Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.05%
2 AIVC 2.19%
3 IVES 2.19%
4 ROBT 1.42%
5 JSML 1.36%
6 JSMD 1.32%
7 PLAT 0.98%
8 XITK 0.75%
9 SKYY 0.67%
10 XSW 0.67%
11 BOTZ 0.49%
12 SKYU 0.40%
13 HLGE 0.16%
14 GSSC 0.15%
15 TMFX 0.14%
16 FYC 0.13%
17 AIEQ 0.10%
18 VTWG 0.09%
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 (29.25%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 5.01M (14.39%) -20.99K
Decreased by -0.42%
Mar 31, 25
3 BlackRock Inc 3.28M (9.42%) 13.97K
Increased by +0.43%
Mar 31, 25
4 JONES FINANCIAL COMPANIES LLLP 1.58M (4.54%) 1.58M
Increased by +99.97%
Mar 31, 25
5 Lead Edge Capital Management, LLC 1.53M (4.39%) 0.00
Increased by 0.00%
Mar 31, 25
6 First Trust Advisors L.P. 1.17M (3.37%) -91.80K
Decreased by -7.84%
Mar 31, 25
7 Baillie Gifford & Co Limited. 1.08M (3.09%) -18.85K
Decreased by -1.75%
Mar 31, 25
8 State Street Corp 1.03M (2.95%) -22.43K
Decreased by -2.18%
Mar 31, 25
9 Geode Capital Management, LLC 1.00M (2.88%) 29.82K
Increased by +2.98%
Mar 31, 25
10 State Street Corporation 998.64K (2.87%) 29.24K
Increased by +2.93%
Mar 31, 24
11 D. E. Shaw & Co LP 785.29K (2.26%) 126.64K
Increased by +16.13%
Mar 31, 25
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 520.05K (1.49%) -11.48K
Decreased by -2.21%
Mar 31, 25
13 Shannon River Fund Management LLC 460.06K (1.32%) 90.08K
Increased by +19.58%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 454.68K (1.31%) -236.19K
Decreased by -51.95%
Mar 31, 25
15 BMO Capital Markets Corp. 422.25K (1.21%) 274.86K
Increased by +65.09%
Dec 31, 23
16 Goldman Sachs Group Inc 385.73K (1.11%) 8.32K
Increased by +2.16%
Mar 31, 25
17 Mirae Asset Global Investments (Korea) Co Ltd 366.97K (1.05%) -99.09K
Decreased by -27.00%
Mar 31, 24
18 Northern Trust Corp 350.02K (1.01%) -13.90K
Decreased by -3.97%
Mar 31, 25
19 Charles Schwab Investment Management Inc 341.04K (0.98%) -7.89K
Decreased by -2.31%
Mar 31, 25
20 Harber Asset Management LLC 340.30K (0.98%) 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 (3.76%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.31M (3.75%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Small Cap Index 1.03M (2.95%) 3.80K
Increased by +0.37%
May 31, 25
4 iShares Russell 2000 ETF 996.86K (2.86%) 6.93K
Increased by +0.70%
Jun 30, 25
5 First Trust Cloud Computing ETF 762.84K (2.19%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Information Technology ETF 760.71K (2.19%) 26.61K
Increased by +3.50%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 672.24K (1.93%) 4.87K
Increased by +0.73%
May 31, 25
8 Vanguard Small Cap Growth Index Inv 569.49K (1.64%) -749.00
Decreased by -0.13%
May 31, 25
9 Global X Robotics & Artfcl Intllgnc ETF 473.75K (1.36%) 0.00
Increased by 0.00%
Jun 30, 25
10 Morgan Stanley Inception 462.99K (1.33%) -55.85K
Decreased by -12.06%
Sep 30, 24
11 Morgan Stanley Inst Inception I 462.99K (1.33%) -55.85K
Decreased by -12.06%
Sep 30, 24
12 Fidelity Small Cap Index 407.86K (1.17%) 5.33K
Increased by +1.31%
Apr 30, 25
13 Fidelity® Small Cap Index 396.13K (1.14%) 10.87K
Increased by +2.74%
Oct 31, 23
14 Edinburgh Worldwide Ord 367.38K (1.06%) -63.27K
Decreased by -17.22%
Apr 30, 25
15 iShares Russell 2000 Growth ETF 344.84K (0.99%) -3.21K
Decreased by -0.93%
Jun 30, 25
16 Morgan Stanley Insight 334.57K (0.96%) -46.99K
Decreased by -14.05%
Sep 30, 24
17 Morgan Stanley Insight A 334.57K (0.96%) -46.99K
Decreased by -14.05%
Sep 30, 24
18 Baillie Gifford Global Discovery A Acc 327.87K (0.94%) 4.28K
Increased by +1.30%
May 31, 25
19 Old Westbury Small & Mid Cap Strategies 296.61K (0.85%) 38.80K
Increased by +13.08%
Apr 30, 24
20 WisdomTree Art Intelligence ETF USD Acc 291.01K (0.84%) 0.00
Increased by 0.00%
Jun 30, 25