Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 7.86M (40.45%) 0.00
Increased by 0.00%
Sep 30, 23
2 NEA Management Company, LLC 2.51M (12.92%) -1.32M
Decreased by -52.60%
Mar 31, 25
3 Becker Drapkin Management, L.P. 1.11M (5.71%) 1.11M
Increased by +100.00%
Mar 31, 24
4 Quinn Opportunity Partners LLC 1.04M (5.36%) 270.00K
Increased by +25.91%
Mar 31, 24
5 Vanguard Group Inc 897.63K (4.62%) 68.31K
Increased by +7.61%
Jun 30, 25
6 Renaissance Technologies Corp 845.96K (4.35%) 41.66K
Increased by +4.92%
Jun 30, 25
7 Seven Post Investment Office LP 681.43K (3.51%) 0.00
Increased by 0.00%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 466.46K (2.40%) -57.32K
Decreased by -12.29%
Jun 30, 25
9 Brevan Howard Capital Management LP 391.71K (2.01%) 391.71K
Increased by +100.00%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 356.36K (1.83%) 8.09K
Increased by +2.27%
Jun 30, 25
11 Geode Capital Management, LLC 253.77K (1.31%) 66.89K
Increased by +26.36%
Jun 30, 25
12 Baader Bank INC 172.30K (0.89%) 172.30K
Increased by +100.00%
Jun 30, 24
13 Group One Trading, LP 160.86K (0.83%) 48.17K
Increased by +29.94%
Jun 30, 25
14 BlackRock Inc 148.62K (0.76%) 49.86K
Increased by +33.55%
Jun 30, 25
15 Two Sigma Investments LLC 146.38K (0.75%) 146.38K
Increased by +100.00%
Dec 31, 24
16 State Street Corporation 129.52K (0.67%) 0.00
Increased by 0.00%
Dec 31, 23
17 Millennium Management LLC 108.35K (0.56%) 108.35K
Increased by +100.00%
Dec 31, 24
18 Goldman Sachs Group Inc 103.56K (0.53%) -11.10K
Decreased by -10.72%
Jun 30, 25
19 Citadel Advisors Llc 100.39K (0.52%) 100.39K
Increased by +100.00%
Jun 30, 25
20 SIMPLEX TRADING, LLC 99.00K (0.51%) 45.24K
Increased by +45.69%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.04M (5.33%) 425.71K
Increased by +41.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 610.15K (3.14%) -13.34K
Decreased by -2.19%
Jul 31, 25
3 Bridgeway Ultra-Small Company Market 332.00K (1.71%) 0.00
Increased by 0.00%
Dec 31, 23
4 Fidelity® Extended Market Index 295.40K (1.52%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 196.86K (1.01%) -39.70K
Decreased by -20.17%
Jul 31, 25
6 The Digital Leaders Fund R 170.96K (0.88%) 0.00
Increased by 0.00%
Jul 31, 24
7 BlackRock Extended Mkt Composite 135.56K (0.70%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity Extended Market Index 106.12K (0.55%) -873.00
Decreased by -0.82%
Jul 31, 25
9 DFA US Targeted Value I 85.73K (0.44%) 4.63K
Increased by +5.41%
Jul 31, 25
10 Dimensional US Targeted Value ETF 76.97K (0.40%) 0.00
Increased by 0.00%
Aug 29, 25
11 Fidelity® Total Market Index 73.97K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
12 Dimensional US Small Cap Value ETF 70.79K (0.36%) 0.00
Increased by 0.00%
Aug 29, 25
13 Dimensional US Core Equity 2 ETF 58.79K (0.30%) 0.00
Increased by 0.00%
Aug 29, 25
14 DFA US Small Cap Value I 55.74K (0.29%) 0.00
Increased by 0.00%
Jul 31, 25
15 Fidelity Nasdaq Composite Index 49.27K (0.25%) 0.00
Increased by 0.00%
Jul 31, 25
16 iShares Micro-Cap ETF 45.36K (0.23%) 0.00
Increased by 0.00%
Aug 31, 25
17 Fidelity® Series Total Market Index 41.99K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA US Small Cap I 32.00K (0.16%) 5.09K
Increased by +15.91%
Jul 31, 25
19 Fidelity Total Market Index 31.91K (0.16%) -68.00
Decreased by -0.21%
Jul 31, 25
20 Dimensional US Small Cap ETF 29.64K (0.15%) 0.00
Increased by 0.00%
Aug 29, 25