Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Avenir Corporation 3.09M (5.71%) 118.39K
Increased by +3.83%
Dec 31, 24
2 Skylands Capital, LLC 3.00M (5.54%) 221.08K
Increased by +7.36%
Mar 31, 25
3 Vanguard Group Inc 1.95M (3.60%) 0.00
Increased by 0.00%
Dec 31, 24
4 Neuberger Berman Group LLC 1.68M (3.10%) -99.48K
Decreased by -5.91%
Dec 31, 24
5 Sargent Investment Group, LLC 1.25M (2.30%) -377.38K
Decreased by -30.22%
Dec 31, 24
6 Granahan Investment Management Inc.. 1.20M (2.22%) -890.30K
Decreased by -73.91%
Dec 31, 24
7 CM Management, LLC 700.00K (1.29%) -100.00K
Decreased by -14.29%
Dec 31, 24
8 BlackRock Inc 627.30K (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
9 Geode Capital Management, LLC 474.15K (0.87%) 7.09K
Increased by +1.50%
Dec 31, 24
10 Jacob Asset Mgmt Of NY LLC 197.94K (0.37%) -40.00K
Decreased by -20.21%
Sep 30, 23
11 Atlantic Trust Group, LLC 172.65K (0.32%) 0.00
Increased by 0.00%
Dec 31, 24
12 State Street Corp 159.29K (0.29%) 19.00K
Increased by +11.93%
Dec 31, 24
13 UBS Group AG 144.93K (0.27%) 142.35K
Increased by +98.23%
Dec 31, 24
14 State Street Corporation 140.29K (0.26%) -10.80K
Decreased by -7.70%
Mar 31, 24
15 Advisor Group Holdings, Inc. 122.42K (0.23%) 0.00
Increased by 0.00%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 106.63K (0.20%) -7.35K
Decreased by -6.90%
Dec 31, 24
17 Northern Trust Corp 91.56K (0.17%) 16.70K
Increased by +18.24%
Dec 31, 24
18 Susquehanna International Group, LLP 89.79K (0.17%) 73.59K
Increased by +81.96%
Jun 30, 24
19 Renaissance Technologies Corp 88.02K (0.16%) 8.40K
Increased by +9.54%
Dec 31, 24
20 AMH Equity Ltd 82.80K (0.15%) 82.80K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.30M (2.40%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.30M (2.40%) 0.00
Increased by 0.00%
Sep 30, 24
3 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 763.50K (1.41%) -101.78K
Decreased by -13.33%
Jan 31, 24
4 Neuberger Berman Intrinsic Value I 710.35K (1.31%) -15.79K
Decreased by -2.22%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 568.23K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
6 Fidelity Extended Market Index 311.23K (0.57%) -98.07K
Decreased by -31.51%
Mar 31, 25
7 APO Medical Opportunities R 278.42K (0.51%) -221.58K
Decreased by -79.58%
Nov 30, 23
8 Jacob Discovery Fd Instl 197.94K (0.37%) -40.00K
Decreased by -20.21%
Sep 30, 23
9 Fidelity® Extended Market Index 196.10K (0.36%) 0.00
Increased by 0.00%
Nov 30, 23
10 Perinvest(Lux) Sicav Harbour US Eq A 150.00K (0.28%) -55.00K
Decreased by -36.67%
Dec 31, 23
11 Granahan Inv Mgt Small Cap Discoveries 127.63K (0.24%) 108.64K
Increased by +85.12%
Dec 31, 23
12 JNL Multi-Manager Small Cap Growth A 124.74K (0.23%) -310.82K
Decreased by -249.17%
Mar 31, 25
13 Neuberger Berman Small Cap Intrinsic Val 123.46K (0.23%) 0.00
Increased by 0.00%
Mar 31, 25
14 BlackRock Extended Mkt Composite 118.62K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
15 BlackRock Extended Equity Market K 103.38K (0.19%) -44.00
Decreased by -0.04%
Sep 30, 24
16 Extended Equity Market Fund K 102.29K (0.19%) -101.67K
Decreased by -99.39%
Mar 31, 25
17 Neuberger Berman US SCp Intrs Val $I Acc 96.96K (0.18%) 0.00
Increased by 0.00%
Jan 31, 25
18 Fidelity Total Market Index 95.09K (0.18%) -31.03K
Decreased by -32.64%
Mar 31, 25
19 iShares Micro-Cap ETF 85.06K (0.16%) -579.00
Decreased by -0.68%
Apr 30, 24
20 Fidelity Series Total Market Index 75.53K (0.14%) -17.15K
Decreased by -22.70%
Mar 31, 25