Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 CCSO 0.02%
3 VTWG 0.01%
4 IWO 0.01%
5 EES 0.01%
6 DFAT 0.00%
7 RSSL 0.00%
8 UWM 0.00%
9 IWM 0.00%
10 URTY 0.00%
11 DFAS 0.00%
12 DFSV 0.00%
13 HDG 0.00%
14 DFAC 0.00%
15 DFUS 0.00%
16 VTHR 0.00%
17 DCOR 0.00%
18 DFAU 0.00%
19 VTWO 0.00%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wynnefield Capital Inc 2.73M (22.13%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 926.02K (7.50%) 15.26K
Increased by +1.65%
Sep 30, 24
3 BlackRock Inc 714.28K (5.78%) 642.05K
Increased by +89.89%
Jun 30, 24
4 Geode Capital Management, LLC 352.67K (2.85%) 3.73K
Increased by +1.06%
Sep 30, 24
5 Needham Investment Management, LLC 350.00K (2.83%) 350.00K
Increased by +100.00%
Sep 30, 24
6 Punch & Associates Inv Mgmt Inc 342.45K (2.77%) 0.00
Increased by 0.00%
Sep 30, 24
7 Rice Hall James & Associates, LLC 318.01K (2.57%) -1.46K
Decreased by -0.46%
Sep 30, 24
8 Renaissance Technologies Corp 225.89K (1.83%) -41.50K
Decreased by -18.37%
Sep 30, 24
9 Skylands Capital, LLC 221.37K (1.79%) -24.80K
Decreased by -11.20%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 211.07K (1.71%) 42.35K
Increased by +20.07%
Sep 30, 24
11 Manatuck Hill Partners LLC 195.00K (1.58%) 0.00
Increased by 0.00%
Sep 30, 24
12 Kennedy Capital Management Inc 182.86K (1.48%) 3.51K
Increased by +1.92%
Sep 30, 24
13 State Street Corp 175.34K (1.42%) 4.24K
Increased by +2.42%
Sep 30, 24
14 Susquehanna International Group, LLP 164.05K (1.33%) 61.93K
Increased by +37.75%
Mar 31, 24
15 Arnhold & S. Bleichroeder Advisers, LLC 155.84K (1.26%) -127.32K
Decreased by -81.70%
Sep 30, 24
16 North Star Investment Management Corp 152.93K (1.24%) 0.00
Increased by 0.00%
Sep 30, 24
17 Northern Trust Corp 127.42K (1.03%) 95.58K
Increased by +75.01%
Sep 30, 24
18 Perritt Capital Management Inc. 127.28K (1.03%) -2.33K
Decreased by -1.83%
Sep 30, 24
19 Victory Capital Management Inc. 115.05K (0.93%) 274.00
Increased by +0.24%
Sep 30, 24
20 Ancora Advisors LLC 95.43K (0.77%) 57.16K
Increased by +59.90%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 559.39K (4.53%) 0.00
Increased by 0.00%
Oct 31, 24
2 Coeli Circulus Am Sm Cp I Fdr SEK Acc 353.85K (2.86%) 42.00
Increased by +0.01%
Oct 31, 24
3 Needham Aggressive Growth Retail 350.00K (2.83%) 350.00K
Increased by +100.00%
Sep 30, 24
4 iShares Russell 2000 ETF 338.09K (2.74%) -700.00
Decreased by -0.21%
Nov 27, 24
5 Coeli Circulus I Founder SEK 215.84K (1.75%) 17.41K
Increased by +8.06%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 205.54K (1.66%) 0.00
Increased by 0.00%
Oct 31, 24
7 Fidelity Small Cap Index 173.67K (1.41%) -4.30K
Decreased by -2.47%
Aug 31, 24
8 North Star Micro Cap I 150.00K (1.21%) 0.00
Increased by 0.00%
Oct 31, 24
9 Kennedy Micro Cap 142.51K (1.15%) -1.86K
Decreased by -1.30%
Sep 30, 24
10 iShares Russell 2000 Growth ETF 141.74K (1.15%) 0.00
Increased by 0.00%
Nov 27, 24
11 First Eagle US Small Cap Strategy 141.57K (1.15%) -117.57K
Decreased by -83.04%
Sep 30, 24
12 Perritt MicroCap Opportunities Investor 94.58K (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity Extended Market Index 83.35K (0.67%) -655.00
Decreased by -0.79%
Sep 30, 24
14 First Eagle Small Cap Opportunity I 80.09K (0.65%) -62.82K
Decreased by -78.44%
Oct 31, 24
15 Vanguard Russell 2000 ETF 78.41K (0.63%) -476.00
Decreased by -0.61%
Oct 31, 24
16 State St Russell Sm Cap® Indx SL Cl I 77.90K (0.63%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fidelity® Extended Market Index 74.42K (0.60%) 2.32K
Increased by +3.12%
Nov 30, 23
18 Dimensional US Targeted Value ETF 70.26K (0.57%) 0.00
Increased by 0.00%
Nov 28, 24
19 Rice Hall James Micro Cap Equity 63.66K (0.52%) 0.00
Increased by 0.00%
Oct 31, 24
20 EAM Ultra Micro Cap 57.74K (0.47%) -14.31K
Decreased by -24.78%
Jul 31, 24