Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.34%
2 SMLF 0.34%
3 IWO 0.13%
4 IWM 0.07%
5 JKK 0.06%
6 ISCG 0.06%
7 ISCB 0.03%
8 JKJ 0.03%
9 WSML 0.02%
10 IWV 0.00%
11 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Syon Capital LLC 4.44M (9.37%) 4.44M
Increased by +100.00%
Dec 31, 23
2 FMR Inc 3.32M (7.01%) 2.06M
Increased by +61.98%
Jun 30, 25
3 BlackRock Inc 3.15M (6.65%) -176.82K
Decreased by -5.61%
Jun 30, 25
4 Vanguard Group Inc 2.81M (5.94%) 172.53K
Increased by +6.13%
Jun 30, 25
5 Wasatch Advisors LP 2.64M (5.57%) -43.58K
Decreased by -1.65%
Jun 30, 25
6 Artisan Partners Limited Partnership 1.85M (3.90%) -15.91K
Decreased by -0.86%
Jun 30, 25
7 D. E. Shaw & Co LP 1.48M (3.11%) 279.27K
Increased by +18.93%
Jun 30, 25
8 Loomis, Sayles & Company LP 1.25M (2.63%) -144.78K
Decreased by -11.60%
Jun 30, 25
9 Geode Capital Management, LLC 1.02M (2.15%) 28.45K
Increased by +2.79%
Jun 30, 25
10 Millennium Management LLC 1.01M (2.12%) 106.12K
Increased by +10.55%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 941.64K (1.99%) -10.91K
Decreased by -1.16%
Jun 30, 25
12 Woodson Capital Management, LP 926.94K (1.95%) 93.58K
Increased by +10.10%
Jun 30, 25
13 State Street Corp 871.06K (1.84%) 241.00
Increased by +0.03%
Jun 30, 25
14 abrdn PLC 846.67K (1.79%) -69.99K
Decreased by -8.27%
Sep 30, 24
15 Pictet Asset Manangement SA 846.66K (1.79%) 296.68K
Increased by +35.04%
Jun 30, 25
16 Champlain Investment Partners, LLC 838.40K (1.77%) -285.25K
Decreased by -34.02%
Dec 31, 24
17 Driehaus Capital Management LLC 827.79K (1.75%) -149.50K
Decreased by -18.06%
Jun 30, 25
18 Bank of America Corp 748.76K (1.58%) 236.64K
Increased by +31.60%
Mar 31, 25
19 State Street Corporation 744.69K (1.57%) 121.62K
Increased by +16.33%
Mar 31, 24
20 Balyasny Asset Management LLC 701.75K (1.48%) 119.43K
Increased by +17.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.35M (2.86%) -30.04K
Decreased by -2.22%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.23M (2.59%) -25.80K
Decreased by -2.10%
Sep 30, 24
3 Fidelity® Small Cap Growth 1.20M (2.53%) -1.46K
Decreased by -0.12%
Oct 31, 23
4 Wasatch Small Cap Value 979.31K (2.07%) 0.00
Increased by 0.00%
Jun 30, 25
5 iShares Russell 2000 ETF 965.96K (2.04%) 0.00
Increased by 0.00%
Aug 31, 25
6 Fidelity Small Cap Growth 900.13K (1.90%) 97.13K
Increased by +10.79%
Jun 30, 25
7 Champlain Small Company Fund, LLC 783.73K (1.65%) -13.85K
Decreased by -1.77%
Oct 31, 24
8 Artisan Small Cap Investor 710.66K (1.50%) -40.80K
Decreased by -5.74%
Jun 30, 25
9 Artisan U.S. Small-Cap Growth 710.66K (1.50%) -40.80K
Decreased by -5.74%
Jun 30, 25
10 Loomis Sayles Small Cap Growth Instl 686.24K (1.45%) -15.86K
Decreased by -2.31%
Jul 31, 25
11 Fidelity Stock Selector Small Cap 682.79K (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Balanced 591.30K (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Balanced 591.30K (1.25%) 106.84K
Increased by +18.07%
Oct 31, 23
14 Fidelity Small Cap Growth K6 517.68K (1.09%) 20.80K
Increased by +4.02%
Jun 30, 25
15 Fidelity Series Small Cap Opps 499.12K (1.05%) 0.00
Increased by 0.00%
Jun 30, 25
16 Wasatch Micro Cap 494.80K (1.04%) -33.49K
Decreased by -6.77%
Jun 30, 25
17 Columbia Small Cap Growth Inst 480.13K (1.01%) 480.13K
Increased by +100.00%
Apr 30, 25
18 Pictet-Global Megatrend Sel I USD 431.18K (0.91%) 6.59K
Increased by +1.53%
May 31, 25
19 Fidelity® Small Cap Growth K6 427.85K (0.90%) 8.14K
Increased by +1.90%
Oct 31, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 420.41K (0.89%) -177.86K
Decreased by -42.31%
Jul 31, 25