Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 IWO 0.00%
3 UWM 0.00%
4 URTY 0.00%
5 HDG 0.00%
6 IWV 0.00%
7 AVSC 0.00%
8 VTWO 0.00%
9 VXF 0.00%
10 IWM 0.00%
11 RTLA 0.00%
12 RYLD 0.00%
13 VTHR 0.00%
14 VTI 0.00%
15 VTWG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.23M (879.29%) 0.00
Increased by 0.00%
Sep 30, 24
2 Taylor Frigon Capital Management LLC 2.57M (700.32%) -225.49K
Decreased by -8.78%
Sep 30, 24
3 Silverback Aset Management LLC 2.54M (691.73%) 0.00
Increased by 0.00%
Sep 30, 24
4 Citadel Advisors Llc 2.10M (571.25%) 2.06M
Increased by +98.38%
Sep 30, 24
5 UBS O'Connor LLC 2.00M (545.22%) 2.00M
Increased by +100.00%
Jun 30, 24
6 Capstone Investment Advisors, LLC 1.60M (436.18%) 900.00K
Increased by +56.25%
Sep 30, 23
7 RIMA MANAGEMENT, LLC 1.50M (408.92%) 0.00
Increased by 0.00%
Sep 30, 24
8 Herald Investment Management Ltd 1.30M (355.39%) 0.00
Increased by 0.00%
Dec 31, 23
9 State Street Corporation 1.26M (343.61%) 12.10K
Increased by +0.96%
Mar 31, 24
10 BlackRock Inc 1.21M (328.65%) -28.40K
Decreased by -2.36%
Sep 30, 24
11 Perkins Capital Management Inc 1.17M (319.77%) 0.00
Increased by 0.00%
Sep 30, 24
12 Geode Capital Management, LLC 1.09M (296.11%) 88.65K
Increased by +8.16%
Sep 30, 24
13 Sargent Investment Group, LLC 1.07M (292.73%) 160.00K
Increased by +14.90%
Sep 30, 24
14 Penn Capital Management Company LLC 799.32K (217.90%) 144.65K
Increased by +18.10%
Sep 30, 23
15 West Tower Group LLC 714.43K (194.76%) 185.00K
Increased by +25.89%
Sep 30, 24
16 Millennium Management LLC 589.96K (160.83%) -3.02K
Decreased by -0.51%
Sep 30, 24
17 Needham Investment Management, LLC 500.00K (136.31%) -887.50K
Decreased by -177.50%
Sep 30, 23
18 UBS Group AG 465.65K (126.94%) 15.48K
Increased by +3.32%
Mar 31, 24
19 Goldman Sachs Group Inc 401.49K (109.45%) 338.46K
Increased by +84.30%
Jun 30, 24
20 BOOTHBAY FUND MANAGEMENT, LLC 395.78K (107.90%) 395.78K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Herald Ord 4.30M (1.17 K%) 3.00M
Increased by +69.71%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.19M (598.32%) 0.00
Increased by 0.00%
Oct 31, 24
3 iShares Russell 2000 ETF 1.96M (534.49%) -15.60K
Decreased by -0.80%
Apr 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 996.18K (271.57%) 0.00
Increased by 0.00%
Oct 31, 24
5 Fidelity Small Cap Index 949.83K (258.93%) 0.00
Increased by 0.00%
Jun 30, 24
6 Taylor Frigon Core Growth 849.19K (231.50%) 0.00
Increased by 0.00%
Aug 31, 24
7 iShares Russell 2000 Growth ETF 792.58K (216.07%) -1.90K
Decreased by -0.24%
Apr 30, 24
8 TFCM Core Growth 764.84K (208.50%) -2.32K
Decreased by -0.30%
Oct 31, 23
9 Fidelity® Small Cap Index 645.13K (175.87%) 0.00
Increased by 0.00%
Oct 31, 23
10 Fidelity Extended Market Index 636.65K (173.56%) -4.20K
Decreased by -0.66%
Nov 30, 24
11 Needham Small Cap Growth Retail 500.00K (136.31%) -887.50K
Decreased by -177.50%
Sep 30, 23
12 State St Russell Sm/Mid Cp® Indx NL Cl C 409.08K (111.52%) 0.00
Increased by 0.00%
Apr 30, 24
13 Vanguard Russell 2000 ETF 354.78K (96.72%) 105.25K
Increased by +29.67%
Mar 31, 24
14 Pleiades Small Cap Equity A 334.56K (91.21%) -88.74K
Decreased by -26.52%
Sep 30, 23
15 Fidelity® Extended Market Index 331.75K (90.44%) 0.00
Increased by 0.00%
Nov 30, 23
16 NT R2000 Index Fund - NL 261.77K (71.36%) -1.43K
Decreased by -0.54%
Jun 30, 24
17 Penn Capital Micro Cap Equity 255.36K (69.61%) -79.20K
Decreased by -31.02%
Oct 31, 23
18 Schwab Small Cap Index 213.44K (58.19%) 55.55K
Increased by +26.03%
Mar 31, 24
19 Northern Trust Russell 2000 Growth Index 211.71K (57.71%) 0.00
Increased by 0.00%
Jun 30, 24
20 NT R2000 Growth Index Fund - L 211.71K (57.71%) 0.00
Increased by 0.00%
Jun 30, 24