Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 2.89%
2 FDM 0.30%
3 IWC 0.09%
4 GSSC 0.04%
5 AVSC 0.03%
6 IWO 0.02%
7 VTWG 0.02%
8 IWM 0.01%
9 EES 0.01%
10 RTLA 0.01%
11 VTWO 0.01%
12 RSSL 0.01%
13 PRFZ 0.01%
14 UWM 0.01%
15 DFAS 0.01%
16 URTY 0.01%
17 RYLD 0.00%
18 DFSU 0.00%
19 AVSU 0.00%
20 IWN 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nierenberg Investment Management Co 2.98M (14.03%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 1.99M (9.34%) 3.10K
Increased by +0.16%
Mar 31, 25
3 Vanguard Group Inc 1.42M (6.69%) -2.47K
Decreased by -0.17%
Mar 31, 25
4 Portolan Capital Management, LLC 1.28M (6.01%) 290.33K
Increased by +22.74%
Mar 31, 25
5 Renaissance Technologies Corp 1.13M (5.30%) -23.00K
Decreased by -2.04%
Mar 31, 25
6 Arnhold & S. Bleichroeder Advisers, LLC 1.00M (4.71%) -160.80K
Decreased by -16.08%
Mar 31, 25
7 Punch & Associates Inv Mgmt Inc 837.36K (3.94%) -450.00K
Decreased by -53.74%
Mar 31, 25
8 Heartland Advisors Inc 766.70K (3.61%) -157.25K
Decreased by -20.51%
Mar 31, 25
9 Western Standard LLC 701.32K (3.30%) 371.35K
Increased by +52.95%
Mar 31, 25
10 Silvercrest Asset Management Group LLC 639.65K (3.01%) 160.62K
Increased by +25.11%
Mar 31, 25
11 Geode Capital Management, LLC 624.32K (2.94%) 7.12K
Increased by +1.14%
Mar 31, 25
12 Next Century Growth Investors LLC 618.59K (2.91%) 463.27K
Increased by +74.89%
Mar 31, 25
13 Archon Capital Management LLC 528.42K (2.49%) 20.48K
Increased by +3.88%
Mar 31, 25
14 State Street Corp 521.90K (2.46%) 3.45K
Increased by +0.66%
Mar 31, 25
15 MONIMUS CAPITAL MANAGEMENT, LP 505.94K (2.38%) -14.31K
Decreased by -2.83%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 502.84K (2.37%) 3.09K
Increased by +0.61%
Mar 31, 25
17 State Street Corporation 492.08K (2.32%) 10.41K
Increased by +2.12%
Mar 31, 24
18 Ancora Advisors LLC 474.65K (2.23%) -178.00
Decreased by -0.04%
Dec 31, 24
19 Hodges Capital Management Inc 464.17K (2.18%) -75.75K
Decreased by -16.32%
Mar 31, 25
20 Citadel Advisors Llc 420.62K (1.98%) 248.43K
Increased by +59.06%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Small Cap Opportunity I 873.80K (4.11%) 302.00
Increased by +0.03%
Apr 30, 25
2 First Eagle US Small Cap Strategy 873.50K (4.11%) -160.01K
Decreased by -18.32%
Mar 31, 25
3 Strategic Advisers U.S. Total Stock 861.47K (4.05%) 77.67K
Increased by +9.02%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 832.67K (3.92%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 832.67K (3.92%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 697.35K (3.28%) 0.00
Increased by 0.00%
May 31, 25
7 Heartland Value Investor 650.00K (3.06%) 0.00
Increased by 0.00%
May 31, 25
8 Strategic Advisers U.S. Total Stock{mg} 619.09K (2.91%) 98.23K
Increased by +15.87%
Sep 30, 24
9 Strategic Advisers Small-Mid Cap 572.47K (2.69%) 143.08K
Increased by +24.99%
Jul 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 375.73K (1.77%) 0.00
Increased by 0.00%
May 31, 25
11 Avantis US Small Cap Value ETF 301.53K (1.42%) 2.31K
Increased by +0.77%
May 31, 25
12 Fidelity Small Cap Index 273.25K (1.29%) -2.35K
Decreased by -0.86%
Mar 31, 25
13 Fidelity® Small Cap Index 247.42K (1.16%) 5.94K
Increased by +2.40%
Oct 31, 23
14 CREF Stock R1 241.84K (1.14%) -15.05K
Decreased by -6.22%
Feb 28, 25
15 iShares Russell 2000 Growth ETF 234.36K (1.10%) 0.00
Increased by 0.00%
May 31, 25
16 Ancora/Thelen Small Mid Cap Core 201.99K (0.95%) -79.94K
Decreased by -39.58%
Mar 31, 25
17 Silvercrest U.S. Small Cap Growth 201.60K (0.95%) 51.34K
Increased by +25.46%
Mar 31, 25
18 CREF Stock R3 201.28K (0.95%) -23.02K
Decreased by -11.44%
Apr 30, 25
19 Next Century Growth Micro Cap Growth 167.39K (0.79%) 121.81K
Increased by +72.77%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 140.10K (0.66%) 690.00
Increased by +0.49%
Apr 30, 25