Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 1.33%
2 JSML 0.22%
3 IWC 0.10%
4 JSMD 0.07%
5 EBIT 0.07%
6 IWO 0.03%
7 VTWG 0.03%
8 AVSC 0.02%
9 EES 0.01%
10 IWM 0.01%
11 RSSL 0.01%
12 UWM 0.01%
13 VXF 0.01%
14 VTWO 0.01%
15 URTY 0.01%
16 DFAS 0.01%
17 GSSC 0.01%
18 RYLD 0.00%
19 DFSU 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trigran Investments Inc 1.91M (20.50%) -221.47K
Decreased by -11.58%
Sep 30, 24
2 BlackRock Inc 865.01K (9.27%) 110.24K
Increased by +12.74%
Jun 30, 24
3 Ashford Capital Management Inc 799.59K (8.57%) -154.73K
Decreased by -19.35%
Sep 30, 24
4 Vanguard Group Inc 607.38K (6.51%) 32.26K
Increased by +5.31%
Sep 30, 24
5 Wasatch Advisors LP 546.88K (5.86%) -153.98K
Decreased by -28.16%
Sep 30, 24
6 Nantahala Capital Management, LLC 452.47K (4.85%) -452.45K
Decreased by -100.00%
Sep 30, 24
7 Wasatch Advisors Inc. 418.60K (4.49%) 0.00
Increased by 0.00%
Dec 31, 23
8 Ameriprise Financial Inc 363.67K (3.90%) 10.94K
Increased by +3.01%
Sep 30, 24
9 Geode Capital Management, LLC 256.42K (2.75%) 3.01K
Increased by +1.17%
Sep 30, 24
10 Herald Investment Management Ltd 200.00K (2.14%) 0.00
Increased by 0.00%
Sep 30, 24
11 State Street Corp 188.99K (2.03%) 10.20K
Increased by +5.40%
Sep 30, 24
12 State Street Corporation 166.91K (1.79%) 2.88K
Increased by +1.73%
Mar 31, 24
13 Meros Investment Management, LP 145.77K (1.56%) 2.48K
Increased by +1.70%
Dec 31, 23
14 Goldman Sachs Group Inc 140.90K (1.51%) 35.97K
Increased by +25.53%
Sep 30, 24
15 Ancora Advisors LLC 127.66K (1.37%) 127.66K
Increased by +100.00%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 97.81K (1.05%) 11.30K
Increased by +11.55%
Sep 30, 24
17 Northern Trust Corp 96.34K (1.03%) -2.31K
Decreased by -2.40%
Sep 30, 24
18 Marshall Wace Asset Management Ltd 88.05K (0.94%) 31.49K
Increased by +35.76%
Sep 30, 24
19 GlobeFlex Capital, L.P. 87.64K (0.94%) 0.00
Increased by 0.00%
Sep 30, 24
20 Uniplan Investment Counsel, Inc. 86.00K (0.92%) -1.46K
Decreased by -1.70%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Ashford Small Company Growth 346.32K (3.71%) -59.08K
Decreased by -17.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 335.01K (3.59%) 0.00
Increased by 0.00%
Oct 31, 24
3 iShares Russell 2000 ETF 294.90K (3.16%) -616.00
Decreased by -0.21%
Nov 27, 24
4 Wasatch Micro Cap Value 242.00K (2.59%) -65.33K
Decreased by -27.00%
Sep 30, 24
5 Columbia Small Cap Value I 211.03K (2.26%) 7.40K
Increased by +3.51%
Sep 30, 24
6 Columbia Small Cap Value I A 211.03K (2.26%) 0.00
Increased by 0.00%
Oct 31, 24
7 Herald Ord 200.00K (2.14%) 0.00
Increased by 0.00%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 174.86K (1.87%) 0.00
Increased by 0.00%
Oct 31, 24
9 Ancora/Thelen Small Mid Cap Core 118.94K (1.27%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity Small Cap Index 114.14K (1.22%) -2.94K
Decreased by -2.58%
Aug 31, 24
11 Fidelity® Small Cap Index 103.32K (1.11%) 766.00
Increased by +0.74%
Oct 31, 23
12 iShares Russell 2000 Growth ETF 99.31K (1.06%) 0.00
Increased by 0.00%
Nov 27, 24
13 Fidelity Extended Market Index 66.97K (0.72%) -658.00
Decreased by -0.98%
Sep 30, 24
14 Columbia VP Small Cap Value 1 66.33K (0.71%) -940.00
Decreased by -1.42%
Oct 31, 24
15 Fidelity® Extended Market Index 61.68K (0.66%) 923.00
Increased by +1.50%
Nov 30, 23
16 Ancora/Thelen Small-Mid Cap I 50.27K (0.54%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Russell 2000 ETF 50.05K (0.54%) -306.00
Decreased by -0.61%
Oct 31, 24
18 Russell Inv Tax-Managed US Mid&Sm Cap S 47.81K (0.51%) 0.00
Increased by 0.00%
Oct 31, 24
19 Acuitas US Microcap Strategy 47.18K (0.51%) 0.00
Increased by 0.00%
Dec 31, 23
20 State St Russell Sm Cap® Indx SL Cl I 42.61K (0.46%) 0.00
Increased by 0.00%
Oct 31, 24