Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.22%
2 IWC 0.06%
3 DES 0.04%
4 IWN 0.02%
5 BSVO 0.01%
6 RTLA 0.01%
7 VTWV 0.01%
8 DFAT 0.01%
9 IWM 0.01%
10 IWMW 0.01%
11 DFSV 0.01%
12 RSSL 0.00%
13 DFAS 0.00%
14 AVUV 0.00%
15 AVSC 0.00%
16 UWM 0.00%
17 SMMD 0.00%
18 URTY 0.00%
19 HDG 0.00%
20 DFUV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gamco Investors, Inc. Et Al 1.65M (15.95%) -84.16K
Decreased by -5.09%
Mar 31, 26
2 Juniper Investment Co, LLC 1.02M (9.89%) 0.00
Increased by 0.00%
Mar 31, 26
3 Dimensional Fund Advisors, Inc. 610.41K (5.89%) -9.19K
Decreased by -1.50%
Mar 31, 26
4 Vanguard Group Inc 589.46K (5.69%) 12.91K
Increased by +2.19%
Dec 31, 25
5 Pacific Ridge Capital Partners, LLC 530.57K (5.12%) 2.73K
Increased by +0.51%
Mar 31, 26
6 Vanguard Capital Management, LLC 529.30K (5.11%) 529.30K
Increased by +100.00%
Mar 31, 26
7 Ameriprise Financial Inc 441.73K (4.26%) -3.92K
Decreased by -0.89%
Mar 31, 26
8 Gabelli Funds LLC 400.52K (3.86%) 6.00K
Increased by +1.50%
Mar 31, 26
9 AMH Equity Ltd 330.09K (3.18%) -133.91K
Decreased by -40.57%
Sep 30, 25
10 Grace & White Inc 236.12K (2.28%) 0.00
Increased by 0.00%
Mar 31, 26
11 Royce & Associates, LP 225.38K (2.17%) -103.85K
Decreased by -46.08%
Mar 31, 25
12 Susquehanna International Group, LLP 206.26K (1.99%) 51.66K
Increased by +25.05%
Mar 31, 26
13 Allspring Global Investments Holdings, LLC 194.47K (1.88%) 14.36K
Increased by +7.38%
Mar 31, 26
14 Millennium Management LLC 193.34K (1.87%) 122.42K
Increased by +63.32%
Mar 31, 26
15 Neuberger Berman Group LLC 181.02K (1.75%) -2.60K
Decreased by -1.43%
Mar 31, 25
16 BlackRock Inc 175.55K (1.69%) 3.28K
Increased by +1.87%
Mar 31, 26
17 Acadian Asset Management LLC 173.69K (1.68%) 173.48K
Increased by +99.88%
Mar 31, 26
18 Heartland Advisors Inc 150.00K (1.45%) -30.00K
Decreased by -20.00%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 134.36K (1.30%) -14.67K
Decreased by -10.92%
Mar 31, 26
20 Geode Capital Management, LLC 133.98K (1.29%) 2.74K
Increased by +2.04%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 1290 VT GAMCO Small Company Value IB 703.50K (6.79%) 0.00
Increased by 0.00%
Apr 30, 26
2 Pacific Ridge Capital Ptnrs Micro Cp Val 456.61K (4.41%) -28.32K
Decreased by -6.20%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 395.66K (3.82%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 385.97K (3.72%) 0.00
Increased by 0.00%
Apr 30, 26
5 Columbia Small Cap Value Discovery Fund 315.76K (3.05%) 14.60K
Increased by +4.62%
Mar 31, 26
6 Columbia Small Cap Value Discv A 315.76K (3.05%) 0.00
Increased by 0.00%
Apr 30, 26
7 Columbia Small Cap Value I A 294.26K (2.84%) 8.10K
Increased by +2.75%
Jul 31, 25
8 Columbia Small Cap Value I 286.16K (2.76%) 286.16K
Increased by +100.00%
Jun 30, 25
9 iShares Russell 2000 ETF 210.54K (2.03%) 0.00
Increased by 0.00%
May 31, 25
10 Adara Smaller Companies 207.25K (2.00%) 0.00
Increased by 0.00%
Apr 30, 26
11 Acuitas US Microcap Strategy 205.53K (1.98%) 3.86K
Increased by +1.88%
Mar 31, 26
12 Allspring Small Company Val 167.01K (1.61%) 9.70K
Increased by +5.81%
Apr 30, 26
13 Gabelli Small Cap Growth AAA 160.00K (1.54%) 6.00K
Increased by +3.75%
Mar 31, 26
14 Allspring Small Company Value A 149.91K (1.45%) 8.53K
Increased by +5.69%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 126.28K (1.22%) 0.00
Increased by 0.00%
Apr 30, 26
16 Heartland Value Investor 121.25K (1.17%) -28.75K
Decreased by -23.72%
Apr 30, 25
17 Royce Small-Cap Opportunity Invmt 118.68K (1.15%) -56.50K
Decreased by -47.60%
Mar 31, 25
18 1290 GAMCO Small/Mid Cap Value I 117.00K (1.13%) 0.00
Increased by 0.00%
Apr 30, 26
19 Fidelity Small Cap Index 115.37K (1.11%) 0.00
Increased by 0.00%
May 31, 25
20 GAMCO SMID Cap Value 115.00K (1.11%) 0.00
Increased by 0.00%
Mar 31, 26