Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 2.31%
2 DWAS 0.43%
3 BOUT 0.40%
4 JSML 0.23%
5 IWC 0.14%
6 JSMD 0.07%
7 EBIT 0.07%
8 IWO 0.04%
9 VTWG 0.04%
10 AVSC 0.02%
11 IWM 0.02%
12 VTWO 0.02%
13 EES 0.01%
14 RSSL 0.01%
15 UWM 0.01%
16 VXF 0.01%
17 URTY 0.01%
18 DFAS 0.01%
19 GSSC 0.01%
20 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trigran Investments Inc 1.21M (10.48%) -386.55K
Decreased by -31.98%
Mar 31, 25
2 BlackRock Inc 922.14K (7.99%) 2.75K
Increased by +0.30%
Mar 31, 25
3 Wasatch Advisors LP 853.89K (7.40%) 177.49K
Increased by +20.79%
Mar 31, 25
4 Vanguard Group Inc 615.95K (5.34%) 7.40K
Increased by +1.20%
Mar 31, 25
5 Ashford Capital Management Inc 585.90K (5.08%) -111.35K
Decreased by -19.00%
Mar 31, 25
6 Wasatch Advisors Inc. 418.60K (3.63%) 0.00
Increased by 0.00%
Dec 31, 23
7 Brown Capital Management, LLC 357.43K (3.10%) 357.43K
Increased by +100.00%
Mar 31, 25
8 Nantahala Capital Management, LLC 341.38K (2.96%) -81.09K
Decreased by -23.75%
Mar 31, 25
9 Geode Capital Management, LLC 261.72K (2.27%) 8.95K
Increased by +3.42%
Mar 31, 25
10 Ameriprise Financial Inc 254.03K (2.20%) -108.72K
Decreased by -42.80%
Mar 31, 25
11 Pembroke Management Ltd 252.50K (2.19%) 222.45K
Increased by +88.10%
Mar 31, 25
12 Herald Investment Management Ltd 200.00K (1.73%) 0.00
Increased by 0.00%
Mar 31, 25
13 State Street Corp 195.83K (1.70%) 886.00
Increased by +0.45%
Mar 31, 25
14 State Street Corporation 166.91K (1.45%) 2.88K
Increased by +1.73%
Mar 31, 24
15 Arrowstreet Capital Limited Partnership 161.98K (1.40%) 29.99K
Increased by +18.51%
Mar 31, 25
16 Acadian Asset Management LLC 152.37K (1.32%) 52.13K
Increased by +34.21%
Mar 31, 25
17 Meros Investment Management, LP 145.77K (1.26%) 2.48K
Increased by +1.70%
Dec 31, 23
18 Uniplan Investment Counsel, Inc. 139.42K (1.21%) 30.21K
Increased by +21.67%
Mar 31, 25
19 Goldman Sachs Group Inc 131.50K (1.14%) -18.21K
Decreased by -13.85%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 122.39K (1.06%) 15.18K
Increased by +12.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Micro Cap 372.88K (3.23%) 184.05K
Increased by +49.36%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 347.41K (3.01%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 335.01K (2.90%) 0.00
Increased by 0.00%
Sep 30, 24
4 Ashford Small Company Growth 281.23K (2.44%) -65.42K
Decreased by -23.26%
Mar 31, 25
5 iShares Russell 2000 ETF 279.03K (2.42%) 47.00
Increased by +0.02%
Apr 30, 25
6 Wasatch Micro Cap Value 220.00K (1.91%) 0.00
Increased by 0.00%
Mar 31, 25
7 Herald Ord 200.00K (1.73%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 181.40K (1.57%) 403.00
Increased by +0.22%
Apr 30, 25
9 Calamos Timpani Small Cap Growth I 168.62K (1.46%) 12.90K
Increased by +7.65%
Mar 31, 25
10 Timpani Small Cap Growth Equity 168.62K (1.46%) 96.65K
Increased by +57.32%
Mar 31, 25
11 Columbia Small Cap Value I 154.47K (1.34%) -59.16K
Decreased by -38.30%
Mar 31, 25
12 Columbia Small Cap Value I A 154.47K (1.34%) 0.00
Increased by 0.00%
Apr 30, 25
13 Brown Capital Mgmt Small Co Inv 112.00K (0.97%) 112.00K
Increased by +100.00%
Mar 31, 25
14 Fidelity Small Cap Index 110.08K (0.95%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity® Small Cap Index 103.32K (0.90%) 766.00
Increased by +0.74%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 98.04K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
17 Ancora/Thelen Small Mid Cap Core 71.55K (0.62%) -47.39K
Decreased by -66.24%
Dec 31, 24
18 Fidelity Extended Market Index 66.39K (0.58%) 4.15K
Increased by +6.25%
Mar 31, 25
19 Fidelity® Extended Market Index 61.68K (0.53%) 923.00
Increased by +1.50%
Nov 30, 23
20 Invesco Dorsey Wright SmallCap Momt ETF 61.56K (0.53%) 0.00
Increased by 0.00%
Apr 30, 25