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 Essex Investment Management Company, LLC 343.49K (31.42%) 0.00
Increased by 0.00%
Mar 31, 24
2 Wynnefield Capital Inc 223.72K (20.46%) 0.00
Increased by 0.00%
Mar 31, 25
3 CapTrust Financial Advisors 200.00K (18.30%) 0.00
Increased by 0.00%
Dec 31, 23
4 First Western Trust Bank 165.31K (15.12%) 0.00
Increased by 0.00%
Jun 30, 24
5 Shufro Rose & CO LLC 149.00K (13.63%) 0.00
Increased by 0.00%
Jun 30, 24
6 Susquehanna International Group, LLP 95.53K (8.74%) 54.07K
Increased by +56.60%
Dec 31, 23
7 Teton Advisors Inc 65.00K (5.95%) -27.00K
Decreased by -41.54%
Jun 30, 24
8 Gabelli Funds LLC 60.00K (5.49%) 12.00K
Increased by +20.00%
Jun 30, 24
9 State Street Corp 59.69K (5.46%) 0.00
Increased by 0.00%
Jun 30, 24
10 State Street Corporation 59.69K (5.46%) 0.00
Increased by 0.00%
Dec 31, 23
11 Citadel Advisors Llc 57.81K (5.29%) 57.81K
Increased by +100.00%
Jun 30, 24
12 Renaissance Technologies Corp 52.42K (4.80%) -76.22K
Decreased by -145.39%
Jun 30, 24
13 Thompson Davis & Co Inc 46.25K (4.23%) -1.00K
Decreased by -2.16%
Jun 30, 24
14 Vanguard Group Inc 38.14K (3.49%) 817.00
Increased by +2.14%
Mar 31, 25
15 JANE STREET GROUP, LLC 38.07K (3.48%) 38.07K
Increased by +100.00%
Jun 30, 24
16 Jane Street Group LLC 38.07K (3.48%) 38.07K
Increased by +100.00%
Jun 30, 24
17 Cutter & CO Brokerage, Inc. 37.17K (3.40%) 37.17K
Increased by +100.00%
Mar 31, 25
18 Northern Trust Corp 32.48K (2.97%) -76.00
Decreased by -0.23%
Jun 30, 24
19 Prescott Group Capital Management LLC 28.15K (2.58%) 0.00
Increased by 0.00%
Mar 31, 25
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 (51.12%) -1.00
Decreased by -0.00%
Sep 30, 24
2 Fidelity® Extended Market Index 123.25K (11.27%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Micro-Cap ETF 51.60K (4.72%) -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%
May 31, 25
5 Essex Inv Mgt Micro Cap Growth 29.24K (2.67%) 0.00
Increased by 0.00%
Mar 31, 24
6 Panda Agriculture & Water Fund FI 27.82K (2.54%) 0.00
Increased by 0.00%
Dec 31, 23
7 Fidelity® Total Market Index 21.04K (1.92%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Series Total Market Index 20.82K (1.90%) 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 (0.85%) 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%
May 31, 25
12 Fidelity Extended Market Index 6.65K (0.61%) -64.00
Decreased by -0.96%
Apr 30, 25
13 TETON Westwood Mighty Mites AAA 4.70K (0.43%) 0.00
Increased by 0.00%
Mar 31, 25
14 Pinnacle Turnaround Fund Composite 3.39K (0.31%) 0.00
Increased by 0.00%
Sep 30, 24
15 Gabelli Global Mini Mites I 3.30K (0.30%) -201.00
Decreased by -6.09%
Mar 31, 25
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 F 1.89K (0.17%) 64.00
Increased by +3.39%
Apr 30, 25
18 Spartan Extended Market Index Pool E 1.82K (0.17%) 55.00
Increased by +3.02%
Mar 31, 25
19 Fidelity Series Total Market Index 1.72K (0.16%) 0.00
Increased by 0.00%
Apr 30, 25
20 Fidelity Nasdaq Composite Index 1.18K (0.11%) -338.00
Decreased by -28.64%
Apr 30, 25