Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RITA 1.55%
2 SDIV 1.01%
3 IFEU 0.92%
4 SMEZ 0.68%
5 GRNR 0.44%
6 EUMV 0.19%
7 SCID 0.14%
8 IFGL 0.12%
9 HAUZ 0.09%
10 ISCF 0.09%
11 VGSR 0.08%
12 VNQI 0.08%
13 PDN 0.08%
14 FNDC 0.06%
15 IEUS 0.06%
16 TLTD 0.05%
17 DFGR 0.05%
18 REET 0.05%
19 ERET 0.05%
20 GWX 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.13M (4.41%) 0.00
Increased by 0.00%
Dec 31, 24
2 Arnhold & S. Bleichroeder Advisers, LLC 716.16K (2.79%) 41.00K
Increased by +5.72%
Dec 31, 24
3 Portolan Capital Management, LLC 653.37K (2.55%) -554.89K
Decreased by -84.93%
Jun 30, 24
4 Renaissance Technologies Corp 475.59K (1.85%) -125.70K
Decreased by -26.43%
Dec 31, 24
5 EAM Investors, LLC 420.24K (1.64%) 420.24K
Increased by +100.00%
Sep 30, 23
6 BlackRock Inc 352.10K (1.37%) 480.00
Increased by +0.14%
Dec 31, 24
7 Geode Capital Management, LLC 276.49K (1.08%) 17.06K
Increased by +6.17%
Dec 31, 24
8 Greenwood Capital Associates, LLC 272.48K (1.06%) -22.67K
Decreased by -8.32%
Dec 31, 24
9 General American Investors Co Inc 200.43K (0.78%) 0.00
Increased by 0.00%
Sep 30, 24
10 General American Investors Company Inc 200.43K (0.78%) 0.00
Increased by 0.00%
Jun 30, 24
11 Perritt Capital Management Inc. 189.10K (0.74%) 3.60K
Increased by +1.90%
Dec 31, 24
12 Deutsche Bank AG 173.79K (0.68%) 173.79K
Increased by +100.00%
Dec 31, 23
13 Corsair Capital Management LLC 151.03K (0.59%) 151.03K
Increased by +100.00%
Dec 31, 24
14 Essex, LLC 137.51K (0.54%) 0.00
Increased by 0.00%
Mar 31, 25
15 AMH Equity Ltd 136.64K (0.53%) -159.41K
Decreased by -116.66%
Dec 31, 24
16 Summit Trail Advisors, LLC 117.00K (0.46%) 117.00K
Increased by +100.00%
Dec 31, 24
17 OAK FAMILY ADVISORS, LLC 100.77K (0.39%) -8.55K
Decreased by -8.49%
Sep 30, 23
18 Squarepoint Ops LLC 96.00K (0.37%) 35.08K
Increased by +36.54%
Mar 31, 24
19 Connective Capital Management LLC 87.11K (0.34%) 87.11K
Increased by +100.00%
Dec 31, 23
20 Bridgeway Capital Management, LLC 74.60K (0.29%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 771.98K (3.01%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 771.98K (3.01%) 0.00
Increased by 0.00%
Sep 30, 24
3 Strategic Advisers® Small-Mid Cap 678.12K (2.64%) 0.00
Increased by 0.00%
Oct 31, 23
4 First Eagle Small Cap Opportunity I 637.42K (2.48%) 0.00
Increased by 0.00%
Mar 31, 25
5 First Eagle US Small Cap Strategy 637.42K (2.48%) 0.00
Increased by 0.00%
Mar 31, 25
6 Strategic Advisers Small-Mid Cap 409.40K (1.60%) -268.73K
Decreased by -65.64%
Jun 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 396.12K (1.54%) 45.04K
Increased by +11.37%
Mar 31, 25
8 IMC US Ultra Micro Cap 318.05K (1.24%) 318.05K
Increased by +100.00%
Mar 31, 25
9 PSM Macro Strategy 248.82K (0.97%) 25.00K
Increased by +10.05%
Mar 31, 25
10 PSM Value Strategy UI 220.03K (0.86%) -110.00K
Decreased by -49.99%
Feb 28, 25
11 JNL Multi-Manager Small Cap Growth A 210.73K (0.82%) -256.00K
Decreased by -121.48%
Dec 31, 23
12 Xtrackers S&P 500 Swap ETF 1C 173.79K (0.68%) 0.00
Increased by 0.00%
Dec 31, 23
13 Pleiades Small Cap Equity A 159.02K (0.62%) 159.02K
Increased by +100.00%
Mar 31, 25
14 Fidelity Extended Market Index 139.21K (0.54%) 1.12K
Increased by +0.80%
Mar 31, 25
15 Fidelity® Extended Market Index 124.61K (0.49%) 0.00
Increased by 0.00%
Nov 30, 23
16 Perritt MicroCap Opportunities Investor 120.00K (0.47%) 1.00K
Increased by +0.83%
Mar 31, 25
17 GCA SMID Cap Equity 111.21K (0.43%) 0.00
Increased by 0.00%
Mar 31, 24
18 PSM Konzept 100.43K (0.39%) -38.34K
Decreased by -38.17%
Dec 31, 24
19 Bridgeway Ultra-Small Company 74.60K (0.29%) 0.00
Increased by 0.00%
Dec 31, 24
20 PSM Dynamik 68.62K (0.27%) -47.00K
Decreased by -68.49%
Dec 31, 24