Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MEME 2.70%
2 IBUY 1.53%
3 ROGS 0.45%
4 SQLV 0.27%
5 BSVO 0.18%
6 FMCX 0.15%
7 GSSC 0.03%
8 PRFZ 0.03%
9 AVUV 0.03%
10 AVSC 0.03%
11 DFSV 0.02%
12 RTLA 0.02%
13 PSC 0.02%
14 DFAT 0.02%
15 IWC 0.02%
16 FNDA 0.01%
17 EES 0.01%
18 FDIS 0.01%
19 VTWV 0.01%
20 SMLF 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fund 1 Investments LLC 5.36M (60.68%) -4.17M
Decreased by -77.77%
Dec 31, 25
2 Newtyn Management LLC 3.50M (39.63%) 983.53K
Increased by +28.10%
Dec 31, 25
3 Nantahala Capital Management, LLC 3.38M (38.21%) 7.00K
Increased by +0.21%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 1.97M (22.29%) -214.33K
Decreased by -10.88%
Dec 31, 25
5 BlackRock Inc 1.74M (19.73%) -136.25K
Decreased by -7.82%
Sep 30, 25
6 Nomura Holdings Inc 1.43M (16.14%) -750.10K
Decreased by -52.61%
Sep 30, 25
7 Vanguard Group Inc 1.38M (15.61%) 253.63K
Increased by +18.40%
Dec 31, 25
8 Aristotle Capital Boston, LLC 1.31M (14.85%) -63.34K
Decreased by -4.83%
Jun 30, 25
9 Gamco Investors, Inc. Et Al 1.23M (13.90%) -16.40K
Decreased by -1.34%
Dec 31, 25
10 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.02M (11.56%) 427.90K
Increased by +41.91%
Dec 31, 25
11 Charles Schwab Investment Management Inc 1.00M (11.33%) 321.88K
Increased by +32.16%
Dec 31, 25
12 ING Groep NV 1.00M (11.32%) 250.00K
Increased by +25.00%
Sep 30, 25
13 Penserra Capital Management, LLC 735.87K (8.33%) 125.89K
Increased by +17.11%
Sep 30, 25
14 Morgan Stanley - Brokerage Accounts 729.33K (8.26%) 141.32K
Increased by +19.38%
Sep 30, 25
15 Ameriprise Financial Inc 695.21K (7.87%) 211.69K
Increased by +30.45%
Mar 31, 25
16 Shay Capital LLC 642.39K (7.27%) 112.03K
Increased by +17.44%
Jun 30, 25
17 State Street Corporation 602.88K (6.83%) 25.07K
Increased by +4.16%
Mar 31, 24
18 Geode Capital Management, LLC 601.64K (6.81%) -3.88K
Decreased by -0.64%
Dec 31, 25
19 Verition Fund Managegment, LLC 593.94K (6.72%) 431.11K
Increased by +72.58%
Jun 30, 25
20 State Street Corp 540.45K (6.12%) -1.36K
Decreased by -0.25%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 1290 VT GAMCO Small Company Value IB 985.00K (11.15%) 0.00
Increased by 0.00%
Jan 31, 26
2 Vanguard US Total Market Shares ETF 880.50K (9.97%) 0.00
Increased by 0.00%
Sep 30, 24
3 Amplify Online Retail ETF 735.87K (8.33%) 0.00
Increased by 0.00%
Aug 29, 25
4 Vanguard Total Stock Mkt Idx Inv 709.42K (8.03%) 0.00
Increased by 0.00%
Feb 28, 26
5 Schwab Fundamental U.S. Small CompanyETF 676.63K (7.66%) 236.00
Increased by +0.03%
Feb 28, 26
6 iShares Russell 2000 ETF 549.09K (6.22%) -31.52K
Decreased by -5.74%
Feb 28, 26
7 DFA US Small Cap Value I 422.42K (4.78%) 0.00
Increased by 0.00%
Jan 31, 26
8 Columbia Small Cap Value I 335.31K (3.80%) 19.60K
Increased by +5.85%
Mar 31, 25
9 Columbia Small Cap Value I A 335.31K (3.80%) -2.90K
Decreased by -0.86%
Mar 31, 25
10 DFA US Targeted Value I 320.93K (3.63%) 0.00
Increased by 0.00%
Jan 31, 26
11 Schwab Fundamental US Small Company ETF 316.86K (3.59%) 0.00
Increased by 0.00%
Mar 29, 24
12 First Eagle US Small Cap Strategy 313.98K (3.55%) 3.18K
Increased by +1.01%
Mar 31, 25
13 First Eagle Small Cap Opportunity I 308.98K (3.50%) -5.00K
Decreased by -1.62%
Apr 30, 25
14 Avantis US Small Cap Value ETF 301.22K (3.41%) -18.45K
Decreased by -6.13%
May 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 271.86K (3.08%) 0.00
Increased by 0.00%
Feb 28, 26
16 Fuller & Thaler Behavrl Micro-Cap Core 267.83K (3.03%) 44.43K
Increased by +16.59%
Nov 30, 23
17 EA Bridgeway Omni Small-Cap Value ETF 251.06K (2.84%) 234.00
Increased by +0.09%
Feb 27, 26
18 Fidelity® Small Cap Index 249.72K (2.83%) 4.95K
Increased by +1.98%
Oct 31, 23
19 FullerThaler Behavioral Micro-Cap Core 249.18K (2.82%) 610.00
Increased by +0.24%
Aug 31, 24
20 Peregrine Small Cap Value CIT Class P 235.38K (2.67%) -1.44K
Decreased by -0.61%
Dec 31, 23