Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VPOP 7.82%
2 VCLO 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Greylock 15 GP LLC 7.69M (80.26%) 0.00
Increased by 0.00%
Jun 30, 23
2 Polar Asset Management Partners 5.00M (52.21%) 5.00M
Increased by +100.00%
Mar 31, 25
3 BBR Partners, LLC 1.00M (10.44%) 1.00M
Increased by +100.00%
Jun 30, 23
4 Atreides Management, LP 960.53K (10.03%) 0.00
Increased by 0.00%
Mar 31, 25
5 Valor Management LLC 476.32K (4.97%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Group Inc 473.50K (4.94%) 1.02K
Increased by +0.21%
Mar 31, 25
7 Harbourvest Partners, LLC 225.11K (2.35%) 0.00
Increased by 0.00%
Mar 31, 25
8 Senator Investment Group LP 215.21K (2.25%) 0.00
Increased by 0.00%
Mar 31, 25
9 Principal Financial Group Inc 133.69K (1.40%) -76.56K
Decreased by -57.27%
Dec 31, 23
10 Unisphere Establishment 129.67K (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
11 Moore Capital Management, LP 124.32K (1.30%) 0.00
Increased by 0.00%
Mar 31, 25
12 Geode Capital Management, LLC 110.50K (1.15%) 4.46K
Increased by +4.04%
Mar 31, 25
13 GCM Grosvenor Holdings, LLC 102.30K (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
14 Group One Trading, LP 101.51K (1.06%) 101.51K
Increased by +100.00%
Mar 31, 25
15 Millennium Management LLC 90.25K (0.94%) -20.23K
Decreased by -22.42%
Sep 30, 23
16 Tao Capital Management LP 80.19K (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
17 BlackRock Inc 65.40K (0.68%) 0.00
Increased by 0.00%
Mar 31, 25
18 Zuckerman Investment Group, LLC 57.00K (0.60%) -10.80K
Decreased by -18.95%
Jun 30, 24
19 Susquehanna International Group, LLP 53.37K (0.56%) 53.37K
Increased by +100.00%
Mar 31, 25
20 GREENOAKS CAPITAL PARTNERS LLC 50.10K (0.52%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Strategic Income Opps Instl 1.20M (12.56%) 0.00
Increased by 0.00%
Aug 31, 23
2 Vanguard Total Stock Mkt Idx Inv 305.17K (3.19%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 303.38K (3.17%) -769.00
Decreased by -0.25%
Sep 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 151.14K (1.58%) 0.00
Increased by 0.00%
May 31, 25
5 Simplify Volt Cloud & Cybscty Dsptn ETF 100.84K (1.05%) 0.00
Increased by 0.00%
Apr 30, 23
6 Fidelity Extended Market Index 56.67K (0.59%) -253.00
Decreased by -0.45%
May 31, 25
7 Bridgeway Ultra-Small Company Market 50.00K (0.52%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity® Extended Market Index 48.89K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
9 Principal U.S. Small Cap Equity 45.58K (0.48%) -25.99K
Decreased by -57.01%
Dec 31, 23
10 BlackRock Global Allocation Instl 41.53K (0.43%) 41.53K
Increased by +100.00%
Apr 30, 24
11 Vanguard Consumer Discretionary ETF 40.86K (0.43%) -44.00
Decreased by -0.11%
Oct 31, 24
12 Greenwich Ivy Long-Short Instl 23.71K (0.25%) 23.71K
Increased by +100.00%
Dec 31, 23
13 iShares Micro-Cap ETF 20.33K (0.21%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity Total Market Index 17.93K (0.19%) 0.00
Increased by 0.00%
May 31, 25
15 Principal SmallCap R5 17.81K (0.19%) -27.77K
Decreased by -155.94%
Jan 31, 24
16 BlackRock Extended Mkt Composite 17.78K (0.19%) 0.00
Increased by 0.00%
Sep 30, 23
17 BlackRock Fixed Income Global Opps Cl D 16.26K (0.17%) 0.00
Increased by 0.00%
Nov 30, 24
18 BlackRock Extended Equity Market K 15.50K (0.16%) -7.00
Decreased by -0.05%
Sep 30, 24
19 Extended Equity Market Fund K 15.04K (0.16%) -300.00
Decreased by -2.00%
Jun 30, 25
20 Fidelity® Total Market Index 14.95K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23