Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 1.25%
2 FDM 0.43%
3 OLD 0.15%
4 IWC 0.09%
5 GSSC 0.05%
6 GWX 0.03%
7 IWO 0.03%
8 VTWG 0.02%
9 IWMW 0.01%
10 IWM 0.01%
11 RSSL 0.01%
12 VTWO 0.01%
13 AVSD 0.01%
14 UWM 0.01%
15 AVDS 0.01%
16 URTY 0.01%
17 SMMD 0.01%
18 RYLD 0.00%
19 HDG 0.00%
20 DFSI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.62M (15.27%) -3.51K
Decreased by -0.08%
Mar 31, 26
2 Forager Capital Management, LLC 2.83M (9.34%) 40.00K
Increased by +1.42%
Mar 31, 26
3 Vanguard Group Inc 1.78M (5.89%) -21.98K
Decreased by -1.23%
Dec 31, 25
4 Wasatch Advisors LP 1.55M (5.11%) 240.35K
Increased by +15.55%
Jun 30, 25
5 The Goldman Sachs Group Inc 1.42M (4.70%) -25.40K
Decreased by -1.79%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.30M (4.31%) 1.30M
Increased by +100.00%
Mar 31, 26
7 Wasatch Advisors Inc. 1.16M (3.84%) 0.00
Increased by 0.00%
Dec 31, 23
8 Kent Lake Capital LLC 1.14M (3.76%) 549.64K
Increased by +48.26%
Jun 30, 24
9 Ameriprise Financial Inc 898.32K (2.97%) 75.51K
Increased by +8.41%
Mar 31, 26
10 Nantahala Capital Management, LLC 883.78K (2.92%) -48.66K
Decreased by -5.51%
Mar 31, 26
11 Geode Capital Management, LLC 779.52K (2.58%) 3.16K
Increased by +0.41%
Mar 31, 26
12 Goldman Sachs Group Inc 757.92K (2.50%) 4.58K
Increased by +0.60%
Jun 30, 25
13 State Street Corp 742.96K (2.45%) 67.77K
Increased by +9.12%
Mar 31, 26
14 Arrowstreet Capital Limited Partnership 711.19K (2.35%) 358.86K
Increased by +50.46%
Mar 31, 26
15 Kent Lake PR LLC 700.00K (2.31%) -479.61K
Decreased by -68.52%
Sep 30, 25
16 Divisadero Street Capital Management, LP 646.27K (2.14%) 296.48K
Increased by +45.88%
Dec 31, 24
17 Awm Investment Company Inc 612.89K (2.02%) -677.11K
Decreased by -110.48%
Sep 30, 24
18 State Street Corporation 603.53K (1.99%) 143.75K
Increased by +23.82%
Mar 31, 24
19 Punch & Associates Inv Mgmt Inc 537.36K (1.78%) -134.00K
Decreased by -24.94%
Mar 31, 26
20 Arnhold & S. Bleichroeder Advisers, LLC 529.66K (1.75%) 11.50K
Increased by +2.17%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Thrivent Small Cap Stock A 1.26M (4.15%) -115.85K
Decreased by -9.23%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 909.92K (3.01%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 908.46K (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 786.46K (2.60%) 7.28K
Increased by +0.93%
May 29, 26
5 Wasatch Micro Cap Value 697.84K (2.31%) 97.07K
Increased by +13.91%
Jun 30, 25
6 Wasatch Micro Cap Value Composite 600.77K (1.98%) 0.00
Increased by 0.00%
Mar 31, 25
7 Columbia Small Cap Value Discovery Fund 532.03K (1.76%) 24.20K
Increased by +4.55%
Mar 31, 26
8 Columbia Small Cap Value Discv A 532.03K (1.76%) 0.00
Increased by 0.00%
Apr 30, 26
9 BlackRock Advantage Small Cap Core Instl 485.29K (1.60%) 0.00
Increased by 0.00%
Apr 30, 26
10 First Eagle Small Cap Opportunity I 471.17K (1.56%) 8.90K
Increased by +1.89%
May 31, 26
11 First Eagle US Small Cap Strategy 462.27K (1.53%) 6.80K
Increased by +1.47%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 373.10K (1.23%) 7.84K
Increased by +2.10%
Apr 30, 26
13 Thrivent Small Cap Stock 338.48K (1.12%) -111.76K
Decreased by -33.02%
Jun 30, 25
14 Fidelity Small Cap Index 326.67K (1.08%) -4.78K
Decreased by -1.46%
Mar 31, 26
15 Fidelity® Small Cap Index 325.24K (1.07%) 5.67K
Increased by +1.74%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 268.41K (0.89%) -1.75K
Decreased by -0.65%
May 29, 26
17 Russell 2000 Equity Index Fund B 208.55K (0.69%) -149.00
Decreased by -0.07%
Dec 31, 25
18 Goldman Sachs Small Cap Eq Insghts Instl 205.33K (0.68%) 0.00
Increased by 0.00%
Jan 31, 26
19 State St Russell Sm/Mid Cp® Indx SL Cl I 203.43K (0.67%) 0.00
Increased by 0.00%
May 31, 26
20 Lazard Baylight US Small Cap Equity 187.87K (0.62%) 187.37K
Increased by +99.73%
Mar 31, 26