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 First Wilshire Securities Mgmt Inc (CA) 745.18K (28.58%) 0.00
Increased by 0.00%
Mar 31, 25
2 Citadel Advisors Llc 56.93K (2.18%) 40.65K
Increased by +71.41%
Mar 31, 25
3 Vanguard Group Inc 24.55K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
4 Tower Research Capital LLC 4.77K (0.18%) 2.00
Increased by +0.04%
Mar 31, 25
5 Advisor Group Holdings, Inc. 1.50K (0.06%) 0.00
Increased by 0.00%
Mar 31, 25
6 UBS Group AG 418.00 (0.02%) 418.00
Increased by +100.00%
Mar 31, 25
7 Bank of America Corp 14.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
8 Capital Advisors, Ltd. LLC 0.00 (0.00%) -976.00
Decreased by N/A%
Sep 30, 24
9 Commonwealth Equity Services Inc 0.00 (0.00%) -13.27K
Decreased by N/A%
Jun 30, 23
10 JPMorgan Chase & Co 0.00 (0.00%) -6.00
Decreased by N/A%
Jun 30, 24
11 Perritt Capital Management Inc. 0.00 (0.00%) -70.00K
Decreased by N/A%
Dec 31, 24
12 Renaissance Technologies Corp 0.00 (0.00%) -12.10K
Decreased by N/A%
Sep 30, 23
13 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 (2.68%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 24.55K (0.94%) 0.00
Increased by 0.00%
May 31, 25
3 Fidelity Extended Market Index 6.08K (0.23%) 0.00
Increased by 0.00%
Apr 30, 25
4 Fidelity® Extended Market Index 5.59K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Total Stock Mkt Idx Inv 2.42K (0.09%) 625.00
Increased by +25.77%
Mar 31, 24
6 First Wilshire US SCV Equities SMA 717.00 (0.03%) -124.11K
Decreased by -17.31 K%
Sep 30, 24
7 NT Ext Equity Mkt Idx Fd - L 405.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
8 Northern Trust Extended Eq Market Idx 405.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
9 Spartan Total Market Index Pool E 335.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
10 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 97.00 (0.00%) 1.00
Increased by +1.03%
Mar 31, 25
11 NT Ext Eq Mkt Indx Fd DC Lend T3 96.00 (0.00%) 96.00
Increased by +100.00%
Dec 31, 24
12 NT Ext Eq Mkt Indx Fd DC Lend T4 96.00 (0.00%) 96.00
Increased by +100.00%
Dec 31, 24
13 Fidelity U.S. Equity Index Ins Trust 50.00 (0.00%) 0.00
Increased by 0.00%
Apr 30, 25