Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.16%
2 FDM 0.10%
3 IWC 0.02%
4 JSML 0.01%
5 JSMD 0.00%
6 EES 0.00%
7 DFAS 0.00%
8 DFAC 0.00%
9 DFAT 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Punch & Associates Inv Mgmt Inc 2.50M (8.92%) -20.34K
Decreased by -0.81%
Dec 31, 24
2 Vanguard Group Inc 1.88M (6.71%) -11.28K
Decreased by -0.60%
Dec 31, 24
3 Koshinski Asset Management Inc 1.01M (3.60%) -50.00K
Decreased by -4.95%
Dec 31, 24
4 Uniplan Investment Counsel, Inc. 805.79K (2.87%) -2.58K
Decreased by -0.32%
Jun 30, 24
5 Truffle Hound Capital, LLC 650.00K (2.32%) 650.00K
Increased by +100.00%
Dec 31, 24
6 Ancora Advisors LLC 508.27K (1.81%) -11.41K
Decreased by -2.24%
Dec 31, 24
7 Herr Investment Group LLC 432.90K (1.54%) 0.00
Increased by 0.00%
Jun 30, 24
8 Wynnefield Capital Inc 401.03K (1.43%) 0.00
Increased by 0.00%
Dec 31, 24
9 Geode Capital Management, LLC 361.63K (1.29%) 26.23K
Increased by +7.25%
Dec 31, 24
10 Renaissance Technologies Corp 339.82K (1.21%) 9.22K
Increased by +2.71%
Dec 31, 24
11 EAM Investors, LLC 333.50K (1.19%) -134.49K
Decreased by -40.33%
Sep 30, 23
12 Perritt Capital Management Inc. 307.80K (1.10%) -750.00
Decreased by -0.24%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 240.24K (0.86%) -97.35K
Decreased by -40.52%
Dec 31, 24
14 Ridgewood Investments LLC 225.58K (0.80%) 2.00K
Increased by +0.89%
Dec 31, 24
15 Connective Capital Management LLC 207.55K (0.74%) 3.61K
Increased by +1.74%
Jun 30, 24
16 Quadrature Capital LLP 177.84K (0.63%) -21.99K
Decreased by -12.36%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 170.88K (0.61%) -118.45K
Decreased by -69.31%
Sep 30, 23
18 Mutual Advisors, LLC 167.53K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
19 Acadian Asset Management LLC 156.91K (0.56%) 156.91K
Increased by +100.00%
Sep 30, 23
20 1492 Capital Management, LLC 143.04K (0.51%) -160.59K
Decreased by -112.27%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.39M (4.96%) 0.00
Increased by 0.00%
Jan 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 432.89K (1.54%) 0.00
Increased by 0.00%
Jan 31, 25
3 Ancora Micro Cap 383.15K (1.37%) -1.83K
Decreased by -0.48%
Dec 31, 24
4 EAM Ultra Micro Cap 333.50K (1.19%) 0.00
Increased by 0.00%
Oct 31, 23
5 Perritt MicroCap Opportunities Investor 232.00K (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity Extended Market Index 189.53K (0.68%) -2.88K
Decreased by -1.52%
Jan 31, 25
7 Fidelity® Extended Market Index 168.70K (0.60%) 7.45K
Increased by +4.42%
Nov 30, 23
8 Ancora MicroCap I 165.33K (0.59%) 0.00
Increased by 0.00%
Dec 31, 24
9 SEI Small Cap F (SIMT) 120.90K (0.43%) -14.88K
Decreased by -12.31%
Nov 30, 23
10 First Trust Dow Jones Sel MicroCap ETF 87.03K (0.31%) 0.00
Increased by 0.00%
Jul 30, 24
11 Pleiades Small Cap Equity A 84.59K (0.30%) -34.15K
Decreased by -40.37%
Sep 30, 23
12 iShares Micro-Cap ETF 77.23K (0.28%) 0.00
Increased by 0.00%
Feb 27, 25
13 SEI Tax-Managed Small/Mid Cap F (SIMT) 66.70K (0.24%) 64.52K
Increased by +96.73%
Nov 30, 23
14 DFA US Core Equity 2 I 61.94K (0.22%) 0.00
Increased by 0.00%
May 31, 24
15 DFA US Micro Cap I 57.93K (0.21%) 0.00
Increased by 0.00%
Jan 31, 25
16 BlackRock Extended Mkt Composite 55.36K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fidelity® Total Market Index 48.80K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Total Market Index 48.30K (0.17%) 0.00
Increased by 0.00%
Dec 31, 24
19 BlackRock Extended Equity Market K 48.24K (0.17%) -20.00
Decreased by -0.04%
Sep 30, 24
20 Extended Equity Market Fund K 47.59K (0.17%) -655.00
Decreased by -1.38%
Dec 31, 24