Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.05%
2 IVES 2.09%
3 ROBT 1.96%
4 JSML 1.85%
5 AIVC 1.71%
6 LQPE 1.59%
7 JSMD 1.32%
8 FCLD 1.15%
9 XSW 1.06%
10 PLAT 0.98%
11 SKYY 0.86%
12 XITK 0.75%
13 BOTZ 0.69%
14 SKYU 0.46%
15 FESM 0.35%
16 GSSC 0.22%
17 HLGE 0.16%
18 TMFX 0.14%
19 FYC 0.13%
20 IWO 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Abdiel Capital Advisors LLC 7.72M (19.26%) -2.46M
Decreased by -31.94%
Jun 30, 25
2 Vanguard Group Inc 5.25M (13.11%) 246.83K
Increased by +4.70%
Jun 30, 25
3 BlackRock Inc 3.19M (7.95%) -93.10K
Decreased by -2.92%
Jun 30, 25
4 Lead Edge Capital Management, LLC 1.62M (4.06%) 96.71K
Increased by +5.95%
Jun 30, 25
5 JONES FINANCIAL COMPANIES LLLP 1.58M (3.94%) 1.58M
Increased by +99.97%
Mar 31, 25
6 First Trust Advisors L.P. 1.15M (2.86%) -26.28K
Decreased by -2.29%
Jun 30, 25
7 State Street Corp 1.04M (2.60%) 14.10K
Increased by +1.35%
Jun 30, 25
8 Baillie Gifford & Co Limited. 1.01M (2.51%) -70.00K
Decreased by -6.96%
Jun 30, 25
9 Geode Capital Management, LLC 1.00M (2.50%) 845.00
Increased by +0.08%
Jun 30, 25
10 State Street Corporation 998.64K (2.49%) 29.24K
Increased by +2.93%
Mar 31, 24
11 D. E. Shaw & Co LP 909.75K (2.27%) 124.46K
Increased by +13.68%
Jun 30, 25
12 Arrowstreet Capital Limited Partnership 690.79K (1.72%) 469.26K
Increased by +67.93%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 636.92K (1.59%) 182.25K
Increased by +28.61%
Jun 30, 25
14 Marshall Wace Asset Management Ltd 609.35K (1.52%) 366.35K
Increased by +60.12%
Jun 30, 25
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 518.57K (1.29%) -1.49K
Decreased by -0.29%
Jun 30, 25
16 Jacobs Levy Equity Management, Inc. 511.81K (1.28%) 263.08K
Increased by +51.40%
Jun 30, 25
17 Qube Research & Technologies 496.74K (1.24%) 204.93K
Increased by +41.25%
Jun 30, 25
18 Shannon River Fund Management LLC 460.06K (1.15%) 90.08K
Increased by +19.58%
Jun 30, 24
19 BMO Capital Markets Corp. 422.25K (1.05%) 274.86K
Increased by +65.09%
Dec 31, 23
20 Goldman Sachs Group Inc 385.73K (0.96%) 8.32K
Increased by +2.16%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.31M (3.27%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.28M (3.19%) -28.36K
Decreased by -2.22%
Jul 31, 25
3 Vanguard Small Cap Index 994.66K (2.48%) -6.33K
Decreased by -0.64%
Jul 31, 25
4 iShares Russell 2000 ETF 953.09K (2.38%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Information Technology ETF 768.61K (1.92%) 7.86K
Increased by +1.02%
Jul 31, 25
6 First Trust Cloud Computing ETF 638.38K (1.59%) 6.62K
Increased by +1.04%
Aug 28, 25
7 Vanguard Small Cap Growth Index Inv 563.54K (1.41%) -213.00
Decreased by -0.04%
Jul 31, 25
8 Global X Robotics & Artfcl Intllgnc ETF 485.62K (1.21%) 0.00
Increased by 0.00%
Aug 29, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 463.85K (1.16%) -206.73K
Decreased by -44.57%
Jul 31, 25
10 Morgan Stanley Inception 462.99K (1.16%) -55.85K
Decreased by -12.06%
Sep 30, 24
11 Morgan Stanley Inst Inception I 462.99K (1.16%) -55.85K
Decreased by -12.06%
Sep 30, 24
12 Fidelity® Small Cap Index 396.13K (0.99%) 10.87K
Increased by +2.74%
Oct 31, 23
13 Fidelity Small Cap Index 394.82K (0.99%) -13.13K
Decreased by -3.33%
Jun 30, 25
14 Edinburgh Worldwide Ord 367.38K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
15 iShares Russell 2000 Growth ETF 347.96K (0.87%) 0.00
Increased by 0.00%
Aug 31, 25
16 Morgan Stanley Insight 334.57K (0.84%) -46.99K
Decreased by -14.05%
Sep 30, 24
17 Morgan Stanley Insight A 334.57K (0.84%) -46.99K
Decreased by -14.05%
Sep 30, 24
18 Baillie Gifford Global Discovery A Acc 322.65K (0.81%) 2.07K
Increased by +0.64%
Jul 31, 25
19 Old Westbury Small & Mid Cap Strategies 296.61K (0.74%) 38.80K
Increased by +13.08%
Apr 30, 24
20 WisdomTree Art Intelligence ETF USD Acc 294.07K (0.73%) 0.00
Increased by 0.00%
Aug 29, 25