Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WISE 2.54%
2 DWAS 0.26%
3 IWC 0.02%
4 AVSC 0.01%
5 VTWG 0.01%
6 EES 0.01%
7 RSSL 0.00%
8 UWM 0.00%
9 URTY 0.00%
10 HDG 0.00%
11 IWO 0.00%
12 IWM 0.00%
13 VTI 0.00%
14 VTHR 0.00%
15 VTWO 0.00%
16 VXF 0.00%
17 DFAU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 859.72K (6.08%) -12.98K
Decreased by -1.51%
Mar 31, 25
2 Herald Investment Management Ltd 730.38K (5.16%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Group Inc 627.29K (4.44%) -104.56K
Decreased by -16.67%
Jun 30, 25
4 Geode Capital Management, LLC 320.18K (2.26%) 8.93K
Increased by +2.79%
Mar 31, 25
5 Awm Investment Company Inc 320.02K (2.26%) -95.21K
Decreased by -29.75%
Dec 31, 23
6 Millennium Management LLC 294.80K (2.08%) 210.53K
Increased by +71.41%
Mar 31, 24
7 Taylor Frigon Capital Management LLC 262.50K (1.86%) -13.56K
Decreased by -5.16%
Jun 30, 25
8 Amvescap Plc. 215.60K (1.52%) 215.60K
Increased by +100.00%
Mar 31, 24
9 Perkins Capital Management Inc 202.96K (1.43%) 0.00
Increased by 0.00%
Jun 30, 25
10 State Street Corp 200.88K (1.42%) -12.47K
Decreased by -6.21%
Mar 31, 25
11 Raymond James & Associates 155.20K (1.10%) 25.91K
Increased by +16.69%
Sep 30, 24
12 1492 Capital Management, LLC 154.09K (1.09%) 598.00
Increased by +0.39%
Jun 30, 25
13 Deutsche Bank AG 138.37K (0.98%) 67.11K
Increased by +48.50%
Mar 31, 25
14 UBS Group AG 129.94K (0.92%) 13.62K
Increased by +10.48%
Mar 31, 25
15 Essex Investment Management Company, LLC 126.77K (0.90%) 19.55K
Increased by +15.42%
Jun 30, 24
16 Northern Trust Corp 109.69K (0.78%) -151.00
Decreased by -0.14%
Mar 31, 25
17 Susquehanna International Group, LLP 88.98K (0.63%) 4.26K
Increased by +4.79%
Mar 31, 25
18 Renaissance Technologies Corp 88.59K (0.63%) 47.90K
Increased by +54.07%
Dec 31, 23
19 Qube Research & Technologies 70.83K (0.50%) -12.95K
Decreased by -18.29%
Mar 31, 25
20 EAM Investors, LLC 64.86K (0.46%) -13.34K
Decreased by -20.57%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Herald Ord 730.38K (5.16%) 0.00
Increased by 0.00%
Mar 31, 25
2 TFCM Core Growth 499.54K (3.53%) -1.49K
Decreased by -0.30%
Oct 31, 23
3 Vanguard Total Stock Mkt Idx Inv 408.79K (2.89%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 408.79K (2.89%) 0.00
Increased by 0.00%
Sep 30, 24
5 Invesco Dorsey Wright SmallCap Momt ETF 218.56K (1.55%) 0.00
Increased by 0.00%
Apr 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 209.18K (1.48%) 0.00
Increased by 0.00%
Jun 30, 25
7 Themes Generative Artificial Int ETF 150.30K (1.06%) 0.00
Increased by 0.00%
Jul 31, 25
8 Fidelity Small Cap Index 142.75K (1.01%) 0.00
Increased by 0.00%
May 31, 25
9 DWS Global Small Cap S 99.15K (0.70%) 47.96K
Increased by +48.37%
Mar 31, 25
10 Fidelity Extended Market Index 76.82K (0.54%) -200.00
Decreased by -0.26%
Jun 30, 25
11 Fidelity® Extended Market Index 74.39K (0.53%) 3.18K
Increased by +4.27%
Nov 30, 23
12 iShares Russell 2000 ETF 70.50K (0.50%) -1.77K
Decreased by -2.51%
Jun 30, 25
13 Vanguard Russell 2000 ETF 69.37K (0.49%) 636.00
Increased by +0.92%
May 31, 25
14 Taylor Frigon Core Growth 66.60K (0.47%) 0.00
Increased by 0.00%
May 31, 25
15 EAM Ultra Micro Cap 64.86K (0.46%) 0.00
Increased by 0.00%
Mar 31, 24
16 SEI Tax-Managed Small/Mid Cap F (SIMT) 61.91K (0.44%) 0.00
Increased by 0.00%
Jul 31, 24
17 State St Russell Sm Cap® Indx SL Cl I 53.70K (0.38%) 0.00
Increased by 0.00%
May 31, 25
18 Pleiades Small Cap Equity A 52.07K (0.37%) 9.58K
Increased by +18.40%
Mar 31, 24
19 SEB Blockchain Economy Exposure B USD 46.74K (0.33%) 5.00K
Increased by +10.70%
Jul 31, 25
20 DWS Global Small Cap VIP A 38.84K (0.27%) 19.15K
Increased by +49.29%
Mar 31, 25