Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Whittier Trust Co 2.81M (12.87%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 1.01M (4.64%) 0.00
Increased by 0.00%
Mar 31, 25
3 Perkins Capital Management Inc 995.69K (4.57%) 0.00
Increased by 0.00%
Mar 31, 25
4 Awm Investment Company Inc 527.83K (2.42%) -735.04K
Decreased by -139.26%
Dec 31, 24
5 Perritt Capital Management Inc. 458.20K (2.10%) -20.00K
Decreased by -4.36%
Mar 31, 25
6 Jacob Asset Mgmt Of NY LLC 379.10K (1.74%) 0.00
Increased by 0.00%
Sep 30, 23
7 Kepos Capital LP 363.44K (1.67%) -136.56K
Decreased by -37.58%
Sep 30, 24
8 Renaissance Technologies Corp 350.84K (1.61%) -128.54K
Decreased by -36.64%
Mar 31, 25
9 Geode Capital Management, LLC 178.82K (0.82%) -3.29K
Decreased by -1.84%
Mar 31, 25
10 Bridgeway Capital Management, LLC 101.00K (0.46%) 8.70K
Increased by +8.61%
Mar 31, 25
11 Citadel Advisors Llc 94.83K (0.44%) 76.54K
Increased by +80.71%
Dec 31, 24
12 BlackRock Inc 93.79K (0.43%) -12.90K
Decreased by -13.75%
Mar 31, 25
13 State Street Corp 76.79K (0.35%) 18.40K
Increased by +23.96%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 66.87K (0.31%) -1.60K
Decreased by -2.39%
Mar 31, 25
15 UBS Group AG 62.53K (0.29%) 59.64K
Increased by +95.36%
Jun 30, 24
16 Goldman Sachs Group Inc 59.69K (0.27%) 15.33K
Increased by +25.69%
Mar 31, 25
17 O'Shaughnessy Asset Management LLC 58.70K (0.27%) 58.70K
Increased by +100.00%
Mar 31, 25
18 State Street Corporation 58.39K (0.27%) 0.00
Increased by 0.00%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 46.42K (0.21%) 0.00
Increased by 0.00%
Mar 31, 25
20 Acadian Asset Management LLC 46.39K (0.21%) 46.39K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 757.30K (3.47%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 757.30K (3.47%) 0.00
Increased by 0.00%
Sep 30, 24
3 Jacob Discovery Fd Instl 410.10K (1.88%) 0.00
Increased by 0.00%
Mar 31, 25
4 Perritt MicroCap Opportunities Investor 380.00K (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 234.44K (1.08%) 0.00
Increased by 0.00%
May 31, 25
6 Fidelity Extended Market Index 96.63K (0.44%) -432.00
Decreased by -0.45%
May 31, 25
7 Fidelity® Extended Market Index 93.70K (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
8 Bridgeway Ultra-Small Company Market 90.00K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25
9 Perritt Ultra MicroCap 80.00K (0.37%) 0.00
Increased by 0.00%
Jun 30, 24
10 Nationwide Bailard Cogntv Val M 62.70K (0.29%) -14.74K
Decreased by -23.51%
May 31, 25
11 iShares Micro-Cap ETF 38.09K (0.17%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Series Total Market Index 23.87K (0.11%) 0.00
Increased by 0.00%
May 31, 25
13 Fidelity® Series Total Market Index 22.71K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Total Market Index 20.22K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Total Market Index 20.16K (0.09%) 0.00
Increased by 0.00%
May 31, 25
16 NT Ext Equity Mkt Idx Fd - NL 18.96K (0.09%) 0.00
Increased by 0.00%
Jun 30, 25
17 Schwab Total Stock Market Index 17.79K (0.08%) 0.00
Increased by 0.00%
May 31, 25
18 Spartan Extended Market Index Pool F 17.22K (0.08%) 206.00
Increased by +1.20%
May 31, 25
19 Vanguard Instl Ttl Stck Mkt Idx Tr 16.47K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vanguard Instl Ttl Stk Mkt Idx InstlPls 16.47K (0.08%) 0.00
Increased by 0.00%
May 31, 25