Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 1.00%
2 DEEP 1.00%
3 SQLV 0.33%
4 FDM 0.26%
5 EBIT 0.04%
6 EES 0.04%
7 IWC 0.04%
8 RFLR 0.03%
9 IWO 0.01%
10 VTWG 0.01%
11 GSSC 0.01%
12 RSSL 0.01%
13 IWM 0.01%
14 UWM 0.00%
15 DFAS 0.00%
16 RYLD 0.00%
17 URTY 0.00%
18 HDG 0.00%
19 DFAC 0.00%
20 DCOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 430.85K (6.98%) 15.46K
Increased by +3.59%
Mar 31, 25
2 Vector Capital Management, L.P. 359.41K (5.82%) -904.00
Decreased by -0.25%
Mar 31, 25
3 BlackRock Inc 346.05K (5.60%) 29.05K
Increased by +8.40%
Mar 31, 25
4 Steamboat Capital Partners, LLC 245.00K (3.97%) -122.21K
Decreased by -49.88%
Mar 31, 24
5 UBS Group AG 242.29K (3.92%) -12.77K
Decreased by -5.27%
Mar 31, 25
6 Wasatch Advisors LP 228.95K (3.71%) -111.48K
Decreased by -48.69%
Mar 31, 25
7 Hotchkis & Wiley Capital Management LLC 153.17K (2.48%) -3.40K
Decreased by -2.22%
Jun 30, 24
8 Pacific Ridge Capital Partners, LLC 140.28K (2.27%) -6.95K
Decreased by -4.96%
Mar 31, 25
9 Hillsdale Investment Management Inc. 117.20K (1.90%) 8.80K
Increased by +7.51%
Mar 31, 25
10 Geode Capital Management, LLC 111.46K (1.80%) 879.00
Increased by +0.79%
Mar 31, 25
11 Marshall Wace Asset Management Ltd 91.90K (1.49%) 9.03K
Increased by +9.82%
Mar 31, 25
12 State Street Corp 75.89K (1.23%) 2.74K
Increased by +3.61%
Mar 31, 25
13 O'Shaughnessy Asset Management LLC 71.74K (1.16%) 26.14K
Increased by +36.43%
Mar 31, 25
14 State Street Corporation 65.85K (1.07%) 500.00
Increased by +0.76%
Mar 31, 24
15 Kerrisdale Advisers, LLC 62.20K (1.01%) -24.21K
Decreased by -38.93%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 60.06K (0.97%) -8.16K
Decreased by -13.58%
Mar 31, 25
17 Nuveen, LLC 57.78K (0.94%) 57.78K
Increased by +100.00%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 55.69K (0.90%) 10.00K
Increased by +17.95%
Mar 31, 25
19 Millennium Management LLC 55.68K (0.90%) 9.26K
Increased by +16.64%
Mar 31, 25
20 Manatuck Hill Partners LLC 55.00K (0.89%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 188.23K (3.05%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Information Technology ETF 146.29K (2.37%) 28.44K
Increased by +19.44%
May 31, 25
3 Vanguard US Total Market Shares ETF 143.85K (2.33%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 128.98K (2.09%) 0.00
Increased by 0.00%
May 31, 25
5 Wasatch Micro Cap Value 105.00K (1.70%) -52.24K
Decreased by -49.76%
Mar 31, 25
6 Wasatch Micro Cap Value Composite 105.00K (1.70%) -13.00K
Decreased by -12.38%
Mar 31, 25
7 Adara Smaller Companies 71.92K (1.16%) 15.95K
Increased by +22.18%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 63.61K (1.03%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity Small Cap Index 47.93K (0.78%) -1.16K
Decreased by -2.43%
Mar 31, 25
10 iShares Russell 2000 Growth ETF 43.86K (0.71%) 0.00
Increased by 0.00%
May 31, 25
11 Hotchkis & Wiley Sm Cp Divers Val I 43.30K (0.70%) 0.00
Increased by 0.00%
Jun 30, 24
12 Fidelity® Small Cap Index 41.03K (0.66%) 970.00
Increased by +2.36%
Oct 31, 23
13 Ancora Micro Cap 39.28K (0.64%) -693.00
Decreased by -1.76%
Mar 31, 25
14 Buffalo Early Stage Growth Fd 35.00K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
15 Kornitzer Early Stage Growth 35.00K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
16 CREF Stock R3 33.46K (0.54%) -2.91K
Decreased by -8.68%
Apr 30, 25
17 Principal SmallCap Value II Instl 32.80K (0.53%) 0.00
Increased by 0.00%
Jun 30, 24
18 CREF Stock R1 30.48K (0.49%) 13.49K
Increased by +44.26%
Feb 28, 25
19 IMC US Ultra Micro Cap 26.10K (0.42%) -3.85K
Decreased by -14.75%
Mar 31, 25
20 Fidelity Extended Market Index 24.77K (0.40%) -237.00
Decreased by -0.96%
Apr 30, 25