Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTLA 0.02%
2 PSM 0.01%
3 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bleichroeder LP 2.64M (9.34%) 0.00
Increased by 0.00%
Sep 30, 23
2 Ingalls & Snyder LLC 1.59M (5.64%) -393.77K
Decreased by -24.75%
Dec 31, 24
3 Richmond Brothers Inc 1.35M (4.77%) 65.23K
Increased by +4.84%
Mar 31, 25
4 Vanguard Group Inc 1.27M (4.49%) 128.60K
Increased by +10.15%
Mar 31, 25
5 CM Management, LLC 525.00K (1.86%) 55.00K
Increased by +10.48%
Sep 30, 23
6 Dalton Investments LLC. 512.31K (1.81%) 267.31K
Increased by +52.18%
Mar 31, 25
7 Lion Point Capital, LP 427.45K (1.51%) -174.21K
Decreased by -40.75%
Sep 30, 23
8 Gagnon Securities LLC 403.88K (1.43%) 1.87K
Increased by +0.46%
Mar 31, 25
9 Geode Capital Management, LLC 333.33K (1.18%) 4.34K
Increased by +1.30%
Mar 31, 25
10 Beirne Wealth Consulting Services, LLC 296.35K (1.05%) -29.52K
Decreased by -9.96%
Mar 31, 25
11 BlackRock Inc 280.82K (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
12 Renaissance Technologies Corp 172.47K (0.61%) 3.70K
Increased by +2.15%
Mar 31, 25
13 Ironwood Investment Management LLC 163.93K (0.58%) -7.90K
Decreased by -4.82%
Mar 31, 25
14 Harbert Fund Advisors Inc 130.93K (0.46%) 0.00
Increased by 0.00%
Sep 30, 23
15 Caption Management, LLC 114.50K (0.41%) 114.50K
Increased by +100.00%
Dec 31, 23
16 State Street Corp 112.38K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25
17 Millennium Management LLC 106.32K (0.38%) 79.44K
Increased by +74.71%
Dec 31, 23
18 State Street Corporation 98.38K (0.35%) 0.00
Increased by 0.00%
Mar 31, 24
19 Accredited Investors Inc 91.92K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
20 Wealth Enhancement Advisory Services, LLC 82.03K (0.29%) 82.03K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 879.76K (3.12%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 751.16K (2.66%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 363.77K (1.29%) 0.00
Increased by 0.00%
Apr 30, 25
4 Fidelity Extended Market Index 171.94K (0.61%) 3.06K
Increased by +1.78%
Mar 31, 25
5 Fidelity® Extended Market Index 124.03K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 56.96K (0.20%) -388.00
Decreased by -0.68%
Apr 30, 24
7 Fidelity Total Market Index 51.36K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
8 BlackRock Extended Mkt Composite 47.20K (0.17%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fidelity Series Total Market Index 41.37K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25
10 BlackRock Extended Equity Market K 41.14K (0.15%) -17.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 40.70K (0.14%) 125.00
Increased by +0.31%
Mar 31, 25
12 Fidelity® Total Market Index 37.26K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Series Total Market Index 34.02K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
14 Spartan Extended Market Index Pool E 31.62K (0.11%) 1.47K
Increased by +4.65%
Mar 31, 25
15 Spartan Extended Market Index Pool F 31.62K (0.11%) 1.47K
Increased by +4.65%
Mar 31, 25
16 NT Ext Equity Mkt Idx Fd - L 27.34K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
17 Northern Trust Extended Eq Market Idx 27.34K (0.10%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fidelity Nasdaq Composite Index 20.24K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - NL 20.12K (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Balanced Index Inv 18.08K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23