Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tower Research Capital LLC 1.30K (0.25%) 628.00
Increased by +48.31%
Dec 31, 25
2 UBS Group AG 148.00 (0.03%) 148.00
Increased by +100.00%
Sep 30, 25
3 Bank of America Corp 4.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 25
4 Advisor Group Holdings, Inc. 0.00 (0.00%) -300.00
Decreased by N/A%
Dec 31, 25
5 Capital Advisors, Ltd. LLC 0.00 (0.00%) -976.00
Decreased by N/A%
Sep 30, 24
6 Citadel Advisors Llc 0.00 (0.00%) -56.93K
Decreased by N/A%
Jun 30, 25
7 Commonwealth Equity Services Inc 0.00 (0.00%) -13.27K
Decreased by N/A%
Jun 30, 23
8 First Wilshire Securities Mgmt Inc (CA) 0.00 (0.00%) -111.04K
Decreased by N/A%
Sep 30, 25
9 JPMorgan Chase & Co 0.00 (0.00%) -6.00
Decreased by N/A%
Jun 30, 24
10 Perritt Capital Management Inc. 0.00 (0.00%) -70.00K
Decreased by N/A%
Dec 31, 24
11 Renaissance Technologies Corp 0.00 (0.00%) -12.10K
Decreased by N/A%
Sep 30, 23
12 Susquehanna International Group, LLP 0.00 (0.00%) -3.52K
Decreased by N/A%
Sep 30, 25
13 TWO SIGMA SECURITIES, LLC 0.00 (0.00%) -11.47K
Decreased by N/A%
Dec 31, 25
14 Vanguard Group Inc 0.00 (0.00%) -4.91K
Decreased by N/A%
Sep 30, 25
15 Wells Fargo & Co 0.00 (0.00%) -13.00
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Perritt Ultra MicroCap 70.00K (13.38%) 0.00
Increased by 0.00%
Jun 30, 24
2 Fidelity® Extended Market Index 5.59K (1.07%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Extended Market Index 4.24K (0.81%) 0.00
Increased by 0.00%
Feb 28, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 3.37K (0.64%) 0.00
Increased by 0.00%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 2.42K (0.46%) 625.00
Increased by +25.77%
Mar 31, 24
6 Dimensional US Core Equity 2 ETF 1.68K (0.32%) 0.00
Increased by 0.00%
Mar 31, 26
7 First Wilshire US SCV Equities SMA 717.00 (0.14%) -124.11K
Decreased by -17.31 K%
Sep 30, 24
8 Fidelity Series Total Market Index 677.00 (0.13%) 0.00
Increased by 0.00%
Feb 28, 26
9 Dimensional US Core Equity 1 ETF 607.00 (0.12%) 0.00
Increased by 0.00%
Mar 31, 26
10 Spartan Total Market Index Pool E 335.00 (0.06%) 0.00
Increased by 0.00%
Jun 30, 24
11 Spartan Total Market Index Pool G 324.00 (0.06%) 0.00
Increased by 0.00%
Feb 28, 26
12 DFA US Core Equity 2 I 209.00 (0.04%) 0.00
Increased by 0.00%
Feb 28, 26
13 NT Ext Eq Mkt Indx Fd DC Lend T3 96.00 (0.02%) 96.00
Increased by +100.00%
Dec 31, 24
14 NT Ext Eq Mkt Indx Fd DC Lend T4 96.00 (0.02%) 96.00
Increased by +100.00%
Dec 31, 24
15 NT Ext Equity Mkt Idx Fd - L 81.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 25
16 Northern Trust Extended Eq Market Idx 81.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 25
17 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 32.00 (0.01%) 9.00
Increased by +28.13%
Dec 31, 25
18 DFA US Vector Equity Class F 16.00 (0.00%) 0.00
Increased by 0.00%
Jan 31, 26
19 Fidelity U.S. Equity Index Ins Trust 10.00 (0.00%) 0.00
Increased by 0.00%
Feb 28, 26