Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOGA 3.86%
2 IWO 0.12%
3 JKK 0.07%
4 ISCG 0.07%
5 IWM 0.06%
6 SMLF 0.05%
7 ISCB 0.03%
8 JKJ 0.03%
9 IWN 0.01%
10 TECB 0.01%
11 ITOT 0.00%
12 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.11M (9.73%) 116.41K
Increased by +0.64%
Dec 31, 24
2 FMR Inc 14.89M (8.00%) 1.16M
Increased by +7.76%
Dec 31, 24
3 BlackRock Inc 13.50M (7.25%) 237.78K
Increased by +1.76%
Dec 31, 24
4 Greenhouse Funds LLLP 8.50M (4.57%) -2.18M
Decreased by -25.61%
Dec 31, 24
5 North Reef Capital Management LP 7.99M (4.29%) 194.00K
Increased by +2.43%
Dec 31, 24
6 Capital Research Global Investors 5.95M (3.20%) 2.42M
Increased by +40.76%
Sep 30, 24
7 Lone Pine Capital LLC 5.08M (2.73%) 0.00
Increased by 0.00%
Mar 31, 24
8 Lord, Abbett & Co LLC 5.07M (2.73%) -527.65K
Decreased by -10.40%
Mar 31, 24
9 RIMA MANAGEMENT, LLC 4.89M (2.63%) -4.96M
Decreased by -101.43%
Dec 31, 24
10 Azora Capital LP 4.36M (2.34%) 4.36M
Increased by +100.00%
Dec 31, 24
11 Geode Capital Management, LLC 4.25M (2.28%) -20.34K
Decreased by -0.48%
Dec 31, 24
12 State Street Corp 4.03M (2.17%) 267.59K
Increased by +6.64%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 3.88M (2.09%) -107.98K
Decreased by -2.78%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 3.60M (1.93%) -2.38M
Decreased by -66.07%
Mar 31, 24
15 BAIN CAPITAL VENTURE INVESTORS, LLC 3.47M (1.86%) 0.00
Increased by 0.00%
Dec 31, 24
16 JPMorgan Chase & Co 3.44M (1.85%) -1.16M
Decreased by -33.77%
Sep 30, 24
17 Jacobs Levy Equity Management, Inc. 3.40M (1.83%) 273.19K
Increased by +8.04%
Dec 31, 24
18 State Street Corporation 3.32M (1.78%) 74.25K
Increased by +2.24%
Mar 31, 24
19 Tremblant Capital Group 3.23M (1.74%) 73.80K
Increased by +2.28%
Dec 31, 24
20 Bank of New York Mellon Corp 3.05M (1.64%) -116.01K
Decreased by -3.81%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.61M (3.01%) 0.00
Increased by 0.00%
Feb 28, 25
2 American Funds SMALLCAP World A 5.33M (2.86%) 2.17M
Increased by +40.77%
Sep 30, 24
3 iShares Russell 2000 ETF 4.52M (2.43%) -53.22K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Small Cap Index 4.46M (2.40%) 3.63K
Increased by +0.08%
Feb 28, 25
5 American Century Small Cap Growth Inv 3.86M (2.08%) 1.29M
Increased by +33.40%
Jun 30, 24
6 American Century U.S. Small Cap Growth 3.86M (2.08%) 1.29M
Increased by +33.40%
Jun 30, 24
7 Strategic Advisers Fidelity US TtlStk 3.59M (1.93%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.84M (1.52%) 4.11K
Increased by +0.14%
Feb 28, 25
9 Lord Abbett Developing Growth A 2.78M (1.50%) -19.39K
Decreased by -0.70%
May 31, 24
10 Vanguard Small Cap Growth Index Inv 2.50M (1.35%) -21.34K
Decreased by -0.85%
Feb 28, 25
11 Janus Henderson US Small Cap Growth 1.97M (1.06%) -207.43K
Decreased by -10.53%
Dec 31, 24
12 Janus Henderson US Small Cap Growth MA 1.97M (1.06%) 1.97M
Increased by +99.99%
Dec 31, 24
13 Janus Henderson Venture D 1.97M (1.06%) 0.00
Increased by 0.00%
Jan 31, 25
14 Fidelity Small Cap Index 1.74M (0.94%) -18.57K
Decreased by -1.06%
Dec 31, 24
15 Global FinTech Stock Mother 1.74M (0.93%) -177.76K
Decreased by -10.24%
Jun 7, 24
16 iShares Russell 2000 Growth ETF 1.56M (0.84%) -1.84K
Decreased by -0.12%
Feb 28, 25
17 JPMorgan Small Cap Growth A 1.55M (0.83%) -900.93K
Decreased by -58.02%
Sep 30, 24
18 Fidelity® Small Cap Index 1.44M (0.77%) 37.88K
Increased by +2.63%
Oct 31, 23
19 Vanguard Small Cap Value Index Inv 1.40M (0.75%) -1.37M
Decreased by -97.80%
Jun 30, 24
20 Fidelity Enhanced Small Cap ETF 1.30M (0.70%) 0.00
Increased by 0.00%
Feb 28, 25