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 Cutter & CO Brokerage, Inc. 1.91M (174.96%) -33.49K
Decreased by -1.75%
Jun 30, 24
2 Essex Investment Management Company, LLC 343.49K (31.47%) 0.00
Increased by 0.00%
Mar 31, 24
3 Wynnefield Capital Inc 223.72K (20.50%) 223.72K
Increased by +100.00%
Dec 31, 24
4 CapTrust Financial Advisors 200.00K (18.32%) 0.00
Increased by 0.00%
Dec 31, 23
5 First Western Trust Bank 165.31K (15.15%) 0.00
Increased by 0.00%
Jun 30, 24
6 Shufro Rose & CO LLC 149.00K (13.65%) 0.00
Increased by 0.00%
Jun 30, 24
7 Susquehanna International Group, LLP 95.53K (8.75%) 54.07K
Increased by +56.60%
Dec 31, 23
8 Teton Advisors Inc 65.00K (5.96%) -27.00K
Decreased by -41.54%
Jun 30, 24
9 Gabelli Funds LLC 60.00K (5.50%) 12.00K
Increased by +20.00%
Jun 30, 24
10 State Street Corp 59.69K (5.47%) 0.00
Increased by 0.00%
Jun 30, 24
11 State Street Corporation 59.69K (5.47%) 0.00
Increased by 0.00%
Dec 31, 23
12 Citadel Advisors Llc 57.81K (5.30%) 57.81K
Increased by +100.00%
Jun 30, 24
13 Renaissance Technologies Corp 52.42K (4.80%) -76.22K
Decreased by -145.39%
Jun 30, 24
14 Thompson Davis & Co Inc 46.25K (4.24%) -1.00K
Decreased by -2.16%
Jun 30, 24
15 JANE STREET GROUP, LLC 38.07K (3.49%) 38.07K
Increased by +100.00%
Jun 30, 24
16 Jane Street Group LLC 38.07K (3.49%) 38.07K
Increased by +100.00%
Jun 30, 24
17 Vanguard Group Inc 37.33K (3.42%) 37.33K
Increased by +100.00%
Dec 31, 24
18 Northern Trust Corp 32.48K (2.98%) -76.00
Decreased by -0.23%
Jun 30, 24
19 Prescott Group Capital Management LLC 28.15K (2.58%) 28.15K
Increased by +100.00%
Dec 31, 24
20 Legato Capital Management LLC 26.18K (2.40%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 558.87K (51.20%) -1.00
Decreased by -0.00%
Sep 30, 24
2 Fidelity® Extended Market Index 123.25K (11.29%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Micro-Cap ETF 51.60K (4.73%) -351.00
Decreased by -0.68%
Apr 30, 24
4 Vanguard Total Stock Mkt Idx Inv 30.23K (2.77%) 0.00
Increased by 0.00%
Mar 31, 25
5 Essex Inv Mgt Micro Cap Growth 29.24K (2.68%) 0.00
Increased by 0.00%
Mar 31, 24
6 Panda Agriculture & Water Fund FI 27.82K (2.55%) 0.00
Increased by 0.00%
Dec 31, 23
7 Fidelity® Total Market Index 21.04K (1.93%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Series Total Market Index 20.82K (1.91%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Instl Ttl Stck Mkt Idx Tr 18.01K (1.65%) 0.00
Increased by 0.00%
Sep 30, 24
10 SSgA U.S. Extended Market Index Class I 9.34K (0.86%) 0.00
Increased by 0.00%
Dec 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 7.42K (0.68%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Extended Market Index 6.33K (0.58%) -40.00
Decreased by -0.63%
Feb 28, 25
13 TETON Westwood Mighty Mites AAA 4.70K (0.43%) 3.15K
Increased by +66.96%
Dec 31, 24
14 Gabelli Global Mini Mites I 3.50K (0.32%) 448.00
Increased by +12.80%
Dec 31, 24
15 Pinnacle Turnaround Fund Composite 3.39K (0.31%) 0.00
Increased by 0.00%
Sep 30, 24
16 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 2.44K (0.22%) 4.00
Increased by +0.16%
Sep 30, 24
17 Spartan Extended Market Index Pool E 1.77K (0.16%) 40.00
Increased by +2.26%
Feb 28, 25
18 Spartan Extended Market Index Pool F 1.77K (0.16%) 40.00
Increased by +2.26%
Feb 28, 25
19 Fidelity Series Total Market Index 1.62K (0.15%) 266.00
Increased by +16.41%
Feb 28, 25
20 Fidelity Nasdaq Composite Index 1.52K (0.14%) 0.00
Increased by 0.00%
Feb 28, 25