Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.06%
2 VTWG 0.02%
3 IWO 0.02%
4 VTWO 0.01%
5 IWM 0.01%
6 RYLD 0.01%
7 UWM 0.01%
8 GSSC 0.01%
9 URTY 0.01%
10 DFAS 0.00%
11 HDG 0.00%
12 ITOT 0.00%
13 DFUS 0.00%
14 DFAC 0.00%
15 VTI 0.00%
16 VTHR 0.00%
17 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nantahala Capital Management, LLC 2.41M (29.65%) 1.15M
Increased by +47.67%
Dec 31, 23
2 Trigran Investments Inc 2.11M (25.98%) 9.76K
Increased by +0.46%
Dec 31, 23
3 Ashford Capital Management Inc 1.11M (13.61%) -123.36K
Decreased by -11.14%
Dec 31, 23
4 BlackRock Inc 740.23K (9.10%) 47.63K
Increased by +6.43%
Dec 31, 23
5 Wasatch Advisors LP 663.83K (8.16%) 245.22K
Increased by +36.94%
Mar 31, 24
6 Vanguard Group Inc 554.99K (6.82%) 10.92K
Increased by +1.97%
Dec 31, 23
7 Wasatch Advisors Inc. 418.60K (5.15%) 0.00
Increased by 0.00%
Dec 31, 23
8 Ameriprise Financial Inc 340.02K (4.18%) -4.50K
Decreased by -1.32%
Dec 31, 23
9 Cove Street Capital, LLC 275.00K (3.38%) 275.00K
Increased by +100.00%
Mar 31, 24
10 Geode Capital Management, LLC 240.66K (2.96%) 16.02K
Increased by +6.66%
Dec 31, 23
11 Goldman Sachs Group Inc 210.59K (2.59%) 105.83K
Increased by +50.26%
Dec 31, 23
12 State Street Corporation 164.03K (2.02%) 6.15K
Increased by +3.75%
Dec 31, 23
13 Meros Investment Management, LP 145.77K (1.79%) 2.48K
Increased by +1.70%
Dec 31, 23
14 Northern Trust Corp 103.55K (1.27%) 5.93K
Increased by +5.73%
Dec 31, 23
15 U.S. Bancorp 87.00K (1.07%) -41.00K
Decreased by -47.13%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 66.48K (0.82%) 9.63K
Increased by +14.49%
Dec 31, 23
17 Capstone Investment Advisors, LLC 50.00K (0.61%) 50.00K
Increased by +100.00%
Mar 31, 24
18 Bank of New York Mellon Corp 43.65K (0.54%) -1.04K
Decreased by -2.39%
Dec 31, 23
19 Charles Schwab Investment Management Inc 30.80K (0.38%) -1.29K
Decreased by -4.19%
Dec 31, 23
20 Millennium Management LLC 27.79K (0.34%) 9.79K
Increased by +35.25%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ashford Small Company Growth 395.65K (4.86%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 312.14K (3.84%) 472.00
Increased by +0.15%
Mar 31, 24
3 Wasatch Micro Cap Value 303.25K (3.73%) 105.31K
Increased by +34.73%
Mar 31, 24
4 iShares Russell 2000 ETF 239.14K (2.94%) -1.93K
Decreased by -0.81%
Apr 30, 24
5 Columbia Small Cap Value I 190.98K (2.35%) 3.10K
Increased by +1.62%
Mar 31, 24
6 Columbia Small Cap Value I A 190.98K (2.35%) 1.80K
Increased by +0.94%
Mar 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 172.01K (2.12%) 18.41K
Increased by +10.70%
Mar 31, 24
8 Fidelity Small Cap Index 113.88K (1.40%) 0.00
Increased by 0.00%
Feb 29, 24
9 Fidelity® Small Cap Index 103.32K (1.27%) 766.00
Increased by +0.74%
Oct 31, 23
10 iShares Russell 2000 Growth ETF 97.11K (1.19%) -232.00
Decreased by -0.24%
Apr 30, 24
11 Columbia VP Small Cap Value 1 73.71K (0.91%) -1.31K
Decreased by -1.78%
Mar 31, 24
12 Fidelity Extended Market Index 67.81K (0.83%) 3.05K
Increased by +4.49%
Mar 31, 24
13 Fidelity® Extended Market Index 61.68K (0.76%) 923.00
Increased by +1.50%
Nov 30, 23
14 Acuitas US Microcap Strategy 47.18K (0.58%) 0.00
Increased by 0.00%
Dec 31, 23
15 Ancora/Thelen Small Mid Cap Core 44.15K (0.54%) 44.15K
Increased by +100.00%
Mar 31, 24
16 State St Russell Sm Cap® Indx SL Cl I 41.61K (0.51%) 0.00
Increased by 0.00%
Apr 30, 24
17 Vanguard Russell 2000 ETF 41.04K (0.50%) 49.00
Increased by +0.12%
Mar 31, 24
18 NT R2000 Growth Index Fund - NL 33.40K (0.41%) 0.00
Increased by 0.00%
Dec 31, 23
19 NT R2000 Index Fund - NL 32.03K (0.39%) 55.00
Increased by +0.17%
Dec 31, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 30.38K (0.37%) 0.00
Increased by 0.00%
Apr 30, 24