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 2.45M (8.69%) -414.00
Decreased by -0.02%
Jun 30, 25
2 Vanguard Group Inc 1.87M (6.64%) 24.88K
Increased by +1.33%
Jun 30, 25
3 Mink Brook Asset Management LLC 1.87M (6.61%) 0.00
Increased by 0.00%
Jun 30, 25
4 Topline Capital Management LLC 1.68M (5.95%) -16.24K
Decreased by -0.97%
Jun 30, 25
5 Truffle Hound Capital, LLC 920.16K (3.26%) 270.16K
Increased by +29.36%
Jun 30, 25
6 Koshinski Asset Management Inc 917.30K (3.25%) -5.00K
Decreased by -0.55%
Jun 30, 25
7 Uniplan Investment Counsel, Inc. 805.79K (2.85%) -2.58K
Decreased by -0.32%
Jun 30, 24
8 Journey Advisory Group, LLC 720.67K (2.55%) 720.67K
Increased by +100.00%
Mar 31, 25
9 Militia Capital Partners, LP 584.48K (2.07%) 36.00K
Increased by +6.16%
Mar 31, 25
10 Ancora Advisors LLC 514.27K (1.82%) 6.00K
Increased by +1.17%
Mar 31, 25
11 Herr Investment Group LLC 432.90K (1.53%) 0.00
Increased by 0.00%
Jun 30, 24
12 Wynnefield Capital Inc 401.03K (1.42%) 0.00
Increased by 0.00%
Jun 30, 25
13 Geode Capital Management, LLC 375.48K (1.33%) 13.85K
Increased by +3.69%
Mar 31, 25
14 EAM Investors, LLC 333.50K (1.18%) -134.49K
Decreased by -40.33%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 293.68K (1.04%) 53.44K
Increased by +18.20%
Jun 30, 25
16 Perritt Capital Management Inc. 272.47K (0.97%) -3.00K
Decreased by -1.10%
Jun 30, 25
17 Renaissance Technologies Corp 248.79K (0.88%) -91.03K
Decreased by -36.59%
Mar 31, 25
18 Ridgewood Investments LLC 241.16K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
19 Connective Capital Management LLC 207.55K (0.74%) 3.61K
Increased by +1.74%
Jun 30, 24
20 Quadrature Capital LLP 177.84K (0.63%) -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 (4.96%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.36M (4.82%) -29.73K
Decreased by -2.19%
Jul 31, 25
3 Ancora Micro Cap 373.79K (1.32%) -9.36K
Decreased by -2.50%
Mar 31, 25
4 EAM Ultra Micro Cap 333.50K (1.18%) 0.00
Increased by 0.00%
Oct 31, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 297.38K (1.05%) -135.51K
Decreased by -45.57%
Jul 31, 25
6 Perritt MicroCap Opportunities Investor 200.00K (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fidelity Extended Market Index 174.14K (0.62%) -1.43K
Decreased by -0.82%
Jul 31, 25
8 Fidelity® Extended Market Index 168.70K (0.60%) 7.45K
Increased by +4.42%
Nov 30, 23
9 Ancora MicroCap I 165.33K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
10 SEI Small Cap F (SIMT) 120.90K (0.43%) -14.88K
Decreased by -12.31%
Nov 30, 23
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 69.26K (0.25%) 0.00
Increased by 0.00%
Aug 29, 25
14 DFA US Micro Cap I 68.10K (0.24%) 0.00
Increased by 0.00%
Jul 31, 25
15 SEI Tax-Managed Small/Mid Cap F (SIMT) 66.70K (0.24%) 64.52K
Increased by +96.73%
Nov 30, 23
16 Fidelity Total Market Index 66.10K (0.23%) -141.00
Decreased by -0.21%
Jul 31, 25
17 DFA US Core Equity 2 I 61.94K (0.22%) 0.00
Increased by 0.00%
May 31, 24
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 (0.17%) 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