Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Battery Management Corp 2.42M (49.51%) 0.00
Increased by 0.00%
Jun 30, 24
2 NEA Management Company, LLC 1.71M (35.03%) 0.00
Increased by 0.00%
Jun 30, 24
3 Tocqueville Asset Management L.P. 684.63K (14.00%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Group Inc 307.00K (6.28%) 221.40K
Increased by +72.12%
Jun 30, 24
5 Renaissance Technologies Corp 122.59K (2.51%) -2.10K
Decreased by -1.71%
Jun 30, 24
6 BlackRock Inc 116.07K (2.37%) 389.00
Increased by +0.34%
Jun 30, 24
7 Essex Investment Management Company, LLC 77.20K (1.58%) 0.00
Increased by 0.00%
Mar 31, 24
8 Ameriprise Financial Inc 75.04K (1.53%) -9.04K
Decreased by -12.05%
Dec 31, 23
9 Goldman Sachs Group Inc 69.30K (1.42%) 3.00
Increased by +0.00%
Jun 30, 24
10 Geode Capital Management, LLC 63.09K (1.29%) 972.00
Increased by +1.54%
Jun 30, 24
11 Overbrook Management Corp 48.49K (0.99%) 0.00
Increased by 0.00%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 43.10K (0.88%) -38.30K
Decreased by -88.86%
Jun 30, 24
13 Northern Trust Corp 40.46K (0.83%) -2.23K
Decreased by -5.50%
Jun 30, 24
14 HighTower Advisors, LLC 34.31K (0.70%) 0.00
Increased by 0.00%
Jun 30, 24
15 Millennium Management LLC 33.47K (0.68%) -11.36K
Decreased by -33.96%
Sep 30, 23
16 Acadian Asset Management LLC 30.70K (0.63%) 0.00
Increased by 0.00%
Mar 31, 24
17 Dimensional Fund Advisors, Inc. 26.84K (0.55%) -32.24K
Decreased by -120.13%
Dec 31, 23
18 Bank of New York Mellon Corp 26.75K (0.55%) 0.00
Increased by 0.00%
Jun 30, 24
19 State Street Corp 26.55K (0.54%) 0.00
Increased by 0.00%
Jun 30, 24
20 State Street Corporation 26.55K (0.54%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 235.74K (4.82%) 0.00
Increased by 0.00%
Jul 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 69.17K (1.41%) 0.00
Increased by 0.00%
Jul 31, 24
3 Fidelity Extended Market Index 30.87K (0.63%) -195.00
Decreased by -0.63%
Jul 31, 24
4 Fidelity® Extended Market Index 30.80K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
5 DFA US Small Cap I 16.73K (0.34%) -3.37K
Decreased by -20.16%
Jan 31, 24
6 iShares Micro-Cap ETF 16.07K (0.33%) 0.00
Increased by 0.00%
Aug 30, 24
7 BlackRock Extended Mkt Composite 12.81K (0.26%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Extended Equity Market K 11.17K (0.23%) -11.00
Decreased by -0.10%
Jun 30, 24
9 Fidelity Nasdaq Composite Index 10.96K (0.22%) 0.00
Increased by 0.00%
Jul 31, 24
10 Fidelity Series Total Market Index 7.54K (0.15%) 0.00
Increased by 0.00%
Jul 31, 24
11 Fidelity Total Market Index 7.50K (0.15%) 0.00
Increased by 0.00%
Jul 31, 24
12 Fidelity® Total Market Index 7.50K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
13 Schwab Total Stock Market Index 6.85K (0.14%) 0.00
Increased by 0.00%
Jul 31, 24
14 Fidelity® Series Total Market Index 6.78K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
15 Northern Small Cap Core K 6.76K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
16 Essex Inv Mgt Micro Cap Growth 6.59K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
17 NT Ext Equity Mkt Idx Fd - NL 5.91K (0.12%) 0.00
Increased by 0.00%
Jun 30, 24
18 Northern Small Cap Core I 5.74K (0.12%) -1.01K
Decreased by -17.66%
Jun 30, 24
19 NT Ext Equity Mkt Idx Fd - L 4.77K (0.10%) 0.00
Increased by 0.00%
Jun 30, 24
20 Northern Trust Extended Eq Market Idx 4.77K (0.10%) 0.00
Increased by 0.00%
Jun 30, 24