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 (92.37%) 0.00
Increased by 0.00%
Jun 30, 23
2 Polar Asset Management Partners 1.45M (17.43%) 1.45M
Increased by +100.00%
Sep 30, 24
3 BBR Partners, LLC 1.00M (12.02%) 1.00M
Increased by +100.00%
Jun 30, 23
4 Atreides Management, LP 960.53K (11.54%) -52.09K
Decreased by -5.42%
Dec 31, 24
5 Valor Management LLC 476.32K (5.72%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Group Inc 472.48K (5.68%) -16.18K
Decreased by -3.42%
Dec 31, 24
7 Harbourvest Partners, LLC 225.11K (2.71%) 0.00
Increased by 0.00%
Dec 31, 24
8 Senator Investment Group LP 215.21K (2.59%) 0.00
Increased by 0.00%
Dec 31, 24
9 Principal Financial Group Inc 133.69K (1.61%) -76.56K
Decreased by -57.27%
Dec 31, 23
10 Unisphere Establishment 129.67K (1.56%) 0.00
Increased by 0.00%
Dec 31, 24
11 Moore Capital Management, LP 124.32K (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
12 Geode Capital Management, LLC 106.04K (1.27%) 3.90K
Increased by +3.68%
Dec 31, 24
13 GCM Grosvenor Holdings, LLC 102.30K (1.23%) 0.00
Increased by 0.00%
Dec 31, 24
14 Millennium Management LLC 90.25K (1.08%) -20.23K
Decreased by -22.42%
Sep 30, 23
15 Tao Capital Management LP 80.19K (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
16 BlackRock Inc 65.40K (0.79%) 0.00
Increased by 0.00%
Dec 31, 24
17 Zuckerman Investment Group, LLC 57.00K (0.69%) -10.80K
Decreased by -18.95%
Jun 30, 24
18 GREENOAKS CAPITAL PARTNERS LLC 50.10K (0.60%) 0.00
Increased by 0.00%
Sep 30, 24
19 Bridgeway Capital Management, LLC 50.00K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
20 Northern Trust Corp 43.49K (0.52%) 13.45K
Increased by +30.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Strategic Income Opps Instl 1.20M (14.45%) 0.00
Increased by 0.00%
Aug 31, 23
2 Vanguard Total Stock Mkt Idx Inv 305.17K (3.67%) 1.02K
Increased by +0.33%
Feb 28, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 151.14K (1.82%) 0.00
Increased by 0.00%
Feb 28, 25
4 Simplify Volt Cloud & Cybscty Dsptn ETF 100.84K (1.21%) 0.00
Increased by 0.00%
Apr 30, 23
5 Fidelity Extended Market Index 54.12K (0.65%) -345.00
Decreased by -0.64%
Feb 28, 25
6 Bridgeway Ultra-Small Company Market 50.00K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
7 Fidelity® Extended Market Index 48.89K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
8 Principal U.S. Small Cap Equity 45.58K (0.55%) -25.99K
Decreased by -57.01%
Dec 31, 23
9 BlackRock Global Allocation Instl 41.53K (0.50%) 41.53K
Increased by +100.00%
Apr 30, 24
10 Vanguard Consumer Discretionary ETF 40.86K (0.49%) -44.00
Decreased by -0.11%
Oct 31, 24
11 Greenwich Ivy Long-Short Instl 23.71K (0.28%) 23.71K
Increased by +100.00%
Dec 31, 23
12 Fidelity Total Market Index 17.93K (0.22%) 0.00
Increased by 0.00%
Feb 28, 25
13 Principal SmallCap R5 17.81K (0.21%) -27.77K
Decreased by -155.94%
Jan 31, 24
14 BlackRock Extended Mkt Composite 17.78K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
15 BlackRock Extended Equity Market K 15.50K (0.19%) -7.00
Decreased by -0.05%
Sep 30, 24
16 Extended Equity Market Fund K 15.34K (0.18%) 47.00
Increased by +0.31%
Mar 31, 25
17 Fidelity® Total Market Index 14.95K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
18 BlackRock Global Allocation V.I. I 13.76K (0.17%) 13.76K
Increased by +100.00%
Apr 30, 24
19 Fidelity Series Total Market Index 13.54K (0.16%) 626.00
Increased by +4.62%
Feb 28, 25
20 Fidelity® Series Total Market Index 12.02K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23