Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.05%
2 AIVC 2.15%
3 IVES 2.15%
4 ROBT 1.63%
5 JSML 1.52%
6 JSMD 1.50%
7 PLAT 0.98%
8 XITK 0.75%
9 SKYY 0.73%
10 XSW 0.69%
11 BOTZ 0.58%
12 SKYU 0.48%
13 HLGE 0.16%
14 GSSC 0.15%
15 TMFX 0.14%
16 FYC 0.13%
17 VTWG 0.10%
18 IWO 0.10%
19 AIEQ 0.10%
20 BBSC 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Abdiel Capital Advisors LLC 10.18M (43.08%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 5.01M (21.19%) -20.99K
Decreased by -0.42%
Mar 31, 25
3 BlackRock Inc 3.28M (13.88%) 13.97K
Increased by +0.43%
Mar 31, 25
4 JONES FINANCIAL COMPANIES LLLP 1.58M (6.69%) 1.58M
Increased by +99.97%
Mar 31, 25
5 Lead Edge Capital Management, LLC 1.53M (6.47%) 0.00
Increased by 0.00%
Mar 31, 25
6 First Trust Advisors L.P. 1.26M (5.35%) 83.71K
Increased by +6.63%
Dec 31, 24
7 Baillie Gifford & Co Limited. 1.08M (4.55%) -18.85K
Decreased by -1.75%
Mar 31, 25
8 State Street Corp 1.03M (4.35%) -22.43K
Decreased by -2.18%
Mar 31, 25
9 Geode Capital Management, LLC 1.00M (4.24%) 29.82K
Increased by +2.98%
Mar 31, 25
10 State Street Corporation 998.64K (4.23%) 29.24K
Increased by +2.93%
Mar 31, 24
11 D. E. Shaw & Co LP 658.65K (2.79%) 106.02K
Increased by +16.10%
Dec 31, 24
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 520.05K (2.20%) -11.48K
Decreased by -2.21%
Mar 31, 25
13 Shannon River Fund Management LLC 460.06K (1.95%) 90.08K
Increased by +19.58%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 454.68K (1.92%) -236.19K
Decreased by -51.95%
Mar 31, 25
15 BMO Capital Markets Corp. 422.25K (1.79%) 274.86K
Increased by +65.09%
Dec 31, 23
16 Goldman Sachs Group Inc 385.73K (1.63%) 8.32K
Increased by +2.16%
Mar 31, 25
17 Mirae Asset Global Investments (Korea) Co Ltd 366.97K (1.55%) -99.09K
Decreased by -27.00%
Mar 31, 24
18 Northern Trust Corp 363.92K (1.54%) 12.34K
Increased by +3.39%
Dec 31, 24
19 Charles Schwab Investment Management Inc 341.04K (1.44%) -7.89K
Decreased by -2.31%
Mar 31, 25
20 Harber Asset Management LLC 340.30K (1.44%) 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 (5.54%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.31M (5.53%) 50.60K
Increased by +3.87%
Apr 30, 25
3 Vanguard Small Cap Index 1.02M (4.34%) 7.16K
Increased by +0.70%
Apr 30, 25
4 iShares Russell 2000 ETF 991.77K (4.20%) 167.00
Increased by +0.02%
Apr 30, 25
5 First Trust Cloud Computing ETF 784.28K (3.32%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Information Technology ETF 734.10K (3.11%) 5.53K
Increased by +0.75%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 667.36K (2.82%) 927.00
Increased by +0.14%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 570.24K (2.41%) 741.00
Increased by +0.13%
Apr 30, 25
9 Global X Robotics & Artfcl Intllgnc ETF 467.14K (1.98%) 0.00
Increased by 0.00%
Apr 30, 25
10 Morgan Stanley Inception 462.99K (1.96%) -55.85K
Decreased by -12.06%
Sep 30, 24
11 Morgan Stanley Inst Inception I 462.99K (1.96%) -55.85K
Decreased by -12.06%
Sep 30, 24
12 Edinburgh Worldwide Ord 430.64K (1.82%) 0.00
Increased by 0.00%
Feb 28, 25
13 Fidelity Small Cap Index 399.44K (1.69%) 3.04K
Increased by +0.76%
Feb 28, 25
14 Fidelity® Small Cap Index 396.13K (1.68%) 10.87K
Increased by +2.74%
Oct 31, 23
15 iShares Russell 2000 Growth ETF 358.97K (1.52%) 0.00
Increased by 0.00%
Apr 30, 25
16 Morgan Stanley Insight 334.57K (1.42%) -46.99K
Decreased by -14.05%
Sep 30, 24
17 Morgan Stanley Insight A 334.57K (1.42%) -46.99K
Decreased by -14.05%
Sep 30, 24
18 Baillie Gifford Global Discovery A Acc 325.78K (1.38%) 3.47K
Increased by +1.06%
Mar 31, 25
19 Old Westbury Small & Mid Cap Strategies 296.61K (1.26%) 38.80K
Increased by +13.08%
Apr 30, 24
20 WisdomTree Art Intelligence ETF USD Acc 284.95K (1.21%) 489.00
Increased by +0.17%
Apr 30, 25