Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 0.02%
2 IWC 0.01%
3 EES 0.01%
4 DFAT 0.00%
5 RSSL 0.00%
6 UWM 0.00%
7 URTY 0.00%
8 DFAS 0.00%
9 DFSV 0.00%
10 HDG 0.00%
11 DFAC 0.00%
12 DFUS 0.00%
13 VXF 0.00%
14 DFAU 0.00%
15 DCOR 0.00%
16 IWM 0.00%
17 IWO 0.00%
18 VTHR 0.00%
19 VTI 0.00%
20 VTWG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wynnefield Capital Inc 2.73M (19.85%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 916.67K (6.65%) -13.05K
Decreased by -1.42%
Mar 31, 25
3 BlackRock Inc 812.02K (5.89%) -12.56K
Decreased by -1.55%
Mar 31, 25
4 Needham Investment Management, LLC 406.02K (2.95%) 0.00
Increased by 0.00%
Mar 31, 25
5 Geode Capital Management, LLC 366.86K (2.66%) 10.08K
Increased by +2.75%
Mar 31, 25
6 Punch & Associates Inv Mgmt Inc 337.25K (2.45%) 0.00
Increased by 0.00%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 286.92K (2.08%) 21.56K
Increased by +7.52%
Mar 31, 25
8 Rice Hall James & Associates, LLC 272.26K (1.98%) -45.74K
Decreased by -16.80%
Dec 31, 24
9 BB&T Corp. 246.97K (1.79%) 0.00
Increased by 0.00%
Mar 31, 25
10 Skylands Capital, LLC 207.43K (1.51%) -9.89K
Decreased by -4.77%
Mar 31, 25
11 Kennedy Capital Management Inc 204.18K (1.48%) 21.61K
Increased by +10.58%
Mar 31, 25
12 Renaissance Technologies Corp 181.99K (1.32%) -21.20K
Decreased by -11.65%
Mar 31, 25
13 State Street Corp 181.94K (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
14 LPL Financial Corp 181.83K (1.32%) 71.65K
Increased by +39.40%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 164.47K (1.19%) 36.52K
Increased by +22.21%
Mar 31, 25
16 Susquehanna International Group, LLP 164.05K (1.19%) 61.93K
Increased by +37.75%
Mar 31, 24
17 North Star Investment Management Corp 150.93K (1.10%) -2.00K
Decreased by -1.33%
Dec 31, 24
18 Perritt Capital Management Inc. 140.70K (1.02%) 13.42K
Increased by +9.54%
Mar 31, 25
19 Northern Trust Corp 135.43K (0.98%) 5.14K
Increased by +3.79%
Mar 31, 25
20 Victory Capital Management Inc. 115.05K (0.84%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 559.39K (4.06%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 559.39K (4.06%) 0.00
Increased by 0.00%
Sep 30, 24
3 Needham Aggressive Growth Retail 406.02K (2.95%) 0.00
Increased by 0.00%
Mar 31, 25
4 Coeli Circulus Am Sm Cp I Fdr SEK Acc 353.85K (2.57%) 42.00
Increased by +0.01%
Oct 31, 24
5 iShares Russell 2000 ETF 302.81K (2.20%) 0.00
Increased by 0.00%
May 31, 25
6 Coeli Circulus I Founder SEK 215.84K (1.57%) 17.41K
Increased by +8.06%
Oct 31, 24
7 Coeli Circulus Am Micro & Sm Cp I FdrSek 205.91K (1.49%) -18.51K
Decreased by -8.99%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 205.54K (1.49%) 0.00
Increased by 0.00%
May 31, 25
9 Coeli Circulus Micro & Sm Cp I Fdr Sek 195.30K (1.42%) -11.92K
Decreased by -6.10%
May 31, 25
10 Fidelity Small Cap Index 171.84K (1.25%) 3.51K
Increased by +2.04%
Mar 31, 25
11 iShares Russell 2000 Growth ETF 153.71K (1.12%) 0.00
Increased by 0.00%
May 31, 25
12 North Star Micro Cap I 150.00K (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
13 Perritt MicroCap Opportunities Investor 140.00K (1.02%) 13.42K
Increased by +9.59%
Mar 31, 25
14 Kennedy Micro Cap 138.15K (1.00%) -479.00
Decreased by -0.35%
Mar 31, 25
15 Dimensional US Targeted Value ETF 100.41K (0.73%) 0.00
Increased by 0.00%
May 30, 25
16 Vanguard Russell 2000 ETF 86.13K (0.63%) 795.00
Increased by +0.92%
May 31, 25
17 Fidelity Extended Market Index 80.56K (0.58%) -770.00
Decreased by -0.96%
Apr 30, 25
18 State St Russell Sm Cap® Indx SL Cl I 77.90K (0.57%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity® Extended Market Index 74.42K (0.54%) 2.32K
Increased by +3.12%
Nov 30, 23
20 First Eagle Small Cap Opportunity I 66.19K (0.48%) 0.00
Increased by 0.00%
Jan 31, 25