Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 4.82%
2 MARB 3.94%
3 TOGA_old 3.60%
4 ARB 3.48%
5 TOGA 3.35%
6 MRGR 2.81%
7 EVNT 2.46%
8 WCLD 1.77%
9 MNA 1.43%
10 XITK 0.94%
11 SCDS 0.62%
12 FESM 0.44%
13 TRFM 0.23%
14 FYC 0.15%
15 BBSC 0.12%
16 VTWG 0.12%
17 GINN 0.10%
18 STXK 0.09%
19 FYX 0.08%
20 RFLR 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.28M (14.62%) -608.59K
Decreased by -3.52%
Mar 31, 24
2 BlackRock Inc 11.38M (9.63%) -282.73K
Decreased by -2.48%
Mar 31, 24
3 RIMA MANAGEMENT, LLC 9.41M (7.96%) -262.46K
Decreased by -2.79%
Mar 31, 24
4 BAIN CAPITAL VENTURE INVESTORS, LLC 9.14M (7.73%) -2.50M
Decreased by -27.35%
Mar 31, 24
5 North Reef Capital Management LP 5.50M (4.65%) 990.00K
Increased by +18.00%
Mar 31, 24
6 Lone Pine Capital LLC 5.08M (4.30%) 0.00
Increased by 0.00%
Mar 31, 24
7 Lord, Abbett & Co LLC 5.07M (4.29%) -527.65K
Decreased by -10.40%
Mar 31, 24
8 JPMorgan Chase & Co 4.55M (3.85%) 166.25K
Increased by +3.66%
Mar 31, 24
9 Greenhouse Funds LLLP 4.47M (3.78%) 4.47M
Increased by +100.00%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 4.09M (3.46%) 221.63K
Increased by +5.42%
Mar 31, 24
11 Bank of New York Mellon Corp 3.99M (3.38%) -315.76K
Decreased by -7.91%
Mar 31, 24
12 Geode Capital Management, LLC 3.69M (3.12%) 134.26K
Increased by +3.64%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 3.60M (3.04%) -2.38M
Decreased by -66.07%
Mar 31, 24
14 State Street Corporation 3.32M (2.81%) 74.25K
Increased by +2.24%
Mar 31, 24
15 Capital Research Global Investors 3.31M (2.80%) 0.00
Increased by 0.00%
Mar 31, 24
16 Biltmore Family Office, LLC 3.28M (2.77%) -55.91K
Decreased by -1.71%
Mar 31, 24
17 Foundry Group Next, LLC 3.00M (2.54%) 0.00
Increased by 0.00%
Mar 31, 24
18 American Century Companies Inc 2.93M (2.48%) 1.28M
Increased by +43.80%
Mar 31, 24
19 Sapphire Ventures (GPE) I, L.L.C. 2.90M (2.45%) 0.00
Increased by 0.00%
Mar 31, 24
20 Par Capital Management Inc 2.55M (2.16%) -200.00K
Decreased by -7.84%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.08M (4.30%) 11.60K
Increased by +0.23%
May 31, 24
2 Vanguard Small Cap Index 4.14M (3.50%) 9.78K
Increased by +0.24%
May 31, 24
3 iShares Russell 2000 ETF 3.49M (2.95%) 26.58K
Increased by +0.76%
May 30, 24
4 Lord Abbett Developing Growth A 2.80M (2.37%) 0.00
Increased by 0.00%
Apr 30, 24
5 Vanguard Small Cap Value Index Inv 2.77M (2.35%) -1.17K
Decreased by -0.04%
May 31, 24
6 American Century Small Cap Growth Inv 2.57M (2.18%) 1.05M
Increased by +40.90%
Mar 31, 24
7 American Century U.S. Small Cap Growth 2.57M (2.18%) 1.05M
Increased by +40.90%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.57M (2.17%) 17.74K
Increased by +0.69%
May 31, 24
9 American Funds SMALLCAP World A 2.45M (2.07%) 0.00
Increased by 0.00%
Mar 31, 24
10 JPMorgan Small Cap Growth A 2.44M (2.06%) -33.36K
Decreased by -1.37%
Apr 30, 24
11 Janus Henderson US Small Cap Growth 2.18M (1.84%) -27.86K
Decreased by -1.28%
Mar 31, 24
12 Janus Henderson Venture D 2.18M (1.84%) 0.00
Increased by 0.00%
Apr 30, 24
13 BNY Mellon Sm/Md Cp Gr I 1.54M (1.30%) -69.40K
Decreased by -4.50%
Apr 30, 24
14 Fidelity Small Cap Index 1.51M (1.28%) -13.72K
Decreased by -0.91%
Mar 31, 24
15 MFS New Discovery I 1.17M (0.99%) 0.00
Increased by 0.00%
May 31, 24
16 iShares Russell 2000 Growth ETF 1.17M (0.99%) 0.00
Increased by 0.00%
May 30, 24
17 ARK Fintech Innovation ETF 1.06M (0.90%) 0.00
Increased by 0.00%
May 31, 24
18 Fidelity Extended Market Index 967.79K (0.82%) -23.25K
Decreased by -2.40%
Apr 30, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 910.44K (0.77%) 0.00
Increased by 0.00%
May 31, 24
20 DFA US Small Cap I 886.25K (0.75%) 0.00
Increased by 0.00%
Apr 30, 24