Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 DCOR 0.00%
3 DFAC 0.00%
4 DFSU 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bleichroeder LP 2.07M (11.50%) 0.00
Increased by 0.00%
Dec 31, 25
2 AIGH Capital Management, LLC 1.21M (6.73%) 1.21M
Increased by +100.00%
Dec 31, 25
3 Vanguard Group Inc 1.03M (5.73%) 36.08K
Increased by +3.49%
Dec 31, 25
4 Herald Investment Management Ltd 975.57K (5.41%) -24.43K
Decreased by -2.50%
Dec 31, 25
5 Topline Capital Management LLC 761.03K (4.22%) -6.28K
Decreased by -0.82%
Dec 31, 25
6 Clear Harbor Asset Management, LLC 516.03K (2.86%) 750.00
Increased by +0.15%
Dec 31, 25
7 Marshall Wace Asset Management Ltd 477.04K (2.65%) 44.09K
Increased by +9.24%
Dec 31, 25
8 Renaissance Technologies Corp 436.37K (2.42%) 43.56K
Increased by +9.98%
Dec 31, 25
9 Two Sigma Investments LLC 326.09K (1.81%) 144.81K
Increased by +44.41%
Dec 31, 25
10 Essex Investment Management Company, LLC 321.89K (1.79%) 321.89K
Increased by +100.00%
Dec 31, 25
11 Jane Street Group LLC 275.99K (1.53%) 133.40K
Increased by +48.33%
Dec 31, 25
12 Garden State Investment Advisory Services LLC 257.36K (1.43%) 0.00
Increased by 0.00%
Jun 30, 25
13 CapTrust Financial Advisors 241.56K (1.34%) -4.00K
Decreased by -1.66%
Sep 30, 25
14 Wilkinson Global Asset Management LLC 237.77K (1.32%) 5.77K
Increased by +2.43%
Dec 31, 25
15 Geode Capital Management, LLC 228.21K (1.27%) 9.44K
Increased by +4.14%
Dec 31, 25
16 Citadel Advisors Llc 182.59K (1.01%) -5.04K
Decreased by -2.76%
Dec 31, 25
17 The Informed Momentum Company (formerly EAM Investors) 151.05K (0.84%) -13.47K
Decreased by -8.92%
Dec 31, 25
18 Susquehanna International Group, LLP 144.48K (0.80%) 59.28K
Increased by +41.03%
Dec 31, 25
19 Ancora Advisors LLC 112.64K (0.62%) -405.00
Decreased by -0.36%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 111.54K (0.62%) -741.00
Decreased by -0.66%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Herald Ord 1.00M (5.55%) 0.00
Increased by 0.00%
Sep 30, 25
2 Vanguard US Total Market Shares ETF 685.14K (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 668.56K (3.71%) 0.00
Increased by 0.00%
Feb 28, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 212.27K (1.18%) 0.00
Increased by 0.00%
Feb 28, 26
5 IMC US Ultra Micro Cap 183.91K (1.02%) 0.00
Increased by 0.00%
Jan 31, 26
6 Pleiades Small Cap Equity A 143.52K (0.80%) 43.55K
Increased by +30.35%
Dec 31, 25
7 1290 Essex Small Cap Growth I 119.97K (0.67%) 48.28K
Increased by +40.24%
Jan 31, 26
8 Fidelity Extended Market Index 107.20K (0.59%) -445.00
Decreased by -0.42%
Jan 31, 26
9 Fidelity® Extended Market Index 94.10K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
10 Ancora Micro Cap 82.61K (0.46%) -405.00
Decreased by -0.49%
Dec 31, 24
11 Hillsdale US Micro Cap Equity Z US$ 64.00K (0.36%) 64.00K
Increased by +100.00%
Dec 31, 25
12 Dux Umbrella Trimming USA Technology FI 60.00K (0.33%) 41.88K
Increased by +69.80%
Jun 30, 24
13 Bridgeway Ultra-Small Company 53.48K (0.30%) 0.00
Increased by 0.00%
Dec 31, 25
14 Blackrock Extended Mkt Fund CF 53.10K (0.29%) 0.00
Increased by 0.00%
Feb 28, 26
15 iShares Micro-Cap ETF 49.26K (0.27%) 10.06K
Increased by +20.43%
Feb 28, 26
16 BlackRock Extended Equity Market K 46.28K (0.26%) -20.00
Decreased by -0.04%
Sep 30, 24
17 Extended Equity Market Fund K 45.54K (0.25%) 30.00
Increased by +0.07%
Dec 31, 25
18 Fidelity Total Market Index 38.11K (0.21%) 0.00
Increased by 0.00%
Jan 31, 26
19 Ancora MicroCap I 34.94K (0.19%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity Series Total Market Index 29.13K (0.16%) 0.00
Increased by 0.00%
Jan 31, 26