Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Boxer Capital LLC 2.20M (8.00%) 0.00
Increased by 0.00%
Dec 31, 23
2 Baker Bros Advisors LP 2.18M (7.91%) -1.36M
Decreased by -62.24%
Dec 31, 23
3 Bill & Melinda Gates Foundation 912.64K (3.31%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Group Inc 909.30K (3.30%) -419.62K
Decreased by -46.15%
Dec 31, 23
5 BlackRock Inc 637.97K (2.32%) -547.68K
Decreased by -85.85%
Dec 31, 23
6 Redmile Group, LLC 442.65K (1.61%) 0.00
Increased by 0.00%
Sep 30, 23
7 Aisling Capital Management LP 387.65K (1.41%) 0.00
Increased by 0.00%
Dec 31, 23
8 Rock Springs Capital Management LP 362.53K (1.32%) 0.00
Increased by 0.00%
Sep 30, 23
9 Renaissance Technologies Corp 356.02K (1.29%) 14.10K
Increased by +3.96%
Dec 31, 23
10 CM Management, LLC 350.00K (1.27%) 0.00
Increased by 0.00%
Sep 30, 23
11 Geode Capital Management, LLC 295.47K (1.07%) 32.55K
Increased by +11.02%
Dec 31, 23
12 HRT FINANCIAL LLC 206.84K (0.75%) 206.84K
Increased by +100.00%
Dec 31, 23
13 LAURION CAPITAL MANAGEMENT LP 142.82K (0.52%) -286.35K
Decreased by -200.49%
Sep 30, 23
14 FMR Inc 110.18K (0.40%) 0.00
Increased by 0.00%
Sep 30, 23
15 Ensign Peak Advisors Inc 105.28K (0.38%) 0.00
Increased by 0.00%
Dec 31, 23
16 Susquehanna International Group, LLP 104.71K (0.38%) 104.71K
Increased by +100.00%
Dec 31, 23
17 Goldman Sachs Group Inc 91.66K (0.33%) 21.51K
Increased by +23.46%
Dec 31, 23
18 Millennium Management LLC 91.45K (0.33%) 35.02K
Increased by +38.30%
Dec 31, 23
19 State Street Corporation 89.32K (0.32%) -2.20K
Decreased by -2.46%
Dec 31, 23
20 Raymond James & Associates 77.50K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 485.85K (1.76%) -419.62K
Decreased by -86.37%
Dec 31, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 393.23K (1.43%) 0.00
Increased by 0.00%
Feb 29, 24
3 Fidelity Extended Market Index 202.53K (0.74%) 0.00
Increased by 0.00%
Jan 31, 24
4 BlackRock Extended Mkt Composite 84.80K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
5 Bridgeway Ultra-Small Company Market 75.00K (0.27%) -75.00K
Decreased by -100.00%
Dec 31, 23
6 BlackRock Extended Equity Market K 73.98K (0.27%) -149.00
Decreased by -0.20%
Dec 31, 23
7 iShares Micro-Cap ETF 62.77K (0.23%) 0.00
Increased by 0.00%
Feb 29, 24
8 Fidelity® VIP Disciplined Small Cap Init 38.93K (0.14%) 0.00
Increased by 0.00%
Oct 31, 23
9 Fidelity Total Market Index 36.91K (0.13%) 0.00
Increased by 0.00%
Jan 31, 24
10 Fidelity® Total Market Index 36.91K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Series Total Market Index 31.98K (0.12%) 0.00
Increased by 0.00%
Jan 31, 24
12 Fidelity® Series Total Market Index 31.98K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - NL 24.24K (0.09%) 0.00
Increased by 0.00%
Dec 31, 23
14 Schwab Total Stock Market Index 22.96K (0.08%) 0.00
Increased by 0.00%
Feb 29, 24
15 WEALTHGATE Biotech Aggressive Fund I 21.88K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
16 NT Ext Equity Mkt Idx Fd - L 21.63K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
17 Northern Trust Extended Eq Market Idx 21.63K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity® Small Cap Enhanced Index 21.55K (0.08%) 0.00
Increased by 0.00%
Dec 29, 23
19 Fidelity® Extended Market Index 21.10K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
20 Vanguard Instl Ttl Stck Mkt Idx Tr 21.02K (0.08%) -884.45K
Decreased by -4.21 K%
Oct 31, 23