Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 DCOR 0.00%
3 DFAC 0.00%
4 DFSU 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bleichroeder LP 2.07M (12.71%) 0.00
Increased by 0.00%
Mar 31, 25
2 AIGH Capital Management, LLC 1.60M (9.79%) -20.16K
Decreased by -1.26%
Mar 31, 25
3 Topline Capital Management LLC 1.01M (6.22%) -145.37K
Decreased by -14.33%
Mar 31, 25
4 Herald Investment Management Ltd 1.00M (6.13%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Group Inc 949.87K (5.82%) 0.00
Increased by 0.00%
Mar 31, 25
6 Clear Harbor Asset Management, LLC 880.29K (5.40%) -216.46K
Decreased by -24.59%
Mar 31, 25
7 Garden State Investment Advisory Services LLC 257.36K (1.58%) -12.00K
Decreased by -4.66%
Mar 31, 25
8 CapTrust Financial Advisors 241.59K (1.48%) 29.00
Increased by +0.01%
Mar 31, 25
9 Wilkinson Global Asset Management LLC 216.12K (1.32%) 10.71K
Increased by +4.96%
Mar 31, 25
10 Geode Capital Management, LLC 205.58K (1.26%) 5.74K
Increased by +2.79%
Mar 31, 25
11 Renaissance Technologies Corp 141.50K (0.87%) 27.50K
Increased by +19.43%
Mar 31, 25
12 Ancora Advisors LLC 112.64K (0.69%) -405.00
Decreased by -0.36%
Dec 31, 24
13 BlackRock Inc 99.98K (0.61%) -867.00
Decreased by -0.87%
Mar 31, 25
14 Atlantic Trust Group, LLC 77.28K (0.47%) 12.94K
Increased by +16.74%
Mar 31, 25
15 Penbrook Management LLC 68.40K (0.42%) -4.00K
Decreased by -5.85%
Dec 31, 23
16 State Street Corp 62.40K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
17 State Street Corporation 50.60K (0.31%) 0.00
Increased by 0.00%
Mar 31, 24
18 Susquehanna International Group, LLP 49.87K (0.31%) -6.25K
Decreased by -12.54%
Sep 30, 24
19 BB&T Corp. 45.37K (0.28%) 2.30K
Increased by +5.08%
Dec 31, 24
20 Citadel Advisors Llc 37.65K (0.23%) 1.29K
Increased by +3.43%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Herald Ord 1.00M (6.13%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 685.14K (4.20%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 685.14K (4.20%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 243.59K (1.49%) 0.00
Increased by 0.00%
Apr 30, 25
5 Fidelity® Extended Market Index 94.10K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Extended Market Index 94.02K (0.58%) 3.02K
Increased by +3.21%
Mar 31, 25
7 Ancora Micro Cap 82.61K (0.51%) -405.00
Decreased by -0.49%
Dec 31, 24
8 Dux Umbrella Trimming USA Technology FI 60.00K (0.37%) 41.88K
Increased by +69.80%
Jun 30, 24
9 BlackRock Extended Equity Market K 46.28K (0.28%) -20.00
Decreased by -0.04%
Sep 30, 24
10 Extended Equity Market Fund K 45.79K (0.28%) 140.00
Increased by +0.31%
Mar 31, 25
11 iShares Micro-Cap ETF 39.87K (0.24%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Total Market Index 38.51K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
13 Ancora MicroCap I 34.94K (0.21%) 0.00
Increased by 0.00%
Dec 31, 24
14 Bridgeway Ultra-Small Company Market 28.45K (0.17%) -31.75K
Decreased by -111.62%
Mar 31, 25
15 Fidelity Series Total Market Index 23.07K (0.14%) 1.16K
Increased by +5.01%
Mar 31, 25
16 Fidelity® Total Market Index 21.75K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
17 T. Rowe Price Extended Equity Market Idx 19.50K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
18 Spartan Extended Market Index Pool E 19.44K (0.12%) 793.00
Increased by +4.08%
Mar 31, 25
19 Spartan Extended Market Index Pool F 19.44K (0.12%) 793.00
Increased by +4.08%
Mar 31, 25
20 NT Ext Equity Mkt Idx Fd - L 18.98K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25