Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCEO 1.53%
2 HACK 0.02%
3 DFAT 0.00%
4 DFAS 0.00%
5 DFAC 0.00%
6 VBK 0.00%
7 VGT 0.00%
8 VTI 0.00%
9 VXF 0.00%
10 VB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gagnon Securities LLC 1.36M (10.73%) 1.73K
Increased by +0.13%
Sep 30, 23
2 Royce & Associates, LP 1.04M (8.14%) 34.82K
Increased by +3.36%
Sep 30, 23
3 Vanguard Group Inc 1.03M (8.14%) 29.40K
Increased by +2.84%
Sep 30, 23
4 Arnhold & S. Bleichroeder Advisers, LLC 843.13K (6.63%) 135.59K
Increased by +16.08%
Sep 30, 23
5 Gagnon Advisors, LLC 744.44K (5.86%) 0.00
Increased by 0.00%
Sep 30, 23
6 Cove Street Capital, LLC 667.57K (5.25%) 96.39K
Increased by +14.44%
Sep 30, 23
7 Horrell Capital Management, Inc. 615.55K (4.84%) 190.00K
Increased by +30.87%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 320.69K (2.52%) 28.11K
Increased by +8.77%
Sep 30, 23
9 Herald Investment Management Ltd 250.00K (1.97%) 0.00
Increased by 0.00%
Sep 30, 23
10 Palogic Value Management LP 236.50K (1.86%) 26.50K
Increased by +11.21%
Sep 30, 23
11 Royal Bank of Canada 186.10K (1.46%) 105.50K
Increased by +56.69%
Sep 30, 23
12 Brooktree Capital Management Inc 170.42K (1.34%) 7.86K
Increased by +4.61%
Sep 30, 23
13 BlackRock Inc 154.97K (1.22%) -9.39K
Decreased by -6.06%
Sep 30, 23
14 Renaissance Technologies Corp 133.74K (1.05%) -23.40K
Decreased by -17.50%
Sep 30, 23
15 Geode Capital Management, LLC 119.66K (0.94%) 4.34K
Increased by +3.62%
Sep 30, 23
16 Millennium Management LLC 114.97K (0.90%) -31.02K
Decreased by -26.98%
Sep 30, 23
17 D. E. Shaw & Co LP 114.94K (0.90%) -14.64K
Decreased by -12.74%
Sep 30, 23
18 Jacobs Levy Equity Management, Inc. 82.29K (0.65%) -875.00
Decreased by -1.06%
Sep 30, 23
19 Kovack Advisors Inc 62.20K (0.49%) 23.20K
Increased by +37.30%
Sep 30, 23
20 FMR Inc 52.34K (0.41%) -108.00
Decreased by -0.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Small Cap Opportunity I 801.70K (6.31%) 2.36K
Increased by +0.29%
Nov 30, 23
2 First Eagle US Small Cap Strategy 777.54K (6.12%) 131.02K
Increased by +16.85%
Sep 30, 23
3 Royce Small-Cap Opportunity Invmt 670.27K (5.27%) 29.08K
Increased by +4.34%
Sep 30, 23
4 FTGF RY US SmCp Opp A USD Dis(A) 340.63K (2.68%) 14.74K
Increased by +4.33%
Sep 30, 23
5 Vanguard Information Technology ETF 264.48K (2.08%) 8.57K
Increased by +3.24%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 263.15K (2.07%) 0.00
Increased by 0.00%
Nov 30, 23
7 Herald Ord 250.00K (1.97%) 81.00K
Increased by +32.40%
Jun 30, 23
8 Vanguard Small Cap Index 185.01K (1.46%) 608.00
Increased by +0.33%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 135.37K (1.06%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Small Cap Growth Index Inv 99.31K (0.78%) 540.00
Increased by +0.54%
Nov 30, 23
11 Vanguard Strategic Small-Cap Equity Inv 76.28K (0.60%) 0.00
Increased by 0.00%
Sep 30, 23
12 Cove Classic Value Small Cap 70.00K (0.55%) 0.00
Increased by 0.00%
Dec 31, 23
13 Cove Street Capital Small Cap Val Instl 66.30K (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fidelity® Extended Market Index 64.72K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
15 ETFMG Prime Cyber Security ETF 60.78K (0.48%) 0.00
Increased by 0.00%
Dec 29, 23
16 DFA US Core Equity 2 I 49.63K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23
17 Bridgeway Ultra-Small Company Market 43.18K (0.34%) 0.00
Increased by 0.00%
Sep 30, 23
18 Federated Hermes MDT SCG Institutional 39.53K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
19 Federated Hermes MDT Small Cap Growth IS 39.53K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
20 Dimensional US Core Equity 2 ETF 36.86K (0.29%) 0.00
Increased by 0.00%
Dec 29, 23