Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 RVER 6.68%
3 XWEB 3.00%
4 PLAT 0.89%
5 SFLO 0.88%
6 NIXT 0.83%
7 FYT 0.83%
8 XITK 0.77%
9 WCEO 0.68%
10 FMET 0.68%
11 FDCF 0.56%
12 GBUY 0.49%
13 FYX 0.39%
14 IPO 0.32%
15 JSML 0.29%
16 FDWM 0.25%
17 USVM 0.24%
18 TRFM 0.17%
19 PSC 0.16%
20 FAB 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Blackstone Inc 30.12M (42.70%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 8.26M (11.72%) -601.23K
Decreased by -7.28%
Mar 31, 25
3 BlackRock Inc 6.81M (9.66%) -1.12M
Decreased by -16.43%
Mar 31, 25
4 Accel Growth Fund V Associates L.L.C. 5.05M (7.17%) 0.00
Increased by 0.00%
Mar 31, 25
5 RPD Fund Management LLC 4.97M (7.04%) 1.17M
Increased by +23.49%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 4.42M (6.26%) 450.62K
Increased by +10.20%
Mar 31, 25
7 UBS Group AG 3.24M (4.59%) 3.20M
Increased by +98.68%
Dec 31, 24
8 Goldman Sachs Group Inc 3.02M (4.28%) 1.08M
Increased by +35.90%
Mar 31, 25
9 FMR Inc 2.91M (4.12%) -3.11M
Decreased by -106.98%
Dec 31, 24
10 State Street Corp 2.76M (3.91%) -273.80K
Decreased by -9.93%
Mar 31, 25
11 State Street Corporation 2.63M (3.73%) 44.87K
Increased by +1.70%
Mar 31, 24
12 Citadel Advisors Llc 2.55M (3.62%) 2.33M
Increased by +91.47%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 2.06M (2.93%) -145.72K
Decreased by -7.06%
Mar 31, 25
14 Manufacturers Life Insurance Co 2.04M (2.90%) 297.06K
Increased by +14.54%
Jun 30, 24
15 Marshall Wace Asset Management Ltd 2.04M (2.89%) -2.07M
Decreased by -101.61%
Dec 31, 23
16 Geode Capital Management, LLC 1.98M (2.81%) -204.64K
Decreased by -10.33%
Mar 31, 25
17 Wellington Management Company LLP 1.90M (2.69%) -3.03M
Decreased by -159.25%
Jun 30, 24
18 Bank of America Corp 1.77M (2.51%) 1.56M
Increased by +88.47%
Mar 31, 25
19 Sunriver Management LLC 1.73M (2.45%) 401.24K
Increased by +23.25%
Sep 30, 23
20 Susquehanna International Group, LLP 1.70M (2.42%) -2.94M
Decreased by -172.63%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT (Lux) American Smaller Com 9U USD 3.32M (4.71%) 201.59K
Increased by +6.07%
Jan 31, 25
2 Vanguard US Total Market Shares ETF 2.99M (4.24%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Explorer Inv 2.99M (4.24%) -1.00M
Decreased by -33.48%
Mar 31, 24
4 iShares Russell 2000 ETF 2.12M (3.00%) 1.04K
Increased by +0.05%
May 28, 25
5 CT American Smaller Coms(US) InstAccGBP 2.11M (2.99%) 11.21K
Increased by +0.53%
Jan 31, 25
6 Vanguard Total Stock Mkt Idx Inv 2.09M (2.97%) 698.79K
Increased by +33.40%
Apr 30, 25
7 Fidelity Contrafund 1.95M (2.76%) 0.00
Increased by 0.00%
Aug 31, 24
8 JHancock Small Cap Core NAV 1.85M (2.62%) 0.00
Increased by 0.00%
Jul 31, 24
9 Fidelity® Contrafund® 1.74M (2.47%) 781.40K
Increased by +44.86%
Nov 30, 23
10 Vanguard Small Cap Index 1.48M (2.11%) 1.74K
Increased by +0.12%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.34M (1.90%) 2.94K
Increased by +0.22%
Apr 30, 25
12 Fidelity VIP Mid Cap Initial 1.34M (1.89%) 0.00
Increased by 0.00%
Dec 31, 23
13 VIP Mid Cap Initial 1.34M (1.89%) 0.00
Increased by 0.00%
Nov 30, 23
14 DFA US Small Cap Value I 1.30M (1.85%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Select Communication Services 1.16M (1.65%) 0.00
Increased by 0.00%
Sep 30, 24
16 Pioneer Disciplined Growth A 1.09M (1.55%) 0.00
Increased by 0.00%
Dec 31, 23
17 Pioneer Core Equity A 1.00M (1.42%) 0.00
Increased by 0.00%
Mar 31, 24
18 Fidelity® Small Cap Index 975.66K (1.38%) 26.00K
Increased by +2.66%
Oct 31, 23
19 Pictet-Global Megatrend Sel I USD 968.40K (1.37%) 93.32K
Increased by +9.64%
Jan 31, 24
20 Vanguard Small Cap Value Index Inv 966.98K (1.37%) 4.90K
Increased by +0.51%
Apr 30, 25