Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
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 (50.59%) 0.00
Increased by 0.00%
Sep 30, 24
2 NEA Management Company, LLC 1.71M (35.80%) 0.00
Increased by 0.00%
Sep 30, 24
3 Tocqueville Asset Management L.P. 705.21K (14.73%) 20.59K
Increased by +2.92%
Sep 30, 24
4 Vanguard Group Inc 307.00K (6.41%) 0.00
Increased by 0.00%
Sep 30, 24
5 Renaissance Technologies Corp 119.99K (2.51%) -2.60K
Decreased by -2.17%
Sep 30, 24
6 BlackRock Inc 116.07K (2.42%) 389.00
Increased by +0.34%
Jun 30, 24
7 Essex Investment Management Company, LLC 77.20K (1.61%) 0.00
Increased by 0.00%
Mar 31, 24
8 Ameriprise Financial Inc 75.04K (1.57%) -9.04K
Decreased by -12.05%
Dec 31, 23
9 Geode Capital Management, LLC 65.06K (1.36%) 1.98K
Increased by +3.04%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 57.80K (1.21%) -28.40K
Decreased by -49.13%
Sep 30, 24
11 Overbrook Management Corp 48.49K (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
12 Goldman Sachs Group Inc 48.41K (1.01%) -20.89K
Decreased by -43.15%
Sep 30, 24
13 Northern Trust Corp 41.07K (0.86%) 608.00
Increased by +1.48%
Sep 30, 24
14 HighTower Advisors, LLC 39.31K (0.82%) 5.00K
Increased by +12.72%
Sep 30, 24
15 Acadian Asset Management LLC 30.70K (0.64%) 0.00
Increased by 0.00%
Mar 31, 24
16 Dimensional Fund Advisors, Inc. 26.84K (0.56%) -32.24K
Decreased by -120.13%
Dec 31, 23
17 Bank of New York Mellon Corp 26.75K (0.56%) 0.00
Increased by 0.00%
Sep 30, 24
18 State Street Corp 26.55K (0.55%) 0.00
Increased by 0.00%
Sep 30, 24
19 State Street Corporation 26.55K (0.55%) 0.00
Increased by 0.00%
Mar 31, 24
20 Bank of America Corp 25.31K (0.53%) 35.00
Increased by +0.14%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 235.74K (4.92%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 69.17K (1.45%) 0.00
Increased by 0.00%
Oct 31, 24
3 Fidelity Extended Market Index 31.53K (0.66%) -707.00
Decreased by -2.24%
Oct 31, 24
4 Fidelity® Extended Market Index 30.80K (0.64%) 0.00
Increased by 0.00%
Nov 30, 23
5 DFA US Small Cap I 16.73K (0.35%) -3.37K
Decreased by -20.16%
Jan 31, 24
6 iShares Micro-Cap ETF 15.86K (0.33%) 0.00
Increased by 0.00%
Nov 30, 24
7 BlackRock Extended Mkt Composite 12.81K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
8 BlackRock Extended Equity Market K 11.17K (0.23%) -5.00
Decreased by -0.04%
Sep 30, 24
9 Fidelity Nasdaq Composite Index 10.96K (0.23%) 0.00
Increased by 0.00%
Oct 31, 24
10 Fidelity Series Total Market Index 7.54K (0.16%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fidelity® Total Market Index 7.50K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Total Market Index 7.47K (0.16%) -25.00
Decreased by -0.33%
Oct 31, 24
13 Schwab Total Stock Market Index 6.85K (0.14%) 0.00
Increased by 0.00%
Oct 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 (0.14%) 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%
Sep 30, 24
18 Northern Small Cap Core I 5.74K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
19 NT Ext Equity Mkt Idx Fd - L 4.77K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
20 Northern Trust Extended Eq Market Idx 4.77K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24