Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQQS 0.40%
2 IWC 0.08%
3 BSVO 0.02%
4 PRFZ 0.01%
5 RTLA 0.01%
6 AVSC 0.00%
7 DFAT 0.00%
8 DFAS 0.00%
9 DFSV 0.00%
10 DFAC 0.00%
11 DFUV 0.00%
12 AVUS 0.00%
13 DCOR 0.00%
14 VTI 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.27M (6.12%) 0.00
Increased by 0.00%
Jun 30, 25
2 First Wilshire Securities Mgmt Inc (CA) 2.05M (5.52%) -1.26M
Decreased by -61.48%
Mar 31, 24
3 Pacific Ridge Capital Partners, LLC 1.84M (4.95%) -26.35K
Decreased by -1.44%
Jun 30, 25
4 Wellington Management Company LLP 1.62M (4.38%) 0.00
Increased by 0.00%
Sep 30, 23
5 Portolan Capital Management, LLC 1.60M (4.30%) 1.09M
Increased by +68.34%
Mar 31, 24
6 Systematic Financial Management LP 1.55M (4.18%) 74.21K
Increased by +4.78%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.00M (2.70%) -302.81K
Decreased by -30.24%
Sep 30, 24
8 Oberweis Asset Management Inc 865.72K (2.33%) 206.70K
Increased by +23.88%
Sep 30, 24
9 White Pine Capital LLC 860.41K (2.32%) 23.47K
Increased by +2.73%
Jun 30, 25
10 Royce & Associates, LP 733.71K (1.98%) -185.00K
Decreased by -25.21%
Sep 30, 24
11 BlackRock Inc 688.51K (1.86%) 5.03K
Increased by +0.73%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 629.78K (1.70%) 89.66K
Increased by +14.24%
Jun 30, 25
13 Jacobs Levy Equity Management, Inc. 530.27K (1.43%) 227.33K
Increased by +42.87%
Mar 31, 25
14 Fuller & Thaler Asset Management Inc 514.78K (1.39%) -19.64K
Decreased by -3.82%
Jun 30, 24
15 GSA Capital Partners LLP 487.66K (1.31%) -45.60K
Decreased by -9.35%
Jun 30, 25
16 Franklin Resources Inc 465.95K (1.26%) 149.05K
Increased by +31.99%
Dec 31, 23
17 Geode Capital Management, LLC 446.23K (1.20%) -42.14K
Decreased by -9.44%
Jun 30, 25
18 Needham Investment Management, LLC 393.50K (1.06%) -200.00K
Decreased by -50.83%
Jun 30, 25
19 Renaissance Technologies Corp 322.00K (0.87%) -131.30K
Decreased by -40.78%
Dec 31, 24
20 JPMorgan Chase & Co 315.95K (0.85%) -44.67K
Decreased by -14.14%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Wilshire US SCV Equities SMA 1.83M (4.92%) -1.11M
Decreased by -60.61%
Mar 31, 24
2 Vanguard US Total Market Shares ETF 1.62M (4.38%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.56M (4.22%) -34.44K
Decreased by -2.20%
Jul 31, 25
4 Pacific Ridge Capital Ptnrs Micro Cp Val 1.03M (2.78%) -59.98K
Decreased by -5.81%
Mar 31, 24
5 Kennedy Extended Small Cap 915.46K (2.47%) 106.12K
Increased by +11.59%
Dec 31, 24
6 Oberweis Micro-Cap 865.72K (2.33%) 206.70K
Increased by +23.88%
Sep 30, 24
7 Oberweis Micro-Cap Growth 865.72K (2.33%) 206.70K
Increased by +23.88%
Sep 30, 24
8 Adara Smaller Companies 742.79K (2.00%) 0.00
Increased by 0.00%
Jul 31, 25
9 Strategic Advisers Small-Mid Cap 545.90K (1.47%) 252.98K
Increased by +46.34%
Jan 31, 24
10 FullerThaler Behavioral Micro-Cap Core 514.78K (1.39%) 0.00
Increased by 0.00%
Aug 31, 24
11 Franklin MicroCap Value A 465.95K (1.26%) 130.39K
Increased by +27.98%
Dec 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 432.89K (1.17%) -165.76K
Decreased by -38.29%
Jul 31, 25
13 Acuitas US Microcap Strategy 404.26K (1.09%) 130.89K
Increased by +32.38%
Mar 31, 24
14 Foundry Partners Micro Cap Value 397.50K (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
15 Royce Micro-Cap Invmt 376.98K (1.02%) -119.62K
Decreased by -31.73%
Sep 30, 24
16 Empower Small Cap Value/Kennedy SP 362.88K (0.98%) -31.07K
Decreased by -8.56%
Sep 30, 24
17 SEI Tax-Managed Small/Mid Cap F (SIMT) 301.11K (0.81%) 258.91K
Increased by +85.99%
Jun 30, 24
18 Needham Small Cap Growth Retail 300.00K (0.81%) -200.00K
Decreased by -66.67%
Jun 30, 25
19 Strategic Advisers® Small-Mid Cap 292.92K (0.79%) 0.00
Increased by 0.00%
Oct 31, 23
20 Wellington CIF Micro Cap Equity 235.10K (0.63%) 0.00
Increased by 0.00%
Sep 30, 23