Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.16%
2 FDM 0.10%
3 IWC 0.01%
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 2.38M (9.27%) -90.58K
Decreased by -3.80%
Dec 31, 25
2 Mink Brook Asset Management LLC 2.24M (8.70%) 209.41K
Increased by +9.36%
Mar 31, 26
3 Vanguard Group Inc 1.87M (7.28%) 14.01K
Increased by +0.75%
Dec 31, 25
4 Topline Capital Management LLC 1.85M (7.20%) 172.46K
Increased by +9.32%
Dec 31, 25
5 Truffle Hound Capital, LLC 1.10M (4.28%) 0.00
Increased by 0.00%
Dec 31, 25
6 Koshinski Asset Management Inc 917.30K (3.57%) 0.00
Increased by 0.00%
Dec 31, 25
7 Uniplan Investment Counsel, Inc. 805.79K (3.13%) -2.58K
Decreased by -0.32%
Jun 30, 24
8 Journey Advisory Group, LLC 720.67K (2.80%) 720.67K
Increased by +100.00%
Mar 31, 25
9 Militia Capital Partners, LP 563.87K (2.19%) -563.87K
Decreased by -100.00%
Dec 31, 25
10 Ancora Advisors LLC 514.27K (2.00%) 6.00K
Increased by +1.17%
Mar 31, 25
11 Herr Investment Group LLC 432.90K (1.68%) 0.00
Increased by 0.00%
Jun 30, 24
12 Renaissance Technologies Corp 377.52K (1.47%) 6.18K
Increased by +1.64%
Dec 31, 25
13 Sentinus, LLC 360.87K (1.40%) 360.87K
Increased by +100.00%
Dec 31, 25
14 Geode Capital Management, LLC 360.18K (1.40%) 2.40K
Increased by +0.67%
Dec 31, 25
15 EAM Investors, LLC 333.50K (1.30%) -134.49K
Decreased by -40.33%
Sep 30, 23
16 Perritt Capital Management Inc. 295.87K (1.15%) 23.40K
Increased by +7.91%
Sep 30, 25
17 Ridgewood Investments LLC 237.16K (0.92%) -4.00K
Decreased by -1.69%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 209.61K (0.81%) -62.70K
Decreased by -29.91%
Dec 31, 25
19 Connective Capital Management LLC 207.55K (0.81%) 3.61K
Increased by +1.74%
Jun 30, 24
20 Quadrature Capital LLP 177.84K (0.69%) -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 (5.45%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.36M (5.29%) 0.00
Increased by 0.00%
Feb 28, 26
3 Ancora Micro Cap 373.79K (1.45%) -9.36K
Decreased by -2.50%
Mar 31, 25
4 EAM Ultra Micro Cap 333.50K (1.30%) 0.00
Increased by 0.00%
Oct 31, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 297.38K (1.16%) 0.00
Increased by 0.00%
Feb 28, 26
6 Perritt MicroCap Opportunities Investor 290.00K (1.13%) 65.00K
Increased by +22.41%
Dec 31, 25
7 Fidelity® Extended Market Index 168.70K (0.66%) 7.45K
Increased by +4.42%
Nov 30, 23
8 Ancora MicroCap I 165.33K (0.64%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity Extended Market Index 157.41K (0.61%) -571.00
Decreased by -0.36%
Feb 28, 26
10 SEI Small Cap F (SIMT) 120.90K (0.47%) -14.88K
Decreased by -12.31%
Nov 30, 23
11 First Trust Dow Jones Sel MicroCap ETF 87.03K (0.34%) 0.00
Increased by 0.00%
Jul 30, 24
12 Pleiades Small Cap Equity A 84.59K (0.33%) -34.15K
Decreased by -40.37%
Sep 30, 23
13 iShares Micro-Cap ETF 82.34K (0.32%) -545.00
Decreased by -0.66%
Mar 31, 26
14 SEI Tax-Managed Small/Mid Cap F (SIMT) 66.70K (0.26%) 64.52K
Increased by +96.73%
Nov 30, 23
15 Fidelity Total Market Index 65.63K (0.26%) 0.00
Increased by 0.00%
Feb 28, 26
16 DFA US Core Equity 2 I 61.94K (0.24%) 0.00
Increased by 0.00%
May 31, 24
17 BlackRock Extended Mkt Composite 55.36K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
18 Blackrock Extended Mkt Fund CF 55.36K (0.22%) 0.00
Increased by 0.00%
Feb 28, 26
19 Extended Equity Market Fund B 55.36K (0.22%) 0.00
Increased by 0.00%
Dec 31, 25
20 Extended Equity Market Fund E 55.36K (0.22%) 0.00
Increased by 0.00%
Dec 31, 25