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 2.45M (8.53%) -46.53K
Decreased by -1.90%
Mar 31, 25
2 Mink Brook Asset Management LLC 1.87M (6.49%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 1.85M (6.43%) -34.01K
Decreased by -1.84%
Mar 31, 25
4 Topline Capital Management LLC 1.69M (5.89%) -232.35K
Decreased by -13.71%
Mar 31, 25
5 Koshinski Asset Management Inc 922.30K (3.21%) -87.00K
Decreased by -9.43%
Mar 31, 25
6 Uniplan Investment Counsel, Inc. 805.79K (2.80%) -2.58K
Decreased by -0.32%
Jun 30, 24
7 Journey Advisory Group, LLC 720.67K (2.51%) 720.67K
Increased by +100.00%
Mar 31, 25
8 Truffle Hound Capital, LLC 650.00K (2.26%) 0.00
Increased by 0.00%
Mar 31, 25
9 Militia Capital Partners, LP 584.48K (2.03%) 36.00K
Increased by +6.16%
Mar 31, 25
10 Ancora Advisors LLC 514.27K (1.79%) 6.00K
Increased by +1.17%
Mar 31, 25
11 Herr Investment Group LLC 432.90K (1.50%) 0.00
Increased by 0.00%
Jun 30, 24
12 Wynnefield Capital Inc 401.03K (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
13 Geode Capital Management, LLC 375.48K (1.31%) 13.85K
Increased by +3.69%
Mar 31, 25
14 EAM Investors, LLC 333.50K (1.16%) -134.49K
Decreased by -40.33%
Sep 30, 23
15 Perritt Capital Management Inc. 275.47K (0.96%) -32.33K
Decreased by -11.74%
Mar 31, 25
16 Renaissance Technologies Corp 248.79K (0.86%) -91.03K
Decreased by -36.59%
Mar 31, 25
17 Ridgewood Investments LLC 241.16K (0.84%) 15.59K
Increased by +6.46%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 240.24K (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
19 Connective Capital Management LLC 207.55K (0.72%) 3.61K
Increased by +1.74%
Jun 30, 24
20 Quadrature Capital LLP 177.84K (0.62%) -21.99K
Decreased by -12.36%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.40M (4.87%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.39M (4.83%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 432.89K (1.50%) 0.00
Increased by 0.00%
May 31, 25
4 Ancora Micro Cap 373.79K (1.30%) -9.36K
Decreased by -2.50%
Mar 31, 25
5 EAM Ultra Micro Cap 333.50K (1.16%) 0.00
Increased by 0.00%
Oct 31, 23
6 Perritt MicroCap Opportunities Investor 200.00K (0.70%) -32.00K
Decreased by -16.00%
Mar 31, 25
7 Fidelity Extended Market Index 176.82K (0.61%) -1.69K
Decreased by -0.96%
Apr 30, 25
8 Fidelity® Extended Market Index 168.70K (0.59%) 7.45K
Increased by +4.42%
Nov 30, 23
9 Ancora MicroCap I 165.33K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
10 SEI Small Cap F (SIMT) 120.90K (0.42%) -14.88K
Decreased by -12.31%
Nov 30, 23
11 First Trust Dow Jones Sel MicroCap ETF 87.03K (0.30%) 0.00
Increased by 0.00%
Jul 30, 24
12 Pleiades Small Cap Equity A 84.59K (0.29%) -34.15K
Decreased by -40.37%
Sep 30, 23
13 SEI Tax-Managed Small/Mid Cap F (SIMT) 66.70K (0.23%) 64.52K
Increased by +96.73%
Nov 30, 23
14 iShares Micro-Cap ETF 66.55K (0.23%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity Total Market Index 66.24K (0.23%) 0.00
Increased by 0.00%
Apr 30, 25
16 DFA US Core Equity 2 I 61.94K (0.22%) 0.00
Increased by 0.00%
May 31, 24
17 DFA US Micro Cap I 57.93K (0.20%) 0.00
Increased by 0.00%
Apr 30, 25
18 BlackRock Extended Mkt Composite 55.36K (0.19%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fidelity® Total Market Index 48.80K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
20 BlackRock Extended Equity Market K 48.24K (0.17%) -20.00
Decreased by -0.04%
Sep 30, 24