Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 3.94%
2 DAT 3.31%
3 BOUT 2.26%
4 IPO 1.98%
5 WCLD 1.41%
6 PTF 1.18%
7 FFTY 0.93%
8 XITK 0.90%
9 XSW 0.68%
10 HAPS 0.54%
11 FPX 0.53%
12 QSML 0.48%
13 FYC 0.39%
14 VCLO 0.29%
15 DWAS 0.29%
16 TRFM 0.29%
17 MMSC 0.25%
18 TMFX 0.21%
19 TMSL 0.21%
20 AFSM 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.46M (11.72%) 1.48M
Increased by +17.44%
Dec 31, 24
2 BlackRock Inc 6.45M (8.93%) 444.04K
Increased by +6.89%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 3.84M (5.31%) 61.21K
Increased by +1.60%
Dec 31, 24
4 Cadian Capital Management LP 3.67M (5.09%) -823.20K
Decreased by -22.41%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 2.69M (3.73%) 63.00K
Increased by +2.34%
Dec 31, 24
6 Champlain Investment Partners, LLC 2.64M (3.65%) -139.96K
Decreased by -5.30%
Dec 31, 24
7 JPMorgan Chase & Co 2.31M (3.20%) -1.31M
Decreased by -56.64%
Dec 31, 24
8 AllianceBernstein L.P. 2.26M (3.13%) -114.87K
Decreased by -5.07%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 2.20M (3.04%) 1.20M
Increased by +54.75%
Dec 31, 24
10 Amvescap Plc. 1.96M (2.72%) 1.02M
Increased by +51.68%
Dec 31, 24
11 ICONIQ Capital, LLC 1.79M (2.48%) -1.68M
Decreased by -93.92%
Dec 31, 24
12 Sapphire Ventures (GPE) I, L.L.C. 1.75M (2.42%) 0.00
Increased by 0.00%
Dec 31, 24
13 State Street Corp 1.68M (2.33%) 105.45K
Increased by +6.27%
Dec 31, 24
14 Battery Management Corp 1.66M (2.30%) -3.05M
Decreased by -184.02%
Dec 31, 24
15 Geode Capital Management, LLC 1.54M (2.13%) 38.78K
Increased by +2.52%
Dec 31, 24
16 1832 Asset Management L.P 1.53M (2.11%) 1.29M
Increased by +84.31%
Dec 31, 23
17 ShawSpring Partners LLC 1.50M (2.08%) 1.50M
Increased by +100.00%
Dec 31, 24
18 NORGES BANK 1.50M (2.07%) 610.59K
Increased by +40.82%
Dec 31, 24
19 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.49M (2.07%) 612.40K
Increased by +40.99%
Sep 30, 24
20 Deutsche Bank AG 1.35M (1.87%) 215.64K
Increased by +15.96%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.39M (3.31%) 147.60K
Increased by +6.18%
Mar 31, 25
2 Vanguard Small Cap Index 1.86M (2.57%) 68.39K
Increased by +3.68%
Mar 31, 25
3 Champlain Small Company Fund, LLC 1.77M (2.45%) -6.94K
Decreased by -0.39%
Mar 31, 25
4 iShares Russell 2000 ETF 1.63M (2.25%) -13.20K
Decreased by -0.81%
Apr 29, 25
5 Vanguard Information Technology ETF 1.37M (1.90%) 7.27K
Increased by +0.53%
Mar 31, 25
6 T. Rowe Price Integrated US SmCapGrEq 1.06M (1.47%) 930.15K
Increased by +87.47%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.46%) 71.75K
Increased by +6.80%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 1.04M (1.44%) 36.38K
Increased by +3.49%
Mar 31, 25
9 Champlain Small Company Adv 935.00K (1.29%) -95.00K
Decreased by -10.16%
Dec 31, 24
10 FullerThaler Behavioral Small-Cap Growth 934.12K (1.29%) 934.12K
Increased by +100.00%
Mar 31, 25
11 FullerThaler Behavioral Sm-Cp Gr R6 928.00K (1.28%) 928.00K
Increased by +100.00%
Mar 31, 25
12 AB Small Cap Growth A 863.41K (1.20%) -171.07K
Decreased by -19.81%
Mar 31, 25
13 Federated Hermes Kaufmann Small Cap A 780.00K (1.08%) 80.00K
Increased by +10.26%
Mar 31, 25
14 Old Westbury Small & Mid Cap Strategies 775.00K (1.07%) 0.00
Increased by 0.00%
Jan 31, 25
15 Dynamic Power American Growth 761.90K (1.05%) -27.50K
Decreased by -3.61%
Feb 29, 24
16 JHancock Small Cap Core NAV 749.37K (1.04%) 79.72K
Increased by +10.64%
Feb 28, 25
17 Harbor Small Cap Growth Instl 747.25K (1.03%) 282.61K
Increased by +37.82%
Mar 31, 25
18 Westfield Capital Mgt Co Sm-Cap Gr Eq 747.25K (1.03%) 747.25K
Increased by +100.00%
Mar 31, 25
19 UBS: US Equity Small Cap Growth 728.05K (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
20 Federated Hermes Kaufmann Small Cap Grow 700.00K (0.97%) 0.00
Increased by 0.00%
Dec 31, 24