Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 ISCG 1000.00%
3 ITOT 1000.00%
4 IWM 1000.00%
5 IWO 1000.00%
6 IWV 1000.00%
7 JKJ 1000.00%
8 JKK 1000.00%
9 SMLF 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Battery Management Corp 8.98M (12.43%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 7.84M (10.85%) 105.62K
Increased by +1.35%
Dec 31, 23
3 T. Rowe Price Investment Management,Inc. 6.87M (9.50%) 1.29M
Increased by +18.84%
Dec 31, 23
4 BlackRock Inc 5.18M (7.17%) 326.04K
Increased by +6.29%
Dec 31, 23
5 FMR Inc 4.19M (5.79%) 1.24M
Increased by +29.57%
Dec 31, 23
6 SC US (TTGP), LTD. 2.80M (3.87%) 0.00
Increased by 0.00%
Dec 31, 23
7 Sunriver Management LLC 2.24M (3.10%) 493.05K
Increased by +21.98%
Dec 31, 23
8 Institutional Venture Management XV, LLC 1.90M (2.62%) 0.00
Increased by 0.00%
Dec 31, 23
9 State Street Corporation 1.61M (2.23%) 109.42K
Increased by +6.80%
Dec 31, 23
10 Geode Capital Management, LLC 1.55M (2.14%) 84.60K
Increased by +5.46%
Dec 31, 23
11 Optimus Prime Fund Management Co., Ltd. 1.52M (2.10%) 190.00K
Increased by +12.54%
Dec 31, 23
12 Bank of New York Mellon Corp 1.01M (1.40%) -13.24K
Decreased by -1.31%
Dec 31, 23
13 Light Street Capital Management LLC 802.69K (1.11%) 96.79K
Increased by +12.06%
Sep 30, 23
14 Meritech Capital Associates V LLC 767.62K (1.06%) 0.00
Increased by 0.00%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 668.04K (0.92%) 122.88K
Increased by +18.39%
Dec 31, 23
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 658.91K (0.91%) 177.53K
Increased by +26.94%
Dec 31, 23
17 Northern Trust Corp 644.91K (0.89%) -678.00
Decreased by -0.11%
Dec 31, 23
18 Millennium Management LLC 571.25K (0.79%) -626.47K
Decreased by -109.67%
Dec 31, 23
19 Charles Schwab Investment Management Inc 556.75K (0.77%) 24.90K
Increased by +4.47%
Dec 31, 23
20 Goldman Sachs Group Inc 507.15K (0.70%) 151.71K
Increased by +29.91%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Select Software & IT Svcs Port 6.55M (9.06%) 1.13M
Increased by +17.18%
Mar 31, 24
2 T. Rowe Price Small-Cap Stock 2.90M (4.01%) 77.60K
Increased by +2.68%
Mar 31, 24
3 T. Rowe Price US Small-Cap Core Equity 2.90M (4.01%) 77.60K
Increased by +2.68%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 2.10M (2.91%) 3.24K
Increased by +0.15%
Mar 31, 24
5 Vanguard Small Cap Index 1.75M (2.42%) 25.89K
Increased by +1.48%
Mar 31, 24
6 iShares Russell 2000 ETF 1.59M (2.21%) -12.69K
Decreased by -0.80%
Apr 30, 24
7 Vanguard Information Technology ETF 1.47M (2.04%) 10.21K
Increased by +0.69%
Mar 31, 24
8 T. Rowe Price U.S. SC Core Eq Tr-Z 1.44M (2.00%) 61.43K
Increased by +4.26%
Mar 31, 24
9 T. Rowe Price Instl Small-Cap Stock 1.35M (1.87%) 80.11K
Increased by +5.92%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.51%) 16.68K
Increased by +1.53%
Mar 31, 24
11 Vanguard Small Cap Growth Index Inv 992.61K (1.37%) 24.18K
Increased by +2.44%
Mar 31, 24
12 T. Rowe Price Small-Cap Value 880.60K (1.22%) 442.60K
Increased by +50.26%
Mar 31, 24
13 Fidelity Small Cap Index 693.59K (0.96%) 7.43K
Increased by +1.07%
Feb 29, 24
14 Janus Henderson Gbl Tech and Innovation 668.28K (0.92%) 668.28K
Increased by +100.00%
Mar 31, 24
15 Janus Henderson Glb Tech and Innovt T 668.28K (0.92%) 668.28K
Increased by +100.00%
Feb 29, 24
16 WisdomTree Cloud Computing ETF 665.25K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
17 Fidelity® Small Cap Index 655.24K (0.91%) 17.74K
Increased by +2.71%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 579.34K (0.80%) -1.39K
Decreased by -0.24%
Apr 30, 24
19 Victory Science & Technology 489.08K (0.68%) -6.25K
Decreased by -1.28%
Sep 30, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 431.27K (0.60%) 13.20K
Increased by +3.06%
Mar 31, 24