Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WFH 1.93%
3 WCLD 1.47%
4 XSW 0.84%
5 FSCC 0.69%
6 PSCT 0.61%
7 SOCL 0.33%
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 IJS 0.10%
18 QVMS 0.10%
19 VIOV 0.09%
20 FYC 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.87M (16.15%) -979.43K
Decreased by -5.48%
Mar 31, 25
2 Vanguard Group Inc 14.50M (13.11%) 1.14M
Increased by +7.85%
Mar 31, 25
3 Battery Management Corp 11.72M (10.60%) 0.00
Increased by 0.00%
Mar 31, 25
4 H&F Corporate Investors IX Ltd 10.86M (9.82%) 0.00
Increased by 0.00%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 6.71M (6.07%) -553.28K
Decreased by -8.24%
Mar 31, 25
6 Jefferies Financial Group Inc 5.81M (5.25%) 2.85M
Increased by +49.09%
Dec 31, 24
7 Sachem Head Capital Management LP 5.75M (5.19%) 0.00
Increased by 0.00%
Mar 31, 25
8 Sixth Street Partners Management Company, L.P. 5.67M (5.13%) 0.00
Increased by 0.00%
Mar 31, 25
9 Cadian Capital Management LP 4.65M (4.20%) -1.53M
Decreased by -32.96%
Sep 30, 24
10 State Street Corp 4.57M (4.13%) -254.51K
Decreased by -5.57%
Mar 31, 25
11 State Street Corporation 4.39M (3.97%) 2.03M
Increased by +46.13%
Mar 31, 24
12 Praesidium Capital Mgmt 4.31M (3.89%) -147.76K
Decreased by -3.43%
Dec 31, 23
13 Solel Partners LP 3.72M (3.37%) 1.88M
Increased by +50.40%
Mar 31, 25
14 Cat Rock Capital Management LP 3.70M (3.34%) 0.00
Increased by 0.00%
Sep 30, 23
15 12 West Capital Management LP 3.50M (3.16%) 0.00
Increased by 0.00%
Sep 30, 23
16 HSBC Holdings PLC 3.25M (2.93%) 3.25M
Increased by +100.00%
Mar 31, 24
17 Deutsche Bank AG 2.78M (2.52%) -9.72K
Decreased by -0.35%
Mar 31, 25
18 Geode Capital Management, LLC 2.65M (2.39%) 70.03K
Increased by +2.65%
Mar 31, 25
19 Goldman Sachs Group Inc 2.59M (2.34%) 204.06K
Increased by +7.87%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 2.24M (2.02%) -601.13K
Decreased by -26.86%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.72M (6.08%) -4.19K
Decreased by -0.06%
May 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.55M (3.21%) 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Russell 2000 ETF 3.01M (2.72%) 1.47K
Increased by +0.05%
May 28, 25
4 Vanguard Small Cap Index 2.78M (2.51%) 22.72K
Increased by +0.82%
Apr 30, 25
5 Xtrackers S&P 500 Swap ETF 1C 2.66M (2.40%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Information Technology ETF 2.60M (2.35%) 19.63K
Increased by +0.75%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.59%) 2.53K
Increased by +0.14%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 1.54M (1.40%) 1.29K
Increased by +0.08%
Apr 30, 25
9 Fidelity Small Cap Index 1.16M (1.05%) 9.77K
Increased by +0.84%
Feb 28, 25
10 AXA Framlington Glbl Tech Fund - R Inc 1.10M (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
11 SPDR® Portfolio S&P 600 Sm Cap ETF 1.05M (0.95%) -1.50K
Decreased by -0.14%
May 30, 24
12 iShares Russell 2000 Growth ETF 1.02M (0.93%) 0.00
Increased by 0.00%
May 28, 25
13 AXA Framlington Global Technology R Inc 1.00M (0.90%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Small Cap Index 995.95K (0.90%) 26.74K
Increased by +2.69%
Oct 31, 23
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 957.90K (0.87%) 0.00
Increased by 0.00%
May 29, 25
16 Federated Hermes MDT SCC Institutional 918.11K (0.83%) -40.75K
Decreased by -4.44%
Mar 31, 25
17 Federated Hermes MDT Small Cap Core IS 918.11K (0.83%) -40.75K
Decreased by -4.44%
Mar 31, 25
18 Vanguard Tax-Managed Small Cap Adm 718.82K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
19 WisdomTree Cloud Computing ETF 688.07K (0.62%) -1.56K
Decreased by -0.23%
May 30, 25
20 SPDR® S&P 600 Small Cap Value ETF 684.40K (0.62%) 0.00
Increased by 0.00%
Nov 27, 24