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 (15.94%) 34.03K
Increased by +1.65%
Dec 31, 24
2 Bard Associates Inc 1.04M (8.06%) 25.19K
Increased by +2.41%
Dec 31, 24
3 Vanguard Group Inc 699.10K (5.39%) 0.00
Increased by 0.00%
Dec 31, 24
4 Pacific Ridge Capital Partners, LLC 483.50K (3.73%) -4.00K
Decreased by -0.83%
Dec 31, 24
5 Herald Investment Management Ltd 379.06K (2.92%) -105.27K
Decreased by -27.77%
Jun 30, 24
6 Geode Capital Management, LLC 190.22K (1.47%) 8.26K
Increased by +4.34%
Dec 31, 24
7 Citadel Advisors Llc 97.07K (0.75%) 33.64K
Increased by +34.66%
Dec 31, 24
8 BlackRock Inc 94.47K (0.73%) 291.00
Increased by +0.31%
Dec 31, 24
9 Archon Capital Management LLC 86.28K (0.67%) -13.72K
Decreased by -15.91%
Dec 31, 23
10 Essex Investment Management Company, LLC 73.80K (0.57%) -8.52K
Decreased by -11.54%
Dec 31, 24
11 Mercer Global Advisors Inc. 71.98K (0.56%) 46.77K
Increased by +64.97%
Sep 30, 24
12 Renaissance Technologies Corp 69.90K (0.54%) 3.00K
Increased by +4.29%
Dec 31, 24
13 State Street Corp 57.78K (0.45%) 0.00
Increased by 0.00%
Dec 31, 24
14 State Street Corporation 57.78K (0.45%) 0.00
Increased by 0.00%
Mar 31, 24
15 Millennium Management LLC 42.28K (0.33%) 42.28K
Increased by +100.00%
Dec 31, 24
16 Vontobel Holding Ltd. 33.00K (0.25%) 18.00K
Increased by +54.55%
Sep 30, 24
17 TWO SIGMA SECURITIES, LLC 32.56K (0.25%) 32.56K
Increased by +100.00%
Dec 31, 24
18 Northern Trust Corp 32.01K (0.25%) -11.58K
Decreased by -36.19%
Dec 31, 24
19 CapTrust Financial Advisors 30.00K (0.23%) 30.00K
Increased by +100.00%
Dec 31, 23
20 Goldman Sachs Group Inc 28.59K (0.22%) 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 (3.84%) 0.00
Increased by 0.00%
Feb 28, 25
2 Pacific Ridge Capital Ptnrs Micro Cp Val 485.55K (3.75%) -27.82K
Decreased by -5.73%
Mar 31, 24
3 Herald Ord 379.06K (2.92%) -105.27K
Decreased by -27.77%
Jun 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 186.52K (1.44%) 3.04K
Increased by +1.63%
Feb 28, 25
5 Adara Smaller Companies 184.19K (1.42%) 0.00
Increased by 0.00%
Feb 28, 25
6 Acuitas US Microcap Strategy 127.58K (0.98%) -750.00
Decreased by -0.59%
Mar 31, 24
7 Fidelity® Extended Market Index 98.03K (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Extended Market Index 96.34K (0.74%) -1.46K
Decreased by -1.52%
Jan 31, 25
9 iShares Micro-Cap ETF 41.89K (0.32%) 0.00
Increased by 0.00%
Feb 28, 25
10 BlackRock Extended Equity Market K 40.47K (0.31%) -17.00
Decreased by -0.04%
Sep 30, 24
11 Extended Equity Market Fund K 39.92K (0.31%) -550.00
Decreased by -1.38%
Dec 31, 24
12 Fidelity Total Market Index 30.11K (0.23%) -129.00
Decreased by -0.43%
Jan 31, 25
13 Fidelity Series Total Market Index 23.34K (0.18%) 0.00
Increased by 0.00%
Jan 31, 25
14 NT Ext Equity Mkt Idx Fd - L 22.08K (0.17%) 0.00
Increased by 0.00%
Dec 31, 24
15 Northern Trust Extended Eq Market Idx 22.08K (0.17%) 0.00
Increased by 0.00%
Dec 31, 24
16 Essex Inv Mgt Micro Cap Growth 20.27K (0.16%) 3.94K
Increased by +19.41%
Sep 30, 24
17 Fidelity® Series Total Market Index 19.22K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
18 Spartan Extended Market Index Pool E 17.77K (0.14%) 1.46K
Increased by +8.23%
Jan 31, 25
19 Fidelity® Total Market Index 15.33K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
20 Schwab Total Stock Market Index 12.91K (0.10%) 0.00
Increased by 0.00%
Feb 28, 25