Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 RVER 6.68%
3 XWEB 3.00%
4 MVPA 0.93%
5 PLAT 0.89%
6 SFLO 0.88%
7 NIXT 0.83%
8 FYT 0.83%
9 XITK 0.81%
10 FMET 0.68%
11 WCEO 0.65%
12 FDCF 0.56%
13 GBUY 0.49%
14 KOMP 0.49%
15 FYX 0.39%
16 FSCC 0.38%
17 IPO 0.32%
18 JSML 0.29%
19 VFMF 0.25%
20 FDWM 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blackstone Inc 30.12M (43.99%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 7.34M (10.73%) -919.22K
Decreased by -12.52%
Jun 30, 25
3 BlackRock Inc 6.81M (9.95%) -1.12M
Decreased by -16.43%
Mar 31, 25
4 Accel Growth Fund V Associates L.L.C. 5.05M (7.38%) 0.00
Increased by 0.00%
Mar 31, 25
5 RPD Fund Management LLC 4.97M (7.26%) 1.17M
Increased by +23.49%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 4.42M (6.45%) -201.00
Decreased by -0.00%
Jun 30, 25
7 Saba Capital Management, LP 3.08M (4.50%) 1.69M
Increased by +54.99%
Mar 31, 25
8 FMR Inc 2.91M (4.25%) -3.11M
Decreased by -106.98%
Dec 31, 24
9 State Street Corp 2.76M (4.03%) -273.80K
Decreased by -9.93%
Mar 31, 25
10 State Street Corporation 2.63M (3.85%) 44.87K
Increased by +1.70%
Mar 31, 24
11 Citadel Advisors Llc 2.29M (3.34%) -261.15K
Decreased by -11.40%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 2.06M (3.02%) -145.72K
Decreased by -7.06%
Mar 31, 25
13 Manufacturers Life Insurance Co 2.04M (2.98%) 297.06K
Increased by +14.54%
Jun 30, 24
14 Marshall Wace Asset Management Ltd 2.04M (2.97%) -2.07M
Decreased by -101.61%
Dec 31, 23
15 Geode Capital Management, LLC 1.98M (2.89%) -204.64K
Decreased by -10.33%
Mar 31, 25
16 Wellington Management Company LLP 1.90M (2.78%) -3.03M
Decreased by -159.25%
Jun 30, 24
17 Bank of America Corp 1.77M (2.58%) 1.56M
Increased by +88.47%
Mar 31, 25
18 Sunriver Management LLC 1.73M (2.52%) 401.24K
Increased by +23.25%
Sep 30, 23
19 Goldman Sachs Group Inc 1.54M (2.25%) -1.48M
Decreased by -96.30%
Jun 30, 25
20 Man Group PLC 1.51M (2.20%) -51.52K
Decreased by -3.42%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT (Lux) American Smaller Com 9U USD 3.32M (4.85%) 201.59K
Increased by +6.07%
Jan 31, 25
2 Vanguard US Total Market Shares ETF 2.99M (4.37%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Explorer Inv 2.99M (4.36%) -1.00M
Decreased by -33.48%
Mar 31, 24
4 CT American Smaller Coms(US) InstAccGBP 2.11M (3.08%) 11.21K
Increased by +0.53%
Jan 31, 25
5 Fidelity Contrafund 1.95M (2.84%) 0.00
Increased by 0.00%
Aug 31, 24
6 SPDR® S&P Kensho New Economies Comps ETF 1.85M (2.70%) 0.00
Increased by 0.00%
Jul 31, 25
7 JHancock Small Cap Core NAV 1.85M (2.70%) 0.00
Increased by 0.00%
Jul 31, 24
8 Fidelity® Contrafund® 1.74M (2.54%) 781.40K
Increased by +44.86%
Nov 30, 23
9 iShares Russell 2000 ETF 1.72M (2.51%) -32.66K
Decreased by -1.90%
Jul 31, 25
10 Vanguard Total Stock Mkt Idx Inv 1.42M (2.07%) -31.54K
Decreased by -2.22%
Jul 31, 25
11 VIP Mid Cap Initial 1.34M (1.95%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity VIP Mid Cap Initial 1.34M (1.95%) 0.00
Increased by 0.00%
Dec 31, 23
13 DFA US Small Cap Value I 1.30M (1.90%) -3.82K
Decreased by -0.29%
Jun 30, 25
14 Vanguard Small Cap Index 1.25M (1.83%) -8.38K
Decreased by -0.67%
Jul 31, 25
15 Fidelity Select Communication Services 1.16M (1.70%) 0.00
Increased by 0.00%
Sep 30, 24
16 Pioneer Disciplined Growth A 1.09M (1.59%) 0.00
Increased by 0.00%
Dec 31, 23
17 Vanguard Strategic Equity Inv 1.04M (1.52%) 94.29K
Increased by +9.06%
Jun 30, 25
18 Pioneer Core Equity A 1.00M (1.46%) 0.00
Increased by 0.00%
Mar 31, 24
19 Fidelity® Small Cap Index 975.66K (1.43%) 26.00K
Increased by +2.66%
Oct 31, 23
20 Pictet-Global Megatrend Sel I USD 968.40K (1.41%) 93.32K
Increased by +9.64%
Jan 31, 24