Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.75%
2 DWAS 0.41%
3 VFVA 0.06%
4 IWC 0.05%
5 BSVO 0.03%
6 PRFZ 0.02%
7 VTWV 0.02%
8 IWN 0.01%
9 VTWO 0.01%
10 AVSC 0.01%
11 IWM 0.01%
12 DFAT 0.00%
13 DFAS 0.00%
14 AVUS 0.00%
15 VXF 0.00%
16 VTI 0.00%
17 VTHR 0.00%
18 AVUV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Group LLC 3.94M (13.11%) 3.94M
Increased by +100.00%
Jun 30, 25
2 Institutional Venture Management XIV LLC 3.05M (10.15%) -360.86K
Decreased by -11.84%
Sep 30, 23
3 Findell Capital Management LLC 2.84M (9.44%) -565.00K
Decreased by -19.92%
Jun 30, 25
4 BlackRock Inc 2.53M (8.43%) 1.67M
Increased by +65.94%
Jun 30, 25
5 Kayne Anderson Rudnick Investment Management LLC 2.15M (7.14%) -11.59K
Decreased by -0.54%
Sep 30, 23
6 Portolan Capital Management, LLC 1.62M (5.39%) 801.12K
Increased by +49.47%
Jun 30, 25
7 Vanguard Group Inc 1.62M (5.38%) 207.31K
Increased by +12.83%
Jun 30, 25
8 Cannell Capital LLC 1.60M (5.33%) 1.58M
Increased by +98.60%
Jun 30, 25
9 Long Focus Capital Management, LLC 1.52M (5.05%) 0.00
Increased by 0.00%
Jun 30, 25
10 Millennium Management LLC 1.33M (4.44%) -603.75K
Decreased by -45.29%
Jun 30, 25
11 Acadian Asset Management LLC 1.06M (3.51%) 1.06M
Increased by +100.00%
Mar 31, 25
12 BOOTHBAY FUND MANAGEMENT, LLC 1.03M (3.44%) -281.21K
Decreased by -27.23%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 864.79K (2.88%) 159.50K
Increased by +18.44%
Jun 30, 25
14 Geode Capital Management, LLC 776.84K (2.59%) 441.39K
Increased by +56.82%
Jun 30, 25
15 Acuitas Investments, LLC 741.44K (2.47%) 27.05K
Increased by +3.65%
Jun 30, 25
16 Two Sigma Advisers, LLC 674.40K (2.24%) -48.60K
Decreased by -7.21%
Jun 30, 25
17 Fuller & Thaler Asset Management Inc 664.46K (2.21%) 127.12K
Increased by +19.13%
Jun 30, 24
18 Glynn Capital Management, LLC 588.23K (1.96%) 0.00
Increased by 0.00%
Jun 30, 25
19 Marshall Wace Asset Management Ltd 575.11K (1.91%) -529.14K
Decreased by -92.01%
Jun 30, 25
20 Summa Corp 565.34K (1.88%) 3.00K
Increased by +0.53%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 1.46M (4.87%) 0.00
Increased by 0.00%
Sep 30, 23
2 Strategic Advisers U.S. Total Stock 1.34M (4.45%) 861.19K
Increased by +64.35%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 887.99K (2.96%) -19.62K
Decreased by -2.21%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 861.13K (2.87%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 840.50K (2.80%) 0.00
Increased by 0.00%
Aug 31, 25
6 BGF FinTech Z2 USD 659.80K (2.20%) -20.43K
Decreased by -3.10%
Feb 29, 24
7 Boston Partners Small Cap Value II Inv 396.90K (1.32%) 4.97K
Increased by +1.25%
Jun 30, 25
8 Invesco Dorsey Wright SmallCap Momt ETF 349.65K (1.16%) 454.00
Increased by +0.13%
Aug 29, 25
9 Fidelity Small Cap Index 333.38K (1.11%) 333.38K
Increased by +100.00%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 330.63K (1.10%) -122.90K
Decreased by -37.17%
Jul 31, 25
11 iShares Russell 2000 Value ETF 290.39K (0.97%) 0.00
Increased by 0.00%
Aug 31, 25
12 Fidelity Small-Mid Multifactor ETF 247.16K (0.82%) 0.00
Increased by 0.00%
Aug 29, 25
13 Kennedy Micro Cap Opportunities 230.21K (0.77%) 88.82K
Increased by +38.58%
Jun 30, 25
14 DFA US Targeted Value I 203.40K (0.68%) 0.00
Increased by 0.00%
Jul 31, 25
15 Invesco FTSE RAFI US 1500 Small-Mid ETF 186.23K (0.62%) 0.00
Increased by 0.00%
Feb 27, 25
16 Dimensional US Targeted Value ETF 186.01K (0.62%) 0.00
Increased by 0.00%
Aug 29, 25
17 Fidelity Extended Market Index 165.06K (0.55%) 3.48K
Increased by +2.11%
Jul 31, 25
18 Vanguard Russell 2000 ETF 159.38K (0.53%) -11.07K
Decreased by -6.95%
Jul 31, 25
19 JNL Multi-Manager Small Cap Growth A 156.08K (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity® Extended Market Index 152.91K (0.51%) 8.18K
Increased by +5.35%
Nov 30, 23