Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%
2 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 7.86M (38.37%) 0.00
Increased by 0.00%
Sep 30, 23
2 NEA Management Company, LLC 2.51M (12.26%) -1.32M
Decreased by -52.60%
Mar 31, 25
3 Becker Drapkin Management, L.P. 1.11M (5.42%) 1.11M
Increased by +100.00%
Mar 31, 24
4 Quinn Opportunity Partners LLC 1.04M (5.09%) 270.00K
Increased by +25.91%
Mar 31, 24
5 Vanguard Group Inc 829.32K (4.05%) 0.00
Increased by 0.00%
Mar 31, 25
6 Renaissance Technologies Corp 804.30K (3.93%) 11.99K
Increased by +1.49%
Mar 31, 25
7 Seven Post Investment Office LP 681.43K (3.33%) 0.00
Increased by 0.00%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 523.77K (2.56%) 312.87K
Increased by +59.73%
Mar 31, 25
9 Brevan Howard Capital Management LP 391.71K (1.91%) 391.71K
Increased by +100.00%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 348.27K (1.70%) 85.41K
Increased by +24.52%
Mar 31, 25
11 Citadel Advisors Llc 262.12K (1.28%) 262.12K
Increased by +100.00%
Dec 31, 24
12 Geode Capital Management, LLC 186.87K (0.91%) -4.64K
Decreased by -2.49%
Mar 31, 25
13 Baader Bank INC 172.30K (0.84%) 172.30K
Increased by +100.00%
Jun 30, 24
14 Two Sigma Investments LLC 146.38K (0.71%) 146.38K
Increased by +100.00%
Dec 31, 24
15 State Street Corporation 129.52K (0.63%) 0.00
Increased by 0.00%
Dec 31, 23
16 Goldman Sachs Group Inc 114.65K (0.56%) -32.27K
Decreased by -28.15%
Mar 31, 25
17 Group One Trading, LP 112.70K (0.55%) -63.47K
Decreased by -56.32%
Mar 31, 25
18 Millennium Management LLC 108.35K (0.53%) 108.35K
Increased by +100.00%
Dec 31, 24
19 BlackRock Inc 98.76K (0.48%) 0.00
Increased by 0.00%
Mar 31, 25
20 Jane Street Group LLC 89.41K (0.44%) 89.41K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.04M (5.05%) 425.71K
Increased by +41.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 623.49K (3.04%) 0.00
Increased by 0.00%
May 31, 25
3 Bridgeway Ultra-Small Company Market 332.00K (1.62%) 0.00
Increased by 0.00%
Dec 31, 23
4 Fidelity® Extended Market Index 295.40K (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 236.56K (1.15%) 0.00
Increased by 0.00%
May 31, 25
6 The Digital Leaders Fund R 170.96K (0.83%) 0.00
Increased by 0.00%
Jul 31, 24
7 BlackRock Extended Mkt Composite 135.56K (0.66%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity Extended Market Index 107.75K (0.53%) -1.03K
Decreased by -0.96%
Apr 30, 25
9 DFA US Targeted Value I 87.15K (0.43%) 0.00
Increased by 0.00%
Apr 30, 25
10 Dimensional US Small Cap Value ETF 80.24K (0.39%) -265.00
Decreased by -0.33%
May 30, 25
11 Fidelity® Total Market Index 73.97K (0.36%) 0.00
Increased by 0.00%
Nov 30, 23
12 Dimensional US Targeted Value ETF 73.94K (0.36%) 0.00
Increased by 0.00%
May 30, 25
13 Dimensional US Core Equity 2 ETF 58.79K (0.29%) 0.00
Increased by 0.00%
May 30, 25
14 DFA US Small Cap Value I 55.74K (0.27%) -12.03K
Decreased by -21.58%
Apr 30, 25
15 Fidelity® Series Total Market Index 41.99K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
16 BlackRock Extended Equity Market K 29.54K (0.14%) -13.00
Decreased by -0.04%
Sep 30, 24
17 Extended Equity Market Fund K 29.23K (0.14%) 90.00
Increased by +0.31%
Mar 31, 25
18 Fidelity Series Total Market Index 27.76K (0.14%) 1.09K
Increased by +3.93%
Apr 30, 25
19 NT Ext Equity Mkt Idx Fd - L 27.63K (0.13%) 9.85K
Increased by +35.66%
Mar 31, 25
20 Northern Trust Extended Eq Market Idx 27.63K (0.13%) 9.85K
Increased by +35.66%
Mar 31, 25