Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 IWV 1000.00%
3 IWO 1000.00%
4 IWM 1000.00%
5 DTOX 3.00%
6 RYJ 0.67%
7 MILN 0.26%
8 JSML 0.05%
9 PSC 0.03%
10 VTWG 0.03%
11 VCR 0.03%
12 FDIS 0.02%
13 EES 0.02%
14 JKK 0.02%
15 ISCG 0.02%
16 JSMD 0.01%
17 UWM 0.01%
18 VTWO 0.01%
19 SCHA 0.01%
20 JKJ 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Voss Capital LLC 2.70M (15.90%) -1.07M
Decreased by -39.63%
Jun 30, 24
2 Nut Tree Capital Management, LP 2.50M (14.71%) 2.25M
Increased by +90.01%
Jun 30, 24
3 Driehaus Capital Management LLC 2.13M (12.51%) -97.53K
Decreased by -4.58%
Sep 30, 23
4 MSD Partners, L.P. 1.76M (10.36%) 0.00
Increased by 0.00%
Jun 30, 24
5 BlackRock Inc 1.74M (10.22%) -142.17K
Decreased by -8.18%
Jun 30, 24
6 Vanguard Group Inc 1.50M (8.82%) 191.00K
Increased by +12.74%
Jun 30, 24
7 Ameriprise Financial Inc 1.48M (8.69%) 200.55K
Increased by +13.57%
Jun 30, 24
8 Eagle Asset Management, Inc. 1.37M (8.07%) 247.12K
Increased by +18.00%
Sep 30, 23
9 D. E. Shaw & Co LP 1.37M (8.03%) 661.63K
Increased by +48.47%
Jun 30, 24
10 Marshall Wace Asset Management Ltd 886.41K (5.21%) -131.61K
Decreased by -14.85%
Jun 30, 24
11 Kent Lake Capital LLC 882.44K (5.19%) 647.74K
Increased by +73.40%
Mar 31, 24
12 Goldman Sachs Group Inc 881.47K (5.18%) 547.79K
Increased by +62.15%
Jun 30, 24
13 Granite Investment Partners, LLC 851.73K (5.01%) 406.64K
Increased by +47.74%
Sep 30, 23
14 Federated Hermes Inc 820.00K (4.82%) -480.00K
Decreased by -58.54%
Mar 31, 24
15 BOOTHBAY FUND MANAGEMENT, LLC 742.94K (4.37%) 695.59K
Increased by +93.63%
Sep 30, 23
16 Frontier Capital Management CO Inc 602.81K (3.55%) -429.61K
Decreased by -71.27%
Sep 30, 23
17 CenterBook Partners LP 597.30K (3.51%) 492.46K
Increased by +82.45%
Mar 31, 24
18 Wasatch Advisors LP 587.52K (3.46%) 395.40K
Increased by +67.30%
Jun 30, 24
19 State Street Corp 539.12K (3.17%) 26.33K
Increased by +4.88%
Jun 30, 24
20 Geode Capital Management, LLC 534.78K (3.14%) 26.68K
Increased by +4.99%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Acorn Inst 1.24M (7.29%) 0.00
Increased by 0.00%
Jul 31, 24
2 Eagle Small Cap Growth – Institutional 829.93K (4.88%) 143.20K
Increased by +17.25%
Sep 30, 23
3 Federated Hermes Kaufmann Small Cap A 820.00K (4.82%) -480.00K
Decreased by -58.54%
Mar 31, 24
4 Federated Hermes Kaufmann Small Cap Grow 820.00K (4.82%) -480.00K
Decreased by -58.54%
Mar 31, 24
5 Vanguard Total Stock Mkt Idx Inv 714.52K (4.20%) 0.00
Increased by 0.00%
Jul 31, 24
6 iShares Russell 2000 ETF 632.94K (3.72%) 4.02K
Increased by +0.63%
Aug 30, 24
7 Wasatch Micro Cap 583.45K (3.43%) 392.52K
Increased by +67.28%
Jun 30, 24
8 Carillon Eagle Small Cap Growth A 409.86K (2.41%) 60.35K
Increased by +14.72%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 365.54K (2.15%) 2.28K
Increased by +0.62%
Jul 31, 24
10 Frontier Small Cap Growth 282.69K (1.66%) -143.66K
Decreased by -50.82%
Sep 30, 23
11 Fidelity® Small Cap Index 239.47K (1.41%) 6.63K
Increased by +2.77%
Oct 31, 23
12 Fidelity Small Cap Index 234.78K (1.38%) 3.05K
Increased by +1.30%
Jun 30, 24
13 Wanger Acorn 234.68K (1.38%) 0.00
Increased by 0.00%
Jul 31, 24
14 Heptagon Driehaus US Micro Cap Eq C$ Acc 217.57K (1.28%) -94.35K
Decreased by -43.37%
Nov 30, 23
15 iShares Russell 2000 Growth ETF 214.82K (1.26%) -256.00
Decreased by -0.12%
Aug 30, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 191.39K (1.13%) 0.00
Increased by 0.00%
Jul 31, 24
17 Fidelity Extended Market Index 143.11K (0.84%) 4.86K
Increased by +3.39%
Jul 31, 24
18 Fidelity® Extended Market Index 138.44K (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
19 Xtrackers Stoxx Global Div100 Swp ETF 1D 124.61K (0.73%) 124.61K
Increased by +100.00%
Jul 31, 24
20 Oak Ridge Sm to Md-Cap Eq Comp 119.19K (0.70%) 9.18K
Increased by +7.70%
Mar 31, 24