Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHLD 0.38%
2 DFE 0.16%
3 ISCF 0.14%
4 NATO 0.13%
5 IEUS 0.10%
6 DLS 0.08%
7 GWX 0.07%
8 AVDS 0.06%
9 SCHC 0.06%
10 SCZ 0.05%
11 VSS 0.04%
12 PDN 0.04%
13 FNDC 0.03%
14 VIGI 0.03%
15 AVSD 0.02%
16 TLTD 0.02%
17 DFSE 0.01%
18 AVDE 0.01%
19 IEUR 0.01%
20 SPEU 0.01%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Morgan Stanley - Brokerage Accounts 804.31K 804.31K
Increased by +100.00%
Mar 31, 24
2 Franklin Resources Inc 720.37K 720.37K
Increased by +100.00%
Mar 31, 24
3 Ancora Advisors LLC 305.77K 49.99K
Increased by +16.35%
Dec 31, 23
4 Vanguard Group Inc 286.76K 122.53K
Increased by +42.73%
Mar 31, 24
5 Perritt Capital Management Inc. 170.56K 13.76K
Increased by +8.07%
Mar 31, 24
6 Putnam Investments, LLC., a Franklin Templeton company 149.23K 149.23K
Increased by +100.00%
Dec 31, 23
7 Geode Capital Management, LLC 122.05K 5.44K
Increased by +4.45%
Mar 31, 24
8 Susquehanna International Group, LLP 106.62K 88.79K
Increased by +83.27%
Mar 31, 24
9 Bleakley Financial Group LLC 71.14K 71.14K
Increased by +100.00%
Mar 31, 24
10 Simplicity Wealth,LLC 71.14K 71.14K
Increased by +100.00%
Mar 31, 24
11 Palisade Capital Management LLc 65.14K 0.00
Increased by 0.00%
Mar 31, 24
12 LPL Financial Corp 62.24K 6.59K
Increased by +10.58%
Mar 31, 24
13 Qube Research & Technologies 59.20K 20.17K
Increased by +34.08%
Mar 31, 24
14 LAURION CAPITAL MANAGEMENT LP 57.70K 57.70K
Increased by +100.00%
Mar 31, 24
15 JANE STREET GROUP, LLC 57.59K 57.59K
Increased by +100.00%
Dec 31, 23
16 Bridgeway Capital Management, LLC 55.10K 0.00
Increased by 0.00%
Mar 31, 24
17 Millennium Management LLC 35.45K -16.21K
Decreased by -45.73%
Mar 31, 24
18 Man Group PLC 35.14K -42.61K
Decreased by -121.25%
Mar 31, 24
19 Steward Partners Investment Advisory, LLC 34.50K 4.00K
Increased by +11.59%
Mar 31, 24
20 BlackRock Inc 32.10K -55.17K
Decreased by -171.87%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Putnam Small Cap Value Managed Account 501.43K 439.79K
Increased by +87.71%
Mar 31, 24
2 Putnam U.S. Small Cap Value Equity 501.43K 439.79K
Increased by +87.71%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 343.28K 0.00
Increased by 0.00%
May 31, 24
4 Ancora Micro Cap 131.63K -95.19K
Decreased by -72.32%
Mar 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 120.40K 0.00
Increased by 0.00%
May 31, 24
6 Perritt MicroCap Opportunities Investor 100.00K 0.00
Increased by 0.00%
Mar 31, 24
7 Bridgeway Ultra-Small Company 55.10K 0.00
Increased by 0.00%
Mar 31, 24
8 Ancora MicroCap I 54.20K -37.49K
Decreased by -69.16%
Mar 31, 24
9 Fidelity Extended Market Index 52.52K -476.00
Decreased by -0.91%
Apr 30, 24
10 Perritt Ultra MicroCap 40.00K 15.00K
Increased by +37.50%
Mar 31, 24
11 iShares Micro-Cap ETF 28.16K -392.00
Decreased by -1.39%
May 30, 24
12 Fidelity Total Market Index 22.80K 0.00
Increased by 0.00%
Apr 30, 24
13 Fidelity Nasdaq Composite Index 22.62K 0.00
Increased by 0.00%
Apr 30, 24
14 Avantis US Small Cap Equity ETF 13.73K 0.00
Increased by 0.00%
May 31, 24
15 Fidelity Series Total Market Index 12.39K 0.00
Increased by 0.00%
Apr 30, 24
16 NT Ext Equity Mkt Idx Fd - L 7.88K 0.00
Increased by 0.00%
Mar 31, 24
17 Northern Trust Extended Eq Market Idx 7.88K 0.00
Increased by 0.00%
Mar 31, 24
18 NT Ext Equity Mkt Idx Fd - NL 6.88K 0.00
Increased by 0.00%
Mar 31, 24
19 Spartan Total Market Index Pool E 6.63K 0.00
Increased by 0.00%
Apr 30, 24
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 5.53K 3.00
Increased by +0.05%
Mar 31, 24