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 (40.66%) 0.00
Increased by 0.00%
Sep 30, 23
2 NEA Management Company, LLC 3.83M (19.83%) 0.00
Increased by 0.00%
Dec 31, 24
3 Becker Drapkin Management, L.P. 1.11M (5.74%) 1.11M
Increased by +100.00%
Mar 31, 24
4 Quinn Opportunity Partners LLC 1.04M (5.39%) 270.00K
Increased by +25.91%
Mar 31, 24
5 Vanguard Group Inc 829.32K (4.29%) 8.71K
Increased by +1.05%
Dec 31, 24
6 Renaissance Technologies Corp 792.32K (4.10%) 619.89K
Increased by +78.24%
Dec 31, 24
7 Seven Post Investment Office LP 681.43K (3.52%) 0.00
Increased by 0.00%
Sep 30, 24
8 Brevan Howard Capital Management LP 391.71K (2.03%) 391.71K
Increased by +100.00%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 262.87K (1.36%) 251.35K
Increased by +95.62%
Dec 31, 24
10 Citadel Advisors Llc 262.12K (1.36%) 262.12K
Increased by +100.00%
Dec 31, 24
11 Cubist Systematic Strategies, LLC 251.97K (1.30%) 235.83K
Increased by +93.59%
Dec 31, 24
12 SIMPLEX TRADING, LLC 246.88K (1.28%) 88.81K
Increased by +35.97%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 223.58K (1.16%) 223.58K
Increased by +100.00%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 210.91K (1.09%) 191.84K
Increased by +90.96%
Dec 31, 24
15 Geode Capital Management, LLC 191.52K (0.99%) 3.92K
Increased by +2.05%
Dec 31, 24
16 Baader Bank INC 172.30K (0.89%) 172.30K
Increased by +100.00%
Jun 30, 24
17 Goldman Sachs Group Inc 146.92K (0.76%) 146.92K
Increased by +100.00%
Dec 31, 24
18 Two Sigma Investments LLC 146.38K (0.76%) 146.38K
Increased by +100.00%
Dec 31, 24
19 State Street Corporation 129.52K (0.67%) 0.00
Increased by 0.00%
Dec 31, 23
20 Millennium Management LLC 108.35K (0.56%) 108.35K
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 (5.36%) 425.71K
Increased by +41.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 555.18K (2.87%) 0.00
Increased by 0.00%
Feb 28, 25
3 Bridgeway Ultra-Small Company Market 332.00K (1.72%) 0.00
Increased by 0.00%
Dec 31, 23
4 Fidelity® Extended Market Index 295.40K (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 236.56K (1.22%) 0.00
Increased by 0.00%
Feb 28, 25
6 The Digital Leaders Fund R 170.96K (0.88%) 0.00
Increased by 0.00%
Jul 31, 24
7 Dimensional US Small Cap Value ETF 158.29K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
8 BlackRock Extended Mkt Composite 135.56K (0.70%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fidelity Extended Market Index 106.34K (0.55%) -677.00
Decreased by -0.64%
Feb 28, 25
10 Dimensional US Targeted Value ETF 88.43K (0.46%) 5.68K
Increased by +6.42%
Mar 31, 25
11 Fidelity® Total Market Index 73.97K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
12 DFA US Small Cap Value I 62.82K (0.32%) 16.96K
Increased by +26.99%
Feb 28, 25
13 Dimensional US Core Equity 2 ETF 58.79K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity® Series Total Market Index 41.99K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Total Market Index 34.64K (0.18%) 0.00
Increased by 0.00%
Feb 28, 25
16 BlackRock Extended Equity Market K 29.54K (0.15%) -13.00
Decreased by -0.04%
Sep 30, 24
17 Extended Equity Market Fund K 29.23K (0.15%) 90.00
Increased by +0.31%
Mar 31, 25
18 NT Ext Equity Mkt Idx Fd - L 27.63K (0.14%) 9.85K
Increased by +35.66%
Mar 31, 25
19 Fidelity Series Total Market Index 25.26K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
20 DFA US Targeted Value I 23.34K (0.12%) 10.68K
Increased by +45.74%
Feb 28, 25