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 (46.57%) 0.00
Increased by 0.00%
Jun 30, 25
2 NEA Management Company, LLC 1.71M (32.95%) 0.00
Increased by 0.00%
Jun 30, 25
3 Tocqueville Asset Management L.P. 399.88K (7.69%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Group Inc 327.03K (6.29%) 19.16K
Increased by +5.86%
Jun 30, 25
5 Renaissance Technologies Corp 152.04K (2.92%) 13.20K
Increased by +8.68%
Mar 31, 25
6 BlackRock Inc 115.86K (2.23%) -441.00
Decreased by -0.38%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 88.43K (1.70%) 15.53K
Increased by +17.56%
Mar 31, 25
8 The Informed Momentum Company (formerly EAM Investors) 79.99K (1.54%) 79.99K
Increased by +100.00%
Mar 31, 25
9 Essex Investment Management Company, LLC 77.20K (1.48%) 0.00
Increased by 0.00%
Mar 31, 24
10 Geode Capital Management, LLC 75.13K (1.44%) 8.62K
Increased by +11.48%
Mar 31, 25
11 Ameriprise Financial Inc 75.04K (1.44%) -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 Northern Trust Corp 53.96K (1.04%) -32.00
Decreased by -0.06%
Mar 31, 25
14 Overbrook Management Corp 48.49K (0.93%) 0.00
Increased by 0.00%
Sep 30, 23
15 Acadian Asset Management LLC 39.51K (0.76%) 39.51K
Increased by +100.00%
Mar 31, 25
16 HighTower Advisors, LLC 35.16K (0.68%) 0.00
Increased by 0.00%
Jun 30, 25
17 Susquehanna International Group, LLP 33.93K (0.65%) -92.60K
Decreased by -272.91%
Jun 30, 25
18 Bank of New York Mellon Corp 26.75K (0.51%) 0.00
Increased by 0.00%
Mar 31, 25
19 State Street Corporation 26.55K (0.51%) 0.00
Increased by 0.00%
Mar 31, 24
20 State Street Corp 26.20K (0.50%) -350.00
Decreased by -1.34%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 235.74K (4.53%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 230.70K (4.44%) -5.04K
Decreased by -2.19%
Jul 31, 25
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%) -19.65K
Decreased by -31.18%
Jul 31, 25
5 Pleiades Small Cap Equity A 44.16K (0.85%) 44.16K
Increased by +100.00%
Mar 31, 25
6 Fidelity Extended Market Index 32.19K (0.62%) -265.00
Decreased by -0.82%
Jul 31, 25
7 Fidelity® Extended Market Index 30.80K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
8 iShares Micro-Cap ETF 20.31K (0.39%) 0.00
Increased by 0.00%
Aug 29, 25
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 Fidelity Total Market Index 12.21K (0.23%) -26.00
Decreased by -0.21%
Jul 31, 25
12 BlackRock Extended Equity Market K 11.17K (0.21%) -5.00
Decreased by -0.04%
Sep 30, 24
13 Fidelity Nasdaq Composite Index 10.96K (0.21%) 0.00
Increased by 0.00%
Jul 31, 25
14 Extended Equity Market Fund K 10.83K (0.21%) -216.00
Decreased by -1.99%
Jun 30, 25
15 Fidelity Series Total Market Index 8.69K (0.17%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity® Total Market Index 7.50K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
17 Spartan Extended Market Index Pool F 6.92K (0.13%) 265.00
Increased by +3.83%
Jul 31, 25
18 Schwab Total Stock Market Index 6.85K (0.13%) 0.00
Increased by 0.00%
Jul 31, 25
19 Fidelity® Series Total Market Index 6.78K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
20 Northern Small Cap Core K 6.76K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24