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 Sicart Associates LLC 413.00K (50.52%) 0.00
Increased by 0.00%
Mar 31, 24
2 Commonwealth Equity Services Inc 48.31K (5.91%) 48.31K
Increased by +100.00%
Mar 31, 24
3 Potomac Capital Management, Inc. 48.00K (5.87%) 48.00K
Increased by +100.00%
Dec 31, 25
4 State Street Corp 42.70K (5.22%) 0.00
Increased by 0.00%
Mar 31, 24
5 State Street Corporation 42.70K (5.22%) 0.00
Increased by 0.00%
Mar 31, 24
6 Northern Trust Corp 17.18K (2.10%) 0.00
Increased by 0.00%
Mar 31, 24
7 Cannell Capital LLC 13.63K (1.67%) 13.63K
Increased by +100.00%
Dec 31, 25
8 UBS Group AG 3.75K (0.46%) -50.53K
Decreased by -1.35 K%
Sep 30, 25
9 Morgan Stanley - Brokerage Accounts 300.00 (0.04%) 0.00
Increased by 0.00%
Sep 30, 25
10 SBI Securities Co Ltd 214.00 (0.03%) -1.00
Decreased by -0.47%
Dec 31, 25
11 Bank of America Corp 199.00 (0.02%) -6.56K
Decreased by -3.30 K%
Sep 30, 25
12 Royal Bank of Canada 125.00 (0.02%) -132.00
Decreased by -105.60%
Mar 31, 24
13 Barclays PLC 100.00 (0.01%) 100.00
Increased by +100.00%
Jun 30, 25
14 EMFO, LLC 100.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 24
15 Danske Bank A/S. 4.00 (0.00%) 4.00
Increased by +100.00%
Dec 31, 25
16 BNP Paribas Arbitrage, SA 1.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 25
17 Advisor Group Holdings, Inc. 0.00 (0.00%) 0.00
Decreased by N/A%
Dec 31, 25
18 Baader Bank INC 0.00 (0.00%) -1.20K
Decreased by N/A%
Sep 30, 24
19 Bank of New York Mellon Corp 0.00 (0.00%) -201.83K
Decreased by N/A%
Jun 30, 24
20 BlackRock Inc 0.00 (0.00%) -48.21K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 110.52K (13.52%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 44.52K (5.45%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 44.52K (5.45%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Micro-Cap ETF 42.93K (5.25%) -292.00
Decreased by -0.68%
Apr 30, 24
5 Fidelity® Total Market Index 33.23K (4.07%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Series Total Market Index 29.18K (3.57%) 0.00
Increased by 0.00%
Nov 30, 23
7 Blackrock Extended Mkt Fund CF 14.01K (1.71%) 0.00
Increased by 0.00%
Feb 28, 26
8 Extended Equity Market Fund K 12.01K (1.47%) 8.00
Increased by +0.07%
Dec 31, 25
9 SSgA U.S. Extended Market Index Class I 7.25K (0.89%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 4.89K (0.60%) 0.00
Increased by 0.00%
Feb 28, 26
11 1290 VT Micro Cap K 3.82K (0.47%) 0.00
Increased by 0.00%
May 31, 24
12 Dimensional US Small Cap Value ETF 3.46K (0.42%) -3.29K
Decreased by -95.00%
May 30, 25
13 Fidelity Extended Market Index 3.30K (0.40%) 0.00
Increased by 0.00%
Jan 31, 26
14 Spartan Extended Market Index Pool E 2.95K (0.36%) 439.00
Increased by +14.89%
Jun 30, 24
15 DFA US Small Cap I 1.52K (0.19%) 0.00
Increased by 0.00%
Mar 31, 25
16 Dimensional US Small Cap ETF 1.40K (0.17%) 0.00
Increased by 0.00%
May 30, 25
17 Extended Equity Market Fund M 1.35K (0.17%) -52.00
Decreased by -3.84%
Dec 31, 25
18 Northern Trust Extended Eq Market Idx 1.25K (0.15%) 0.00
Increased by 0.00%
Sep 30, 25
19 Dimensional US Core Equity 2 ETF 412.00 (0.05%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Series Total Market Index 400.00 (0.05%) 0.00
Increased by 0.00%
Jan 31, 26