Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 AVSC 0.01%
3 DFAT 0.00%
4 DFAS 0.00%
5 DFAC 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 INSIGHT HOLDINGS GROUP, LLC 4.62M (18.13%) -440.35K
Decreased by -9.52%
Dec 31, 23
2 Foxhaven Asset Management, LP 1.95M (7.64%) -60.02K
Decreased by -3.08%
Dec 31, 23
3 Beck, Mack & Oliver LLC 1.90M (7.46%) 139.40K
Increased by +7.33%
Dec 31, 23
4 Fidelity International Ltd 1.55M (6.08%) 0.00
Increased by 0.00%
Dec 31, 23
5 Alibaba Group Holding Ltd 1.46M (5.74%) 0.00
Increased by 0.00%
Dec 31, 23
6 Vanguard Group Inc 1.17M (4.60%) 151.15K
Increased by +12.88%
Dec 31, 23
7 Harbert Fund Advisors Inc 843.32K (3.31%) 0.00
Increased by 0.00%
Dec 31, 23
8 Portolan Capital Management, LLC 752.20K (2.95%) 196.29K
Increased by +26.10%
Dec 31, 23
9 Joel Isaacson & CO., LLC 670.07K (2.63%) -60.36K
Decreased by -9.01%
Dec 31, 23
10 BlackRock Inc 347.84K (1.36%) 55.50K
Increased by +15.96%
Dec 31, 23
11 Renaissance Technologies Corp 294.64K (1.15%) 21.75K
Increased by +7.38%
Dec 31, 23
12 Millennium Management LLC 291.67K (1.14%) 8.47K
Increased by +2.90%
Dec 31, 23
13 Geode Capital Management, LLC 240.56K (0.94%) 28.35K
Increased by +11.79%
Dec 31, 23
14 Harbourvest Partners, LLC 199.50K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
15 Royce & Associates, LP 198.79K (0.78%) -43.62K
Decreased by -21.94%
Dec 31, 23
16 J. Goldman & Co LP 185.72K (0.73%) -14.15K
Decreased by -7.62%
Sep 30, 23
17 Allen Operations LLC 176.83K (0.69%) 0.00
Increased by 0.00%
Dec 31, 23
18 Potrero Capital Research, LLC 175.32K (0.69%) -57.28K
Decreased by -32.67%
Sep 30, 23
19 GSA Capital Partners LLP 172.01K (0.67%) -35.92K
Decreased by -20.89%
Sep 30, 23
20 Bridgeway Capital Management, LLC 166.82K (0.65%) 14.22K
Increased by +8.52%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Climate Leadership F 950.00K (3.72%) 0.00
Increased by 0.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 880.79K (3.45%) 1.35K
Increased by +0.15%
Mar 31, 24
3 Fidelity Greater Canada Sr F 400.00K (1.57%) 0.00
Increased by 0.00%
Dec 31, 23
4 Strategic Advisers Small-Mid Cap 355.08K (1.39%) -48.95K
Decreased by -13.78%
Feb 29, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 322.20K (1.26%) 22.09K
Increased by +6.86%
Mar 31, 24
6 Strategic Advisers® Small-Mid Cap 290.87K (1.14%) 0.00
Increased by 0.00%
Oct 31, 23
7 Royce Micro Cap Trust 274.44K (1.08%) 75.65K
Increased by +27.57%
Mar 31, 24
8 Fidelity Canadian Asset Allocation B 200.00K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
9 Fidelity Climate Leadership Bal F5 181.11K (0.71%) 4.94K
Increased by +2.73%
Feb 29, 24
10 Fidelity Extended Market Index 136.32K (0.53%) 0.00
Increased by 0.00%
Mar 31, 24
11 Fidelity® Extended Market Index 123.06K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
12 Bridgeway Ultra-Small Company Market 103.00K (0.40%) -13.70K
Decreased by -13.30%
Dec 31, 23
13 SEI Tax-Managed Small/Mid Cap F (SIMT) 100.00K (0.39%) 100.00K
Increased by +100.00%
Mar 31, 24
14 Bridgeway Ultra-Small Company 59.12K (0.23%) 27.92K
Increased by +47.23%
Dec 31, 23
15 BlackRock Extended Mkt Composite 54.89K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
16 iShares Micro-Cap ETF 53.41K (0.21%) -363.00
Decreased by -0.68%
Apr 30, 24
17 BlackRock Extended Equity Market K 47.90K (0.19%) 17.00
Increased by +0.04%
Mar 31, 24
18 SEI Small Cap F (SIMT) 44.00K (0.17%) 44.00K
Increased by +100.00%
Mar 31, 24
19 Fidelity Total Market Index 42.17K (0.17%) 5.44K
Increased by +12.89%
Mar 31, 24
20 Fidelity Global Equity+ Fund - F 38.26K (0.15%) 38.26K
Increased by +100.00%
Feb 29, 24