Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAS 0.00%
3 DFAT 0.00%
4 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ARCH VENTURE CORP 1.00M (7.42%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 561.60K (4.15%) -1.36K
Decreased by -0.24%
Sep 30, 23
3 UBS O'Connor LLC 179.08K (1.32%) 0.00
Increased by 0.00%
Sep 30, 23
4 Geode Capital Management, LLC 131.78K (0.97%) 5.67K
Increased by +4.31%
Sep 30, 23
5 Mayo Clinic 124.08K (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
6 BlackRock Inc 113.46K (0.84%) -1.39K
Decreased by -1.22%
Sep 30, 23
7 LAURION CAPITAL MANAGEMENT LP 70.00K (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
8 Bridgeway Capital Management, LLC 50.00K (0.37%) 0.00
Increased by 0.00%
Sep 30, 23
9 Founders Fund V Management, LLC 49.17K (0.36%) 0.00
Increased by 0.00%
Sep 30, 23
10 Wells Fargo & Co 43.50K (0.32%) 2.00
Increased by +0.00%
Sep 30, 23
11 Cercano Management LLC 41.24K (0.30%) 0.00
Increased by 0.00%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 39.72K (0.29%) -21.23K
Decreased by -53.45%
Sep 30, 23
13 Alyeska Investment Group, L.P. 38.70K (0.29%) 38.70K
Increased by +100.00%
Sep 30, 23
14 Renaissance Technologies Corp 38.37K (0.28%) -4.10K
Decreased by -10.69%
Sep 30, 23
15 State Street Corporation 37.82K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 30.65K (0.23%) -15.77K
Decreased by -51.45%
Sep 30, 23
17 Commonwealth Equity Services Inc 24.36K (0.18%) -10.00
Decreased by -0.04%
Sep 30, 23
18 Advisor Group Holdings, Inc. 23.12K (0.17%) 8.71K
Increased by +37.66%
Sep 30, 23
19 Northern Trust Corp 21.64K (0.16%) -1.06K
Decreased by -4.92%
Sep 30, 23
20 Susquehanna International Group, LLP 19.18K (0.14%) 19.18K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 357.57K (2.64%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 194.78K (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Extended Market Index 69.68K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
4 Bridgeway Ultra-Small Company Market 50.00K (0.37%) 0.00
Increased by 0.00%
Sep 30, 23
5 BlackRock Extended Mkt Composite 42.43K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
6 BlackRock Extended Equity Market K 37.02K (0.27%) -75.00
Decreased by -0.20%
Dec 31, 23
7 iShares Micro-Cap ETF 29.37K (0.22%) 0.00
Increased by 0.00%
Dec 29, 23
8 Fidelity® Total Market Index 27.73K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
9 Dimensional US Targeted Value ETF 17.46K (0.13%) 0.00
Increased by 0.00%
Dec 29, 23
10 Fidelity® Series Total Market Index 13.93K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
11 NT Ext Equity Mkt Idx Fd - NL 11.49K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
12 CIBC US Broad Market Index 10.63K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
13 NT Ext Equity Mkt Idx Fd - L 10.11K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
14 Northern Trust Extended Eq Market Idx 10.11K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
15 Spartan Total Market Index Pool E 9.49K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Balanced Index Inv 9.25K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
17 NT Ext Equity Mkt Idx Fd - DC - NL - T2 9.21K (0.07%) -456.00
Decreased by -4.95%
Sep 30, 23
18 Dimensional US Small Cap ETF 8.03K (0.06%) 0.00
Increased by 0.00%
Dec 29, 23
19 Fidelity Nasdaq Composite Index 7.71K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity® NASDAQ Composite Index® 7.71K (0.06%) 0.00
Increased by 0.00%
Oct 31, 23