Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WFH 1.93%
3 WCLD 1.45%
4 XSW 0.84%
5 FSCC 0.65%
6 PSCT 0.58%
7 SOCL 0.34%
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 IJS 0.09%
19 VIOV 0.09%
20 FYC 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.85M (16.26%) -426.28K
Decreased by -2.26%
Dec 31, 24
2 Vanguard Group Inc 13.36M (11.52%) -1.81M
Decreased by -13.58%
Dec 31, 24
3 Battery Management Corp 11.72M (10.11%) 0.00
Increased by 0.00%
Dec 31, 24
4 H&F Corporate Investors IX Ltd 10.86M (9.37%) 0.00
Increased by 0.00%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 7.27M (6.27%) 3.52M
Increased by +48.40%
Dec 31, 24
6 Jefferies Financial Group Inc 5.81M (5.01%) 2.85M
Increased by +49.09%
Dec 31, 24
7 Sachem Head Capital Management LP 5.75M (4.96%) -950.00K
Decreased by -16.54%
Dec 31, 24
8 Sixth Street Partners Management Company, L.P. 5.67M (4.89%) 0.00
Increased by 0.00%
Dec 31, 24
9 State Street Corp 4.82M (4.16%) -5.61K
Decreased by -0.12%
Dec 31, 24
10 Cadian Capital Management LP 4.65M (4.01%) -1.53M
Decreased by -32.96%
Sep 30, 24
11 State Street Corporation 4.39M (3.79%) 2.03M
Increased by +46.13%
Mar 31, 24
12 Praesidium Capital Mgmt 4.31M (3.71%) -147.76K
Decreased by -3.43%
Dec 31, 23
13 Cat Rock Capital Management LP 3.70M (3.19%) 0.00
Increased by 0.00%
Sep 30, 23
14 12 West Capital Management LP 3.50M (3.02%) 0.00
Increased by 0.00%
Sep 30, 23
15 HSBC Holdings PLC 3.25M (2.80%) 3.25M
Increased by +100.00%
Mar 31, 24
16 Deutsche Bank AG 2.79M (2.41%) 73.41K
Increased by +2.63%
Dec 31, 24
17 Goldman Sachs Group Inc 2.59M (2.24%) 204.06K
Increased by +7.87%
Dec 31, 24
18 Geode Capital Management, LLC 2.58M (2.22%) -211.24K
Decreased by -8.20%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 2.24M (1.93%) -601.13K
Decreased by -26.86%
Dec 31, 23
20 Polygon Management Ltd 2.20M (1.90%) 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 6.79M (5.86%) -7.19K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.55M (3.06%) 578.70K
Increased by +16.31%
Mar 31, 25
3 iShares Russell 2000 ETF 2.87M (2.48%) -23.28K
Decreased by -0.81%
Apr 29, 25
4 Vanguard Small Cap Index 2.75M (2.37%) 304.80K
Increased by +11.07%
Mar 31, 25
5 Xtrackers S&P 500 Swap ETF 1C 2.66M (2.29%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Information Technology ETF 2.58M (2.23%) 7.91K
Increased by +0.31%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.51%) 31.03K
Increased by +1.77%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 1.54M (1.33%) 173.12K
Increased by +11.23%
Mar 31, 25
9 Fidelity Small Cap Index 1.16M (1.00%) 9.77K
Increased by +0.84%
Feb 28, 25
10 AXA Framlington Glbl Tech Fund - R Inc 1.10M (0.95%) 0.00
Increased by 0.00%
Apr 30, 24
11 SPDR® Portfolio S&P 600 Sm Cap ETF 1.05M (0.90%) -1.50K
Decreased by -0.14%
May 30, 24
12 iShares Russell 2000 Growth ETF 1.03M (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
13 AXA Framlington Global Technology R Inc 1.00M (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity® Small Cap Index 995.95K (0.86%) 26.74K
Increased by +2.69%
Oct 31, 23
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 975.72K (0.84%) 0.00
Increased by 0.00%
Apr 29, 25
16 Federated Hermes MDT SCC Institutional 958.85K (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
17 Federated Hermes MDT Small Cap Core IS 918.11K (0.79%) -40.75K
Decreased by -4.44%
Mar 31, 25
18 Vanguard Tax-Managed Small Cap Adm 718.82K (0.62%) 342.61K
Increased by +47.66%
Mar 31, 25
19 WisdomTree Cloud Computing ETF 711.53K (0.61%) 0.00
Increased by 0.00%
Apr 30, 25
20 SPDR® S&P 600 Small Cap Value ETF 684.40K (0.59%) 0.00
Increased by 0.00%
Nov 27, 24