Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 IWM 1000.00%
3 IWC 1000.00%
4 EVX 2.51%
5 AVSC 0.01%
6 HDG 0.00%
7 DFUS 0.00%
8 DFAC 0.00%
9 DFAT 0.00%
10 DFAU 0.00%
11 VTI 0.00%
12 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 542.23K (4.38%) 11.70K
Increased by +2.16%
Sep 30, 23
2 Heartland Advisors Inc 500.00K (4.04%) -30.58K
Decreased by -6.12%
Sep 30, 23
3 Potomac Capital Management, Inc. 296.47K (2.39%) -4.53K
Decreased by -1.53%
Sep 30, 23
4 BlackRock Inc 295.25K (2.38%) -11.34K
Decreased by -3.84%
Sep 30, 23
5 Perritt Capital Management Inc. 207.17K (1.67%) 0.00
Increased by 0.00%
Sep 30, 23
6 Schmeidler A R & CO Inc 168.08K (1.36%) -4.65K
Decreased by -2.76%
Sep 30, 23
7 Essex Investment Management Company, LLC 145.49K (1.17%) 145.49K
Increased by +100.00%
Sep 30, 23
8 Geode Capital Management, LLC 131.23K (1.06%) 2.85K
Increased by +2.17%
Sep 30, 23
9 Renaissance Technologies Corp 128.40K (1.04%) 4.20K
Increased by +3.27%
Sep 30, 23
10 Ancora Advisors LLC 115.87K (0.94%) -33.89K
Decreased by -29.25%
Sep 30, 23
11 Susquehanna International Group, LLP 83.80K (0.68%) 45.40K
Increased by +54.18%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 76.65K (0.62%) 2.10K
Increased by +2.74%
Sep 30, 23
13 Millennium Management LLC 70.22K (0.57%) 70.22K
Increased by +100.00%
Sep 30, 23
14 Apis Capital Advisors, LLC 66.00K (0.53%) 6.00K
Increased by +9.09%
Sep 30, 23
15 Legato Capital Management LLC 54.63K (0.44%) 54.63K
Increased by +100.00%
Sep 30, 23
16 State Street Corporation 46.98K (0.38%) 0.00
Increased by 0.00%
Sep 30, 23
17 Citadel Advisors Llc 43.54K (0.35%) 31.32K
Increased by +71.94%
Sep 30, 23
18 Morgan Dempsey Capital Management, LLC 40.12K (0.32%) -161.80K
Decreased by -403.29%
Sep 30, 23
19 Citigroup Inc 36.63K (0.30%) 36.63K
Increased by +100.00%
Sep 30, 23
20 Quadrature Capital LLP 30.48K (0.25%) 30.48K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Heartland Value Investor 500.00K (4.04%) 0.00
Increased by 0.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 361.76K (2.92%) 24.81K
Increased by +6.86%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 184.48K (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
4 Perritt MicroCap Opportunities Investor 165.72K (1.34%) 0.00
Increased by 0.00%
Sep 30, 23
5 Ancora Micro Cap 86.07K (0.69%) -25.24K
Decreased by -29.33%
Sep 30, 23
6 Fidelity® Extended Market Index 66.98K (0.54%) 2.49K
Increased by +3.72%
Nov 30, 23
7 Ancora MicroCap I 44.08K (0.36%) 9.52K
Increased by +21.59%
Dec 31, 23
8 1290 Essex Small Cap Growth I 40.00K (0.32%) 509.00
Increased by +1.27%
Nov 30, 23
9 BlackRock Extended Mkt Composite 33.29K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
10 BlackRock Extended Equity Market K 29.05K (0.23%) -58.00
Decreased by -0.20%
Dec 31, 23
11 iShares Micro-Cap ETF 27.53K (0.22%) 0.00
Increased by 0.00%
Dec 29, 23
12 Fidelity® Total Market Index 26.11K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
13 Pleiades Small Cap Equity A 21.22K (0.17%) -1.80K
Decreased by -8.46%
Sep 30, 23
14 DFA US Core Equity 2 I 20.74K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity® Series Total Market Index 16.53K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
16 BlackRock U.S. Equity Market F 15.54K (0.13%) 28.00
Increased by +0.18%
Dec 31, 23
17 Morgan Dempsey Micro Cap 14.25K (0.12%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity Nasdaq Composite Index 12.22K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
19 NT Ext Equity Mkt Idx Fd - NL 10.81K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
20 NT Ext Equity Mkt Idx Fd - L 9.75K (0.08%) -987.00
Decreased by -10.13%
Sep 30, 23