Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWO 0.13%
2 ISCG 0.1%
3 JKK 0.1%
4 IWM 0.07%
5 SMLF 0.07%
6 ISCB 0.05%
7 JKJ 0.05%
8 IWN 0.01%
9 TECB 0.01%
10 ITOT 0%
11 IWV 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.48M (9.91%) 907.3K
Increased by +4.91%
Sep 30, 23
2 BAIN CAPITAL VENTURE INVESTORS, LLC 11.64M (6.24%) -2.5M
Decreased by -21.48%
Dec 31, 23
3 BlackRock Inc 10.67M (5.72%) 625.38K
Increased by +5.86%
Sep 30, 23
4 RIMA MANAGEMENT, LLC 9.68M (5.19%) -2.62M
Decreased by -27.1%
Dec 31, 23
5 Lord, Abbett & Co LLC 5.6M (3%) 198.16K
Increased by +3.54%
Dec 31, 23
6 Lone Pine Capital LLC 5.08M (2.72%) 0
Increased by 0%
Dec 31, 23
7 Bank of New York Mellon Corp 4.62M (2.48%) 1.13M
Increased by +24.55%
Sep 30, 23
8 North Reef Capital Management LP 4.51M (2.42%) 1.77M
Increased by +39.2%
Sep 30, 23
9 Millennium Management LLC 4.36M (2.34%) -4.06M
Decreased by -93.08%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 3.86M (2.07%) 587.69K
Increased by +15.21%
Dec 31, 23
11 Geode Capital Management, LLC 3.37M (1.81%) 445.54K
Increased by +13.23%
Sep 30, 23
12 Biltmore Family Office, LLC 3.33M (1.79%) -20
Decreased by -0%
Dec 31, 23
13 Capital Research Global Investors 3.31M (1.78%) 0
Increased by 0%
Dec 31, 23
14 State Street Corporation 3.05M (1.64%) 137.66K
Increased by +4.51%
Sep 30, 23
15 Foundry Group Next, LLC 3M (1.61%) -1M
Decreased by -33.33%
Sep 30, 23
16 Sapphire Ventures (GPE) I, L.L.C. 2.9M (1.55%) 0
Increased by 0%
Dec 31, 23
17 Intrinsic Edge Capital Management, LLC 2.79M (1.49%) 1.24M
Increased by +44.43%
Dec 31, 23
18 Par Capital Management Inc 2.75M (1.47%) 250K
Increased by +9.09%
Dec 31, 23
19 Southpoint Capital Advisors LP 2.5M (1.34%) 2.5M
Increased by +100%
Sep 30, 23
20 HHG PLC 2.46M (1.32%) 330.27K
Increased by +13.41%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.01M (2.69%) 105.19K
Increased by +2.1%
Jan 31, 24
2 Vanguard Small Cap Index 4.15M (2.23%) 11.45K
Increased by +0.28%
Jan 31, 24
3 iShares Russell 2000 ETF 3.68M (1.97%) -67.03K
Decreased by -1.82%
Jan 31, 24
4 Lord Abbett Developing Growth A 2.84M (1.52%) -14.78K
Decreased by -0.52%
Dec 31, 23
5 Vanguard Small Cap Value Index Inv 2.84M (1.52%) -11.86K
Decreased by -0.42%
Jan 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.52M (1.35%) 898
Increased by +0.04%
Jan 31, 24
7 American Funds SMALLCAP World A 2.45M (1.31%) 0
Increased by 0%
Dec 31, 23
8 JPMorgan Small Cap Growth A 2.31M (1.24%) -54.29K
Decreased by -2.36%
Dec 31, 23
9 Janus Henderson US Small Cap Growth 2.2M (1.18%) 309.69K
Increased by +14.05%
Dec 31, 23
10 Janus Henderson Venture D 2.2M (1.18%) 309.69K
Increased by +14.05%
Dec 31, 23
11 BNY Mellon Sm/Md Cp Gr I 1.84M (0.98%) -23.64K
Decreased by -1.29%
Dec 31, 23
12 American Century Small Cap Growth Inv 1.52M (0.82%) 415.3K
Increased by +27.3%
Dec 31, 23
13 American Century U.S. Small Cap Growth 1.52M (0.82%) 415.3K
Increased by +27.3%
Dec 31, 23
14 Fidelity Small Cap Index 1.47M (0.79%) 28.42K
Increased by +1.93%
Nov 30, 23
15 Fidelity® Small Cap Index 1.44M (0.77%) 37.88K
Increased by +2.63%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 1.19M (0.64%) 1.4K
Increased by +0.12%
Jan 31, 24
17 MFS New Discovery I 1.17M (0.63%) 0
Increased by 0%
Dec 31, 23
18 Vanguard Explorer Inv 1.11M (0.59%) 124.54K
Increased by +11.27%
Sep 30, 23
19 ARK Fintech Innovation ETF 1.05M (0.57%) 0
Increased by 0%
Jan 31, 24
20 Fidelity Extended Market Index 941.5K (0.5%) 24.58K
Increased by +2.61%
Dec 31, 23