Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.75%
2 DWAS 0.41%
3 VFVA 0.08%
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 IWMW 0.01%
12 IWM 0.01%
13 DFAT 0.00%
14 SMMD 0.00%
15 DFAS 0.00%
16 ITDH 0.00%
17 ITDG 0.00%
18 ITDI 0.00%
19 ITDJ 0.00%
20 AVUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Group LLC 3.81M (12.91%) -127.26K
Decreased by -3.34%
Mar 31, 26
2 Forager Capital Management, LLC 3.36M (11.39%) 981.73K
Increased by +29.20%
Mar 31, 26
3 BlackRock Inc 3.08M (10.43%) -27.94K
Decreased by -0.91%
Mar 31, 26
4 Institutional Venture Management XIV LLC 3.05M (10.32%) -360.86K
Decreased by -11.84%
Sep 30, 23
5 Findell Capital Management LLC 2.75M (9.31%) 180.00K
Increased by +6.55%
Mar 31, 26
6 Vanguard Group Inc 2.26M (7.67%) 156.63K
Increased by +6.92%
Dec 31, 25
7 Millennium Management LLC 2.25M (7.63%) 353.63K
Increased by +15.69%
Mar 31, 26
8 Kayne Anderson Rudnick Investment Management LLC 2.15M (7.27%) -11.59K
Decreased by -0.54%
Sep 30, 23
9 Vanguard Capital Management, LLC 1.63M (5.52%) 1.63M
Increased by +100.00%
Mar 31, 26
10 Portolan Capital Management, LLC 1.62M (5.49%) 801.12K
Increased by +49.47%
Jun 30, 25
11 Long Focus Capital Management, LLC 1.52M (5.13%) 0.00
Increased by 0.00%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.36M (4.62%) 234.72K
Increased by +17.21%
Mar 31, 26
13 Simcoe Capital LLC 1.00M (3.40%) 206.80K
Increased by +20.63%
Mar 31, 26
14 Acadian Asset Management LLC 981.81K (3.33%) 981.81K
Increased by +100.00%
Sep 30, 25
15 Two Sigma Investments LLC 961.64K (3.26%) 336.25K
Increased by +34.97%
Mar 31, 26
16 Geode Capital Management, LLC 948.80K (3.21%) -317.64K
Decreased by -33.48%
Mar 31, 26
17 Acuitas Investments, LLC 892.45K (3.02%) 151.01K
Increased by +16.92%
Sep 30, 25
18 BOOTHBAY FUND MANAGEMENT, LLC 859.33K (2.91%) 81.03K
Increased by +9.43%
Mar 31, 26
19 The Goldman Sachs Group Inc 818.29K (2.77%) 415.35K
Increased by +50.76%
Mar 31, 26
20 State Street Corp 752.33K (2.55%) 8.86K
Increased by +1.18%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Virtus KAR Small-Cap Growth I 1.46M (4.95%) 0.00
Increased by 0.00%
Sep 30, 23
2 Strategic Advisers U.S. Total Stock 1.34M (4.53%) 861.19K
Increased by +64.35%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.19M (4.05%) 0.00
Increased by 0.00%
Jun 30, 26
4 iShares Russell 2000 ETF 1.14M (3.85%) 6.73K
Increased by +0.59%
Jun 30, 26
5 Vanguard US Total Market Shares ETF 861.13K (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
6 Avantis US Small Cap Value ETF 673.31K (2.28%) 1.81K
Increased by +0.27%
Jun 30, 26
7 BGF FinTech Z2 USD 659.80K (2.24%) -20.43K
Decreased by -3.10%
Feb 29, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 507.62K (1.72%) 47.62K
Increased by +9.38%
Jun 30, 26
9 Boston Partners Small Cap Value II Inv 436.52K (1.48%) 19.90K
Increased by +4.56%
Dec 31, 25
10 Fidelity Small Cap Index 399.13K (1.35%) 7.10K
Increased by +1.78%
Apr 30, 26
11 iShares Russell 2000 Value ETF 385.19K (1.30%) -2.65K
Decreased by -0.69%
Jun 30, 26
12 Invesco Dorsey Wright SmallCap Momt ETF 349.65K (1.18%) 454.00
Increased by +0.13%
Aug 29, 25
13 U.S. Equity Small Cap Corporate Cl OF 345.91K (1.17%) 0.00
Increased by 0.00%
Dec 31, 25
14 Acuitas US Microcap Strategy 322.87K (1.09%) 322.87K
Increased by +100.00%
Mar 31, 26
15 Goldman Sachs Small Cp Val Insghts Instl 281.77K (0.95%) 84.48K
Increased by +29.98%
Apr 30, 26
16 Segall Bryant Quantitative US Small Cap 277.53K (0.94%) 0.00
Increased by 0.00%
Mar 31, 26
17 U.S. Equity Small Cap Pool A 277.53K (0.94%) -6.52K
Decreased by -2.35%
Dec 31, 25
18 Mackenzie Quantitative US Small Cap 257.44K (0.87%) 237.99K
Increased by +92.44%
Mar 31, 26
19 BSF Systematic US Eq Abs Ret A2 USD 253.23K (0.86%) 73.82K
Increased by +29.15%
Dec 31, 25
20 Fidelity Small-Mid Multifactor ETF 247.16K (0.84%) 0.00
Increased by 0.00%
Aug 29, 25