Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.05%
2 ROBT 1.66%
3 PLAT 0.98%
4 SKYY 0.84%
5 XITK 0.73%
6 XSW 0.66%
7 BOTZ 0.60%
8 SKYU 0.51%
9 IVES 0.41%
10 HLGE 0.13%
11 GSSC 0.12%
12 TMFX 0.12%
13 FYC 0.11%
14 VTWG 0.10%
15 AIEQ 0.10%
16 IWO 0.09%
17 BBSC 0.07%
18 BKSE 0.07%
19 STXK 0.06%
20 VBK 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Abdiel Capital Advisors LLC 5.89M (20.77%) -4.23M
Decreased by -71.84%
Mar 31, 24
2 Vanguard Group Inc 5.08M (17.91%) 392.19K
Increased by +7.72%
Mar 31, 24
3 BlackRock Inc 3.17M (11.16%) -10.17K
Decreased by -0.32%
Mar 31, 24
4 Hawk Ridge Management LLC 2.01M (7.08%) 384.55K
Increased by +19.15%
Mar 31, 24
5 Baillie Gifford & Co Limited. 1.76M (6.19%) 93.25K
Increased by +5.31%
Mar 31, 24
6 First Trust Advisors L.P. 1.44M (5.09%) 122.13K
Increased by +8.45%
Mar 31, 24
7 State Street Corporation 998.64K (3.52%) 29.24K
Increased by +2.93%
Mar 31, 24
8 Geode Capital Management, LLC 938.54K (3.31%) 29.34K
Increased by +3.13%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 780.98K (2.75%) 304.02K
Increased by +38.93%
Mar 31, 24
10 D. E. Shaw & Co LP 707.54K (2.49%) -194.67K
Decreased by -27.51%
Mar 31, 24
11 Great West Life Assurance Co 474.10K (1.67%) 196.44K
Increased by +41.43%
Mar 31, 24
12 BMO Capital Markets Corp. 422.25K (1.49%) 274.86K
Increased by +65.09%
Dec 31, 23
13 Shannon River Fund Management LLC 369.98K (1.30%) 369.98K
Increased by +100.00%
Mar 31, 24
14 Northern Trust Corp 367.62K (1.30%) -10.40K
Decreased by -2.83%
Mar 31, 24
15 Mirae Asset Global Investments (Korea) Co Ltd 366.97K (1.29%) -99.09K
Decreased by -27.00%
Mar 31, 24
16 Charles Schwab Investment Management Inc 329.60K (1.16%) 4.31K
Increased by +1.31%
Mar 31, 24
17 Lord, Abbett & Co LLC 326.34K (1.15%) 326.34K
Increased by +100.00%
Sep 30, 23
18 Harber Asset Management LLC 297.05K (1.05%) 168.70K
Increased by +56.79%
Mar 31, 24
19 NORGES BANK 279.72K (0.99%) 0.00
Increased by 0.00%
Dec 31, 23
20 Goldman Sachs Group Inc 236.05K (0.83%) -135.98K
Decreased by -57.61%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.31M (4.61%) 3.22K
Increased by +0.25%
Jun 30, 24
2 iShares Russell 2000 ETF 988.35K (3.48%) 24.24K
Increased by +2.45%
Jun 28, 24
3 Vanguard Small Cap Index 980.18K (3.46%) -42.30K
Decreased by -4.32%
Jun 30, 24
4 Vanguard Information Technology ETF 797.35K (2.81%) 10.72K
Increased by +1.35%
Jun 30, 24
5 First Trust Cloud Computing ETF 698.33K (2.46%) 0.00
Increased by 0.00%
Jun 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 601.73K (2.12%) -31.06K
Decreased by -5.16%
Jun 30, 24
7 Baillie Gifford Global Discovery A Acc 600.26K (2.12%) -8.42K
Decreased by -1.40%
May 31, 24
8 Vanguard Small Cap Growth Index Inv 552.13K (1.95%) -30.13K
Decreased by -5.46%
Jun 30, 24
9 Global X Robotics & Artfcl Intllgnc ETF 533.73K (1.88%) 5.99K
Increased by +1.12%
Jun 28, 24
10 WisdomTree Art Intelligence ETF USD Acc 486.07K (1.71%) 0.00
Increased by 0.00%
Jun 28, 24
11 Edinburgh Worldwide Ord 430.30K (1.52%) 85.00
Increased by +0.02%
Apr 30, 24
12 Fidelity Small Cap Index 409.01K (1.44%) -4.03K
Decreased by -0.99%
Apr 30, 24
13 Fidelity® Small Cap Index 396.13K (1.40%) 10.87K
Increased by +2.74%
Oct 31, 23
14 iShares Russell 2000 Growth ETF 357.11K (1.26%) 8.72K
Increased by +2.44%
Jun 28, 24
15 FT Nasdaq Artfcl Intllgnc and Rbtc ETF 323.13K (1.14%) 0.00
Increased by 0.00%
Jun 30, 24
16 Old Westbury Small & Mid Cap Strategies 296.61K (1.05%) 38.80K
Increased by +13.08%
Apr 30, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 276.19K (0.97%) 28.70K
Increased by +10.39%
Jun 30, 24
18 EQ/Morgan Stanley Small Cap Growth K 251.74K (0.89%) 103.83K
Increased by +41.25%
May 31, 24
19 Fidelity Extended Market Index 237.09K (0.84%) -666.00
Decreased by -0.28%
May 31, 24
20 Fidelity® Extended Market Index 228.42K (0.81%) -4.49K
Decreased by -1.97%
Nov 30, 23