Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 XWEB 4.51%
3 CLOU 2.27%
4 AIVC 2.10%
5 IVES 2.04%
6 WFH 1.55%
7 WCLD 1.43%
8 FCLD 1.16%
9 CAFG 1.04%
10 PSCT 0.99%
11 FIVG 0.96%
12 SIXG 0.96%
13 XITK 0.89%
14 SKYY 0.87%
15 IPO 0.73%
16 SKYU 0.69%
17 WTAI 0.58%
18 FNY 0.55%
19 AOTG 0.53%
20 RZG 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.92M (14.63%) -202.43K
Decreased by -2.04%
Mar 31, 25
2 Vanguard Group Inc 8.11M (11.95%) -328.26K
Decreased by -4.05%
Mar 31, 25
3 Wellington Management Company LLP 2.97M (4.38%) 5.96K
Increased by +0.20%
Mar 31, 25
4 State Street Corp 2.35M (3.46%) -98.08K
Decreased by -4.17%
Mar 31, 25
5 Fuller & Thaler Asset Management Inc 1.99M (2.93%) 441.54K
Increased by +22.22%
Mar 31, 25
6 Jacobs Levy Equity Management, Inc. 1.58M (2.32%) -53.25K
Decreased by -3.38%
Mar 31, 25
7 Geode Capital Management, LLC 1.52M (2.25%) 49.52K
Increased by +3.25%
Mar 31, 25
8 IA Venture Strategies Fund II, LP 1.48M (2.18%) -1.48M
Decreased by -100.00%
Jun 30, 24
9 State Street Corporation 1.34M (1.97%) 3.78K
Increased by +0.28%
Mar 31, 24
10 Amvescap Plc. 1.34M (1.97%) -20.38K
Decreased by -1.52%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 1.30M (1.92%) 104.93K
Increased by +8.08%
Mar 31, 25
12 First Trust Advisors L.P. 1.28M (1.89%) -249.58K
Decreased by -19.44%
Mar 31, 25
13 Lazard Asset Management LLC 1.23M (1.82%) -824.38K
Decreased by -66.78%
Mar 31, 25
14 Principal Financial Group Inc 1.22M (1.79%) -34.75K
Decreased by -2.85%
Mar 31, 25
15 Goldman Sachs Group Inc 1.20M (1.78%) -122.13K
Decreased by -10.15%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.18M (1.74%) 28.54K
Increased by +2.42%
Mar 31, 25
17 JPMorgan Chase & Co 1.09M (1.61%) 42.71K
Increased by +3.91%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 1.09M (1.61%) -140.28K
Decreased by -12.86%
Mar 31, 25
19 Hood River Capital Management LLC 984.75K (1.45%) 21.70K
Increased by +2.20%
Mar 31, 25
20 Van Berkom and Associates Inc 972.31K (1.43%) -179.72K
Decreased by -18.48%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.75M (5.53%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 2.06M (3.04%) 284.93K
Increased by +13.82%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.75M (2.57%) 1.65K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 1.56M (2.29%) -25.12K
Decreased by -1.61%
Jul 30, 25
5 Vanguard Small Cap Index 1.56M (2.29%) 162.90K
Increased by +10.47%
Jun 30, 25
6 Vanguard Information Technology ETF 1.52M (2.24%) 134.00
Increased by +0.01%
Jun 30, 25
7 FullerThaler Behavioral Small-Cap Growth 1.37M (2.01%) 58.90K
Increased by +4.31%
May 31, 25
8 FullerThaler Behavioral Sm-Cp Gr R6 1.36M (2.00%) 0.00
Increased by 0.00%
Jun 30, 25
9 Van Berkom Sm-Cap Eq 1.27M (1.88%) 1.27M
Increased by +100.00%
Jun 30, 24
10 First Trust Cloud Computing ETF 1.05M (1.55%) 0.00
Increased by 0.00%
Jul 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 970.40K (1.43%) -27.95K
Decreased by -2.88%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 874.14K (1.29%) 107.63K
Increased by +12.31%
Jun 30, 25
13 Wellington CIF II SMID Cap Research S3 731.18K (1.08%) 231.32K
Increased by +31.64%
Dec 31, 24
14 UBS: US Equity Small Cap Growth 675.91K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity Small Cap Index 672.85K (0.99%) 893.00
Increased by +0.13%
May 31, 25
16 Wellington CIF II SMID Cap Research 671.45K (0.99%) -59.73K
Decreased by -8.90%
Mar 31, 25
17 Fidelity® Small Cap Index 611.54K (0.90%) 16.41K
Increased by +2.68%
Oct 31, 23
18 JPMorgan Small Cap Growth A 589.33K (0.87%) 8.78K
Increased by +1.49%
Jun 30, 25
19 Oberweis Small-Cap Opp 586.50K (0.86%) 160.80K
Increased by +27.42%
Mar 31, 25
20 Oberweis Small-Cap Opportunities 586.50K (0.86%) 160.80K
Increased by +27.42%
Mar 31, 25