Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 XWEB 4.51%
3 CLOU 2.30%
4 AIVC 1.68%
5 IVES 1.63%
6 WFH 1.61%
7 WCLD 1.11%
8 PSCT 1.08%
9 FIVG 1.05%
10 SIXG 1.05%
11 CAFG 1.04%
12 SKYY 0.91%
13 XITK 0.89%
14 IPO 0.73%
15 FCLD 0.70%
16 WTAI 0.65%
17 AOTG 0.60%
18 SKYU 0.57%
19 FNY 0.55%
20 RZG 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.92M (14.70%) -202.43K
Decreased by -2.04%
Mar 31, 25
2 Vanguard Group Inc 8.11M (12.01%) -328.26K
Decreased by -4.05%
Mar 31, 25
3 Wellington Management Company LLP 2.97M (4.40%) 5.96K
Increased by +0.20%
Mar 31, 25
4 State Street Corp 2.35M (3.48%) -98.08K
Decreased by -4.17%
Mar 31, 25
5 Fuller & Thaler Asset Management Inc 1.99M (2.94%) 441.54K
Increased by +22.22%
Mar 31, 25
6 Jacobs Levy Equity Management, Inc. 1.58M (2.33%) -53.25K
Decreased by -3.38%
Mar 31, 25
7 First Trust Advisors L.P. 1.53M (2.27%) 89.35K
Increased by +5.83%
Dec 31, 24
8 Geode Capital Management, LLC 1.52M (2.26%) 49.52K
Increased by +3.25%
Mar 31, 25
9 IA Venture Strategies Fund II, LP 1.48M (2.19%) -1.48M
Decreased by -100.00%
Jun 30, 24
10 Amvescap Plc. 1.36M (2.01%) -2.36K
Decreased by -0.17%
Dec 31, 24
11 State Street Corporation 1.34M (1.98%) 3.78K
Increased by +0.28%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 1.30M (1.92%) 104.93K
Increased by +8.08%
Mar 31, 25
13 Lazard Asset Management LLC 1.23M (1.83%) -824.38K
Decreased by -66.78%
Mar 31, 25
14 Principal Financial Group Inc 1.22M (1.80%) -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 (1.75%) 28.54K
Increased by +2.42%
Mar 31, 25
17 JPMorgan Chase & Co 1.09M (1.62%) 42.71K
Increased by +3.91%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 1.09M (1.62%) -140.28K
Decreased by -12.86%
Mar 31, 25
19 Hood River Capital Management LLC 984.75K (1.46%) 21.70K
Increased by +2.20%
Mar 31, 25
20 Van Berkom and Associates Inc 972.31K (1.44%) -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 3.82M (5.66%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.78M (2.63%) 32.41K
Increased by +1.82%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.75M (2.58%) 1.65K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 1.68M (2.48%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Information Technology ETF 1.41M (2.09%) 10.76K
Increased by +0.76%
Apr 30, 25
6 Vanguard Small Cap Index 1.39M (2.06%) 10.97K
Increased by +0.79%
Apr 30, 25
7 FullerThaler Behavioral Small-Cap Growth 1.31M (1.94%) 263.71K
Increased by +20.18%
Mar 31, 25
8 FullerThaler Behavioral Sm-Cp Gr R6 1.30M (1.92%) 0.00
Increased by 0.00%
Apr 30, 25
9 Van Berkom Sm-Cap Eq 1.27M (1.89%) 1.27M
Increased by +100.00%
Jun 30, 24
10 First Trust Cloud Computing ETF 1.12M (1.66%) 0.00
Increased by 0.00%
May 29, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 991.64K (1.47%) 1.11K
Increased by +0.11%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 773.21K (1.15%) -2.30K
Decreased by -0.30%
Apr 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 Wellington CIF II SMID Cap Research 671.45K (0.99%) -59.73K
Decreased by -8.90%
Mar 31, 25
16 Fidelity Small Cap Index 663.59K (0.98%) 12.89K
Increased by +1.94%
Mar 31, 25
17 Fidelity® Small Cap Index 611.54K (0.91%) 16.41K
Increased by +2.68%
Oct 31, 23
18 Oberweis Small-Cap Opp 586.50K (0.87%) 160.80K
Increased by +27.42%
Mar 31, 25
19 Oberweis Small-Cap Opportunities 586.50K (0.87%) 160.80K
Increased by +27.42%
Mar 31, 25
20 JPMorgan Small Cap Growth A 586.14K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25