Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 NVP Associates LLC 3.08M (38.49%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 505.23K (6.32%) -2.65K
Decreased by -0.52%
Sep 30, 23
3 Lasry Marc 225.87K (2.83%) -182.46K
Decreased by -80.78%
Sep 30, 23
4 Geode Capital Management, LLC 172.22K (2.15%) 17.26K
Increased by +10.02%
Sep 30, 23
5 BlackRock Inc 22.64K (0.28%) 5.14K
Increased by +22.72%
Sep 30, 23
6 TWO SIGMA SECURITIES, LLC 20.46K (0.26%) 20.46K
Increased by +100.00%
Sep 30, 23
7 McDonald Partners, LLC 19.40K (0.24%) -800.00
Decreased by -4.12%
Sep 30, 23
8 5AM Venture Management, LLC 0.00 (0.00%) -2.88M
Decreased by N/A%
Dec 31, 23
9 Advisor Group Holdings, Inc. 0.00 (0.00%) -575.00
Decreased by N/A%
Dec 31, 23
10 Bank of New York Mellon Corp 0.00 (0.00%) -35.30K
Decreased by N/A%
Dec 31, 23
11 Brighton Jones LLC 0.00 (0.00%) -14.14K
Decreased by N/A%
Dec 31, 23
12 CapTrust Financial Advisors 0.00 (0.00%) -14.41K
Decreased by N/A%
Dec 31, 23
13 DCF Advisers, LLC 0.00 (0.00%) -178.50K
Decreased by N/A%
Dec 31, 23
14 Kohlberg Kravis Roberts & Co LP 0.00 (0.00%) -4.14M
Decreased by N/A%
Dec 31, 23
15 Lindbrook Capital, LLC 0.00 (0.00%) -3.06K
Decreased by N/A%
Dec 31, 23
16 Millennium Management LLC 0.00 (0.00%) -21.48K
Decreased by N/A%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -2.00K
Decreased by N/A%
Dec 31, 23
18 Northern Trust Corp 0.00 (0.00%) -13.22K
Decreased by N/A%
Dec 31, 23
19 Raymond James & Associates 0.00 (0.00%) -14.50K
Decreased by N/A%
Dec 31, 23
20 St Germain D J Co Inc 0.00 (0.00%) -1.50K
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 396.81K (4.96%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 96.14K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Extended Market Index 47.87K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Extended Market Index 47.87K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Total Market Index 20.30K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Total Market Index 20.30K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Nasdaq Composite Index 15.01K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Series Total Market Index 12.66K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity® Series Total Market Index 12.66K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Instl Ttl Stck Mkt Idx Tr 12.29K (0.15%) -384.52K
Decreased by -3.13 K%
Oct 31, 23
11 Vanguard Instl Ttl Stk Mkt Idx InstlPls 12.29K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
12 NT Ext Equity Mkt Idx Fd - L 7.41K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
13 Northern Trust Extended Eq Market Idx 7.41K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
14 SSgA U.S. Extended Market Index Class I 6.60K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
15 NT Ext Equity Mkt Idx Fd - NL 5.09K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 4.08K (0.05%) -202.00
Decreased by -4.95%
Sep 30, 23
17 Spartan Total Market Index Pool E 2.71K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
18 BlackRock Advantage SMID Cap V.I. Fd I 2.62K (0.03%) 0.00
Increased by 0.00%
Jan 31, 24
19 LUX IM Global Medtech HX 1.27K (0.02%) 0.00
Increased by 0.00%
Jan 31, 24
20 1290 VT Micro Cap K 1.08K (0.01%) 0.00
Increased by 0.00%
Nov 30, 23