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) 870.01K (33.00%) 827.00
Increased by +0.10%
Jun 30, 24
2 Perritt Capital Management Inc. 70.00K (2.66%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Group Inc 24.55K (0.93%) -2.42K
Decreased by -9.88%
Jun 30, 24
4 Tower Research Capital LLC 6.74K (0.26%) 757.00
Increased by +11.23%
Jun 30, 24
5 Advisor Group Holdings, Inc. 1.50K (0.06%) 0.00
Increased by 0.00%
Jun 30, 24
6 Bank of America Corp 14.00 (0.00%) 14.00
Increased by +100.00%
Jun 30, 24
7 Capital Advisors, Ltd. LLC 0.00 (0.00%) -976.00
Decreased by N/A%
Sep 30, 24
8 Commonwealth Equity Services Inc 0.00 (0.00%) -13.27K
Decreased by N/A%
Jun 30, 23
9 JPMorgan Chase & Co 0.00 (0.00%) -6.00
Decreased by N/A%
Jun 30, 24
10 Renaissance Technologies Corp 0.00 (0.00%) -12.10K
Decreased by N/A%
Sep 30, 23
11 UBS Group AG 0.00 (0.00%) -1.41K
Decreased by N/A%
Jun 30, 24
12 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 First Wilshire US SCV Equities SMA 124.83K (4.74%) 827.00
Increased by +0.66%
Jun 30, 24
2 Perritt Ultra MicroCap 70.00K (2.66%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 24.55K (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity Extended Market Index 5.59K (0.21%) 0.00
Increased by 0.00%
Mar 31, 24
5 Fidelity® Extended Market Index 5.59K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 2.42K (0.09%) 625.00
Increased by +25.77%
Mar 31, 24
7 NT Ext Equity Mkt Idx Fd - L 405.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
8 Northern Trust Extended Eq Market Idx 405.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
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 62.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity U.S. Equity Index Ins Trust 50.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24