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 (49.01%) 0.00
Increased by 0.00%
Sep 30, 23
2 NEA Management Company, LLC 3.83M (23.89%) 3.83M
Increased by +100.00%
Jun 30, 24
3 Becker Drapkin Management, L.P. 1.11M (6.92%) 1.11M
Increased by +100.00%
Mar 31, 24
4 Quinn Opportunity Partners LLC 1.04M (6.50%) 270.00K
Increased by +25.91%
Mar 31, 24
5 Vanguard Group Inc 820.62K (5.11%) 128.10K
Increased by +15.61%
Sep 30, 24
6 Seven Post Investment Office LP 681.43K (4.25%) 0.00
Increased by 0.00%
Sep 30, 24
7 Renaissance Technologies Corp 172.43K (1.07%) 23.80K
Increased by +13.80%
Sep 30, 24
8 Baader Bank INC 172.30K (1.07%) 172.30K
Increased by +100.00%
Jun 30, 24
9 Geode Capital Management, LLC 158.06K (0.99%) 158.06K
Increased by +100.00%
Jun 30, 24
10 SIMPLEX TRADING, LLC 143.41K (0.89%) 141.74K
Increased by +98.84%
Jun 30, 24
11 State Street Corporation 129.52K (0.81%) 0.00
Increased by 0.00%
Dec 31, 23
12 UBS Group AG 123.28K (0.77%) 123.28K
Increased by +100.00%
Jun 30, 24
13 BlackRock Inc 98.76K (0.62%) 98.76K
Increased by +100.00%
Jun 30, 24
14 IMC-Chicago, LLC 84.17K (0.52%) 84.17K
Increased by +100.00%
Sep 30, 24
15 MYDA Advisors LLC 52.00K (0.32%) 52.00K
Increased by +100.00%
Sep 30, 24
16 Maltin Wealth Management, Inc. 49.10K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
17 Virtu Financial LLC 46.60K (0.29%) 46.60K
Increased by +100.00%
Jun 30, 24
18 Apollon Wealth Management, LLC 45.00K (0.28%) 45.00K
Increased by +100.00%
Mar 31, 24
19 State Street Corp 44.03K (0.27%) 44.03K
Increased by +100.00%
Jun 30, 24
20 Cetera Advisor Networks LLC 42.50K (0.26%) 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 610.01K (3.80%) 0.00
Increased by 0.00%
Oct 31, 24
2 Bridgeway Ultra-Small Company Market 332.00K (2.07%) 0.00
Increased by 0.00%
Dec 31, 23
3 Fidelity® Extended Market Index 295.40K (1.84%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 173.03K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
5 The Digital Leaders Fund R 170.96K (1.07%) 0.00
Increased by 0.00%
Jul 31, 24
6 BlackRock Extended Mkt Composite 135.56K (0.84%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fidelity Extended Market Index 112.72K (0.70%) -17.91K
Decreased by -15.89%
Sep 30, 24
8 Fidelity® Total Market Index 73.97K (0.46%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Instl Ttl Stck Mkt Idx Tr 58.79K (0.37%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity® Series Total Market Index 41.99K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Total Market Index 30.19K (0.19%) 0.00
Increased by 0.00%
Sep 30, 24
12 BlackRock Extended Equity Market K 29.54K (0.18%) -13.00
Decreased by -0.04%
Sep 30, 24
13 Fidelity Series Total Market Index 26.05K (0.16%) 8.11K
Increased by +31.12%
Sep 30, 24
14 Fidelity Nasdaq Composite Index 19.93K (0.12%) 3.62K
Increased by +18.18%
Jul 31, 24
15 Vanguard Balanced Index Inv 19.52K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
16 NT Ext Equity Mkt Idx Fd - L 17.78K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
17 Northern Trust Extended Eq Market Idx 17.78K (0.11%) 0.00
Increased by 0.00%
Sep 30, 24
18 Vanguard Instl Ttl Stk Mkt Idx InstlPls 14.70K (0.09%) 0.00
Increased by 0.00%
Oct 31, 24
19 Spartan Extended Market Index Pool E 11.34K (0.07%) 5.01K
Increased by +44.22%
Sep 30, 24
20 SSgA U.S. Extended Market Index Class I 11.30K (0.07%) 0.00
Increased by 0.00%
Dec 31, 23