Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 ITOT 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Price Jennifer C. 17.45M (1.64 K%) 0.00
Increased by 0.00%
Jun 30, 24
2 Wynnefield Capital Inc 4.25M (399.15%) 0.00
Increased by 0.00%
Jun 30, 24
3 Cutter & CO Brokerage, Inc. 1.91M (179.32%) -33.49K
Decreased by -1.75%
Jun 30, 24
4 Prescott Group Capital Management LLC 729.13K (68.47%) 13.78K
Increased by +1.89%
Jun 30, 24
5 Vanguard Group Inc 727.22K (68.29%) 0.00
Increased by 0.00%
Jun 30, 24
6 Essex Investment Management Company, LLC 343.49K (32.25%) 0.00
Increased by 0.00%
Mar 31, 24
7 Geode Capital Management, LLC 202.80K (19.04%) 0.00
Increased by 0.00%
Jun 30, 24
8 CapTrust Financial Advisors 200.00K (18.78%) 0.00
Increased by 0.00%
Dec 31, 23
9 First Western Trust Bank 165.31K (15.52%) 0.00
Increased by 0.00%
Jun 30, 24
10 Shufro Rose & CO LLC 149.00K (13.99%) 0.00
Increased by 0.00%
Jun 30, 24
11 OAK FAMILY ADVISORS, LLC 97.61K (9.17%) 0.00
Increased by 0.00%
Sep 30, 24
12 Susquehanna International Group, LLP 95.53K (8.97%) 54.07K
Increased by +56.60%
Dec 31, 23
13 Teton Advisors Inc 65.00K (6.10%) -27.00K
Decreased by -41.54%
Jun 30, 24
14 Gabelli Funds LLC 60.00K (5.63%) 12.00K
Increased by +20.00%
Jun 30, 24
15 State Street Corp 59.69K (5.60%) 0.00
Increased by 0.00%
Jun 30, 24
16 State Street Corporation 59.69K (5.60%) 0.00
Increased by 0.00%
Dec 31, 23
17 Citadel Advisors Llc 57.81K (5.43%) 57.81K
Increased by +100.00%
Jun 30, 24
18 Renaissance Technologies Corp 52.42K (4.92%) -76.22K
Decreased by -145.39%
Jun 30, 24
19 Thompson Davis & Co Inc 46.25K (4.34%) -1.00K
Decreased by -2.16%
Jun 30, 24
20 BlackRock Inc 45.37K (4.26%) -31.51K
Decreased by -69.45%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 558.87K (52.48%) 0.00
Increased by 0.00%
Aug 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 140.87K (13.23%) 0.00
Increased by 0.00%
Aug 31, 24
3 Fidelity® Extended Market Index 123.25K (11.57%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Extended Market Index 119.33K (11.21%) -1.92K
Decreased by -1.61%
Aug 31, 24
5 TETON Westwood Mighty Mites AAA 65.00K (6.10%) -27.00K
Decreased by -41.54%
Jun 30, 24
6 Gabelli Global Mini Mites I 60.00K (5.63%) 12.00K
Increased by +20.00%
Jun 30, 24
7 iShares Micro-Cap ETF 51.60K (4.85%) -351.00
Decreased by -0.68%
Apr 30, 24
8 Essex Inv Mgt Micro Cap Growth 29.24K (2.75%) 0.00
Increased by 0.00%
Mar 31, 24
9 Panda Agriculture & Water Fund FI 27.82K (2.61%) 0.00
Increased by 0.00%
Dec 31, 23
10 Fidelity Series Total Market Index 25.76K (2.42%) 0.00
Increased by 0.00%
Aug 31, 24
11 Fidelity Total Market Index 21.04K (1.98%) 0.00
Increased by 0.00%
Aug 31, 24
12 Fidelity® Total Market Index 21.04K (1.98%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Series Total Market Index 20.82K (1.96%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 18.68K (1.75%) 0.00
Increased by 0.00%
Aug 31, 24
15 Vanguard Instl Ttl Stck Mkt Idx Tr 18.01K (1.69%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Instl Ttl Stk Mkt Idx InstlPls 18.01K (1.69%) 0.00
Increased by 0.00%
Aug 31, 24
17 NT Ext Equity Mkt Idx Fd - L 15.81K (1.48%) 0.00
Increased by 0.00%
Sep 30, 24
18 Northern Trust Extended Eq Market Idx 15.81K (1.48%) 0.00
Increased by 0.00%
Jun 30, 24
19 NT Ext Equity Mkt Idx Fd - NL 15.50K (1.46%) 0.00
Increased by 0.00%
Sep 30, 24
20 NT Ext Equity Mkt Idx Fd - DC - NL - T2 12.49K (1.17%) 38.00
Increased by +0.30%
Sep 30, 24