Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 3.92%
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 IWC 0.06%
16 GINN 0.06%
17 VFQY 0.05%
18 DFSV 0.04%
19 BBSC 0.04%
20 PRFZ 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Forager Capital Management, LLC 9.24M (19.93%) 5.25M
Increased by +56.82%
Mar 31, 26
2 Veradace Capital Management LLC 7.19M (15.51%) 1.39M
Increased by +19.35%
Mar 31, 26
3 BlackRock Inc 6.28M (13.54%) -13.52K
Decreased by -0.22%
Mar 31, 26
4 Private Management Group Inc 6.08M (13.10%) 662.61K
Increased by +10.91%
Mar 31, 26
5 Vanguard Group Inc 4.60M (9.91%) 56.46K
Increased by +1.23%
Dec 31, 25
6 Sunriver Management LLC 4.36M (9.40%) 433.52K
Increased by +9.94%
Dec 31, 25
7 American Century Companies Inc 4.09M (8.81%) 115.87K
Increased by +2.83%
Mar 31, 26
8 AQR Capital Management LLC 3.99M (8.61%) 2.24M
Increased by +56.11%
Mar 31, 26
9 Vanguard Capital Management, LLC 3.22M (6.95%) 3.22M
Increased by +100.00%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 2.94M (6.35%) -638.72K
Decreased by -21.69%
Mar 31, 26
11 Azora Capital LP 2.90M (6.26%) -86.77K
Decreased by -2.99%
Jun 30, 24
12 Portolan Capital Management, LLC 2.86M (6.16%) 65.90K
Increased by +2.31%
Mar 31, 26
13 Ranger Investment Management LP 2.81M (6.07%) -32.01K
Decreased by -1.14%
Mar 31, 25
14 Whetstone Capital Advisors, LLC 2.69M (5.80%) -37.99K
Decreased by -1.41%
Mar 31, 26
15 HHG PLC 2.43M (5.25%) 2.23K
Increased by +0.09%
Mar 31, 25
16 River Road Asset Management, LLC 2.41M (5.20%) -81.82K
Decreased by -3.39%
Jun 30, 25
17 BAMCO Inc 2.00M (4.31%) -1.75M
Decreased by -87.50%
Dec 31, 25
18 Neuberger Berman Group LLC 1.98M (4.28%) 430.00
Increased by +0.02%
Sep 30, 24
19 State Street Corporation 1.78M (3.84%) 31.90K
Increased by +1.79%
Mar 31, 24
20 State Street Corp 1.75M (3.77%) 4.08K
Increased by +0.23%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Advisor Growth Opps M 3.82M (8.25%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Advisor® Growth Opps M 3.82M (8.25%) 0.00
Increased by 0.00%
Nov 30, 23
3 Baron Opp. Small Cap Growth Strategy 3.75M (8.09%) 0.00
Increased by 0.00%
Jun 30, 25
4 American Century Small Cap Value Inv 3.34M (7.19%) 1.02M
Increased by +30.44%
Jun 30, 26
5 American Century U.S. Small Cap Value 3.34M (7.19%) 1.02M
Increased by +30.44%
Jun 30, 26
6 Vanguard US Total Market Shares ETF 2.58M (5.55%) 0.00
Increased by 0.00%
Sep 30, 24
7 Janus Henderson US Small Cap Growth 2.33M (5.03%) 1.15K
Increased by +0.05%
Mar 31, 25
8 Janus Henderson Venture D 2.33M (5.03%) 0.00
Increased by 0.00%
May 31, 25
9 Janus Henderson US Small Cap Growth MA 2.33M (5.03%) 2.33M
Increased by +99.99%
Dec 31, 24
10 Vanguard Total Stock Mkt Idx Inv 2.22M (4.79%) -193.40K
Decreased by -8.71%
Jun 30, 26
11 Neuberger Berman Long Short Instl 2.13M (4.60%) 0.00
Increased by 0.00%
Oct 31, 24
12 Ranger Small Cap 2.03M (4.38%) -30.20K
Decreased by -1.49%
Mar 31, 25
13 Baron Small Cap Retail 2.00M (4.31%) -1.75M
Decreased by -87.50%
Dec 31, 25
14 Baron Small Cap Strategy 2.00M (4.31%) -1.75M
Decreased by -87.50%
Dec 31, 25
15 Strategic Advisers U.S. Total Stock 1.95M (4.19%) -700.00
Decreased by -0.04%
Mar 31, 26
16 Pacific Ridge Capital Ptnrs Micro Cp Val 1.94M (4.19%) 727.97K
Increased by +37.44%
Jun 30, 26
17 Royce Small-Cap Quality Value Composite 1.83M (3.95%) -411.93K
Decreased by -22.48%
Jun 30, 24
18 Royce Small-Cap Total Return Invmt 1.83M (3.95%) -411.93K
Decreased by -22.48%
Jun 30, 24
19 iShares Russell 2000 ETF 1.82M (3.93%) 10.82K
Increased by +0.59%
Jun 30, 26
20 AMG River Road Small Cap Value N 1.51M (3.26%) 0.00
Increased by 0.00%
Jul 31, 25