Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 1.99%
2 EHLS 1.62%
3 IWC 0.40%
4 IWO 0.12%
5 IWM 0.07%
6 IGV 0.06%
7 ISCG 0.06%
8 JKK 0.05%
9 ESML 0.05%
10 JKJ 0.03%
11 ISCB 0.03%
12 WSML 0.03%
13 TECB 0.02%
14 IGM 0.01%
15 IWV 0.00%
16 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Anchor IV Pte Ltd 16.67M (12.40%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 16.50M (12.28%) 1.98M
Increased by +11.97%
Jun 30, 25
3 BlackRock Inc 10.71M (7.97%) 59.93K
Increased by +0.56%
Jun 30, 25
4 Wellington Management Company LLP 6.63M (4.93%) -141.74K
Decreased by -2.14%
Jun 30, 25
5 Amvescap Plc. 5.34M (3.97%) 3.66M
Increased by +68.55%
Jun 30, 25
6 Parsifal Capital Management, LP 5.29M (3.93%) 206.61K
Increased by +3.91%
Jun 30, 25
7 Monarch Alternative Capital LP 3.66M (2.72%) -970.40K
Decreased by -26.55%
Mar 31, 24
8 State Street Corporation 3.25M (2.42%) 92.82K
Increased by +2.86%
Mar 31, 24
9 Geode Capital Management, LLC 3.12M (2.32%) 179.69K
Increased by +5.75%
Jun 30, 25
10 State Street Corp 2.97M (2.21%) 77.62K
Increased by +2.62%
Jun 30, 25
11 Jennison Associates LLC 2.91M (2.16%) 786.02K
Increased by +27.03%
Jun 30, 25
12 Driehaus Capital Management LLC 2.65M (1.97%) 1.53M
Increased by +57.56%
Jun 30, 25
13 Franklin Resources Inc 2.13M (1.59%) 893.38K
Increased by +41.94%
Jun 30, 25
14 Renaissance Technologies Corp 2.07M (1.54%) 367.46K
Increased by +17.74%
Jun 30, 25
15 Millennium Management LLC 2.06M (1.53%) 1.05M
Increased by +51.04%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 2.03M (1.51%) -67.70K
Decreased by -3.34%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 1.81M (1.35%) 348.33K
Increased by +19.22%
Jun 30, 25
18 Macquarie Group Ltd 1.72M (1.28%) 80.52K
Increased by +4.68%
Jun 30, 25
19 JPMorgan Chase & Co 1.66M (1.23%) -1.42M
Decreased by -85.39%
Dec 31, 24
20 Sixth Street Partners Management Company, L.P. 1.60M (1.19%) -4.56M
Decreased by -285.53%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.85M (3.61%) -102.66K
Decreased by -2.12%
Jul 31, 25
2 Vanguard Small Cap Index 3.70M (2.75%) -24.74K
Decreased by -0.67%
Jul 31, 25
3 iShares Russell 2000 ETF 3.20M (2.38%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Information Technology ETF 2.66M (1.98%) 27.11K
Increased by +1.02%
Jul 31, 25
5 Vanguard Small Cap Growth Index Inv 2.09M (1.55%) -744.00
Decreased by -0.04%
Jul 31, 25
6 Invesco Discovery A 2.04M (1.52%) 0.00
Increased by 0.00%
Jul 31, 25
7 Invesco OFI Small Cap Growth 2.04M (1.52%) 2.04M
Increased by +100.00%
Jun 30, 25
8 Fidelity® Small Cap Index 1.48M (1.10%) 39.66K
Increased by +2.67%
Oct 31, 23
9 Fidelity Small Cap Index 1.33M (0.99%) 27.47K
Increased by +2.06%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.20M (0.89%) -527.51K
Decreased by -44.00%
Jul 31, 25
11 iShares Russell 2000 Growth ETF 1.17M (0.87%) 0.00
Increased by 0.00%
Aug 31, 25
12 Franklin Small Cap Growth SMA 1.12M (0.83%) 1.12M
Increased by +99.99%
Jun 30, 25
13 Franklin US Small Cap Growth Equity 1.12M (0.83%) 90.81K
Increased by +8.11%
Jun 30, 25
14 AZ InvestEd Ivy Small Cap Growth E 1.10M (0.82%) 0.00
Increased by 0.00%
Jun 30, 25
15 Macquarie Small Cap Growth C 1.10M (0.82%) 0.00
Increased by 0.00%
Jul 31, 25
16 Bridge Builder Small/Mid Cap Growth 1.03M (0.77%) 281.84K
Increased by +27.37%
Aug 31, 25
17 Franklin Small Cap Growth Adv 1.03M (0.77%) 0.00
Increased by 0.00%
Jul 31, 25
18 Delaware Ivy Small Cap Growth C 915.26K (0.68%) 0.00
Increased by 0.00%
Sep 30, 24
19 Invesco Small Cap Growth A 907.80K (0.68%) 321.15K
Increased by +35.38%
Jun 30, 25
20 Jennison SMid Cap Core Equity 884.89K (0.66%) 355.85K
Increased by +40.21%
Jun 30, 25