Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VABS 2.27%
2 HYP 1.40%
3 ETHO 0.06%
4 PRFZ 0.02%
5 IWC 0.02%
6 RFLR 0.01%
7 VXF 0.01%
8 RTLA 0.01%
9 VTWV 0.01%
10 IWN 0.01%
11 PFF 0.01%
12 IWM 0.00%
13 UWM 0.00%
14 ITOT 0.00%
15 SCHA 0.00%
16 URTY 0.00%
17 IWO 0.00%
18 GSSC 0.00%
19 HDG 0.00%
20 DFAS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 B. Riley Financial Inc 27.45M (28.02%) 0.00
Increased by 0.00%
Dec 31, 24
2 Hood River Capital Management LLC 10.65M (10.87%) 10.65M
Increased by +100.00%
Dec 31, 25
3 Neuberger Berman Group LLC 6.06M (6.19%) -128.90K
Decreased by -2.13%
Dec 31, 25
4 Legal & General Group PLC 5.38M (5.49%) 523.78K
Increased by +9.73%
Dec 31, 25
5 Gendell Jeffrey L 5.05M (5.15%) 293.25K
Increased by +5.81%
Dec 31, 25
6 Vanguard Group Inc 4.73M (4.83%) 311.75K
Increased by +6.58%
Dec 31, 25
7 FMR Inc 3.55M (3.63%) -4.16M
Decreased by -116.97%
Dec 31, 23
8 Marshall Wace Asset Management Ltd 3.37M (3.44%) 1.00M
Increased by +29.80%
Dec 31, 25
9 Vantage Consulting Group Inc. 2.42M (2.47%) 0.00
Increased by 0.00%
Dec 31, 25
10 Driehaus Capital Management LLC 2.28M (2.32%) 2.28M
Increased by +100.00%
Dec 31, 25
11 Emerald Advisers, LLC 2.08M (2.12%) -149.38K
Decreased by -7.19%
Sep 30, 23
12 Acadian Asset Management LLC 1.99M (2.03%) 283.33K
Increased by +14.27%
Mar 31, 25
13 Emerald Mutual Fund Advisers Trust 1.68M (1.72%) -80.84K
Decreased by -4.80%
Sep 30, 23
14 Brightline Capital Management LLC 1.55M (1.58%) 0.00
Increased by 0.00%
Jun 30, 25
15 Heartland Advisors Inc 1.41M (1.44%) 37.50K
Increased by +2.66%
Mar 31, 25
16 Situational Awareness LP 1.35M (1.38%) 1.35M
Increased by +100.00%
Dec 31, 25
17 Archon Capital Management LLC 1.33M (1.35%) -530.50K
Decreased by -40.04%
Dec 31, 25
18 CastleKnight Management LP 1.31M (1.34%) -1.31M
Decreased by -99.65%
Dec 31, 25
19 State Street Corporation 1.31M (1.33%) 128.89K
Increased by +9.87%
Mar 31, 24
20 Jane Street Group LLC 1.30M (1.33%) 70.30K
Increased by +5.41%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Hood River Small-Cap Growth Instl 5.60M (5.72%) 5.60M
Increased by +100.00%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.32M (3.39%) 0.00
Increased by 0.00%
Feb 28, 26
3 L&G Clean Energy ETF USD Acc 2.21M (2.26%) 9.79K
Increased by +0.44%
Feb 27, 26
4 Columbia Small Cap Growth 2.05M (2.10%) 2.05M
Increased by +100.00%
Dec 31, 25
5 Columbia Small Cap Growth Inst 2.05M (2.10%) 0.00
Increased by 0.00%
Jan 31, 26
6 Vanguard US Total Market Shares ETF 1.84M (1.88%) 0.00
Increased by 0.00%
Sep 30, 24
7 Neuberger Berman Intrinsic Value I 1.77M (1.81%) 0.00
Increased by 0.00%
Jul 31, 25
8 iShares Russell 2000 ETF 1.47M (1.50%) -11.75K
Decreased by -0.80%
Apr 30, 24
9 Fidelity® Convertible Securities 1.41M (1.44%) -358.82K
Decreased by -25.41%
Nov 30, 23
10 Neuberger Intrinsic Value I 1.31M (1.33%) -179.49K
Decreased by -13.73%
Feb 28, 26
11 Fidelity Tactical High Income Sr F8 1.30M (1.33%) -6.60K
Decreased by -0.51%
Dec 31, 23
12 Fidelity Advisor® Multi-Asset Income I 1.12M (1.15%) -333.05K
Decreased by -29.66%
Oct 31, 23
13 Heptagon Driehaus US Micro Cap Eq C$ Acc 1.10M (1.12%) 1.10M
Increased by +100.00%
Jan 31, 26
14 Fidelity Advisor® Strategic Div & Inc® I 975.43K (1.00%) -132.65K
Decreased by -13.60%
Oct 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 947.72K (0.97%) 10.27K
Increased by +1.08%
Feb 28, 26
16 Royce Small-Cap Opportunity Invmt 904.83K (0.92%) -150.00K
Decreased by -16.58%
Sep 30, 24
17 Fidelity Convertible Securities 738.31K (0.75%) -90.00K
Decreased by -12.19%
Feb 29, 24
18 Neuberger Berman US SCp Intrs Val $I Acc 608.99K (0.62%) 57.96K
Increased by +9.52%
Nov 30, 25
19 T. Rowe Price New Horizons 598.73K (0.61%) 598.73K
Increased by +100.00%
Jan 31, 26
20 Russell Inv US Small Cap Equity E 587.76K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25