Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 RVER 6.68%
3 XWEB 3.00%
4 WCEO 0.97%
5 PLAT 0.89%
6 SFLO 0.75%
7 FYT 0.69%
8 FMET 0.61%
9 FDCF 0.54%
10 GBUY 0.49%
11 NIXT 0.43%
12 JSML 0.36%
13 FYX 0.34%
14 IPO 0.32%
15 SOCL 0.30%
16 FDWM 0.25%
17 USVM 0.20%
18 TRFM 0.17%
19 PSC 0.14%
20 FAB 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blackstone Inc 30.12M (31.61%) 0.00
Increased by 0.00%
Jun 30, 24
2 BlackRock Inc 11.05M (11.60%) 394.58K
Increased by +3.57%
Jun 30, 24
3 Vanguard Group Inc 9.86M (10.35%) -965.25K
Decreased by -9.79%
Jun 30, 24
4 FMR Inc 8.74M (9.17%) 6.67M
Increased by +76.37%
Jun 30, 24
5 Goldman Sachs Group Inc 7.18M (7.53%) 3.99M
Increased by +55.54%
Dec 31, 23
6 Accel Growth Fund V Associates L.L.C. 5.05M (5.30%) 0.00
Increased by 0.00%
Jun 30, 24
7 Dimensional Fund Advisors, Inc. 4.11M (4.31%) -48.95K
Decreased by -1.19%
Jun 30, 24
8 Ameriprise Financial Inc 3.46M (3.63%) 2.00M
Increased by +57.88%
Jun 30, 24
9 State Street Corp 2.63M (2.77%) 859.00
Increased by +0.03%
Jun 30, 24
10 State Street Corporation 2.63M (2.76%) 44.87K
Increased by +1.70%
Mar 31, 24
11 Bank of America Corp 2.61M (2.73%) 228.73K
Increased by +8.78%
Jun 30, 24
12 Morgan Stanley - Brokerage Accounts 2.55M (2.67%) -1.06M
Decreased by -41.60%
Jun 30, 24
13 Citadel Advisors Llc 2.53M (2.66%) -187.69K
Decreased by -7.42%
Jun 30, 24
14 Deutsche Bank AG 2.46M (2.58%) 861.52K
Increased by +35.06%
Jun 30, 24
15 Geode Capital Management, LLC 2.32M (2.43%) 18.37K
Increased by +0.79%
Jun 30, 24
16 Point72 Asset Management, L.P. 2.30M (2.41%) 2.30M
Increased by +100.00%
Jun 30, 24
17 Manufacturers Life Insurance Co 2.04M (2.14%) 297.06K
Increased by +14.54%
Jun 30, 24
18 Marshall Wace Asset Management Ltd 2.04M (2.14%) -2.07M
Decreased by -101.61%
Dec 31, 23
19 Wellington Management Company LLP 1.90M (1.99%) -3.03M
Decreased by -159.25%
Jun 30, 24
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.83M (1.92%) 934.73K
Increased by +50.99%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.99M (3.14%) 109.00K
Increased by +3.64%
Aug 31, 24
2 Vanguard Explorer Inv 2.99M (3.13%) -1.00M
Decreased by -33.48%
Mar 31, 24
3 iShares Russell 2000 ETF 2.52M (2.65%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 2.39M (2.51%) 5.73K
Increased by +0.24%
Aug 31, 24
5 Fidelity Contrafund 1.95M (2.04%) 0.00
Increased by 0.00%
Aug 31, 24
6 JHancock Small Cap Core NAV 1.85M (1.94%) 0.00
Increased by 0.00%
Jul 31, 24
7 Fidelity® Contrafund® 1.74M (1.83%) 781.40K
Increased by +44.86%
Nov 30, 23
8 CT American Smaller Coms(US) InstAccGBP 1.73M (1.81%) 347.90K
Increased by +20.14%
Jul 31, 24
9 CT (Lux) American Smaller Com 9U USD 1.72M (1.81%) 401.71K
Increased by +23.32%
Jul 31, 24
10 Vanguard Small Cap Value Index Inv 1.61M (1.69%) -134.00
Decreased by -0.01%
Aug 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.49%) 2.15K
Increased by +0.15%
Aug 31, 24
12 Fidelity VIP Mid Cap Initial 1.34M (1.40%) 0.00
Increased by 0.00%
Dec 31, 23
13 VIP Mid Cap Initial 1.34M (1.40%) 0.00
Increased by 0.00%
Nov 30, 23
14 DFA US Small Cap Value I 1.30M (1.37%) -304.55K
Decreased by -23.35%
Aug 31, 24
15 Fidelity Select Communication Services 1.16M (1.22%) -371.10K
Decreased by -31.96%
Aug 31, 24
16 Strategic Advisers Fidelity US TtlStk 1.15M (1.21%) 0.00
Increased by 0.00%
Aug 31, 24
17 Pioneer Disciplined Growth A 1.09M (1.15%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity Small Cap Index 1.00M (1.05%) -34.09K
Decreased by -3.41%
Jul 31, 24
19 Pioneer Core Equity A 1.00M (1.05%) 0.00
Increased by 0.00%
Mar 31, 24
20 Fidelity® Small Cap Index 975.66K (1.02%) 26.00K
Increased by +2.66%
Oct 31, 23