Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVNT 0.33%
2 IWC 0.01%
3 RTLA 0.01%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.81M (4.16%) 0.00
Increased by 0.00%
Mar 31, 25
2 Armistice Capital, LLC 2.14M (3.17%) -1.82M
Decreased by -85.21%
Jun 30, 24
3 Carmignac Gestion 1.51M (2.24%) -425.19K
Decreased by -28.19%
Mar 31, 25
4 BlackRock Inc 800.92K (1.19%) -76.73K
Decreased by -9.58%
Mar 31, 25
5 Geode Capital Management, LLC 792.25K (1.18%) 28.19K
Increased by +3.56%
Mar 31, 25
6 Renaissance Technologies Corp 554.51K (0.82%) -167.28K
Decreased by -30.17%
Mar 31, 25
7 First Manhattan Co. LLC 405.67K (0.60%) -260.47K
Decreased by -64.21%
Dec 31, 24
8 State Street Corp 265.26K (0.39%) 0.00
Increased by 0.00%
Mar 31, 25
9 Bridgeway Capital Management, LLC 255.00K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
10 GSA Capital Partners LLP 201.59K (0.30%) 201.59K
Increased by +100.00%
Mar 31, 25
11 GCM Grosvenor Holdings, LLC 198.69K (0.29%) 198.69K
Increased by +100.00%
Sep 30, 24
12 State Street Corporation 193.36K (0.29%) 0.00
Increased by 0.00%
Mar 31, 24
13 Northern Trust Corp 165.50K (0.25%) 32.05K
Increased by +19.36%
Dec 31, 24
14 Castleview Partners, LLC 161.96K (0.24%) 161.96K
Increased by +100.00%
Mar 31, 24
15 UBS Group AG 145.12K (0.22%) 145.12K
Increased by +100.00%
Dec 31, 24
16 Assenagon Asset Management SA 131.91K (0.20%) 0.00
Increased by 0.00%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 130.90K (0.19%) -1.10K
Decreased by -0.84%
Mar 31, 25
18 Rosalind Advisors, Inc. 127.22K (0.19%) -2.47M
Decreased by -1.94 K%
Sep 30, 24
19 PNC Financial Services Group Inc 108.24K (0.16%) 325.00
Increased by +0.30%
Dec 31, 24
20 Brown Wealth Management, LLC 100.00K (0.15%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.97M (2.92%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.97M (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
3 Carmignac Pf L-S Eurp Eqs F EUR Acc 1.51M (2.24%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 814.03K (1.21%) 30.18K
Increased by +3.71%
Apr 30, 25
5 Fidelity Extended Market Index 384.94K (0.57%) 8.18K
Increased by +2.12%
Mar 31, 25
6 Fidelity® Extended Market Index 276.96K (0.41%) 0.00
Increased by 0.00%
Nov 30, 23
7 Bridgeway Ultra-Small Company Market 255.00K (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
8 Carmignac Absolute Ret Eur A EUR Acc 175.19K (0.26%) -146.13K
Decreased by -83.41%
Feb 28, 25
9 iShares Micro-Cap ETF 154.99K (0.23%) 0.00
Increased by 0.00%
Apr 30, 25
10 BlackRock Extended Mkt Composite 145.28K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fidelity Total Market Index 139.56K (0.21%) 0.00
Increased by 0.00%
Mar 31, 25
12 BlackRock Extended Equity Market K 126.61K (0.19%) -54.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 125.28K (0.19%) 384.00
Increased by +0.31%
Mar 31, 25
14 Fidelity Series Total Market Index 94.28K (0.14%) 4.68K
Increased by +4.96%
Mar 31, 25
15 NT Ext Equity Mkt Idx Fd - L 90.39K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
16 Northern Trust Extended Eq Market Idx 90.39K (0.13%) 0.00
Increased by 0.00%
Mar 31, 25
17 Spartan Extended Market Index Pool E 79.68K (0.12%) 13.18K
Increased by +16.55%
Mar 31, 25
18 Spartan Extended Market Index Pool F 79.68K (0.12%) 13.18K
Increased by +16.55%
Mar 31, 25
19 Fidelity® Total Market Index 75.81K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
20 NT Ext Equity Mkt Idx Fd - NL 70.88K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25