Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WFH 1.93%
3 WCLD 1.61%
4 XSW 0.84%
5 FSCC 0.71%
6 PSCT 0.64%
7 SOCL 0.35%
8 TPSC 0.22%
9 TRFM 0.22%
10 CSML 0.20%
11 CSA 0.17%
12 CSF 0.17%
13 SLYV 0.15%
14 EES 0.14%
15 PSC 0.12%
16 SSLY 0.10%
17 QVMS 0.10%
18 VIOV 0.09%
19 IJS 0.09%
20 FYC 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.85M (16.84%) -426.28K
Decreased by -2.26%
Dec 31, 24
2 Vanguard Group Inc 13.36M (11.94%) -1.81M
Decreased by -13.58%
Dec 31, 24
3 Battery Management Corp 11.72M (10.47%) 0.00
Increased by 0.00%
Dec 31, 24
4 H&F Corporate Investors IX Ltd 10.86M (9.70%) 0.00
Increased by 0.00%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 7.27M (6.49%) 3.52M
Increased by +48.40%
Dec 31, 24
6 Jefferies Financial Group Inc 5.81M (5.19%) 2.85M
Increased by +49.09%
Dec 31, 24
7 Sachem Head Capital Management LP 5.75M (5.13%) -950.00K
Decreased by -16.54%
Dec 31, 24
8 Sixth Street Partners Management Company, L.P. 5.67M (5.07%) 0.00
Increased by 0.00%
Dec 31, 24
9 State Street Corp 4.82M (4.31%) -5.61K
Decreased by -0.12%
Dec 31, 24
10 Cadian Capital Management LP 4.65M (4.15%) -1.53M
Decreased by -32.96%
Sep 30, 24
11 State Street Corporation 4.39M (3.92%) 2.03M
Increased by +46.13%
Mar 31, 24
12 Praesidium Capital Mgmt 4.31M (3.85%) -147.76K
Decreased by -3.43%
Dec 31, 23
13 Cat Rock Capital Management LP 3.70M (3.30%) 0.00
Increased by 0.00%
Sep 30, 23
14 12 West Capital Management LP 3.50M (3.13%) 0.00
Increased by 0.00%
Sep 30, 23
15 HSBC Holdings PLC 3.25M (2.90%) 3.25M
Increased by +100.00%
Mar 31, 24
16 Deutsche Bank AG 2.79M (2.49%) 73.41K
Increased by +2.63%
Dec 31, 24
17 Goldman Sachs Group Inc 2.59M (2.32%) 204.06K
Increased by +7.87%
Dec 31, 24
18 Geode Capital Management, LLC 2.58M (2.30%) -211.24K
Decreased by -8.20%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 2.24M (2.00%) -601.13K
Decreased by -26.86%
Dec 31, 23
20 Polygon Management Ltd 2.20M (1.97%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.11M (6.35%) -1.83K
Decreased by -0.03%
Feb 28, 25
2 iShares Russell 2000 ETF 3.01M (2.69%) -35.41K
Decreased by -1.17%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 2.97M (2.65%) 0.00
Increased by 0.00%
Feb 28, 25
4 Xtrackers S&P 500 Swap ETF 1C 2.66M (2.37%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Information Technology ETF 2.57M (2.30%) 24.74K
Increased by +0.96%
Feb 28, 25
6 Vanguard Small Cap Index 2.45M (2.19%) 2.00K
Increased by +0.08%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.72M (1.54%) 2.68K
Increased by +0.16%
Feb 28, 25
8 Vanguard Small Cap Growth Index Inv 1.37M (1.22%) -11.40K
Decreased by -0.83%
Feb 28, 25
9 Fidelity Small Cap Index 1.18M (1.05%) -115.54K
Decreased by -9.82%
Dec 31, 24
10 AXA Framlington Glbl Tech Fund - R Inc 1.10M (0.98%) 0.00
Increased by 0.00%
Apr 30, 24
11 SPDR® Portfolio S&P 600 Sm Cap ETF 1.05M (0.94%) -1.50K
Decreased by -0.14%
May 30, 24
12 iShares Russell 2000 Growth ETF 1.04M (0.93%) -1.22K
Decreased by -0.12%
Feb 28, 25
13 AXA Framlington Global Technology R Inc 1.00M (0.89%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Small Cap Index 995.95K (0.89%) 26.74K
Increased by +2.69%
Oct 31, 23
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 983.09K (0.88%) -1.10K
Decreased by -0.11%
Feb 28, 25
16 Federated Hermes MDT SCC Institutional 958.85K (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
17 Federated Hermes MDT Small Cap Core IS 958.85K (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Tax-Managed Small Cap Adm 836.11K (0.75%) 0.00
Increased by 0.00%
Oct 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 805.90K (0.72%) 0.00
Increased by 0.00%
Feb 28, 25
20 WisdomTree Cloud Computing ETF 780.39K (0.70%) 0.00
Increased by 0.00%
Feb 28, 25