Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bleichroeder LP 2.07M (15.88%) 0.00
Increased by 0.00%
Jun 30, 24
2 AIGH Capital Management, LLC 1.77M (13.53%) 253.71K
Increased by +14.35%
Jun 30, 24
3 Clear Harbor Asset Management, LLC 1.38M (10.60%) -13.67K
Decreased by -0.99%
Jun 30, 24
4 Herald Investment Management Ltd 1.00M (7.66%) 0.00
Increased by 0.00%
Jun 30, 24
5 Vanguard Group Inc 949.87K (7.27%) 0.00
Increased by 0.00%
Jun 30, 24
6 Garden State Investment Advisory Services LLC 259.86K (1.99%) 0.00
Increased by 0.00%
Jun 30, 24
7 Geode Capital Management, LLC 194.42K (1.49%) 36.71K
Increased by +18.88%
Jun 30, 24
8 Wilkinson Global Asset Management LLC 182.81K (1.40%) 8.62K
Increased by +4.72%
Jun 30, 24
9 Renaissance Technologies Corp 124.39K (0.95%) 1.49K
Increased by +1.20%
Jun 30, 24
10 Ancora Advisors LLC 113.05K (0.87%) -2.58K
Decreased by -2.28%
Jun 30, 24
11 BlackRock Inc 99.13K (0.76%) 54.71K
Increased by +55.18%
Jun 30, 24
12 Penbrook Management LLC 68.40K (0.52%) -4.00K
Decreased by -5.85%
Dec 31, 23
13 Bridgeway Capital Management, LLC 63.20K (0.48%) 0.00
Increased by 0.00%
Jun 30, 24
14 State Street Corp 62.40K (0.48%) 11.80K
Increased by +18.91%
Jun 30, 24
15 Atlantic Trust Group, LLC 57.11K (0.44%) 4.31K
Increased by +7.55%
Jun 30, 24
16 Susquehanna International Group, LLP 56.12K (0.43%) -29.27K
Decreased by -52.15%
Jun 30, 24
17 State Street Corporation 50.60K (0.39%) 0.00
Increased by 0.00%
Mar 31, 24
18 Two Sigma Investments LLC 50.03K (0.38%) 39.15K
Increased by +78.24%
Jun 30, 24
19 Citadel Advisors Llc 42.30K (0.32%) -1.42K
Decreased by -3.37%
Sep 30, 23
20 BB&T Corp. 40.87K (0.31%) 3.59K
Increased by +8.79%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Herald Ord 1.00M (7.66%) 100.00K
Increased by +10.00%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 685.14K (5.25%) 0.00
Increased by 0.00%
Jul 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 243.59K (1.87%) 0.00
Increased by 0.00%
Jul 31, 24
4 Fidelity Extended Market Index 105.22K (0.81%) 2.20K
Increased by +2.09%
Jul 31, 24
5 Fidelity® Extended Market Index 94.10K (0.72%) 0.00
Increased by 0.00%
Nov 30, 23
6 Ancora Micro Cap 83.02K (0.64%) -2.58K
Decreased by -3.10%
Jun 30, 24
7 Bridgeway Ultra-Small Company Market 60.20K (0.46%) 0.00
Increased by 0.00%
Jun 30, 24
8 Dux Umbrella Trimming USA Technology FI 60.00K (0.46%) 41.88K
Increased by +69.80%
Jun 30, 24
9 BlackRock Extended Equity Market K 46.30K (0.35%) 46.30K
Increased by +100.00%
Jun 30, 24
10 iShares Micro-Cap ETF 42.47K (0.33%) 0.00
Increased by 0.00%
Aug 30, 24
11 Fidelity Total Market Index 38.86K (0.30%) -52.00
Decreased by -0.13%
Jul 31, 24
12 Ancora MicroCap I 34.94K (0.27%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity® Total Market Index 21.75K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Series Total Market Index 20.73K (0.16%) 0.00
Increased by 0.00%
Jul 31, 24
15 T. Rowe Price Extended Equity Market Idx 19.50K (0.15%) 0.00
Increased by 0.00%
Jun 30, 24
16 Fidelity® Series Total Market Index 18.18K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
17 Morgan Dempsey Micro Cap 17.23K (0.13%) 0.00
Increased by 0.00%
Feb 29, 24
18 Spartan Total Market Index Pool E 14.97K (0.11%) 52.00
Increased by +0.35%
Jul 31, 24
19 Vanguard Instl Ttl Stck Mkt Idx Tr 14.71K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24
20 Vanguard Instl Ttl Stk Mkt Idx InstlPls 14.71K (0.11%) 0.00
Increased by 0.00%
Jul 31, 24