Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.07%
2 BSVO 0.03%
3 PRFZ 0.02%
4 AVSC 0.01%
5 DFAT 0.00%
6 DFAS 0.00%
7 AVUS 0.00%
8 AVUV 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Group LLC 3.76M (13.44%) 0.00
Increased by 0.00%
Jun 30, 24
2 Findell Capital Management LLC 3.47M (12.40%) 0.00
Increased by 0.00%
Dec 31, 24
3 Institutional Venture Management XIV LLC 3.05M (10.89%) -360.86K
Decreased by -11.84%
Sep 30, 23
4 Kayne Anderson Rudnick Investment Management LLC 2.15M (7.67%) -11.59K
Decreased by -0.54%
Sep 30, 23
5 Long Focus Capital Management, LLC 1.74M (6.22%) 0.00
Increased by 0.00%
Dec 31, 24
6 Millennium Management LLC 1.50M (5.37%) 104.19K
Increased by +6.93%
Dec 31, 24
7 BOOTHBAY FUND MANAGEMENT, LLC 1.45M (5.18%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Group Inc 1.28M (4.58%) 0.00
Increased by 0.00%
Dec 31, 24
9 RBF LLC 884.65K (3.16%) -93.42K
Decreased by -10.56%
Dec 31, 24
10 BlackRock Inc 879.78K (3.14%) 29.57K
Increased by +3.36%
Dec 31, 24
11 Acadian Asset Management LLC 813.25K (2.91%) 82.15K
Increased by +10.10%
Mar 31, 24
12 Acuitas Investments, LLC 714.39K (2.55%) -435.81K
Decreased by -61.00%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 664.46K (2.38%) 127.12K
Increased by +19.13%
Jun 30, 24
14 Glynn Capital Management, LLC 588.23K (2.10%) 0.00
Increased by 0.00%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 568.31K (2.03%) 24.98K
Increased by +4.40%
Dec 31, 24
16 Park West Asset Management LLC 565.24K (2.02%) -778.64K
Decreased by -137.75%
Dec 31, 23
17 Summa Corp 562.34K (2.01%) -1.47K
Decreased by -0.26%
Mar 31, 25
18 Madrone Advisors LLC 540.63K (1.93%) -82.66K
Decreased by -15.29%
Dec 31, 24
19 Union Square Park Capital Management, LLC 532.88K (1.90%) -165.80K
Decreased by -31.11%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 526.41K (1.88%) -184.33K
Decreased by -35.02%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 1.46M (5.23%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 907.61K (3.24%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 861.13K (3.08%) 0.00
Increased by 0.00%
Sep 30, 24
4 BGF FinTech Z2 USD 659.80K (2.36%) -20.43K
Decreased by -3.10%
Feb 29, 24
5 Strategic Advisers U.S. Total Stock 570.07K (2.04%) -270.91K
Decreased by -47.52%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 453.53K (1.62%) 14.91K
Increased by +3.29%
Mar 31, 25
7 Invesco Dorsey Wright SmallCap Momt ETF 341.28K (1.22%) 0.00
Increased by 0.00%
Dec 31, 23
8 Boston Partners Small Cap Value II Inv 194.58K (0.70%) 194.58K
Increased by +100.00%
Jan 31, 25
9 Invesco FTSE RAFI US 1500 Small-Mid ETF 186.23K (0.67%) 0.00
Increased by 0.00%
Feb 27, 25
10 IMC US Ultra Micro Cap 164.85K (0.59%) 164.85K
Increased by +100.00%
Mar 31, 25
11 Fidelity Extended Market Index 164.28K (0.59%) 5.31K
Increased by +3.23%
Mar 31, 25
12 Dimensional US Targeted Value ETF 156.12K (0.56%) 0.00
Increased by 0.00%
Apr 30, 25
13 JNL Multi-Manager Small Cap Growth A 156.08K (0.56%) 0.00
Increased by 0.00%
Sep 30, 23
14 DFA US Targeted Value I 155.17K (0.55%) 14.14K
Increased by +9.11%
Mar 31, 25
15 Fidelity® Extended Market Index 152.91K (0.55%) 8.18K
Increased by +5.35%
Nov 30, 23
16 FullerThaler Behavioral Micro-Cap Core 152.21K (0.54%) -509.90K
Decreased by -335.00%
Sep 30, 24
17 Pleiades Small Cap Equity A 150.44K (0.54%) 150.44K
Increased by +100.00%
Mar 31, 25
18 Kennedy Micro Cap Opportunities 141.39K (0.51%) -231.15K
Decreased by -163.48%
Mar 31, 25
19 Invesco RAFI US 1500 Small-Mid ETF 132.61K (0.47%) -299.00
Decreased by -0.23%
Apr 30, 25
20 EA Bridgeway Omni Small-Cap Value ETF 126.35K (0.45%) 1.85K
Increased by +1.46%
Apr 30, 25