Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 7.86M (29.05%) 0.00
Increased by 0.00%
Sep 30, 23
2 NEA Management Company, LLC 2.51M (9.28%) -1.32M
Decreased by -52.60%
Mar 31, 25
3 Becker Drapkin Management, L.P. 1.11M (4.10%) 1.11M
Increased by +100.00%
Mar 31, 24
4 Quinn Opportunity Partners LLC 1.04M (3.85%) 270.00K
Increased by +25.91%
Mar 31, 24
5 Vanguard Group Inc 942.66K (3.48%) -34.22K
Decreased by -3.63%
Dec 31, 25
6 Seven Post Investment Office LP 681.43K (2.52%) 0.00
Increased by 0.00%
Sep 30, 24
7 UBS Group AG 440.68K (1.63%) 157.29K
Increased by +35.69%
Mar 31, 26
8 Brevan Howard Capital Management LP 391.71K (1.45%) 391.71K
Increased by +100.00%
Sep 30, 24
9 Renaissance Technologies Corp 344.35K (1.27%) 8.70K
Increased by +2.53%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 297.79K (1.10%) -58.56K
Decreased by -19.67%
Sep 30, 25
11 Geode Capital Management, LLC 291.07K (1.08%) 5.37K
Increased by +1.84%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 240.78K (0.89%) -227.48K
Decreased by -94.47%
Dec 31, 25
13 Baader Bank INC 172.30K (0.64%) 172.30K
Increased by +100.00%
Jun 30, 24
14 Shay Capital LLC 163.59K (0.60%) -15.61K
Decreased by -9.54%
Dec 31, 25
15 BlackRock Inc 157.63K (0.58%) 2.38K
Increased by +1.51%
Dec 31, 25
16 Two Sigma Investments LLC 146.38K (0.54%) 146.38K
Increased by +100.00%
Dec 31, 24
17 Group One Trading, LP 141.94K (0.52%) 125.77K
Increased by +88.60%
Dec 31, 25
18 State Street Corporation 129.52K (0.48%) 0.00
Increased by 0.00%
Dec 31, 23
19 Susquehanna International Group, LLP 118.24K (0.44%) -235.85K
Decreased by -199.47%
Dec 31, 25
20 Millennium Management LLC 108.35K (0.40%) 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 (3.83%) 425.71K
Increased by +41.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 610.15K (2.25%) 0.00
Increased by 0.00%
Mar 31, 26
3 Bridgeway Ultra-Small Company Market 332.00K (1.23%) 0.00
Increased by 0.00%
Dec 31, 23
4 Fidelity® Extended Market Index 295.40K (1.09%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Extended Market Index 235.33K (0.87%) 88.15K
Increased by +37.46%
Mar 31, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 196.86K (0.73%) 0.00
Increased by 0.00%
Mar 31, 26
7 The Digital Leaders Fund R 170.96K (0.63%) 0.00
Increased by 0.00%
Jul 31, 24
8 BlackRock Extended Mkt Composite 135.56K (0.50%) 0.00
Increased by 0.00%
Sep 30, 23
9 Dimensional US Targeted Value ETF 76.97K (0.28%) 0.00
Increased by 0.00%
Aug 29, 25
10 Fidelity® Total Market Index 73.97K (0.27%) 0.00
Increased by 0.00%
Nov 30, 23
11 Dimensional US Small Cap Value ETF 70.79K (0.26%) 0.00
Increased by 0.00%
Aug 29, 25
12 iShares Micro-Cap ETF 60.68K (0.22%) 0.00
Increased by 0.00%
Apr 30, 26
13 Fidelity Nasdaq Composite Index 49.27K (0.18%) 0.00
Increased by 0.00%
Mar 31, 26
14 DFA US Small Cap I 48.76K (0.18%) 0.00
Increased by 0.00%
Dec 31, 25
15 Fidelity® Series Total Market Index 41.99K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
16 Blackrock Extended Mkt Fund CF 33.89K (0.13%) 0.00
Increased by 0.00%
Mar 31, 26
17 Extended Equity Market Fund B 33.89K (0.13%) 0.00
Increased by 0.00%
Dec 31, 25
18 Extended Equity Market Fund E 33.89K (0.13%) 0.00
Increased by 0.00%
Dec 31, 25
19 Fidelity Total Market Index 31.72K (0.12%) 0.00
Increased by 0.00%
Mar 31, 26
20 Fidelity Series Total Market Index 30.05K (0.11%) 0.00
Increased by 0.00%
Mar 31, 26