Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 630.84K (5.20%) -9.52K
Decreased by -1.51%
Dec 31, 24
2 BlackRock Inc 233.21K (1.92%) -3.87K
Decreased by -1.66%
Dec 31, 24
3 Flower City Capital 148.40K (1.22%) -83.00K
Decreased by -55.93%
Mar 31, 24
4 Geode Capital Management, LLC 129.56K (1.07%) 0.00
Increased by 0.00%
Dec 31, 24
5 Jacob Asset Mgmt Of NY LLC 114.65K (0.95%) 10.00K
Increased by +8.72%
Sep 30, 23
6 Renaissance Technologies Corp 76.70K (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
7 State Street Corp 51.51K (0.42%) 0.00
Increased by 0.00%
Dec 31, 24
8 State Street Corporation 51.51K (0.42%) 0.00
Increased by 0.00%
Mar 31, 24
9 Susquehanna International Group, LLP 45.36K (0.37%) 27.79K
Increased by +61.26%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 44.11K (0.36%) 8.55K
Increased by +19.38%
Dec 31, 24
11 Northern Trust Corp 36.24K (0.30%) 0.00
Increased by 0.00%
Dec 31, 24
12 Citadel Advisors Llc 27.63K (0.23%) 27.63K
Increased by +100.00%
Dec 31, 24
13 Cannell Peter B & CO Inc 25.00K (0.21%) 0.00
Increased by 0.00%
Dec 31, 23
14 Spears Abacus Advisors LLC 25.00K (0.21%) 0.00
Increased by 0.00%
Dec 31, 24
15 Engineers Gate Manager LP 18.72K (0.15%) 18.72K
Increased by +100.00%
Dec 31, 24
16 Y-Intercept (Hong Kong) Ltd 14.69K (0.12%) 14.69K
Increased by +100.00%
Sep 30, 24
17 Pine Valley Investments Ltd Liability Co 14.00K (0.12%) -7.47K
Decreased by -53.39%
Jun 30, 24
18 Millennium Management LLC 11.47K (0.09%) 951.00
Increased by +8.29%
Dec 31, 24
19 Bank of New York Mellon Corp 10.51K (0.09%) 0.00
Increased by 0.00%
Dec 31, 23
20 HRT FINANCIAL LLC 10.25K (0.08%) 10.25K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 426.39K (3.52%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 416.88K (3.44%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 196.47K (1.62%) 0.00
Increased by 0.00%
Mar 31, 25
4 Fidelity® Extended Market Index 159.51K (1.31%) 0.00
Increased by 0.00%
Nov 30, 23
5 Jacob Discovery Fd Instl 119.65K (0.99%) 10.00K
Increased by +8.36%
Dec 31, 24
6 Fidelity Extended Market Index 69.02K (0.57%) 2.05K
Increased by +2.98%
Mar 31, 25
7 iShares Micro-Cap ETF 32.71K (0.27%) 0.00
Increased by 0.00%
Apr 30, 25
8 BlackRock Extended Mkt Composite 27.24K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
9 BlackRock Extended Equity Market K 23.74K (0.20%) -10.00
Decreased by -0.04%
Sep 30, 24
10 Extended Equity Market Fund K 23.49K (0.19%) 72.00
Increased by +0.31%
Mar 31, 25
11 DFA US Targeted Value I 21.66K (0.18%) 0.00
Increased by 0.00%
Mar 31, 25
12 NT Ext Equity Mkt Idx Fd - L 19.12K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
13 Northern Trust Extended Eq Market Idx 19.12K (0.16%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity® Total Market Index 19.05K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Total Market Index 18.94K (0.16%) 0.00
Increased by 0.00%
Feb 28, 25
16 Vanguard Balanced Index Inv 17.42K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity Series Total Market Index 17.33K (0.14%) 884.00
Increased by +5.10%
Mar 31, 25
18 NT Ext Equity Mkt Idx Fd - NL 16.45K (0.14%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity® Series Total Market Index 16.10K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
20 Spartan Extended Market Index Pool E 12.93K (0.11%) 583.00
Increased by +4.51%
Mar 31, 25