Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 804.31K (0.90%) 804.31K
Increased by +100.00%
Mar 31, 24
2 Franklin Resources Inc 720.37K (0.80%) 720.37K
Increased by +100.00%
Mar 31, 24
3 Uniplan Investment Counsel, Inc. 466.81K (0.52%) 466.81K
Increased by +100.00%
Dec 31, 23
4 Ancora Advisors LLC 305.77K (0.34%) 49.99K
Increased by +16.35%
Dec 31, 23
5 Vanguard Group Inc 286.76K (0.32%) 122.53K
Increased by +42.73%
Mar 31, 24
6 Perritt Capital Management Inc. 170.56K (0.19%) 13.76K
Increased by +8.07%
Mar 31, 24
7 EAM Investors, LLC 163.45K (0.18%) 48.27K
Increased by +29.53%
Dec 31, 23
8 Putnam Investments LLC 149.23K (0.17%) 149.23K
Increased by +100.00%
Dec 31, 23
9 Geode Capital Management, LLC 122.05K (0.14%) 5.44K
Increased by +4.45%
Mar 31, 24
10 Calamos Advisors LLC 119.52K (0.13%) 119.52K
Increased by +100.00%
Dec 31, 23
11 Susquehanna International Group, LLP 106.62K (0.12%) 88.79K
Increased by +83.27%
Mar 31, 24
12 Simplicity Wealth,LLC 101.14K (0.11%) 30.00K
Increased by +29.66%
Jun 30, 24
13 Bleakley Financial Group LLC 71.14K (0.08%) 71.14K
Increased by +100.00%
Mar 31, 24
14 Palisade Capital Management LLc 65.14K (0.07%) 0.00
Increased by 0.00%
Mar 31, 24
15 Citadel Advisors Llc 62.41K (0.07%) 50.86K
Increased by +81.49%
Sep 30, 23
16 LPL Financial Corp 62.24K (0.07%) 6.59K
Increased by +10.58%
Mar 31, 24
17 Qube Research & Technologies 59.20K (0.07%) 20.17K
Increased by +34.08%
Mar 31, 24
18 LAURION CAPITAL MANAGEMENT LP 57.70K (0.06%) 57.70K
Increased by +100.00%
Mar 31, 24
19 Bridgeway Capital Management, LLC 55.10K (0.06%) 0.00
Increased by 0.00%
Mar 31, 24
20 683 Capital Management LLC 49.01K (0.05%) 49.01K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 EAM Ultra Micro Cap 350.01K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23
2 Calamos Timpani Small Cap Growth I 347.93K (0.39%) 52.54K
Increased by +15.10%
Jan 31, 24
3 Vanguard Total Stock Mkt Idx Inv 343.28K (0.38%) 0.00
Increased by 0.00%
Jul 31, 24
4 Timpani Small Cap Growth Equity 295.38K (0.33%) 295.38K
Increased by +100.00%
Dec 31, 23
5 Perritt MicroCap Opportunities Investor 250.00K (0.28%) 150.00K
Increased by +60.00%
Jun 30, 24
6 Ancora Micro Cap 226.83K (0.25%) 36.65K
Increased by +16.16%
Dec 31, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 120.40K (0.13%) 0.00
Increased by 0.00%
Jul 31, 24
8 Ancora MicroCap I 91.68K (0.10%) 14.55K
Increased by +15.87%
Dec 31, 23
9 Fidelity Extended Market Index 90.41K (0.10%) 37.89K
Increased by +41.91%
Jun 30, 24
10 Pleiades Small Cap Equity A 88.78K (0.10%) 64.77K
Increased by +72.95%
Dec 31, 23
11 iShares Micro-Cap ETF 76.94K (0.09%) 0.00
Increased by 0.00%
Aug 28, 24
12 Putnam Small Cap Value A 61.63K (0.07%) 61.63K
Increased by +100.00%
Dec 31, 23
13 Putnam Small Cap Value Managed Account 61.63K (0.07%) 61.63K
Increased by +100.00%
Dec 31, 23
14 Putnam U.S. Small Cap Value Equity 61.63K (0.07%) 61.63K
Increased by +100.00%
Dec 31, 23
15 Bridgeway Ultra-Small Company 55.10K (0.06%) 0.00
Increased by 0.00%
Mar 31, 24
16 One Rock 50.48K (0.06%) 5.48K
Increased by +10.86%
Nov 30, 23
17 Perritt Ultra MicroCap 40.00K (0.04%) 0.00
Increased by 0.00%
Jun 30, 24
18 Russell Inv US Small Cap Equity E 38.69K (0.04%) 0.00
Increased by 0.00%
Feb 29, 24
19 Nationwide Bailard Cogntv Val M 27.32K (0.03%) 27.32K
Increased by +100.00%
Jan 31, 24
20 Putnam VT Small Cap Value IA 27.10K (0.03%) 27.10K
Increased by +100.00%
Dec 31, 23