Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 DFAC 0.00%
3 DFAU 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Lynrock Lake LP 2.07M (12.43%) 0.00
Increased by 0.00%
Mar 31, 25
2 Bard Associates Inc 1.03M (6.19%) -14.92K
Decreased by -1.45%
Mar 31, 25
3 Vanguard Group Inc 734.16K (4.42%) 35.06K
Increased by +4.78%
Mar 31, 25
4 Pacific Ridge Capital Partners, LLC 461.14K (2.77%) -22.36K
Decreased by -4.85%
Mar 31, 25
5 Herald Investment Management Ltd 379.06K (2.28%) -105.27K
Decreased by -27.77%
Jun 30, 24
6 Geode Capital Management, LLC 197.89K (1.19%) 7.67K
Increased by +3.88%
Mar 31, 25
7 Archon Capital Management LLC 153.10K (0.92%) 153.10K
Increased by +100.00%
Mar 31, 25
8 BlackRock Inc 94.59K (0.57%) 127.00
Increased by +0.13%
Mar 31, 25
9 Renaissance Technologies Corp 92.86K (0.56%) 22.96K
Increased by +24.73%
Mar 31, 25
10 Essex Investment Management Company, LLC 73.64K (0.44%) -152.00
Decreased by -0.21%
Mar 31, 25
11 Mercer Global Advisors Inc. 71.98K (0.43%) 46.77K
Increased by +64.97%
Sep 30, 24
12 State Street Corp 65.88K (0.40%) 8.10K
Increased by +12.30%
Mar 31, 25
13 State Street Corporation 57.78K (0.35%) 0.00
Increased by 0.00%
Mar 31, 24
14 Millennium Management LLC 42.28K (0.25%) 42.28K
Increased by +100.00%
Dec 31, 24
15 Northern Trust Corp 39.66K (0.24%) 7.65K
Increased by +19.30%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 38.73K (0.23%) 38.73K
Increased by +100.00%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 34.89K (0.21%) 7.54K
Increased by +21.61%
Mar 31, 25
18 Vontobel Holding Ltd. 33.00K (0.20%) 18.00K
Increased by +54.55%
Sep 30, 24
19 TWO SIGMA SECURITIES, LLC 32.56K (0.20%) 32.56K
Increased by +100.00%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 32.30K (0.19%) 12.85K
Increased by +39.78%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 498.28K (3.00%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 498.28K (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
3 Pacific Ridge Capital Ptnrs Micro Cp Val 485.55K (2.92%) -27.82K
Decreased by -5.73%
Mar 31, 24
4 Herald Ord 379.06K (2.28%) -105.27K
Decreased by -27.77%
Jun 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 227.32K (1.37%) 0.00
Increased by 0.00%
May 31, 25
6 Adara Smaller Companies 184.19K (1.11%) 0.00
Increased by 0.00%
May 31, 25
7 Acuitas US Microcap Strategy 127.58K (0.77%) -750.00
Decreased by -0.59%
Mar 31, 24
8 Fidelity Extended Market Index 99.59K (0.60%) -952.00
Decreased by -0.96%
Apr 30, 25
9 Fidelity® Extended Market Index 98.03K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
10 BlackRock Extended Equity Market K 40.47K (0.24%) -17.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 40.04K (0.24%) 123.00
Increased by +0.31%
Mar 31, 25
12 iShares Micro-Cap ETF 37.82K (0.23%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity Total Market Index 30.11K (0.18%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity Series Total Market Index 25.38K (0.15%) 947.00
Increased by +3.73%
Apr 30, 25
15 NT Ext Equity Mkt Idx Fd - L 22.08K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
16 Northern Trust Extended Eq Market Idx 22.08K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
17 Essex Inv Mgt Micro Cap Growth 20.27K (0.12%) 3.94K
Increased by +19.41%
Sep 30, 24
18 Spartan Extended Market Index Pool F 20.17K (0.12%) 952.00
Increased by +4.72%
Apr 30, 25
19 Fidelity® Series Total Market Index 19.22K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
20 Spartan Extended Market Index Pool E 19.22K (0.12%) 834.00
Increased by +4.34%
Mar 31, 25