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 (46.67%) 0.00
Increased by 0.00%
Dec 31, 25
2 NEA Management Company, LLC 1.71M (33.03%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Group Inc 334.61K (6.45%) 1.35K
Increased by +0.40%
Dec 31, 25
4 Tocqueville Asset Management L.P. 319.67K (6.16%) 0.00
Increased by 0.00%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 189.60K (3.65%) 59.10K
Increased by +31.17%
Sep 30, 25
6 Renaissance Technologies Corp 154.84K (2.98%) -12.42K
Decreased by -8.02%
Dec 31, 25
7 BlackRock Inc 121.91K (2.35%) 1.08K
Increased by +0.89%
Sep 30, 25
8 Mink Brook Asset Management LLC 80.31K (1.55%) 80.31K
Increased by +100.00%
Dec 31, 25
9 The Informed Momentum Company (formerly EAM Investors) 79.99K (1.54%) 79.99K
Increased by +100.00%
Mar 31, 25
10 Geode Capital Management, LLC 75.82K (1.46%) 1.41K
Increased by +1.86%
Dec 31, 25
11 Ameriprise Financial Inc 75.04K (1.45%) -9.04K
Decreased by -12.05%
Dec 31, 23
12 Millennium Management LLC 66.61K (1.28%) 55.67K
Increased by +83.58%
Mar 31, 25
13 Overbrook Management Corp 48.49K (0.93%) 0.00
Increased by 0.00%
Sep 30, 23
14 Northern Trust Corp 46.43K (0.89%) -7.33K
Decreased by -15.78%
Sep 30, 25
15 Acadian Asset Management LLC 36.18K (0.70%) 36.18K
Increased by +100.00%
Sep 30, 25
16 HighTower Advisors, LLC 35.16K (0.68%) 0.00
Increased by 0.00%
Dec 31, 25
17 Bank of New York Mellon Corp 26.75K (0.52%) 0.00
Increased by 0.00%
Sep 30, 25
18 State Street Corporation 26.55K (0.51%) 0.00
Increased by 0.00%
Mar 31, 24
19 State Street Corp 26.20K (0.51%) 0.00
Increased by 0.00%
Sep 30, 25
20 Dimensional Fund Advisors, Inc. 25.35K (0.49%) 1.65K
Increased by +6.52%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 235.74K (4.54%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 229.97K (4.43%) 0.00
Increased by 0.00%
Feb 28, 26
3 IMC US Ultra Micro Cap 88.31K (1.70%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 63.02K (1.21%) 0.00
Increased by 0.00%
Feb 28, 26
5 Pleiades Small Cap Equity A 44.16K (0.85%) 44.16K
Increased by +100.00%
Mar 31, 25
6 Fidelity Extended Market Index 31.80K (0.61%) -115.00
Decreased by -0.36%
Feb 28, 26
7 Fidelity® Extended Market Index 30.80K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
8 iShares Micro-Cap ETF 22.40K (0.43%) -148.00
Decreased by -0.66%
Mar 31, 26
9 DFA US Small Cap I 16.73K (0.32%) -3.37K
Decreased by -20.16%
Jan 31, 24
10 BlackRock Extended Mkt Composite 12.81K (0.25%) 0.00
Increased by 0.00%
Sep 30, 23
11 Blackrock Extended Mkt Fund CF 12.81K (0.25%) 0.00
Increased by 0.00%
Feb 28, 26
12 Extended Equity Market Fund B 12.81K (0.25%) 0.00
Increased by 0.00%
Dec 31, 25
13 Extended Equity Market Fund E 12.81K (0.25%) 0.00
Increased by 0.00%
Dec 31, 25
14 Fidelity Total Market Index 12.14K (0.23%) 0.00
Increased by 0.00%
Feb 28, 26
15 BlackRock Extended Equity Market K 11.17K (0.22%) -5.00
Decreased by -0.04%
Sep 30, 24
16 Fidelity Nasdaq Composite Index 10.96K (0.21%) 0.00
Increased by 0.00%
Feb 28, 26
17 Extended Equity Market Fund K 10.91K (0.21%) -80.00
Decreased by -0.73%
Mar 31, 26
18 Fidelity Series Total Market Index 8.69K (0.17%) 271.00
Increased by +3.12%
Feb 28, 26
19 Spartan Extended Market Index Pool F 7.62K (0.15%) 0.00
Increased by 0.00%
Feb 28, 26
20 Fidelity® Total Market Index 7.50K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23