Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 3.94%
2 DAT 3.24%
3 BOUT 2.26%
4 IPO 1.98%
5 WCLD 1.44%
6 PTF 1.18%
7 XITK 0.93%
8 FFTY 0.93%
9 XSW 0.69%
10 FPX 0.53%
11 QSML 0.50%
12 HAPS 0.49%
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 8.91M (12.26%) 447.75K
Increased by +5.02%
Mar 31, 25
2 BlackRock Inc 6.01M (8.27%) -433.94K
Decreased by -7.22%
Mar 31, 25
3 Cadian Capital Management LP 4.56M (6.27%) 882.97K
Increased by +19.38%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 3.80M (5.23%) -33.21K
Decreased by -0.87%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 2.69M (3.70%) 63.00K
Increased by +2.34%
Dec 31, 24
6 Champlain Investment Partners, LLC 2.58M (3.54%) -64.65K
Decreased by -2.51%
Mar 31, 25
7 ShawSpring Partners LLC 2.37M (3.26%) 872.97K
Increased by +36.78%
Mar 31, 25
8 AllianceBernstein L.P. 2.26M (3.11%) -114.87K
Decreased by -5.07%
Dec 31, 24
9 JPMorgan Chase & Co 2.25M (3.10%) -57.03K
Decreased by -2.53%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 2.20M (3.02%) 1.20M
Increased by +54.75%
Dec 31, 24
11 Amvescap Plc. 1.96M (2.70%) 1.02M
Increased by +51.68%
Dec 31, 24
12 ICONIQ Capital, LLC 1.79M (2.46%) 0.00
Increased by 0.00%
Mar 31, 25
13 Sapphire Ventures (GPE) I, L.L.C. 1.75M (2.40%) 0.00
Increased by 0.00%
Mar 31, 25
14 State Street Corp 1.72M (2.36%) 35.82K
Increased by +2.09%
Mar 31, 25
15 Geode Capital Management, LLC 1.62M (2.23%) 84.19K
Increased by +5.20%
Mar 31, 25
16 1832 Asset Management L.P 1.53M (2.10%) 1.29M
Increased by +84.31%
Dec 31, 23
17 Westfield Capital Management Company, L.P. 1.51M (2.08%) 1.51M
Increased by +100.00%
Mar 31, 25
18 NORGES BANK 1.50M (2.06%) 610.59K
Increased by +40.82%
Dec 31, 24
19 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.49M (2.05%) 612.40K
Increased by +40.99%
Sep 30, 24
20 Battery Management Corp 1.43M (1.96%) -235.13K
Decreased by -16.50%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.40M (3.30%) 8.66K
Increased by +0.36%
Apr 30, 25
2 Vanguard Small Cap Index 1.87M (2.57%) 9.34K
Increased by +0.50%
Apr 30, 25
3 Champlain Small Company Fund, LLC 1.72M (2.36%) -54.87K
Decreased by -3.20%
Apr 30, 25
4 iShares Russell 2000 ETF 1.63M (2.24%) 275.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Information Technology ETF 1.39M (1.90%) 10.31K
Increased by +0.74%
Apr 30, 25
6 T. Rowe Price Integrated US SmCapGrEq 1.06M (1.46%) 930.15K
Increased by +87.47%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.45%) 1.31K
Increased by +0.12%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 1.04M (1.43%) -790.00
Decreased by -0.08%
Apr 30, 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 (1.28%) 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 (1.19%) -171.07K
Decreased by -19.81%
Mar 31, 25
13 JHancock Small Cap Core NAV 831.48K (1.14%) 82.11K
Increased by +9.87%
Mar 31, 25
14 Federated Hermes Kaufmann Small Cap A 780.00K (1.07%) 80.00K
Increased by +10.26%
Mar 31, 25
15 Federated Hermes Kaufmann Small Cap Grow 780.00K (1.07%) 80.00K
Increased by +10.26%
Mar 31, 25
16 Old Westbury Small & Mid Cap Strategies 775.00K (1.07%) 0.00
Increased by 0.00%
Jan 31, 25
17 Dynamic Power American Growth 761.90K (1.05%) -27.50K
Decreased by -3.61%
Feb 29, 24
18 Harbor Small Cap Growth Instl 747.25K (1.03%) 282.61K
Increased by +37.82%
Mar 31, 25
19 Westfield Capital Mgt Co Sm-Cap Gr Eq 747.25K (1.03%) 747.25K
Increased by +100.00%
Mar 31, 25
20 UBS: US Equity Small Cap Growth 728.05K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24