Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPRE 4.62%
2 DVP 1.02%
3 DEEP 1.02%
4 SQLV 0.60%
5 FDM 0.49%
6 RAYD 0.42%
7 QSML 0.17%
8 CGV 0.10%
9 SEIS 0.08%
10 DES 0.07%
11 EES 0.07%
12 EBIT 0.05%
13 AVUV 0.04%
14 AVSC 0.03%
15 PSC 0.03%
16 VTWG 0.02%
17 VCR 0.02%
18 RFLR 0.02%
19 GSSC 0.02%
20 IWO 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Abdiel Capital Advisors LLC 14.89M (31.37%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 4.84M (10.20%) -37.16K
Decreased by -0.77%
Dec 31, 24
3 BlackRock Inc 3.47M (7.32%) -7.49K
Decreased by -0.22%
Dec 31, 24
4 American Century Companies Inc 1.19M (2.51%) 244.06K
Increased by +20.51%
Dec 31, 24
5 Geode Capital Management, LLC 1.10M (2.31%) 14.19K
Increased by +1.30%
Dec 31, 24
6 State Street Corp 1.07M (2.25%) 50.91K
Increased by +4.76%
Dec 31, 24
7 State Street Corporation 987.25K (2.08%) 18.76K
Increased by +1.90%
Mar 31, 24
8 Tenzing Global Management LLC 925.00K (1.95%) -1.23M
Decreased by -132.43%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 840.08K (1.77%) -32.50K
Decreased by -3.87%
Dec 31, 24
10 Renaissance Technologies Corp 608.54K (1.28%) 55.01K
Increased by +9.04%
Dec 31, 24
11 Goldman Sachs Group Inc 496.38K (1.05%) 27.25K
Increased by +5.49%
Dec 31, 24
12 GSA Capital Partners LLP 476.68K (1.00%) -59.23K
Decreased by -12.43%
Sep 30, 24
13 Bank of New York Mellon Corp 476.54K (1.00%) 303.24K
Increased by +63.63%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 452.48K (0.95%) -10.77K
Decreased by -2.38%
Dec 31, 24
15 Northern Trust Corp 451.77K (0.95%) 44.26K
Increased by +9.80%
Dec 31, 24
16 D. E. Shaw & Co LP 396.12K (0.83%) 75.66K
Increased by +19.10%
Dec 31, 24
17 AQR Capital Management LLC 298.25K (0.63%) -180.99K
Decreased by -60.68%
Dec 31, 24
18 Citadel Advisors Llc 250.10K (0.53%) 112.39K
Increased by +44.94%
Dec 31, 24
19 Millennium Management LLC 247.31K (0.52%) -224.81K
Decreased by -90.90%
Dec 31, 24
20 Two Sigma Investments LLC 241.46K (0.51%) -99.67K
Decreased by -41.28%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.47M (3.09%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 1.26M (2.65%) -10.89K
Decreased by -0.87%
Mar 31, 25
3 Avantis US Small Cap Value ETF 1.17M (2.46%) 2.04K
Increased by +0.17%
Mar 29, 25
4 Vanguard Small Cap Index 1.16M (2.44%) 945.00
Increased by +0.08%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 788.21K (1.66%) 0.00
Increased by 0.00%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 760.75K (1.60%) -979.00
Decreased by -0.13%
Feb 28, 25
7 Fidelity Small Cap Index 469.54K (0.99%) -8.79K
Decreased by -1.87%
Jan 31, 25
8 Fidelity® Small Cap Index 462.37K (0.97%) 14.60K
Increased by +3.16%
Oct 31, 23
9 Morgan Stanley Inception 330.33K (0.70%) 330.33K
Increased by +100.00%
Jun 30, 24
10 Morgan Stanley Inst Inception I 330.33K (0.70%) 330.33K
Increased by +100.00%
Jun 30, 24
11 iShares Russell 2000 Growth ETF 328.40K (0.69%) -1.56K
Decreased by -0.48%
Mar 31, 25
12 Morgan Stanley Global Endurance R6 290.67K (0.61%) -106.92K
Decreased by -36.78%
Jun 30, 24
13 State St Russell Sm/Mid Cp® Indx NL Cl C 281.30K (0.59%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity Extended Market Index 271.01K (0.57%) 2.50K
Increased by +0.92%
Feb 28, 25
15 Fidelity® Extended Market Index 264.47K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
16 MS INVF Global Endurance Z USD Acc 258.46K (0.54%) -219.76K
Decreased by -85.03%
Jun 30, 24
17 WisdomTree US SmallCap Dividend ETF 252.22K (0.53%) 0.00
Increased by 0.00%
Mar 31, 25
18 Vanguard Russell 2000 ETF 216.37K (0.46%) 4.95K
Increased by +2.29%
Feb 28, 25
19 Lazard US Sm Cap Eq WW Dist EUR 199.36K (0.42%) 17.11K
Increased by +8.58%
Feb 28, 25
20 Vanguard Consumer Discretionary ETF 197.10K (0.42%) -682.00
Decreased by -0.35%
Feb 28, 25