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 (9.24%) -20.34K
Decreased by -0.81%
Dec 31, 24
2 Topline Capital Management LLC 1.93M (7.12%) 1.93M
Increased by +100.00%
Dec 31, 24
3 Vanguard Group Inc 1.88M (6.96%) -11.28K
Decreased by -0.60%
Dec 31, 24
4 Mink Brook Asset Management LLC 1.87M (6.90%) 1.87M
Increased by +100.00%
Dec 31, 24
5 Koshinski Asset Management Inc 1.01M (3.73%) -50.00K
Decreased by -4.95%
Dec 31, 24
6 Uniplan Investment Counsel, Inc. 805.79K (2.98%) -2.58K
Decreased by -0.32%
Jun 30, 24
7 Truffle Hound Capital, LLC 650.00K (2.40%) 650.00K
Increased by +100.00%
Dec 31, 24
8 Ancora Advisors LLC 508.27K (1.88%) -11.41K
Decreased by -2.24%
Dec 31, 24
9 Herr Investment Group LLC 432.90K (1.60%) 0.00
Increased by 0.00%
Jun 30, 24
10 Wynnefield Capital Inc 401.03K (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
11 Geode Capital Management, LLC 361.63K (1.34%) 26.23K
Increased by +7.25%
Dec 31, 24
12 Renaissance Technologies Corp 339.82K (1.26%) 9.22K
Increased by +2.71%
Dec 31, 24
13 EAM Investors, LLC 333.50K (1.23%) -134.49K
Decreased by -40.33%
Sep 30, 23
14 Perritt Capital Management Inc. 307.80K (1.14%) -750.00
Decreased by -0.24%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 240.24K (0.89%) -97.35K
Decreased by -40.52%
Dec 31, 24
16 Ridgewood Investments LLC 225.58K (0.83%) 2.00K
Increased by +0.89%
Dec 31, 24
17 Connective Capital Management LLC 207.55K (0.77%) 3.61K
Increased by +1.74%
Jun 30, 24
18 Quadrature Capital LLP 177.84K (0.66%) -21.99K
Decreased by -12.36%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 170.88K (0.63%) -118.45K
Decreased by -69.31%
Sep 30, 23
20 Mutual Advisors, LLC 167.53K (0.62%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.40M (5.18%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.39M (5.14%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 432.89K (1.60%) 0.00
Increased by 0.00%
Mar 31, 25
4 Ancora Micro Cap 373.79K (1.38%) -9.36K
Decreased by -2.50%
Mar 31, 25
5 EAM Ultra Micro Cap 333.50K (1.23%) 0.00
Increased by 0.00%
Oct 31, 23
6 Perritt MicroCap Opportunities Investor 200.00K (0.74%) -32.00K
Decreased by -16.00%
Mar 31, 25
7 Fidelity Extended Market Index 178.51K (0.66%) -9.82K
Decreased by -5.50%
Mar 31, 25
8 Fidelity® Extended Market Index 168.70K (0.62%) 7.45K
Increased by +4.42%
Nov 30, 23
9 Ancora MicroCap I 165.33K (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
10 SEI Small Cap F (SIMT) 120.90K (0.45%) -14.88K
Decreased by -12.31%
Nov 30, 23
11 First Trust Dow Jones Sel MicroCap ETF 87.03K (0.32%) 0.00
Increased by 0.00%
Jul 30, 24
12 Pleiades Small Cap Equity A 84.59K (0.31%) -34.15K
Decreased by -40.37%
Sep 30, 23
13 iShares Micro-Cap ETF 70.64K (0.26%) 0.00
Increased by 0.00%
Apr 30, 25
14 SEI Tax-Managed Small/Mid Cap F (SIMT) 66.70K (0.25%) 64.52K
Increased by +96.73%
Nov 30, 23
15 Fidelity Total Market Index 66.24K (0.24%) 18.15K
Increased by +27.40%
Mar 31, 25
16 DFA US Core Equity 2 I 61.94K (0.23%) 0.00
Increased by 0.00%
May 31, 24
17 DFA US Micro Cap I 57.93K (0.21%) 0.00
Increased by 0.00%
Mar 31, 25
18 BlackRock Extended Mkt Composite 55.36K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fidelity® Total Market Index 48.80K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
20 BlackRock Extended Equity Market K 48.24K (0.18%) -20.00
Decreased by -0.04%
Sep 30, 24