Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 1.99%
2 EHLS 1.62%
3 IWC 0.40%
4 IWO 0.18%
5 IWM 0.09%
6 ISCG 0.08%
7 JKK 0.07%
8 IGV 0.06%
9 ESML 0.05%
10 JKJ 0.04%
11 ISCB 0.04%
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 (13.34%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 14.53M (11.63%) -751.86K
Decreased by -5.18%
Mar 31, 25
3 BlackRock Inc 10.65M (8.52%) -38.80K
Decreased by -0.36%
Mar 31, 25
4 Wellington Management Company LLP 6.77M (5.42%) 340.51K
Increased by +5.03%
Mar 31, 25
5 Parsifal Capital Management, LP 5.08M (4.07%) 2.87M
Increased by +56.58%
Mar 31, 25
6 Monarch Alternative Capital LP 3.66M (2.93%) -970.40K
Decreased by -26.55%
Mar 31, 24
7 State Street Corporation 3.25M (2.60%) 92.82K
Increased by +2.86%
Mar 31, 24
8 Geode Capital Management, LLC 2.94M (2.36%) 92.64K
Increased by +3.15%
Mar 31, 25
9 State Street Corp 2.89M (2.31%) -53.35K
Decreased by -1.85%
Mar 31, 25
10 Jennison Associates LLC 2.12M (1.70%) 2.12M
Increased by +100.00%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 2.10M (1.68%) -11.18K
Decreased by -0.53%
Mar 31, 25
12 Millennium Management LLC 2.06M (1.65%) 1.05M
Increased by +51.04%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 1.71M (1.37%) -966.76K
Decreased by -56.48%
Mar 31, 25
14 Renaissance Technologies Corp 1.70M (1.36%) 551.94K
Increased by +32.40%
Mar 31, 25
15 Amvescap Plc. 1.68M (1.34%) 889.67K
Increased by +53.01%
Mar 31, 25
16 JPMorgan Chase & Co 1.66M (1.33%) -1.42M
Decreased by -85.39%
Dec 31, 24
17 Macquarie Group Ltd 1.64M (1.31%) 109.48K
Increased by +6.68%
Mar 31, 25
18 Sixth Street Partners Management Company, L.P. 1.60M (1.28%) -4.56M
Decreased by -285.53%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 1.46M (1.17%) 125.28K
Increased by +8.56%
Mar 31, 25
20 Qube Research & Technologies 1.40M (1.12%) 854.14K
Increased by +61.18%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.95M (3.96%) 776.80K
Increased by +15.69%
Jun 30, 25
2 Vanguard Small Cap Index 3.72M (2.98%) 416.40K
Increased by +11.18%
Jun 30, 25
3 iShares Russell 2000 ETF 3.20M (2.56%) -51.69K
Decreased by -1.62%
Jul 30, 25
4 Vanguard Information Technology ETF 2.63M (2.11%) 413.00
Increased by +0.02%
Jun 30, 25
5 Vanguard Small Cap Growth Index Inv 2.09M (1.67%) 265.66K
Increased by +12.73%
Jun 30, 25
6 Invesco Discovery A 2.04M (1.64%) 289.84K
Increased by +14.18%
Jun 30, 25
7 Invesco OFI Small Cap Growth 2.04M (1.64%) 2.04M
Increased by +100.00%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.73M (1.38%) 108.67K
Increased by +6.29%
Jun 30, 25
9 Fidelity® Small Cap Index 1.48M (1.19%) 39.66K
Increased by +2.67%
Oct 31, 23
10 Fidelity Small Cap Index 1.31M (1.04%) 4.85K
Increased by +0.37%
May 31, 25
11 iShares Russell 2000 Growth ETF 1.17M (0.93%) -2.90K
Decreased by -0.25%
Jul 30, 25
12 Franklin Small Cap Growth SMA 1.12M (0.90%) 1.12M
Increased by +99.99%
Jun 30, 25
13 Franklin US Small Cap Growth Equity 1.12M (0.90%) 90.81K
Increased by +8.11%
Jun 30, 25
14 AZ InvestEd Ivy Small Cap Growth E 1.10M (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
15 Macquarie Small Cap Growth C 1.10M (0.88%) 0.00
Increased by 0.00%
May 31, 25
16 Franklin Small Cap Growth Adv 1.03M (0.82%) 0.00
Increased by 0.00%
Jun 30, 25
17 Delaware Ivy Small Cap Growth C 915.26K (0.73%) 0.00
Increased by 0.00%
Sep 30, 24
18 Invesco Small Cap Growth A 907.80K (0.73%) 321.15K
Increased by +35.38%
Jun 30, 25
19 Jennison SMid Cap Core Equity 884.89K (0.71%) 355.85K
Increased by +40.21%
Jun 30, 25
20 PGIM Jennison Small Company A 882.36K (0.71%) 20.65K
Increased by +2.34%
Jun 30, 25