Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWV 1000.00%
3 IWO 1000.00%
4 IWN 1000.00%
5 IWM 1000.00%
6 ITOT 1000.00%
7 GSSC 0.04%
8 EES 0.03%
9 VTWG 0.02%
10 VTWO 0.01%
11 UWM 0.01%
12 DFAS 0.01%
13 RYLD 0.01%
14 URTY 0.01%
15 HDG 0.00%
16 DFUS 0.00%
17 DFAU 0.00%
18 DFAC 0.00%
19 VTI 0.00%
20 VTHR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trigran Investments Inc 3.67M (19.51%) 64.41K
Increased by +1.75%
Sep 30, 23
2 BlackRock Inc 3.31M (17.60%) 64.58K
Increased by +1.95%
Sep 30, 23
3 Awm Investment Company Inc 1.41M (7.49%) 0.00
Increased by 0.00%
Sep 30, 23
4 Wellington Management Company LLP 1.19M (6.30%) 5.42K
Increased by +0.46%
Sep 30, 23
5 Vanguard Group Inc 1.15M (6.12%) 3.79K
Increased by +0.33%
Sep 30, 23
6 Royce & Associates, LP 846.37K (4.50%) 65.85K
Increased by +7.78%
Sep 30, 23
7 Renaissance Technologies Corp 792.90K (4.21%) 2.34K
Increased by +0.29%
Sep 30, 23
8 Geode Capital Management, LLC 454.44K (2.42%) 11.47K
Increased by +2.52%
Sep 30, 23
9 State Street Corporation 433.76K (2.31%) 5.22K
Increased by +1.20%
Sep 30, 23
10 Acadian Asset Management LLC 380.86K (2.02%) -298.71K
Decreased by -78.43%
Sep 30, 23
11 Wasatch Advisors Inc. 358.98K (1.91%) -8.10K
Decreased by -2.26%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 346.88K (1.84%) 7.84K
Increased by +2.26%
Sep 30, 23
13 JPMorgan Chase & Co 308.08K (1.64%) -71.53K
Decreased by -23.22%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 284.26K (1.51%) -38.13K
Decreased by -13.42%
Sep 30, 23
15 Herald Investment Management Ltd 260.00K (1.38%) 34.60K
Increased by +13.31%
Sep 30, 23
16 Boston Partners Global Investors, Inc 208.15K (1.11%) 13.45K
Increased by +6.46%
Sep 30, 23
17 Northern Trust Corp 204.02K (1.08%) -1.83K
Decreased by -0.90%
Sep 30, 23
18 Nuveen Asset Management, LLC 201.44K (1.07%) -28.05K
Decreased by -13.92%
Sep 30, 23
19 Perkins Capital Management Inc 145.45K (0.77%) -200.00
Decreased by -0.14%
Sep 30, 23
20 Jacobs Levy Equity Management, Inc. 136.46K (0.73%) -2.52K
Decreased by -1.85%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 671.11K (3.57%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Russell 2000 ETF 601.24K (3.20%) 3.83K
Increased by +0.64%
Dec 29, 23
3 Royce Small-Cap Opportunity Invmt 548.17K (2.91%) 48.17K
Increased by +8.79%
Sep 30, 23
4 BlackRock Advantage Small Cap Core Instl 425.24K (2.26%) -6.18K
Decreased by -1.45%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 325.72K (1.73%) 4.66K
Increased by +1.43%
Nov 30, 23
6 FTGF RY US SmCp Opp A USD Dis(A) 278.81K (1.48%) 24.14K
Increased by +8.66%
Sep 30, 23
7 Fidelity® Small Cap Index 228.81K (1.22%) 5.11K
Increased by +2.23%
Oct 31, 23
8 Herald Ord 225.40K (1.20%) 0.00
Increased by 0.00%
Jun 30, 23
9 iShares Russell 2000 Growth ETF 209.10K (1.11%) 0.00
Increased by 0.00%
Dec 29, 23
10 Wasatch Micro Cap Value 167.33K (0.89%) -4.47K
Decreased by -2.67%
Sep 30, 23
11 Wellington Emerging Companies 132.95K (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
12 BlackRock Advantage Small Cap Gr Instl 128.97K (0.69%) 1.43K
Increased by +1.11%
Nov 30, 23
13 Fidelity® Extended Market Index 123.60K (0.66%) 0.00
Increased by 0.00%
Nov 30, 23
14 CREF Stock R1 122.20K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
15 Wellington CIF Micro Cap Equity 118.60K (0.63%) 5.70K
Increased by +4.81%
Sep 30, 23
16 WPG Partners Select Small Cap Value 116.78K (0.62%) 15.88K
Increased by +13.60%
Sep 30, 23
17 WPG Partners Select Small Cap Value Ins 116.78K (0.62%) 9.50K
Increased by +8.14%
Sep 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 116.58K (0.62%) 1.10K
Increased by +0.94%
Dec 31, 23
19 DFA US Small Cap I 115.05K (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
20 JPMorgan US Small Company L 113.21K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23