Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
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 (13.42%) 34.03K
Increased by +1.65%
Dec 31, 24
2 Bard Associates Inc 1.04M (6.79%) 25.19K
Increased by +2.41%
Dec 31, 24
3 Vanguard Group Inc 699.10K (4.54%) 0.00
Increased by 0.00%
Dec 31, 24
4 Pacific Ridge Capital Partners, LLC 483.50K (3.14%) -4.00K
Decreased by -0.83%
Dec 31, 24
5 Herald Investment Management Ltd 379.06K (2.46%) -105.27K
Decreased by -27.77%
Jun 30, 24
6 Geode Capital Management, LLC 190.22K (1.24%) 8.26K
Increased by +4.34%
Dec 31, 24
7 Citadel Advisors Llc 97.07K (0.63%) 33.64K
Increased by +34.66%
Dec 31, 24
8 BlackRock Inc 94.47K (0.61%) 291.00
Increased by +0.31%
Dec 31, 24
9 Archon Capital Management LLC 86.28K (0.56%) -13.72K
Decreased by -15.91%
Dec 31, 23
10 Essex Investment Management Company, LLC 73.80K (0.48%) -8.52K
Decreased by -11.54%
Dec 31, 24
11 Mercer Global Advisors Inc. 71.98K (0.47%) 46.77K
Increased by +64.97%
Sep 30, 24
12 Renaissance Technologies Corp 69.90K (0.45%) 3.00K
Increased by +4.29%
Dec 31, 24
13 State Street Corp 57.78K (0.38%) 0.00
Increased by 0.00%
Dec 31, 24
14 State Street Corporation 57.78K (0.38%) 0.00
Increased by 0.00%
Mar 31, 24
15 Millennium Management LLC 42.28K (0.27%) 42.28K
Increased by +100.00%
Dec 31, 24
16 Vontobel Holding Ltd. 33.00K (0.21%) 18.00K
Increased by +54.55%
Sep 30, 24
17 TWO SIGMA SECURITIES, LLC 32.56K (0.21%) 32.56K
Increased by +100.00%
Dec 31, 24
18 Northern Trust Corp 32.01K (0.21%) -11.58K
Decreased by -36.19%
Dec 31, 24
19 CapTrust Financial Advisors 30.00K (0.19%) 30.00K
Increased by +100.00%
Dec 31, 23
20 Goldman Sachs Group Inc 28.59K (0.19%) 28.59K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 498.28K (3.24%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 498.28K (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
3 Pacific Ridge Capital Ptnrs Micro Cp Val 485.55K (3.15%) -27.82K
Decreased by -5.73%
Mar 31, 24
4 Herald Ord 379.06K (2.46%) -105.27K
Decreased by -27.77%
Jun 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 218.26K (1.42%) 31.74K
Increased by +14.54%
Mar 31, 25
6 Adara Smaller Companies 184.19K (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
7 Acuitas US Microcap Strategy 127.58K (0.83%) -750.00
Decreased by -0.59%
Mar 31, 24
8 Fidelity Extended Market Index 100.54K (0.65%) 4.81K
Increased by +4.78%
Mar 31, 25
9 Fidelity® Extended Market Index 98.03K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
10 BlackRock Extended Equity Market K 40.47K (0.26%) -17.00
Decreased by -0.04%
Sep 30, 24
11 iShares Micro-Cap ETF 40.15K (0.26%) 0.00
Increased by 0.00%
Apr 30, 25
12 Extended Equity Market Fund K 40.04K (0.26%) 123.00
Increased by +0.31%
Mar 31, 25
13 Fidelity Total Market Index 30.11K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Series Total Market Index 24.43K (0.16%) 1.08K
Increased by +4.44%
Mar 31, 25
15 NT Ext Equity Mkt Idx Fd - L 22.08K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
16 Northern Trust Extended Eq Market Idx 22.08K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
17 Essex Inv Mgt Micro Cap Growth 20.27K (0.13%) 3.94K
Increased by +19.41%
Sep 30, 24
18 Fidelity® Series Total Market Index 19.22K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
19 Spartan Extended Market Index Pool E 19.22K (0.12%) 834.00
Increased by +4.34%
Mar 31, 25
20 Spartan Extended Market Index Pool F 18.38K (0.12%) 610.00
Increased by +3.32%
Feb 28, 25