Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 3.41M (13.04%) 426.99K
Increased by +12.51%
Jun 30, 25
2 NVP Associates LLC 3.23M (12.32%) 0.00
Increased by 0.00%
Jun 30, 25
3 General Atlantic Llc 2.47M (9.46%) 0.00
Increased by 0.00%
Jun 30, 25
4 OZ Management LLC 1.19M (4.56%) 2.00
Increased by +0.00%
Jun 30, 25
5 Vanguard Group Inc 1.01M (3.85%) 0.00
Increased by 0.00%
Jun 30, 25
6 INHERENT GROUP, LP 482.43K (1.84%) 0.00
Increased by 0.00%
Sep 30, 24
7 Bank of America Corp 387.06K (1.48%) 387.01K
Increased by +99.99%
Dec 31, 23
8 StepStone Group LLC 380.70K (1.45%) 319.00
Increased by +0.08%
Jun 30, 25
9 Glynn Capital Management, LLC 226.25K (0.86%) -439.74K
Decreased by -194.36%
Sep 30, 24
10 Geode Capital Management, LLC 224.37K (0.86%) -535.00
Decreased by -0.24%
Jun 30, 25
11 Garde Capital, INC. 120.34K (0.46%) 120.34K
Increased by +100.00%
Jun 30, 24
12 BlackRock Inc 108.97K (0.42%) -6.42K
Decreased by -5.89%
Jun 30, 25
13 Northern Trust Corp 88.48K (0.34%) 0.00
Increased by 0.00%
Jun 30, 25
14 State Street Corp 73.88K (0.28%) 0.00
Increased by 0.00%
Jun 30, 25
15 State Street Corporation 73.88K (0.28%) 0.00
Increased by 0.00%
Dec 31, 23
16 Bridgeway Capital Management, LLC 67.03K (0.26%) 0.00
Increased by 0.00%
Jun 30, 25
17 Renaissance Technologies Corp 61.60K (0.24%) 5.20K
Increased by +8.44%
Jun 30, 25
18 Engineers Gate Manager LP 32.55K (0.12%) 15.25K
Increased by +46.84%
Dec 31, 24
19 Fidelis Capital Partners, LLC 32.34K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
20 Charles Schwab Investment Management Inc 30.52K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 683.19K (2.61%) -14.93K
Decreased by -2.19%
Jul 31, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 216.06K (0.83%) -91.17K
Decreased by -42.20%
Jul 31, 25
3 Fidelity Extended Market Index 145.65K (0.56%) 37.60K
Increased by +25.82%
Jul 31, 25
4 Fidelity® Extended Market Index 79.45K (0.30%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Total Market Index 53.04K (0.20%) -113.00
Decreased by -0.21%
Jul 31, 25
6 Bridgeway Ultra-Small Company Market 52.52K (0.20%) 0.00
Increased by 0.00%
Jun 30, 25
7 BlackRock Extended Mkt Composite 51.92K (0.20%) 51.92K
Increased by +100.00%
Sep 30, 23
8 iShares Micro-Cap ETF 50.89K (0.19%) 0.00
Increased by 0.00%
Aug 31, 25
9 BlackRock Extended Equity Market K 45.25K (0.17%) -19.00
Decreased by -0.04%
Sep 30, 24
10 Extended Equity Market Fund K 43.89K (0.17%) -876.00
Decreased by -2.00%
Jun 30, 25
11 Fidelity Series Total Market Index 36.94K (0.14%) 9.97K
Increased by +26.99%
Jul 31, 25
12 Fidelity® Total Market Index 35.49K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
13 Schwab Total Stock Market Index 30.52K (0.12%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity® Series Total Market Index 29.47K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
15 Spartan Extended Market Index Pool F 25.51K (0.10%) 953.00
Increased by +3.74%
Jul 31, 25
16 Spartan Extended Market Index Pool E 23.28K (0.09%) 999.00
Increased by +4.29%
Mar 31, 25
17 NT Ext Equity Mkt Idx Fd - L 19.04K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25
18 Northern Trust Extended Eq Market Idx 19.04K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25
19 Spartan Total Market Index Pool G 14.91K (0.06%) 3.38K
Increased by +22.66%
Jul 31, 25
20 Spartan Total Market Index Pool E 11.53K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25