Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 4.02%
2 ERSX 1.39%
3 BPAY 0.71%
4 FDFF 0.50%
5 DSMC 0.49%
6 SVAL 0.25%
7 ISMD 0.25%
8 BSVO 0.23%
9 CSML 0.18%
10 PSC 0.16%
11 KOMP 0.13%
12 EES 0.11%
13 GBUY_old 0.10%
14 VFVA 0.09%
15 GINN 0.06%
16 VFQY 0.05%
17 DFSV 0.04%
18 BBSC 0.04%
19 PRFZ 0.04%
20 DFAT 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Forager Capital Management, LLC 9.24M (19.88%) 5.25M
Increased by +56.82%
Mar 31, 26
2 BlackRock Inc 6.29M (13.54%) -485.27K
Decreased by -7.71%
Dec 31, 25
3 Veradace Capital Management LLC 5.80M (12.48%) 5.80M
Increased by +100.00%
Dec 31, 25
4 Private Management Group Inc 5.41M (11.64%) 1.26M
Increased by +23.34%
Dec 31, 25
5 Vanguard Group Inc 4.60M (9.88%) 56.46K
Increased by +1.23%
Dec 31, 25
6 Sunriver Management LLC 4.36M (9.38%) 433.52K
Increased by +9.94%
Dec 31, 25
7 American Century Companies Inc 4.09M (8.79%) 115.87K
Increased by +2.83%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 2.94M (6.33%) -638.72K
Decreased by -21.69%
Mar 31, 26
9 Azora Capital LP 2.90M (6.25%) -86.77K
Decreased by -2.99%
Jun 30, 24
10 Ranger Investment Management LP 2.81M (6.06%) -32.01K
Decreased by -1.14%
Mar 31, 25
11 Portolan Capital Management, LLC 2.79M (6.00%) 607.36K
Increased by +21.77%
Dec 31, 25
12 Whetstone Capital Advisors, LLC 2.69M (5.79%) -37.99K
Decreased by -1.41%
Mar 31, 26
13 HHG PLC 2.43M (5.23%) 2.23K
Increased by +0.09%
Mar 31, 25
14 River Road Asset Management, LLC 2.41M (5.18%) -81.82K
Decreased by -3.39%
Jun 30, 25
15 BAMCO Inc 2.00M (4.30%) -1.75M
Decreased by -87.50%
Dec 31, 25
16 Neuberger Berman Group LLC 1.98M (4.27%) 430.00
Increased by +0.02%
Sep 30, 24
17 State Street Corporation 1.78M (3.83%) 31.90K
Increased by +1.79%
Mar 31, 24
18 AQR Capital Management LLC 1.75M (3.77%) -470.38K
Decreased by -26.84%
Dec 31, 25
19 State Street Corp 1.75M (3.77%) 4.08K
Increased by +0.23%
Mar 31, 26
20 Geode Capital Management, LLC 1.68M (3.62%) -4.19K
Decreased by -0.25%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Advisor Growth Opps M 3.82M (8.23%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Advisor® Growth Opps M 3.82M (8.23%) 0.00
Increased by 0.00%
Nov 30, 23
3 Baron Opp. Small Cap Growth Strategy 3.75M (8.07%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 2.58M (5.54%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.41M (5.19%) 0.00
Increased by 0.00%
Apr 30, 26
6 Janus Henderson US Small Cap Growth 2.33M (5.02%) 1.15K
Increased by +0.05%
Mar 31, 25
7 Janus Henderson Venture D 2.33M (5.02%) 0.00
Increased by 0.00%
May 31, 25
8 Janus Henderson US Small Cap Growth MA 2.33M (5.01%) 2.33M
Increased by +99.99%
Dec 31, 24
9 American Century Small Cap Value Inv 2.32M (4.99%) -160.00K
Decreased by -6.90%
Mar 31, 26
10 American Century U.S. Small Cap Value 2.32M (4.99%) -160.00K
Decreased by -6.90%
Mar 31, 26
11 Neuberger Berman Long Short Instl 2.13M (4.59%) 0.00
Increased by 0.00%
Oct 31, 24
12 Ranger Small Cap 2.03M (4.37%) -30.20K
Decreased by -1.49%
Mar 31, 25
13 Baron Small Cap Retail 2.00M (4.30%) -1.75M
Decreased by -87.50%
Dec 31, 25
14 Baron Small Cap Strategy 2.00M (4.30%) -1.75M
Decreased by -87.50%
Dec 31, 25
15 Strategic Advisers U.S. Total Stock 1.95M (4.18%) -700.00
Decreased by -0.04%
Mar 31, 26
16 Royce Small-Cap Quality Value Composite 1.83M (3.94%) -411.93K
Decreased by -22.48%
Jun 30, 24
17 Royce Small-Cap Total Return Invmt 1.83M (3.94%) -411.93K
Decreased by -22.48%
Jun 30, 24
18 iShares Russell 2000 ETF 1.69M (3.65%) 14.29K
Increased by +0.84%
Apr 30, 26
19 AMG River Road Small Cap Value N 1.51M (3.25%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity Advisor Stock Selec Mid Cp I 1.41M (3.03%) 0.00
Increased by 0.00%
Feb 28, 25