Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 2.23%
2 DAT 0.67%
3 EHLS 0.49%
4 DWAS 0.44%
5 BOUT 0.41%
6 JSML 0.23%
7 IWC 0.14%
8 JSMD 0.07%
9 EBIT 0.07%
10 VTWG 0.04%
11 IWO 0.04%
12 AVSC 0.02%
13 IWM 0.02%
14 VTWO 0.02%
15 EES 0.01%
16 RSSL 0.01%
17 UWM 0.01%
18 VGT 0.01%
19 VXF 0.01%
20 URTY 0.01%

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%
May 31, 25
3 Vanguard US Total Market Shares ETF 335.01K (2.90%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 282.60K (2.45%) 0.00
Increased by 0.00%
May 31, 25
5 Ashford Small Company Growth 281.23K (2.44%) -65.42K
Decreased by -23.26%
Mar 31, 25
6 Vanguard Information Technology ETF 263.27K (2.28%) 263.27K
Increased by +100.00%
May 31, 25
7 Wasatch Micro Cap Value 220.00K (1.91%) 0.00
Increased by 0.00%
Mar 31, 25
8 Wasatch Micro Cap Value Composite 220.00K (1.91%) 0.00
Increased by 0.00%
Mar 31, 25
9 Herald Ord 200.00K (1.73%) 0.00
Increased by 0.00%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 182.91K (1.59%) 1.51K
Increased by +0.82%
May 31, 25
11 Calamos Timpani Small Cap Growth I 172.77K (1.50%) 4.15K
Increased by +2.40%
Apr 30, 25
12 Timpani Small Cap Growth Equity 168.62K (1.46%) 96.65K
Increased by +57.32%
Mar 31, 25
13 Columbia Small Cap Value I 154.47K (1.34%) -59.16K
Decreased by -38.30%
Mar 31, 25
14 Columbia Small Cap Value I A 154.47K (1.34%) 0.00
Increased by 0.00%
Apr 30, 25
15 Brown Capital Mgmt Small Co Inv 112.00K (0.97%) 112.00K
Increased by +100.00%
Mar 31, 25
16 Fidelity Small Cap Index 110.39K (0.96%) 305.00
Increased by +0.28%
Mar 31, 25
17 Fidelity® Small Cap Index 103.32K (0.90%) 766.00
Increased by +0.74%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 95.02K (0.82%) 0.00
Increased by 0.00%
May 31, 25
19 Oberweis Micro-Cap 85.30K (0.74%) 85.30K
Increased by +100.00%
Mar 31, 25
20 Oberweis Micro-Cap Growth 85.30K (0.74%) 85.30K
Increased by +100.00%
Mar 31, 25