Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 ITOT 1000.00%
3 IWM 1000.00%
4 IWO 1000.00%
5 IBUY 2.30%
6 SOVF 2.27%
7 MOON 1.89%
8 WCLD 1.52%
9 XWEB 1.32%
10 EBIZ 0.30%
11 GINN 0.07%
12 GSSC 0.05%
13 VTWG 0.04%
14 BBSC 0.04%
15 VTWO 0.02%
16 VBK 0.02%
17 ISCV 0.01%
18 JKK 0.01%
19 ISCG 0.01%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.28M (17.95%) 572.40K
Increased by +5.57%
Mar 31, 24
2 Cadian Capital Management LP 7.55M (13.19%) 0.00
Increased by 0.00%
Mar 31, 24
3 Morgan Stanley - Brokerage Accounts 6.72M (11.73%) -179.55K
Decreased by -2.67%
Mar 31, 24
4 BlackRock Inc 5.15M (8.99%) -44.78K
Decreased by -0.87%
Mar 31, 24
5 Wasatch Advisors Inc. 3.91M (6.84%) -183.46K
Decreased by -4.69%
Dec 31, 23
6 Wasatch Advisors LP 3.82M (6.67%) -92.81K
Decreased by -2.43%
Mar 31, 24
7 Deutsche Bank AG 2.27M (3.96%) -9.36K
Decreased by -0.41%
Mar 31, 24
8 Franklin Resources Inc 1.93M (3.37%) -72.29K
Decreased by -3.75%
Mar 31, 24
9 Geode Capital Management, LLC 1.49M (2.60%) 49.65K
Increased by +3.33%
Mar 31, 24
10 State Street Corporation 1.42M (2.49%) -13.49K
Decreased by -0.95%
Mar 31, 24
11 Bank of New York Mellon Corp 1.37M (2.40%) 349.54K
Increased by +25.48%
Mar 31, 24
12 ClearBridge Advisors, LLC 1.33M (2.32%) 30.68K
Increased by +2.31%
Mar 31, 24
13 General Catalyst Group Management, LLC 1.20M (2.10%) 0.00
Increased by 0.00%
Mar 31, 24
14 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.06M (1.85%) 102.10K
Increased by +9.62%
Mar 31, 24
15 NORGES BANK 1.05M (1.84%) 618.60K
Increased by +58.80%
Dec 31, 23
16 Lead Edge Capital Management, LLC 959.47K (1.68%) -978.88K
Decreased by -102.02%
Sep 30, 23
17 Renaissance Technologies Corp 924.00K (1.61%) -186.50K
Decreased by -20.18%
Mar 31, 24
18 CenterBook Partners LP 757.72K (1.32%) 447.07K
Increased by +59.00%
Mar 31, 24
19 Clearline Capital LP 746.15K (1.30%) 53.88K
Increased by +7.22%
Mar 31, 24
20 Sapience Investments, LLC 733.49K (1.28%) -125.06K
Decreased by -17.05%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.12M (3.69%) 0.00
Increased by 0.00%
Jun 30, 24
2 Wasatch Ultra Growth 2.03M (3.54%) -85.84K
Decreased by -4.24%
Mar 31, 24
3 Franklin Small Cap Growth Adv 1.76M (3.07%) 0.00
Increased by 0.00%
Jun 30, 24
4 Franklin Small Cap Growth SMA 1.76M (3.07%) 1.76M
Increased by +99.99%
Mar 31, 24
5 Franklin US Small Cap Growth Equity 1.76M (3.07%) 0.00
Increased by 0.00%
Jun 30, 24
6 iShares Russell 2000 ETF 1.74M (3.04%) 113.34K
Increased by +6.51%
Jun 28, 24
7 Vanguard Small Cap Index 1.65M (2.88%) -4.71K
Decreased by -0.29%
Jun 30, 24
8 Vanguard Information Technology ETF 1.45M (2.54%) 18.40K
Increased by +1.27%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.85%) 35.57K
Increased by +3.35%
Jun 30, 24
10 ClearBridge Small Cap 973.50K (1.70%) -10.20K
Decreased by -1.05%
Jun 30, 24
11 ClearBridge Small Cap C 973.50K (1.70%) 78.40K
Increased by +8.05%
Jun 30, 24
12 WisdomTree Cloud Computing ETF 961.04K (1.68%) -3.12K
Decreased by -0.32%
Jun 28, 24
13 Vanguard Small Cap Growth Index Inv 930.08K (1.62%) -13.07K
Decreased by -1.41%
Jun 30, 24
14 Vanguard Explorer Inv 928.40K (1.62%) 49.33K
Increased by +5.31%
Mar 31, 24
15 Amplify Online Retail ETF 709.50K (1.24%) 0.00
Increased by 0.00%
Jun 28, 24
16 Vanguard Strategic Small-Cap Equity Inv 707.01K (1.24%) 213.16K
Increased by +30.15%
Mar 31, 24
17 Fidelity Small Cap Index 669.76K (1.17%) -1.93K
Decreased by -0.29%
Apr 30, 24
18 Buffalo Small Cap 664.80K (1.16%) -76.27K
Decreased by -11.47%
Mar 31, 24
19 Kornitzer Small Cap Equity 664.80K (1.16%) -76.27K
Decreased by -11.47%
Mar 31, 24
20 Wasatch Micro Cap 654.93K (1.14%) -8.03K
Decreased by -1.23%
Mar 31, 24