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 NVP Associates LLC 2.94M (12.65%) 0.00
Increased by 0.00%
Dec 31, 24
2 Morgan Stanley - Brokerage Accounts 2.73M (11.75%) -117.40K
Decreased by -4.29%
Dec 31, 24
3 General Atlantic Llc 2.47M (10.64%) 1.54M
Increased by +62.18%
Dec 31, 24
4 OZ Management LLC 1.19M (5.13%) -2.00
Decreased by -0.00%
Dec 31, 24
5 Vanguard Group Inc 965.15K (4.15%) 0.00
Increased by 0.00%
Dec 31, 24
6 INHERENT GROUP, LP 482.43K (2.07%) 0.00
Increased by 0.00%
Sep 30, 24
7 Bank of America Corp 387.06K (1.66%) 387.01K
Increased by +99.99%
Dec 31, 23
8 StepStone Group LLC 380.38K (1.63%) 0.00
Increased by 0.00%
Dec 31, 24
9 Glynn Capital Management, LLC 226.25K (0.97%) -439.74K
Decreased by -194.36%
Sep 30, 24
10 Geode Capital Management, LLC 208.75K (0.90%) 26.23K
Increased by +12.57%
Dec 31, 24
11 Inherent Management Corp. 150.00K (0.64%) 150.00K
Increased by +100.00%
Dec 31, 24
12 Garde Capital, INC. 120.34K (0.52%) 120.34K
Increased by +100.00%
Jun 30, 24
13 BlackRock Inc 115.12K (0.49%) -6.98K
Decreased by -6.06%
Dec 31, 24
14 Northern Trust Corp 96.47K (0.41%) 33.85K
Increased by +35.09%
Dec 31, 24
15 Bridgeway Capital Management, LLC 91.83K (0.39%) 4.80K
Increased by +5.23%
Dec 31, 24
16 State Street Corp 73.88K (0.32%) 0.00
Increased by 0.00%
Dec 31, 24
17 State Street Corporation 73.88K (0.32%) 0.00
Increased by 0.00%
Dec 31, 23
18 Renaissance Technologies Corp 43.50K (0.19%) 11.40K
Increased by +26.21%
Dec 31, 24
19 Engineers Gate Manager LP 32.55K (0.14%) 15.25K
Increased by +46.84%
Dec 31, 24
20 Fidelis Capital Partners, LLC 32.34K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 693.25K (2.98%) 38.75K
Increased by +5.59%
Feb 28, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 307.24K (1.32%) 0.00
Increased by 0.00%
Feb 28, 25
3 Fidelity Extended Market Index 114.72K (0.49%) -731.00
Decreased by -0.64%
Feb 28, 25
4 Bridgeway Ultra-Small Company Market 87.03K (0.37%) 0.00
Increased by 0.00%
Dec 31, 24
5 Fidelity® Extended Market Index 79.45K (0.34%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 57.71K (0.25%) 0.00
Increased by 0.00%
Mar 31, 25
7 BlackRock Extended Mkt Composite 51.92K (0.22%) 51.92K
Increased by +100.00%
Sep 30, 23
8 BlackRock Extended Equity Market K 45.25K (0.19%) -19.00
Decreased by -0.04%
Sep 30, 24
9 Extended Equity Market Fund K 44.77K (0.19%) 137.00
Increased by +0.31%
Mar 31, 25
10 Fidelity® Total Market Index 35.49K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Total Market Index 35.13K (0.15%) 0.00
Increased by 0.00%
Feb 28, 25
12 Schwab Total Stock Market Index 30.52K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity® Series Total Market Index 29.47K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Series Total Market Index 24.98K (0.11%) 0.00
Increased by 0.00%
Feb 28, 25
15 Spartan Extended Market Index Pool E 22.28K (0.10%) 731.00
Increased by +3.28%
Feb 28, 25
16 Spartan Extended Market Index Pool F 22.28K (0.10%) 731.00
Increased by +3.28%
Feb 28, 25
17 NT Ext Equity Mkt Idx Fd - L 19.04K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
18 Northern Trust Extended Eq Market Idx 19.04K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
19 Spartan Total Market Index Pool E 11.53K (0.05%) 0.00
Increased by 0.00%
Feb 28, 25
20 Spartan Total Market Index Pool G 11.53K (0.05%) 0.00
Increased by 0.00%
Feb 28, 25