Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wynnefield Capital Inc 433.61K (4.86%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 330.16K (3.70%) 6.33K
Increased by +1.92%
Dec 31, 25
3 Schmeidler A R & CO Inc 314.91K (3.53%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 277.36K (3.11%) 277.36K
Increased by +100.00%
Mar 31, 26
5 Potomac Capital Management, Inc. 249.56K (2.80%) 0.00
Increased by 0.00%
Mar 31, 26
6 Citadel Advisors Llc 95.91K (1.07%) 76.83K
Increased by +80.11%
Mar 31, 26
7 Geode Capital Management, LLC 93.19K (1.04%) -2.86K
Decreased by -3.07%
Mar 31, 26
8 COMMONS CAPITAL, LLC 69.41K (0.78%) 0.00
Increased by 0.00%
Mar 31, 26
9 Goss Wealth Management LLC 53.33K (0.60%) 28.24K
Increased by +52.96%
Dec 31, 25
10 Vanguard Fiduciary Trust Co 53.17K (0.60%) 53.17K
Increased by +100.00%
Mar 31, 26
11 State Street Corp 47.40K (0.53%) 0.00
Increased by 0.00%
Mar 31, 26
12 Hbk Sorce Advisory LLC 25.00K (0.28%) 0.00
Increased by 0.00%
Mar 31, 26
13 BlackRock Inc 19.98K (0.22%) 0.00
Increased by 0.00%
Mar 31, 26
14 Northern Trust Corp 19.45K (0.22%) 0.00
Increased by 0.00%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 18.71K (0.21%) 875.00
Increased by +4.68%
Mar 31, 26
16 Susquehanna International Group, LLP 15.92K (0.18%) -8.28K
Decreased by -52.02%
Mar 31, 26
17 Sentinus, LLC 15.87K (0.18%) -99.86K
Decreased by -629.43%
Mar 31, 26
18 Kingsview Wealth Management, LLC 12.50K (0.14%) -3.70K
Decreased by -29.60%
Mar 31, 26
19 XTX Topco Ltd 11.27K (0.13%) 11.27K
Increased by +100.00%
Mar 31, 26
20 HRT FINANCIAL LLC 10.82K (0.12%) 10.82K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 181.94K (2.04%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard Institutional Extnd Mkt Idx Tr 95.42K (1.07%) 0.00
Increased by 0.00%
Apr 30, 26
3 Perritt MicroCap Opportunities Investor 95.00K (1.06%) 45.00K
Increased by +47.37%
Dec 31, 25
4 Fidelity Extended Market Index 43.67K (0.49%) -159.00
Decreased by -0.36%
Apr 30, 26
5 Blackrock Extended Mkt Fund CF 19.98K (0.22%) 0.00
Increased by 0.00%
Apr 30, 26
6 Extended Equity Market Fund B 19.98K (0.22%) 0.00
Increased by 0.00%
Dec 31, 25
7 Extended Equity Market Fund E 19.98K (0.22%) 0.00
Increased by 0.00%
Dec 31, 25
8 BlackRock Extended Equity Market Fund K 17.02K (0.19%) -125.00
Decreased by -0.73%
Mar 31, 26
9 Fidelity Total Market Index 16.12K (0.18%) 0.00
Increased by 0.00%
Apr 30, 26
10 Fidelity Series Total Market Index 13.77K (0.15%) 0.00
Increased by 0.00%
Apr 30, 26
11 Spartan Extended Market Index Pool F 12.47K (0.14%) 159.00
Increased by +1.27%
Apr 30, 26
12 NT Ext Equity Mkt Index Fund - NL 12.32K (0.14%) 0.00
Increased by 0.00%
Mar 31, 26
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 9.65K (0.11%) -51.00
Decreased by -0.53%
Mar 31, 26
14 Vanguard Instl Ttl Stck Mkt Index Trust 7.49K (0.08%) 0.00
Increased by 0.00%
Apr 30, 26
15 Spartan Total Market Index Pool G 7.11K (0.08%) 0.00
Increased by 0.00%
Apr 30, 26
16 NT Ext Equity Mkt Index Fund - Lending 6.78K (0.08%) 0.00
Increased by 0.00%
Mar 31, 26
17 Northern Trust Extended Eq Market Idx 6.78K (0.08%) 0.00
Increased by 0.00%
Mar 31, 26
18 Schwab Total Stock Market Index 4.48K (0.05%) 0.00
Increased by 0.00%
Apr 30, 26
19 DFA US Core Equity 2 I 2.81K (0.03%) 0.00
Increased by 0.00%
Apr 30, 26
20 Dimensional US Sustainability Core 1 ETF 2.74K (0.03%) 0.00
Increased by 0.00%
May 29, 26