Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 0.71%
2 DEEP 0.68%
3 SQLV 0.33%
4 FDM 0.26%
5 EBIT 0.04%
6 EES 0.04%
7 RFLR 0.03%
8 IWC 0.03%
9 VTWG 0.01%
10 VTWO 0.01%
11 GSSC 0.01%
12 IWO 0.01%
13 RSSL 0.01%
14 IWM 0.00%
15 UWM 0.00%
16 DFAS 0.00%
17 RYLD 0.00%
18 URTY 0.00%
19 HDG 0.00%
20 DFAC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 415.38K (6.66%) 39.24K
Increased by +9.45%
Dec 31, 24
2 Vector Capital Management, L.P. 360.32K (5.78%) 100.00K
Increased by +27.75%
Dec 31, 24
3 Wasatch Advisors LP 340.43K (5.46%) 340.43K
Increased by +100.00%
Dec 31, 24
4 BlackRock Inc 317.00K (5.08%) 2.00
Increased by +0.00%
Dec 31, 24
5 UBS Group AG 255.06K (4.09%) 19.58K
Increased by +7.68%
Dec 31, 24
6 Steamboat Capital Partners, LLC 245.00K (3.93%) -122.21K
Decreased by -49.88%
Mar 31, 24
7 Hotchkis & Wiley Capital Management LLC 153.17K (2.46%) -3.40K
Decreased by -2.22%
Jun 30, 24
8 Pacific Ridge Capital Partners, LLC 147.24K (2.36%) 147.24K
Increased by +100.00%
Dec 31, 24
9 Geode Capital Management, LLC 110.58K (1.77%) 1.95K
Increased by +1.77%
Dec 31, 24
10 Hillsdale Investment Management Inc. 108.40K (1.74%) 108.40K
Increased by +100.00%
Dec 31, 24
11 Goldman Sachs Group Inc 95.40K (1.53%) -115.68K
Decreased by -121.26%
Dec 31, 24
12 Kerrisdale Advisers, LLC 86.41K (1.39%) -31.41K
Decreased by -36.36%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 82.88K (1.33%) 43.81K
Increased by +52.87%
Dec 31, 24
14 State Street Corp 73.15K (1.17%) 0.00
Increased by 0.00%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 68.22K (1.09%) 32.78K
Increased by +48.06%
Dec 31, 24
16 State Street Corporation 65.85K (1.06%) 500.00
Increased by +0.76%
Mar 31, 24
17 Manatuck Hill Partners LLC 55.00K (0.88%) 55.00K
Increased by +100.00%
Dec 31, 24
18 Ancora Advisors LLC 54.05K (0.87%) 54.05K
Increased by +100.00%
Dec 31, 24
19 Western Standard LLC 52.40K (0.84%) 39.74K
Increased by +75.85%
Sep 30, 23
20 Jacobs Levy Equity Management, Inc. 51.27K (0.82%) 24.62K
Increased by +48.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 185.63K (2.98%) 1.99K
Increased by +1.07%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 143.85K (2.31%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 127.31K (2.04%) 22.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Information Technology ETF 117.40K (1.88%) -436.00
Decreased by -0.37%
Mar 31, 25
5 Wasatch Micro Cap Value 105.00K (1.68%) -52.24K
Decreased by -49.76%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 63.61K (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
7 Adara Smaller Companies 55.97K (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Small Cap Index 49.09K (0.79%) 0.00
Increased by 0.00%
Feb 28, 25
9 iShares Russell 2000 Growth ETF 45.26K (0.73%) 0.00
Increased by 0.00%
Apr 30, 25
10 Hotchkis & Wiley Sm Cp Divers Val I 43.30K (0.69%) 0.00
Increased by 0.00%
Jun 30, 24
11 Fidelity® Small Cap Index 41.03K (0.66%) 970.00
Increased by +2.36%
Oct 31, 23
12 Ancora Micro Cap 39.28K (0.63%) -693.00
Decreased by -1.76%
Mar 31, 25
13 Buffalo Early Stage Growth Fd 35.00K (0.56%) 35.00K
Increased by +100.00%
Dec 31, 24
14 Kornitzer Early Stage Growth 35.00K (0.56%) 35.00K
Increased by +100.00%
Dec 31, 24
15 Principal SmallCap Value II Instl 32.80K (0.53%) 0.00
Increased by 0.00%
Jun 30, 24
16 CREF Stock R1 30.48K (0.49%) 13.49K
Increased by +44.26%
Feb 28, 25
17 CREF Stock R3 30.48K (0.49%) 13.49K
Increased by +44.26%
Feb 28, 25
18 IMC US Ultra Micro Cap 26.10K (0.42%) -3.85K
Decreased by -14.75%
Mar 31, 25
19 Fidelity Extended Market Index 25.01K (0.40%) 328.00
Increased by +1.31%
Mar 31, 25
20 Vanguard VIF Small Co Gr 23.28K (0.37%) 7.90K
Increased by +33.94%
Mar 31, 25