Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 3.94%
2 DAT 2.99%
3 BOUT 2.26%
4 IPO 1.98%
5 WCLD 1.34%
6 PTF 1.18%
7 FFTY 0.93%
8 XITK 0.86%
9 XSW 0.73%
10 FPX 0.53%
11 HAPS 0.45%
12 QSML 0.45%
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 (11.68%) 1.48M
Increased by +17.44%
Dec 31, 24
2 BlackRock Inc 6.45M (8.90%) 444.04K
Increased by +6.89%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 3.84M (5.29%) 61.21K
Increased by +1.60%
Dec 31, 24
4 Cadian Capital Management LP 3.67M (5.07%) -823.20K
Decreased by -22.41%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 2.69M (3.72%) 63.00K
Increased by +2.34%
Dec 31, 24
6 Champlain Investment Partners, LLC 2.64M (3.64%) -139.96K
Decreased by -5.30%
Dec 31, 24
7 JPMorgan Chase & Co 2.31M (3.19%) -1.31M
Decreased by -56.64%
Dec 31, 24
8 AllianceBernstein L.P. 2.26M (3.12%) -114.87K
Decreased by -5.07%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 2.20M (3.03%) 1.20M
Increased by +54.75%
Dec 31, 24
10 Amvescap Plc. 1.96M (2.71%) 1.02M
Increased by +51.68%
Dec 31, 24
11 ICONIQ Capital, LLC 1.79M (2.47%) -1.68M
Decreased by -93.92%
Dec 31, 24
12 Sapphire Ventures (GPE) I, L.L.C. 1.75M (2.41%) 0.00
Increased by 0.00%
Dec 31, 24
13 State Street Corp 1.68M (2.32%) 105.45K
Increased by +6.27%
Dec 31, 24
14 Battery Management Corp 1.66M (2.29%) -3.05M
Decreased by -184.02%
Dec 31, 24
15 Geode Capital Management, LLC 1.54M (2.12%) 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 (2.07%) 1.50M
Increased by +100.00%
Dec 31, 24
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 (2.06%) 612.40K
Increased by +40.99%
Sep 30, 24
20 Deutsche Bank AG 1.35M (1.86%) 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 2.24M (3.09%) 1.73K
Increased by +0.08%
Feb 28, 25
2 Vanguard Small Cap Index 1.79M (2.47%) 1.45K
Increased by +0.08%
Feb 28, 25
3 Champlain Small Company Fund, LLC 1.78M (2.45%) -12.57K
Decreased by -0.71%
Feb 28, 25
4 iShares Russell 2000 ETF 1.74M (2.41%) -15.13K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Information Technology ETF 1.37M (1.89%) 3.97K
Increased by +0.29%
Feb 28, 25
6 T. Rowe Price Integrated US SmCapGrEq 1.06M (1.47%) 930.15K
Increased by +87.47%
Dec 31, 24
7 AB Small Cap Growth A 1.03M (1.43%) 34.72K
Increased by +3.36%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 1.01M (1.39%) -4.91K
Decreased by -0.49%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 983.28K (1.36%) 1.38K
Increased by +0.14%
Feb 28, 25
10 Invesco OFI Small Cap Growth 944.17K (1.30%) 44.56K
Increased by +4.72%
Mar 31, 24
11 Champlain Small Company Adv 935.00K (1.29%) -95.00K
Decreased by -10.16%
Dec 31, 24
12 Old Westbury Small & Mid Cap Strategies 775.00K (1.07%) 0.00
Increased by 0.00%
Jan 31, 25
13 Dynamic Power American Growth 761.90K (1.05%) -27.50K
Decreased by -3.61%
Feb 29, 24
14 UBS: US Equity Small Cap Growth 728.05K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
15 Federated Hermes Kaufmann Small Cap A 700.00K (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
16 Federated Hermes Kaufmann Small Cap Grow 700.00K (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
17 JHancock Small Cap Core NAV 669.65K (0.92%) -45.67K
Decreased by -6.82%
Jan 31, 25
18 T. Rowe Price US Small-Cap Core Equity 664.93K (0.92%) -75.23K
Decreased by -11.31%
Dec 31, 24
19 Fidelity Small Cap Index 650.82K (0.90%) -12.19K
Decreased by -1.87%
Jan 31, 25
20 Vanguard Explorer Inv 649.55K (0.90%) 280.64K
Increased by +43.21%
Dec 31, 24