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 (47.31%) 0.00
Increased by 0.00%
Mar 31, 25
2 NEA Management Company, LLC 1.71M (33.48%) 0.00
Increased by 0.00%
Mar 31, 25
3 Tocqueville Asset Management L.P. 399.88K (7.81%) -209.03K
Decreased by -52.27%
Mar 31, 25
4 Vanguard Group Inc 307.87K (6.01%) 872.00
Increased by +0.28%
Mar 31, 25
5 Renaissance Technologies Corp 152.04K (2.97%) 13.20K
Increased by +8.68%
Mar 31, 25
6 Susquehanna International Group, LLP 126.53K (2.47%) 115.01K
Increased by +90.89%
Mar 31, 25
7 BlackRock Inc 115.86K (2.26%) -441.00
Decreased by -0.38%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 88.43K (1.73%) 15.53K
Increased by +17.56%
Mar 31, 25
9 The Informed Momentum Company (formerly EAM Investors) 79.99K (1.56%) 79.99K
Increased by +100.00%
Mar 31, 25
10 Essex Investment Management Company, LLC 77.20K (1.51%) 0.00
Increased by 0.00%
Mar 31, 24
11 Geode Capital Management, LLC 75.13K (1.47%) 8.62K
Increased by +11.48%
Mar 31, 25
12 Ameriprise Financial Inc 75.04K (1.47%) -9.04K
Decreased by -12.05%
Dec 31, 23
13 Millennium Management LLC 66.61K (1.30%) 55.67K
Increased by +83.58%
Mar 31, 25
14 Northern Trust Corp 53.96K (1.05%) -32.00
Decreased by -0.06%
Mar 31, 25
15 Overbrook Management Corp 48.49K (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
16 Acadian Asset Management LLC 39.51K (0.77%) 39.51K
Increased by +100.00%
Mar 31, 25
17 HighTower Advisors, LLC 35.16K (0.69%) -4.15K
Decreased by -11.80%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 26.84K (0.52%) -32.24K
Decreased by -120.13%
Dec 31, 23
19 Bank of New York Mellon Corp 26.75K (0.52%) 0.00
Increased by 0.00%
Mar 31, 25
20 State Street Corporation 26.55K (0.52%) 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 (4.61%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 235.74K (4.61%) 0.00
Increased by 0.00%
Sep 30, 24
3 IMC US Ultra Micro Cap 88.31K (1.73%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 82.67K (1.62%) 0.00
Increased by 0.00%
May 31, 25
5 Pleiades Small Cap Equity A 44.16K (0.86%) 44.16K
Increased by +100.00%
Mar 31, 25
6 Fidelity Extended Market Index 32.68K (0.64%) -312.00
Decreased by -0.95%
Apr 30, 25
7 Fidelity® Extended Market Index 30.80K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
8 DFA US Small Cap I 16.73K (0.33%) -3.37K
Decreased by -20.16%
Jan 31, 24
9 iShares Micro-Cap ETF 14.22K (0.28%) 0.00
Increased by 0.00%
May 31, 25
10 BlackRock Extended Mkt Composite 12.81K (0.25%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fidelity Total Market Index 12.24K (0.24%) 0.00
Increased by 0.00%
Apr 30, 25
12 BlackRock Extended Equity Market K 11.17K (0.22%) -5.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 11.05K (0.22%) 34.00
Increased by +0.31%
Mar 31, 25
14 Fidelity Nasdaq Composite Index 10.96K (0.21%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity Series Total Market Index 8.48K (0.17%) 401.00
Increased by +4.73%
Apr 30, 25
16 Fidelity® Total Market Index 7.50K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
17 Schwab Total Stock Market Index 6.85K (0.13%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Series Total Market Index 6.78K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
19 Northern Small Cap Core K 6.76K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
20 NT Ext Equity Mkt Idx Fd - L 6.70K (0.13%) 1.93K
Increased by +28.75%
Mar 31, 25