Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 AVUV 0.00%
3 ITOT 0.00%
4 VTI 0.00%
5 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Decheng Capital LLC 4.45M (10.57%) 0.00
Increased by 0.00%
Mar 31, 25
2 Takeda Pharmaceutical Co Ltd 1.82M (4.34%) 0.00
Increased by 0.00%
Mar 31, 25
3 Franklin Resources Inc 895.00K (2.13%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Group Inc 824.09K (1.96%) -17.86K
Decreased by -2.17%
Jun 30, 25
5 Cota Capital Management, LLC 562.28K (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
6 TANG CAPITAL MANAGEMENT LLC 400.00K (0.95%) 0.00
Increased by 0.00%
Sep 30, 23
7 Renaissance Technologies Corp 269.50K (0.64%) 8.10K
Increased by +3.01%
Mar 31, 25
8 Geode Capital Management, LLC 205.37K (0.49%) 982.00
Increased by +0.48%
Mar 31, 25
9 Bridgeway Capital Management, LLC 125.50K (0.30%) 0.00
Increased by 0.00%
Sep 30, 23
10 Acadian Asset Management LLC 108.69K (0.26%) 108.69K
Increased by +100.00%
Mar 31, 25
11 Callan Capital, LLC 99.69K (0.24%) 0.00
Increased by 0.00%
Mar 31, 25
12 State Street Corp 59.72K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
13 Citadel Advisors Llc 55.65K (0.13%) 55.65K
Increased by +100.00%
Mar 31, 25
14 State Street Corporation 52.62K (0.13%) -3.60K
Decreased by -6.84%
Mar 31, 24
15 JPMorgan Chase & Co 50.04K (0.12%) -299.99K
Decreased by -599.46%
Mar 31, 24
16 Susquehanna International Group, LLP 41.64K (0.10%) 41.64K
Increased by +100.00%
Dec 31, 24
17 American Century Companies Inc 40.33K (0.10%) 40.33K
Increased by +100.00%
Mar 31, 24
18 Integrated Wealth Concepts LLC 40.00K (0.10%) 0.00
Increased by 0.00%
Jun 30, 24
19 DCF Advisers, LLC 39.49K (0.09%) -23.45K
Decreased by -59.39%
Mar 31, 25
20 BlackRock Inc 36.97K (0.09%) -702.00
Decreased by -1.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 570.84K (1.36%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 570.84K (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 247.43K (0.59%) 0.00
Increased by 0.00%
Jun 30, 25
4 Bridgeway Ultra-Small Company Market 123.50K (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fidelity® Extended Market Index 101.77K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Extended Market Index 99.84K (0.24%) 0.00
Increased by 0.00%
Jun 30, 25
7 Mandarine Global Microcap G EUR 60.00K (0.14%) 33.50K
Increased by +55.83%
Aug 31, 24
8 PGIM Quantitative Solutions US Micro Cap 39.20K (0.09%) 39.20K
Increased by +100.00%
Jun 30, 25
9 Fidelity Total Market Index 35.24K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
10 Avantis US Small Cap Value ETF 33.61K (0.08%) 0.00
Increased by 0.00%
Apr 30, 24
11 iShares Micro-Cap ETF 30.43K (0.07%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity Series Total Market Index 24.55K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity® Total Market Index 21.68K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
14 Spartan Extended Market Index Pool F 17.90K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Instl Ttl Stck Mkt Idx Tr 17.86K (0.04%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Instl Ttl Stk Mkt Idx InstlPls 17.86K (0.04%) 0.00
Increased by 0.00%
May 31, 25
17 Spartan Extended Market Index Pool E 16.94K (0.04%) 877.00
Increased by +5.18%
Mar 31, 25
18 NT Ext Equity Mkt Idx Fd - NL 16.90K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity® Series Total Market Index 16.68K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
20 NT Ext Equity Mkt Idx Fd - L 16.38K (0.04%) 0.00
Increased by 0.00%
Jun 30, 25