Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 SQLV 0.16%
3 FDM 0.10%
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 2.54M (9.03%) -232.71K
Decreased by -9.18%
Mar 31, 24
2 Vanguard Group Inc 1.89M (6.74%) 0.00
Increased by 0.00%
Mar 31, 24
3 Uniplan Investment Counsel, Inc. 808.36K (2.88%) 11.13K
Increased by +1.38%
Mar 31, 24
4 Wynnefield Capital Inc 446.03K (1.59%) 0.00
Increased by 0.00%
Mar 31, 24
5 Herr Investment Group LLC 432.90K (1.54%) 42.00K
Increased by +9.70%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 402.49K (1.43%) 6.33K
Increased by +1.57%
Mar 31, 24
7 Renaissance Technologies Corp 357.42K (1.27%) -29.86K
Decreased by -8.35%
Mar 31, 24
8 Ancora Advisors LLC 350.90K (1.25%) 116.05K
Increased by +33.07%
Dec 31, 23
9 Perritt Capital Management Inc. 339.26K (1.21%) -1.33K
Decreased by -0.39%
Mar 31, 24
10 EAM Investors, LLC 333.50K (1.19%) -134.49K
Decreased by -40.33%
Sep 30, 23
11 Geode Capital Management, LLC 320.28K (1.14%) 2.73K
Increased by +0.85%
Mar 31, 24
12 Connective Capital Management LLC 203.94K (0.73%) 203.94K
Increased by +100.00%
Mar 31, 24
13 Ridgewood Investments LLC 197.55K (0.70%) 7.50K
Increased by +3.80%
Mar 31, 24
14 Quadrature Capital LLP 177.84K (0.63%) -21.99K
Decreased by -12.36%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 170.88K (0.61%) -118.45K
Decreased by -69.31%
Sep 30, 23
16 Mutual Advisors, LLC 167.53K (0.60%) 0.00
Increased by 0.00%
Mar 31, 24
17 Acadian Asset Management LLC 156.91K (0.56%) 156.91K
Increased by +100.00%
Sep 30, 23
18 1492 Capital Management, LLC 143.04K (0.51%) -160.59K
Decreased by -112.27%
Mar 31, 24
19 BlackRock Inc 131.90K (0.47%) -4.40K
Decreased by -3.33%
Mar 31, 24
20 Citadel Advisors Llc 131.00K (0.47%) 3.12K
Increased by +2.38%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.40M (4.99%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 432.89K (1.54%) 0.00
Increased by 0.00%
Jun 30, 24
3 Ancora Micro Cap 384.99K (1.37%) 33.05K
Increased by +8.59%
Jun 30, 24
4 EAM Ultra Micro Cap 333.50K (1.19%) 0.00
Increased by 0.00%
Oct 31, 23
5 Perritt MicroCap Opportunities Investor 262.00K (0.93%) 0.00
Increased by 0.00%
Jun 30, 24
6 Fidelity Extended Market Index 172.11K (0.61%) 6.61K
Increased by +3.84%
Jun 30, 24
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%) 19.20K
Increased by +11.61%
Jun 30, 24
9 SEI Small Cap F (SIMT) 120.90K (0.43%) -14.88K
Decreased by -12.31%
Nov 30, 23
10 DFA US Micro Cap I 102.86K (0.37%) 0.00
Increased by 0.00%
May 31, 24
11 First Trust Dow Jones Sel MicroCap ETF 87.03K (0.31%) 0.00
Increased by 0.00%
Jul 30, 24
12 Pleiades Small Cap Equity A 84.59K (0.30%) -34.15K
Decreased by -40.37%
Sep 30, 23
13 iShares Micro-Cap ETF 75.01K (0.27%) 517.00
Increased by +0.69%
Jul 29, 24
14 SEI Tax-Managed Small/Mid Cap F (SIMT) 66.70K (0.24%) 64.52K
Increased by +96.73%
Nov 30, 23
15 DFA US Core Equity 2 I 61.94K (0.22%) 0.00
Increased by 0.00%
May 31, 24
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 48.60K (0.17%) 0.00
Increased by 0.00%
Jun 30, 24
19 BlackRock Extended Equity Market K 48.26K (0.17%) -46.00
Decreased by -0.10%
Jun 30, 24
20 Dimensional US Core Equity 2 ETF 47.41K (0.17%) 0.00
Increased by 0.00%
Jul 30, 24