Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WFH 1.93%
3 WCLD 1.25%
4 PSCT 0.68%
5 FSCC 0.67%
6 XSW 0.66%
7 SOCL 0.39%
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 IJS 0.15%
15 EES 0.14%
16 VIOV 0.13%
17 PSC 0.12%
18 SSLY 0.10%
19 QVMS 0.10%
20 FYC 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.91M (17.28%) 2.67M
Increased by +14.10%
Jun 30, 24
2 Vanguard Group Inc 15.17M (13.87%) -21.46K
Decreased by -0.14%
Sep 30, 24
3 Battery Management Corp 11.72M (10.71%) 0.00
Increased by 0.00%
Sep 30, 24
4 H&F Corporate Investors IX Ltd 10.86M (9.93%) 0.00
Increased by 0.00%
Sep 30, 24
5 Sachem Head Capital Management LP 6.70M (6.12%) -600.00K
Decreased by -8.96%
Sep 30, 24
6 Sixth Street Partners Management Company, L.P. 5.67M (5.18%) 0.00
Increased by 0.00%
Sep 30, 24
7 State Street Corp 4.83M (4.41%) 322.32K
Increased by +6.68%
Sep 30, 24
8 Cadian Capital Management LP 4.65M (4.25%) -1.53M
Decreased by -32.96%
Sep 30, 24
9 State Street Corporation 4.39M (4.01%) 2.03M
Increased by +46.13%
Mar 31, 24
10 Praesidium Capital Mgmt 4.31M (3.94%) -147.76K
Decreased by -3.43%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 3.75M (3.43%) -7.92M
Decreased by -211.36%
Sep 30, 24
12 Cat Rock Capital Management LP 3.70M (3.38%) 0.00
Increased by 0.00%
Sep 30, 23
13 12 West Capital Management LP 3.50M (3.20%) 0.00
Increased by 0.00%
Sep 30, 23
14 Deutsche Bank AG 3.42M (3.13%) -1.30M
Decreased by -37.92%
Jun 30, 24
15 Solel Partners LP 3.39M (3.09%) -306.85K
Decreased by -9.06%
Sep 30, 24
16 HSBC Holdings PLC 3.25M (2.97%) 3.25M
Increased by +100.00%
Mar 31, 24
17 Jefferies Financial Group Inc 2.96M (2.70%) 601.29K
Increased by +20.34%
Sep 30, 24
18 Geode Capital Management, LLC 2.79M (2.55%) 295.64K
Increased by +10.60%
Sep 30, 24
19 Goldman Sachs Group Inc 2.39M (2.18%) 2.14M
Increased by +89.52%
Sep 30, 24
20 Letko, Brosseau & Associates Inc. 2.27M (2.08%) 144.43K
Increased by +6.35%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.76M (7.09%) 4.03K
Increased by +0.05%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 3.58M (3.27%) 5.25K
Increased by +0.15%
Oct 31, 24
3 iShares Russell 2000 ETF 3.53M (3.23%) -7.38K
Decreased by -0.21%
Nov 27, 24
4 Vanguard Small Cap Index 2.80M (2.56%) 5.45K
Increased by +0.19%
Oct 31, 24
5 Vanguard Information Technology ETF 2.67M (2.44%) 11.36K
Increased by +0.43%
Oct 31, 24
6 Xtrackers S&P 500 Swap ETF 1C 2.66M (2.43%) 0.00
Increased by 0.00%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.87M (1.71%) -19.36K
Decreased by -1.04%
Oct 31, 24
8 Vanguard Small Cap Growth Index Inv 1.54M (1.41%) 858.00
Increased by +0.06%
Oct 31, 24
9 iShares S&P Small-Cap 600 Value ETF 1.23M (1.13%) -4.88K
Decreased by -0.40%
Nov 27, 24
10 iShares Russell 2000 Growth ETF 1.16M (1.06%) 0.00
Increased by 0.00%
Nov 27, 24
11 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.10M (1.01%) 808.00
Increased by +0.07%
Nov 27, 24
12 AXA Framlington Glbl Tech Fund - R Inc 1.10M (1.01%) 0.00
Increased by 0.00%
Apr 30, 24
13 Fidelity Small Cap Index 1.06M (0.97%) -20.39K
Decreased by -1.92%
Aug 31, 24
14 SPDR® Portfolio S&P 600 Sm Cap ETF 1.05M (0.96%) -1.50K
Decreased by -0.14%
May 30, 24
15 AXA Framlington Global Technology R Inc 1.00M (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Small Cap Index 995.95K (0.91%) 26.74K
Increased by +2.69%
Oct 31, 23
17 Federated Hermes MDT SCC Institutional 958.85K (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
18 Federated Hermes MDT Small Cap Core IS 958.85K (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Tax-Managed Small Cap Adm 836.11K (0.76%) 0.00
Increased by 0.00%
Oct 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 830.50K (0.76%) -27.70K
Decreased by -3.34%
Oct 31, 24