Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 22NW, LP 537.00K (32.00%) 0.00
Increased by 0.00%
Sep 30, 24
2 Essex Investment Management Company, LLC 407.45K (24.28%) -23.28K
Decreased by -5.71%
Sep 30, 23
3 Nantahala Capital Management, LLC 403.92K (24.07%) -203.92K
Decreased by -50.48%
Sep 30, 24
4 Cannell Capital LLC 275.81K (16.44%) -75.81K
Decreased by -27.48%
Dec 31, 23
5 Renaissance Technologies Corp 104.52K (6.23%) -1.10K
Decreased by -1.05%
Sep 30, 24
6 Perritt Capital Management Inc. 100.00K (5.96%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Group Inc 84.32K (5.02%) -1.50K
Decreased by -1.78%
Sep 30, 24
8 Chicago Partners Investment Group LLC 64.22K (3.83%) 39.71K
Increased by +61.83%
Dec 31, 23
9 Susquehanna International Group, LLP 24.11K (1.44%) 24.11K
Increased by +100.00%
Sep 30, 23
10 Legato Capital Management LLC 22.80K (1.36%) -12.68K
Decreased by -55.59%
Sep 30, 23
11 Citadel Advisors Llc 21.85K (1.30%) 21.85K
Increased by +100.00%
Sep 30, 24
12 Geode Capital Management, LLC 16.86K (1.00%) 2.12K
Increased by +12.57%
Sep 30, 24
13 State Street Corporation 11.45K (0.68%) 0.00
Increased by 0.00%
Mar 31, 24
14 Creative Planning Inc 10.02K (0.60%) 0.00
Increased by 0.00%
Sep 30, 24
15 UBS Group AG 9.25K (0.55%) 7.78K
Increased by +84.10%
Sep 30, 24
16 BlackRock Inc 6.04K (0.36%) -3.60K
Decreased by -59.53%
Jun 30, 24
17 Tower Research Capital LLC 1.77K (0.11%) 276.00
Increased by +15.61%
Sep 30, 24
18 Carmichael Hill & Associates Inc 300.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
19 JPMorgan Chase & Co 106.00 (0.01%) 1.00
Increased by +0.94%
Sep 30, 24
20 Financial Perspectives Inc 101.00 (0.01%) 101.00
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 88.09K (5.25%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 59.32K (3.54%) 0.00
Increased by 0.00%
Oct 31, 24
3 Essex Inv Mgt Micro Cap Growth 42.10K (2.51%) 0.00
Increased by 0.00%
Sep 30, 23
4 iShares Micro-Cap ETF 39.41K (2.35%) -548.00
Decreased by -1.39%
May 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 23.55K (1.40%) 0.00
Increased by 0.00%
Oct 31, 24
6 Fidelity Extended Market Index 11.07K (0.66%) -45.00
Decreased by -0.41%
Sep 30, 24
7 Perritt Ultra MicroCap 10.00K (0.60%) 0.00
Increased by 0.00%
Jun 30, 24
8 BlackRock Extended Mkt Composite 6.18K (0.37%) 0.00
Increased by 0.00%
Sep 30, 23
9 1290 VT Micro Cap K 3.90K (0.23%) 0.00
Increased by 0.00%
Apr 30, 24
10 Fidelity Series Total Market Index 3.06K (0.18%) 1.72K
Increased by +56.33%
Sep 30, 24
11 Fidelity® Series Total Market Index 2.76K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
12 NT Ext Equity Mkt Idx Fd - L 1.97K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
13 Northern Trust Extended Eq Market Idx 1.97K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity Nasdaq Composite Index 1.74K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
15 NT US Market Cap Idx Fd - L 1.68K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
16 Vanguard Instl Ttl Stck Mkt Idx Tr 1.45K (0.09%) -670.00
Decreased by -46.30%
Sep 30, 24
17 Vanguard Instl Ttl Stk Mkt Idx InstlPls 1.45K (0.09%) 0.00
Increased by 0.00%
Oct 31, 24
18 Vanguard Balanced Index Inv 832.00 (0.05%) 0.00
Increased by 0.00%
Jul 31, 24
19 NT Ext Equity Mkt Idx Fd - NL 565.00 (0.03%) 0.00
Increased by 0.00%
Sep 30, 24
20 BlackRock Extended Equity Market K 538.00 (0.03%) 0.00
Increased by 0.00%
Sep 30, 24