Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 1.99%
2 EHLS 1.62%
3 IWC 0.40%
4 IWO 0.17%
5 IWM 0.09%
6 ISCG 0.07%
7 JKK 0.07%
8 ISCB 0.03%
9 JKJ 0.03%
10 TECB 0.02%
11 IGM 0.01%
12 IWV 0.00%
13 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Anchor IV Pte Ltd 16.67M (16.40%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 15.28M (15.03%) 150.88K
Increased by +0.99%
Dec 31, 24
3 BlackRock Inc 10.69M (10.51%) 177.69K
Increased by +1.66%
Dec 31, 24
4 Wellington Management Company LLP 6.43M (6.33%) 2.33M
Increased by +36.28%
Dec 31, 24
5 Monarch Alternative Capital LP 3.66M (3.60%) -970.40K
Decreased by -26.55%
Mar 31, 24
6 State Street Corporation 3.25M (3.20%) 92.82K
Increased by +2.86%
Mar 31, 24
7 State Street Corp 2.94M (2.89%) -85.67K
Decreased by -2.91%
Dec 31, 24
8 Geode Capital Management, LLC 2.85M (2.80%) 20.72K
Increased by +0.73%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 2.68M (2.64%) 2.28M
Increased by +84.99%
Dec 31, 24
10 Parsifal Capital Management, LP 2.21M (2.17%) 2.21M
Increased by +100.00%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 2.11M (2.07%) -130.32K
Decreased by -6.18%
Dec 31, 24
12 JPMorgan Chase & Co 1.66M (1.63%) -1.42M
Decreased by -85.39%
Dec 31, 24
13 Sixth Street Partners Management Company, L.P. 1.60M (1.57%) -4.56M
Decreased by -285.53%
Jun 30, 24
14 Macquarie Group Ltd 1.53M (1.51%) 193.41K
Increased by +12.64%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.34M (1.32%) -610.50K
Decreased by -45.60%
Dec 31, 24
16 Eagle Asset Management, Inc. 1.18M (1.16%) -54.77K
Decreased by -4.64%
Sep 30, 24
17 Northern Trust Corp 1.16M (1.14%) 99.72K
Increased by +8.59%
Dec 31, 24
18 Renaissance Technologies Corp 1.15M (1.13%) 25.00K
Increased by +2.17%
Dec 31, 24
19 Ashford Capital Management Inc 1.11M (1.09%) 17.49K
Increased by +1.58%
Dec 31, 24
20 Franklin Resources Inc 1.08M (1.07%) -117.52K
Decreased by -10.85%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.44M (4.37%) 3.61K
Increased by +0.08%
Feb 28, 25
2 Vanguard Small Cap Index 3.59M (3.53%) 2.92K
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 3.43M (3.37%) -29.70K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Information Technology ETF 2.41M (2.37%) 5.54K
Increased by +0.23%
Feb 28, 25
5 Vanguard Small Cap Growth Index Inv 2.01M (1.98%) -16.01K
Decreased by -0.79%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.54%) 12.49K
Increased by +0.80%
Feb 28, 25
7 Fidelity® Small Cap Index 1.48M (1.46%) 39.66K
Increased by +2.67%
Oct 31, 23
8 Fidelity Small Cap Index 1.27M (1.25%) -23.81K
Decreased by -1.87%
Jan 31, 25
9 iShares Russell 2000 Growth ETF 1.14M (1.12%) -5.44K
Decreased by -0.48%
Mar 31, 25
10 AZ InvestEd Ivy Small Cap Growth E 1.04M (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
11 Macquarie Small Cap Growth C 1.04M (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
12 Franklin Small Cap Growth SMA 1.04M (1.02%) 1.04M
Increased by +99.99%
Mar 31, 24
13 Delaware Ivy Small Cap Growth C 915.26K (0.90%) 0.00
Increased by 0.00%
Sep 30, 24
14 Franklin Small Cap Growth Adv 895.55K (0.88%) 0.00
Increased by 0.00%
Feb 28, 25
15 Franklin US Small Cap Growth Equity 895.55K (0.88%) -131.20K
Decreased by -14.65%
Dec 31, 24
16 Heptagon Driehaus US Micro Cap Eq C$ Acc 804.42K (0.79%) 0.00
Increased by 0.00%
Oct 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 782.93K (0.77%) 0.00
Increased by 0.00%
Feb 28, 25
18 Hartford Small Company Y 711.73K (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
19 Herald Ord 700.00K (0.69%) 0.00
Increased by 0.00%
Sep 30, 24
20 WisdomTree Cloud Computing ETF - USD Acc 672.18K (0.66%) 0.00
Increased by 0.00%
Jul 31, 24