Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOGA 3.86%
2 IWO 0.14%
3 JKK 0.08%
4 ISCG 0.08%
5 IWM 0.07%
6 SMLF 0.06%
7 ISCB 0.04%
8 JKJ 0.04%
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 17.99M (10.18%) 1.03M
Increased by +5.71%
Sep 30, 24
2 FMR Inc 13.73M (7.77%) 10.05M
Increased by +73.15%
Sep 30, 24
3 BlackRock Inc 12.99M (7.35%) 1.61M
Increased by +12.37%
Jun 30, 24
4 Greenhouse Funds LLLP 10.68M (6.04%) 4.18M
Increased by +39.17%
Sep 30, 24
5 RIMA MANAGEMENT, LLC 9.84M (5.57%) -1.03M
Decreased by -10.50%
Sep 30, 24
6 North Reef Capital Management LP 7.80M (4.41%) 1.50M
Increased by +19.23%
Sep 30, 24
7 Capital Research Global Investors 5.95M (3.36%) 2.42M
Increased by +40.76%
Sep 30, 24
8 Lone Pine Capital LLC 5.08M (2.87%) 0.00
Increased by 0.00%
Mar 31, 24
9 Lord, Abbett & Co LLC 5.07M (2.87%) -527.65K
Decreased by -10.40%
Mar 31, 24
10 Geode Capital Management, LLC 4.27M (2.41%) 201.85K
Increased by +4.73%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 3.99M (2.26%) -326.37K
Decreased by -8.18%
Sep 30, 24
12 State Street Corp 3.76M (2.13%) 54.40K
Increased by +1.45%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 3.60M (2.03%) -2.38M
Decreased by -66.07%
Mar 31, 24
14 BAIN CAPITAL VENTURE INVESTORS, LLC 3.47M (1.96%) -5.67M
Decreased by -163.40%
Sep 30, 24
15 JPMorgan Chase & Co 3.44M (1.94%) -1.16M
Decreased by -33.77%
Sep 30, 24
16 Par Capital Management Inc 3.35M (1.89%) 750.00K
Increased by +22.39%
Sep 30, 24
17 State Street Corporation 3.32M (1.88%) 74.25K
Increased by +2.24%
Mar 31, 24
18 Bank of New York Mellon Corp 3.16M (1.79%) -191.01K
Decreased by -6.04%
Sep 30, 24
19 Tremblant Capital Group 3.16M (1.79%) 987.23K
Increased by +31.27%
Sep 30, 24
20 Jacobs Levy Equity Management, Inc. 3.12M (1.77%) 3.12M
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.78M (3.27%) 9.09K
Increased by +0.16%
Oct 31, 24
2 American Funds SMALLCAP World A 5.33M (3.02%) 2.17M
Increased by +40.77%
Sep 30, 24
3 iShares Russell 2000 ETF 4.90M (2.77%) -10.23K
Decreased by -0.21%
Nov 27, 24
4 Vanguard Small Cap Index 4.44M (2.51%) 8.65K
Increased by +0.19%
Oct 31, 24
5 American Century Small Cap Growth Inv 3.86M (2.19%) 1.29M
Increased by +33.40%
Jun 30, 24
6 American Century U.S. Small Cap Growth 3.86M (2.19%) 1.29M
Increased by +33.40%
Jun 30, 24
7 Strategic Advisers Fidelity US TtlStk 3.31M (1.87%) 0.00
Increased by 0.00%
Sep 30, 24
8 Lord Abbett Developing Growth A 2.78M (1.57%) -19.39K
Decreased by -0.70%
May 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.69M (1.52%) -7.97K
Decreased by -0.30%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 2.44M (1.38%) 1.36K
Increased by +0.06%
Oct 31, 24
11 Janus Henderson US Small Cap Growth 2.18M (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
12 Janus Henderson Venture D 2.18M (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity Small Cap Index 1.79M (1.01%) -40.91K
Decreased by -2.29%
Aug 31, 24
14 Global FinTech Stock Mother 1.74M (0.98%) -177.76K
Decreased by -10.24%
Jun 7, 24
15 iShares Russell 2000 Growth ETF 1.57M (0.89%) 0.00
Increased by 0.00%
Nov 27, 24
16 JPMorgan Small Cap Growth A 1.55M (0.88%) -900.93K
Decreased by -58.02%
Sep 30, 24
17 Fidelity® Small Cap Index 1.44M (0.81%) 37.88K
Increased by +2.63%
Oct 31, 23
18 Vanguard Small Cap Value Index Inv 1.40M (0.79%) -1.37M
Decreased by -97.80%
Jun 30, 24
19 Fidelity Advisor Stock Selec Mid Cp I 1.22M (0.69%) 277.04K
Increased by +22.77%
Sep 30, 24
20 MFS New Discovery I 1.17M (0.66%) 0.00
Increased by 0.00%
Jun 30, 24