Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.05%
2 IVES 2.22%
3 AIVC 2.22%
4 ROBT 1.63%
5 PLAT 0.98%
6 SKYY 0.75%
7 XITK 0.75%
8 XSW 0.70%
9 BOTZ 0.57%
10 SKYU 0.54%
11 HLGE 0.16%
12 GSSC 0.15%
13 TMFX 0.14%
14 FYC 0.13%
15 IWO 0.10%
16 AIEQ 0.10%
17 VTWG 0.09%
18 BBSC 0.08%
19 RFLR 0.07%
20 BKSE 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Abdiel Capital Advisors LLC 10.18M (33.44%) 10.27K
Increased by +0.10%
Dec 31, 24
2 Vanguard Group Inc 5.03M (16.52%) 23.89K
Increased by +0.48%
Dec 31, 24
3 BlackRock Inc 3.27M (10.73%) 15.31K
Increased by +0.47%
Dec 31, 24
4 Hawk Ridge Management LLC 1.97M (6.48%) -34.68K
Decreased by -1.76%
Jun 30, 24
5 Lead Edge Capital Management, LLC 1.53M (5.02%) 83.00K
Increased by +5.43%
Dec 31, 24
6 First Trust Advisors L.P. 1.26M (4.15%) 83.71K
Increased by +6.63%
Dec 31, 24
7 Baillie Gifford & Co Limited. 1.10M (3.60%) -291.64K
Decreased by -26.63%
Dec 31, 24
8 State Street Corp 1.05M (3.45%) 30.06K
Increased by +2.86%
Dec 31, 24
9 State Street Corporation 998.64K (3.28%) 29.24K
Increased by +2.93%
Mar 31, 24
10 Geode Capital Management, LLC 972.20K (3.19%) 14.71K
Increased by +1.51%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 690.87K (2.27%) -2.36M
Decreased by -341.65%
Dec 31, 24
12 D. E. Shaw & Co LP 658.65K (2.16%) 106.02K
Increased by +16.10%
Dec 31, 24
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 531.53K (1.75%) -5.50K
Decreased by -1.03%
Dec 31, 24
14 Shannon River Fund Management LLC 460.06K (1.51%) 90.08K
Increased by +19.58%
Jun 30, 24
15 BMO Capital Markets Corp. 422.25K (1.39%) 274.86K
Increased by +65.09%
Dec 31, 23
16 Goldman Sachs Group Inc 377.41K (1.24%) 223.47K
Increased by +59.21%
Dec 31, 24
17 Mirae Asset Global Investments (Korea) Co Ltd 366.97K (1.21%) -99.09K
Decreased by -27.00%
Mar 31, 24
18 Northern Trust Corp 363.92K (1.20%) 12.34K
Increased by +3.39%
Dec 31, 24
19 Charles Schwab Investment Management Inc 348.93K (1.15%) 14.09K
Increased by +4.04%
Dec 31, 24
20 Lord, Abbett & Co LLC 326.34K (1.07%) 326.34K
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 1.26M (4.13%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 1.06M (3.49%) -9.19K
Decreased by -0.86%
Mar 31, 25
3 Vanguard Small Cap Index 1.04M (3.40%) 840.00
Increased by +0.08%
Feb 28, 25
4 First Trust Cloud Computing ETF 802.88K (2.64%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Information Technology ETF 724.92K (2.38%) 5.37K
Increased by +0.74%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 645.27K (2.12%) 6.97K
Increased by +1.08%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 582.75K (1.91%) -1.00K
Decreased by -0.17%
Feb 28, 25
8 Global X Robotics & Artfcl Intllgnc ETF 475.02K (1.56%) 0.00
Increased by 0.00%
Mar 31, 25
9 Morgan Stanley Inception 462.99K (1.52%) -55.85K
Decreased by -12.06%
Sep 30, 24
10 Morgan Stanley Inst Inception I 462.99K (1.52%) -55.85K
Decreased by -12.06%
Sep 30, 24
11 Edinburgh Worldwide Ord 430.64K (1.41%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity Small Cap Index 396.39K (1.30%) -7.42K
Decreased by -1.87%
Jan 31, 25
13 Fidelity® Small Cap Index 396.13K (1.30%) 10.87K
Increased by +2.74%
Oct 31, 23
14 iShares Russell 2000 Growth ETF 357.70K (1.17%) -1.70K
Decreased by -0.48%
Mar 31, 25
15 Morgan Stanley Insight 334.57K (1.10%) -46.99K
Decreased by -14.05%
Sep 30, 24
16 Morgan Stanley Insight A 334.57K (1.10%) -46.99K
Decreased by -14.05%
Sep 30, 24
17 Baillie Gifford Global Discovery A Acc 324.35K (1.07%) 1.48K
Increased by +0.46%
Jan 31, 25
18 Old Westbury Small & Mid Cap Strategies 296.61K (0.97%) 38.80K
Increased by +13.08%
Apr 30, 24
19 WisdomTree Art Intelligence ETF USD Acc 286.42K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
20 EQ/Morgan Stanley Small Cap Growth K 280.71K (0.92%) -547.00
Decreased by -0.19%
Sep 30, 24