Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.05%
2 AIVC 1.83%
3 IVES 1.82%
4 ROBT 1.49%
5 JSML 1.35%
6 JSMD 1.33%
7 PLAT 0.98%
8 XITK 0.75%
9 SKYY 0.69%
10 XSW 0.65%
11 BOTZ 0.52%
12 SKYU 0.47%
13 HLGE 0.16%
14 GSSC 0.15%
15 TMFX 0.14%
16 FYC 0.13%
17 VTWG 0.10%
18 AIEQ 0.10%
19 IWO 0.09%
20 BBSC 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Abdiel Capital Advisors LLC 10.18M (31.07%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 5.01M (15.28%) -20.99K
Decreased by -0.42%
Mar 31, 25
3 BlackRock Inc 3.28M (10.01%) 13.97K
Increased by +0.43%
Mar 31, 25
4 JONES FINANCIAL COMPANIES LLLP 1.58M (4.82%) 1.58M
Increased by +99.97%
Mar 31, 25
5 Lead Edge Capital Management, LLC 1.53M (4.66%) 0.00
Increased by 0.00%
Mar 31, 25
6 First Trust Advisors L.P. 1.26M (3.86%) 83.71K
Increased by +6.63%
Dec 31, 24
7 Baillie Gifford & Co Limited. 1.08M (3.28%) -18.85K
Decreased by -1.75%
Mar 31, 25
8 State Street Corp 1.03M (3.14%) -22.43K
Decreased by -2.18%
Mar 31, 25
9 Geode Capital Management, LLC 1.00M (3.06%) 29.82K
Increased by +2.98%
Mar 31, 25
10 State Street Corporation 998.64K (3.05%) 29.24K
Increased by +2.93%
Mar 31, 24
11 D. E. Shaw & Co LP 658.65K (2.01%) 106.02K
Increased by +16.10%
Dec 31, 24
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 520.05K (1.59%) -11.48K
Decreased by -2.21%
Mar 31, 25
13 Shannon River Fund Management LLC 460.06K (1.40%) 90.08K
Increased by +19.58%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 454.68K (1.39%) -236.19K
Decreased by -51.95%
Mar 31, 25
15 BMO Capital Markets Corp. 422.25K (1.29%) 274.86K
Increased by +65.09%
Dec 31, 23
16 Goldman Sachs Group Inc 385.73K (1.18%) 8.32K
Increased by +2.16%
Mar 31, 25
17 Mirae Asset Global Investments (Korea) Co Ltd 366.97K (1.12%) -99.09K
Decreased by -27.00%
Mar 31, 24
18 Northern Trust Corp 350.02K (1.07%) -13.90K
Decreased by -3.97%
Mar 31, 25
19 Charles Schwab Investment Management Inc 341.04K (1.04%) -7.89K
Decreased by -2.31%
Mar 31, 25
20 Harber Asset Management LLC 340.30K (1.04%) 107.60K
Increased by +31.62%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.31M (3.99%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.31M (3.99%) 50.60K
Increased by +3.87%
Apr 30, 25
3 Vanguard Small Cap Index 1.02M (3.13%) 7.16K
Increased by +0.70%
Apr 30, 25
4 iShares Russell 2000 ETF 1.01M (3.09%) 0.00
Increased by 0.00%
May 31, 25
5 First Trust Cloud Computing ETF 782.95K (2.39%) 0.00
Increased by 0.00%
May 29, 25
6 Vanguard Information Technology ETF 734.10K (2.24%) 5.53K
Increased by +0.75%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 667.36K (2.04%) 927.00
Increased by +0.14%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 570.24K (1.74%) 741.00
Increased by +0.13%
Apr 30, 25
9 Global X Robotics & Artfcl Intllgnc ETF 469.05K (1.43%) -812.00
Decreased by -0.17%
May 30, 25
10 Morgan Stanley Inception 462.99K (1.41%) -55.85K
Decreased by -12.06%
Sep 30, 24
11 Morgan Stanley Inst Inception I 462.99K (1.41%) -55.85K
Decreased by -12.06%
Sep 30, 24
12 Edinburgh Worldwide Ord 430.64K (1.31%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Small Cap Index 402.53K (1.23%) 3.09K
Increased by +0.77%
Mar 31, 25
14 Fidelity® Small Cap Index 396.13K (1.21%) 10.87K
Increased by +2.74%
Oct 31, 23
15 iShares Russell 2000 Growth ETF 347.92K (1.06%) 0.00
Increased by 0.00%
May 31, 25
16 Morgan Stanley Insight 334.57K (1.02%) -46.99K
Decreased by -14.05%
Sep 30, 24
17 Morgan Stanley Insight A 334.57K (1.02%) -46.99K
Decreased by -14.05%
Sep 30, 24
18 Baillie Gifford Global Discovery A Acc 323.59K (0.99%) -2.19K
Decreased by -0.68%
Apr 30, 25
19 Old Westbury Small & Mid Cap Strategies 296.61K (0.91%) 38.80K
Increased by +13.08%
Apr 30, 24
20 WisdomTree Art Intelligence ETF USD Acc 287.22K (0.88%) 0.00
Increased by 0.00%
May 30, 25