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 (18.37%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 785.51K (5.28%) -131.16K
Decreased by -16.70%
Jun 30, 25
3 Needham Investment Management, LLC 406.02K (2.73%) 0.00
Increased by 0.00%
Jun 30, 25
4 Kennedy Capital Management Inc 311.29K (2.09%) 107.11K
Increased by +34.41%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 285.14K (1.92%) -1.77K
Decreased by -0.62%
Jun 30, 25
6 Rice Hall James & Associates, LLC 272.26K (1.83%) -45.74K
Decreased by -16.80%
Dec 31, 24
7 LPL Financial Corp 260.23K (1.75%) 78.40K
Increased by +30.13%
Jun 30, 25
8 BB&T Corp. 246.97K (1.66%) 0.00
Increased by 0.00%
Jun 30, 25
9 Skylands Capital, LLC 207.43K (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
10 Mink Brook Asset Management LLC 200.33K (1.35%) 200.33K
Increased by +100.00%
Jun 30, 25
11 State Street Corp 181.94K (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
12 Geode Capital Management, LLC 165.26K (1.11%) -201.60K
Decreased by -121.98%
Jun 30, 25
13 Renaissance Technologies Corp 165.09K (1.11%) -16.90K
Decreased by -10.24%
Jun 30, 25
14 Susquehanna International Group, LLP 164.05K (1.10%) 61.93K
Increased by +37.75%
Mar 31, 24
15 North Star Investment Management Corp 150.93K (1.01%) -2.00K
Decreased by -1.33%
Dec 31, 24
16 BlackRock Inc 136.58K (0.92%) -675.44K
Decreased by -494.55%
Jun 30, 25
17 Northern Trust Corp 135.43K (0.91%) 5.14K
Increased by +3.79%
Mar 31, 25
18 Millennium Management LLC 124.87K (0.84%) 124.87K
Increased by +100.00%
Jun 30, 25
19 Goldman Sachs Group Inc 124.72K (0.84%) 72.73K
Increased by +58.32%
Jun 30, 25
20 Perritt Capital Management Inc. 120.70K (0.81%) -20.00K
Decreased by -16.57%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 559.39K (3.76%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 547.43K (3.68%) -11.96K
Decreased by -2.19%
Jul 31, 25
3 Needham Aggressive Growth Retail 406.02K (2.73%) 0.00
Increased by 0.00%
Jun 30, 25
4 Coeli Circulus Am Sm Cp I Fdr SEK Acc 353.85K (2.38%) 42.00
Increased by +0.01%
Oct 31, 24
5 Coeli Circulus I Founder SEK 215.84K (1.45%) 17.41K
Increased by +8.06%
Oct 31, 24
6 Fidelity Small Cap Index 171.58K (1.15%) 0.00
Increased by 0.00%
May 31, 25
7 Kennedy Micro Cap Opportunities 162.51K (1.09%) 117.99K
Increased by +72.61%
Jun 30, 25
8 iShares Russell 2000 Growth ETF 153.71K (1.03%) 0.00
Increased by 0.00%
May 31, 25
9 North Star Micro Cap I 150.00K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
10 Kennedy Micro Cap 148.78K (1.00%) 10.63K
Increased by +7.14%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 141.20K (0.95%) -64.34K
Decreased by -45.57%
Jul 31, 25
12 Perritt MicroCap Opportunities Investor 120.00K (0.81%) -20.00K
Decreased by -16.67%
Jun 30, 25
13 Coeli Circulus Am Micro & Sm Cp I FdrSek 108.95K (0.73%) 0.00
Increased by 0.00%
Jul 31, 25
14 Dimensional US Targeted Value ETF 100.41K (0.67%) 0.00
Increased by 0.00%
Aug 29, 25
15 Vanguard Russell 2000 ETF 86.13K (0.58%) 795.00
Increased by +0.92%
May 31, 25
16 Fidelity Extended Market Index 79.34K (0.53%) -653.00
Decreased by -0.82%
Jul 31, 25
17 Coeli Circulus Micro & Sm Cp I Fdr Sek 78.29K (0.53%) 0.00
Increased by 0.00%
Jul 31, 25
18 State St Russell Sm Cap® Indx SL Cl I 77.90K (0.52%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity® Extended Market Index 74.42K (0.50%) 2.32K
Increased by +3.12%
Nov 30, 23
20 First Eagle Small Cap Opportunity I 66.19K (0.44%) 0.00
Increased by 0.00%
Jan 31, 25