Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOGA 3.86%
2 IWO 0.13%
3 IWM 0.07%
4 ESML 0.05%
5 SMLF 0.05%
6 JKK 0.04%
7 ISCG 0.04%
8 JKJ 0.04%
9 ISCB 0.04%
10 ISCV 0.03%
11 JKL 0.03%
12 WSML 0.02%
13 IWN 0.01%
14 TECB 0.01%
15 ITOT 0.00%
16 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 19.36M (10.82%) 4.47M
Increased by +23.09%
Mar 31, 25
2 Vanguard Group Inc 18.24M (10.19%) 126.79K
Increased by +0.70%
Mar 31, 25
3 BlackRock Inc 13.16M (7.36%) -336.90K
Decreased by -2.56%
Mar 31, 25
4 Greenhouse Funds LLLP 10.68M (5.97%) 2.18M
Increased by +20.39%
Mar 31, 25
5 North Reef Capital Management LP 8.68M (4.85%) 681.00K
Increased by +7.85%
Mar 31, 25
6 Capital Research Global Investors 5.95M (3.32%) 2.42M
Increased by +40.76%
Sep 30, 24
7 Lone Pine Capital LLC 5.08M (2.84%) 0.00
Increased by 0.00%
Mar 31, 24
8 Lord, Abbett & Co LLC 5.07M (2.84%) -527.65K
Decreased by -10.40%
Mar 31, 24
9 Azora Capital LP 4.36M (2.44%) 4.36M
Increased by +100.00%
Dec 31, 24
10 Geode Capital Management, LLC 4.36M (2.43%) 110.01K
Increased by +2.53%
Mar 31, 25
11 RIMA MANAGEMENT, LLC 4.05M (2.26%) -837.99K
Decreased by -20.70%
Mar 31, 25
12 State Street Corp 3.95M (2.21%) -76.91K
Decreased by -1.94%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 3.80M (2.12%) -81.20K
Decreased by -2.14%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 3.60M (2.01%) -2.38M
Decreased by -66.07%
Mar 31, 24
15 BAIN CAPITAL VENTURE INVESTORS, LLC 3.47M (1.94%) 0.00
Increased by 0.00%
Mar 31, 25
16 JPMorgan Chase & Co 3.44M (1.92%) -1.16M
Decreased by -33.77%
Sep 30, 24
17 Balyasny Asset Management LLC 3.40M (1.90%) 2.71M
Increased by +79.66%
Mar 31, 25
18 Tremblant Capital Group 3.40M (1.90%) 165.73K
Increased by +4.88%
Mar 31, 25
19 State Street Corporation 3.32M (1.85%) 74.25K
Increased by +2.24%
Mar 31, 24
20 Par Capital Management Inc 3.30M (1.84%) 300.00K
Increased by +9.09%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.61M (3.13%) 0.00
Increased by 0.00%
Jun 30, 25
2 American Funds SMALLCAP World A 5.33M (2.98%) 2.17M
Increased by +40.77%
Sep 30, 24
3 Vanguard Small Cap Index 4.28M (2.39%) -134.91K
Decreased by -3.15%
Jun 30, 25
4 iShares Russell 2000 ETF 4.13M (2.31%) -66.89K
Decreased by -1.62%
Jul 30, 25
5 American Century Small Cap Growth Inv 3.86M (2.16%) 1.29M
Increased by +33.40%
Jun 30, 24
6 American Century U.S. Small Cap Growth 3.86M (2.16%) 1.29M
Increased by +33.40%
Jun 30, 24
7 Fidelity Balanced 3.41M (1.90%) -1.94M
Decreased by -56.84%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.89M (1.62%) -41.58K
Decreased by -1.44%
Jun 30, 25
9 Lord Abbett Developing Growth A 2.78M (1.56%) -19.39K
Decreased by -0.70%
May 31, 24
10 Strategic Advisers Fidelity US TtlStk 2.78M (1.55%) -1.24M
Decreased by -44.80%
May 31, 25
11 Janus Henderson US Small Cap Growth 2.49M (1.39%) 521.92K
Increased by +20.95%
Mar 31, 25
12 Janus Henderson Venture D 2.49M (1.39%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Small Cap Growth Index Inv 2.41M (1.34%) -15.12K
Decreased by -0.63%
Jun 30, 25
14 Fidelity Canadian Large Cp Mlt Ast Bs O 2.05M (1.15%) 198.97K
Increased by +9.71%
Jun 30, 25
15 Janus Henderson US Small Cap Growth MA 1.97M (1.10%) 1.97M
Increased by +99.99%
Dec 31, 24
16 Fidelity Small Cap Index 1.76M (0.98%) 3.25K
Increased by +0.18%
May 31, 25
17 Global FinTech Stock Mother 1.74M (0.97%) -177.76K
Decreased by -10.24%
Jun 7, 24
18 JPMorgan Small Cap Growth A 1.55M (0.87%) -900.93K
Decreased by -58.02%
Sep 30, 24
19 iShares Russell 2000 Growth ETF 1.50M (0.84%) -3.73K
Decreased by -0.25%
Jul 30, 25
20 Fidelity® Small Cap Index 1.44M (0.81%) 37.88K
Increased by +2.63%
Oct 31, 23