Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WFH 1.93%
3 WCLD 1.58%
4 CAFG 1.41%
5 GRPZ 0.82%
6 XSW 0.74%
7 FSCC 0.65%
8 PSCT 0.56%
9 SOCL 0.32%
10 TPSC 0.22%
11 TRFM 0.22%
12 CSML 0.20%
13 CSA 0.17%
14 CSF 0.17%
15 SLYV 0.15%
16 EES 0.14%
17 PSC 0.12%
18 SSLY 0.10%
19 IJS 0.10%
20 QVMS 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.87M (13.96%) -979.43K
Decreased by -5.48%
Mar 31, 25
2 Vanguard Group Inc 14.50M (11.33%) 1.14M
Increased by +7.85%
Mar 31, 25
3 Battery Management Corp 11.72M (9.16%) 0.00
Increased by 0.00%
Mar 31, 25
4 H&F Corporate Investors IX Ltd 10.86M (8.49%) 0.00
Increased by 0.00%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 6.71M (5.25%) -553.28K
Decreased by -8.24%
Mar 31, 25
6 Sachem Head Capital Management LP 5.75M (4.49%) 0.00
Increased by 0.00%
Mar 31, 25
7 Sixth Street Partners Management Company, L.P. 5.67M (4.43%) 0.00
Increased by 0.00%
Mar 31, 25
8 Cadian Capital Management LP 4.65M (3.63%) -1.53M
Decreased by -32.96%
Sep 30, 24
9 State Street Corp 4.57M (3.57%) -254.51K
Decreased by -5.57%
Mar 31, 25
10 State Street Corporation 4.39M (3.43%) 2.03M
Increased by +46.13%
Mar 31, 24
11 Praesidium Capital Mgmt 4.31M (3.37%) -147.76K
Decreased by -3.43%
Dec 31, 23
12 Solel Partners LP 3.72M (2.91%) 1.88M
Increased by +50.40%
Mar 31, 25
13 Cat Rock Capital Management LP 3.70M (2.89%) 0.00
Increased by 0.00%
Sep 30, 23
14 Jefferies Financial Group Inc 3.56M (2.78%) -2.25M
Decreased by -63.27%
Mar 31, 25
15 12 West Capital Management LP 3.50M (2.74%) 0.00
Increased by 0.00%
Sep 30, 23
16 HSBC Holdings PLC 3.25M (2.54%) 3.25M
Increased by +100.00%
Mar 31, 24
17 Deutsche Bank AG 2.78M (2.18%) -9.72K
Decreased by -0.35%
Mar 31, 25
18 Geode Capital Management, LLC 2.65M (2.07%) 70.03K
Increased by +2.65%
Mar 31, 25
19 Goldman Sachs Group Inc 2.59M (2.03%) 204.06K
Increased by +7.87%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 2.24M (1.75%) -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 6.71M (5.24%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.55M (2.77%) 0.00
Increased by 0.00%
May 31, 25
3 iShares Russell 2000 ETF 2.94M (2.30%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Small Cap Index 2.79M (2.18%) 10.26K
Increased by +0.37%
May 31, 25
5 Xtrackers S&P 500 Swap ETF 1C 2.66M (2.08%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Information Technology ETF 2.64M (2.06%) 39.22K
Increased by +1.49%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.38%) 12.89K
Increased by +0.73%
May 31, 25
8 Vanguard Small Cap Growth Index Inv 1.54M (1.20%) -2.04K
Decreased by -0.13%
May 31, 25
9 Fidelity Small Cap Index 1.17M (0.92%) 7.56K
Increased by +0.64%
Mar 31, 25
10 AXA Framlington Glbl Tech Fund - R Inc 1.10M (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
11 SPDR® Portfolio S&P 600 Sm Cap ETF 1.05M (0.82%) -1.50K
Decreased by -0.14%
May 30, 24
12 iShares Russell 2000 Growth ETF 1.02M (0.80%) 0.00
Increased by 0.00%
May 31, 25
13 AXA Framlington Global Technology R Inc 1.00M (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Small Cap Index 995.95K (0.78%) 26.74K
Increased by +2.69%
Oct 31, 23
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 957.90K (0.75%) 0.00
Increased by 0.00%
May 30, 25
16 Federated Hermes MDT SCC Institutional 918.11K (0.72%) -40.75K
Decreased by -4.44%
Mar 31, 25
17 Federated Hermes MDT Small Cap Core IS 918.11K (0.72%) -40.75K
Decreased by -4.44%
Mar 31, 25
18 Vanguard Tax-Managed Small Cap Adm 718.82K (0.56%) 0.00
Increased by 0.00%
May 31, 25
19 WisdomTree Cloud Computing ETF 688.07K (0.54%) -1.56K
Decreased by -0.23%
May 30, 25
20 SPDR® S&P 600 Small Cap Value ETF 684.40K (0.53%) 0.00
Increased by 0.00%
Nov 27, 24