC 565.24K (1.96%) -778.64K
Decreased by -137.75%
Dec 31, 23
19 Summa Corp 562.34K (1.95%) -1.47K
Decreased by -0.26%
Mar 31, 25
20 Two Sigma Investments LLC 557.90K (1.93%) 245.34K
Increased by +43.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 1.46M (5.06%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 907.61K (3.14%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 861.13K (2.98%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 838.12K (2.90%) -13.56K
Decreased by -1.62%
Jul 30, 25
5 BGF FinTech Z2 USD 659.80K (2.28%) -20.43K
Decreased by -3.10%
Feb 29, 24
6 Strategic Advisers U.S. Total Stock 477.11K (1.65%) 372.26K
Increased by +78.02%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 453.53K (1.57%) 0.00
Increased by 0.00%
Jun 30, 25
8 Boston Partners Small Cap Value II Inv 391.93K (1.36%) -8.79K
Decreased by -2.24%
May 31, 25
9 Invesco Dorsey Wright SmallCap Momt ETF 351.47K (1.22%) 0.00
Increased by 0.00%
Jul 31, 25
10 iShares Russell 2000 Value ETF 288.46K (1.00%) 0.00
Increased by 0.00%
Jul 30, 25
11 Kennedy Micro Cap Opportunities 230.21K (0.80%) 88.82K
Increased by +38.58%
Jun 30, 25
12 DFA US Targeted Value I 203.40K (0.70%) 27.11K
Increased by +13.33%
Jun 30, 25
13 Invesco FTSE RAFI US 1500 Small-Mid ETF 186.23K (0.64%) 0.00
Increased by 0.00%
Feb 27, 25
14 Dimensional US Targeted Value ETF 185.03K (0.64%) 0.00
Increased by 0.00%
Jul 31, 25
15 Vanguard Russell 2000 ETF 170.46K (0.59%) 170.46K
Increased by +100.00%
Jun 30, 25
16 Fidelity Extended Market Index 161.58K (0.56%) -422.00
Decreased by -0.26%
Jun 30, 25
17 JNL Multi-Manager Small Cap Growth A 156.08K (0.54%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fidelity® Extended Market Index 152.91K (0.53%) 8.18K
Increased by +5.35%
Nov 30, 23
19 FullerThaler Behavioral Micro-Cap Core 152.21K (0.53%) -509.90K
Decreased by -335.00%
Sep 30, 24
20 IMC US Ultra Micro Cap 147.12K (0.51%) -11.10K
Decreased by -7.55%
Jun 30, 25