Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 XWEB 4.51%
3 CLOU 2.78%
4 AIVC 2.45%
5 IVES 2.45%
6 WFH 2.25%
7 SIXG 1.49%
8 WCLD 1.46%
9 PSCT 1.45%
10 CAFG 1.25%
11 SKYY 1.24%
12 JSML 1.19%
13 FIVG 1.08%
14 XITK 0.89%
15 SKYU 0.84%
16 IPO 0.73%
17 SCDS 0.62%
18 AOTG 0.59%
19 JSMD 0.58%
20 FNY 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.13M (15.87%) 265.61K
Increased by +2.62%
Dec 31, 24
2 Vanguard Group Inc 8.43M (13.21%) 117.13K
Increased by +1.39%
Dec 31, 24
3 Wellington Management Company LLP 2.96M (4.64%) 888.18K
Increased by +29.96%
Dec 31, 24
4 State Street Corp 2.45M (3.83%) 107.14K
Increased by +4.38%
Dec 31, 24
5 Lazard Asset Management LLC 2.06M (3.23%) -124.08K
Decreased by -6.03%
Dec 31, 24
6 Jacobs Levy Equity Management, Inc. 1.63M (2.55%) 231.41K
Increased by +14.21%
Dec 31, 24
7 Fuller & Thaler Asset Management Inc 1.55M (2.42%) 105.23K
Increased by +6.81%
Dec 31, 24
8 First Trust Advisors L.P. 1.53M (2.40%) 89.35K
Increased by +5.83%
Dec 31, 24
9 IA Venture Strategies Fund II, LP 1.48M (2.32%) -1.48M
Decreased by -100.00%
Jun 30, 24
10 Geode Capital Management, LLC 1.47M (2.31%) 9.09K
Increased by +0.62%
Dec 31, 24
11 Amvescap Plc. 1.36M (2.13%) -2.36K
Decreased by -0.17%
Dec 31, 24
12 State Street Corporation 1.34M (2.10%) 3.78K
Increased by +0.28%
Mar 31, 24
13 Goldman Sachs Group Inc 1.33M (2.08%) 599.59K
Increased by +45.22%
Dec 31, 24
14 Principal Financial Group Inc 1.25M (1.96%) -49.57K
Decreased by -3.96%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 1.23M (1.93%) 77.14K
Increased by +6.27%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.19M (1.87%) 57.39K
Increased by +4.81%
Dec 31, 24
17 Van Berkom and Associates Inc 1.15M (1.80%) -133.67K
Decreased by -11.60%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.15M (1.80%) 285.12K
Increased by +24.78%
Dec 31, 24
19 JPMorgan Chase & Co 1.05M (1.65%) -1.26M
Decreased by -120.30%
Dec 31, 24
20 Hood River Capital Management LLC 963.05K (1.51%) -54.99K
Decreased by -5.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.06M (6.36%) -930.00
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.74M (2.72%) 1.33K
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 1.69M (2.65%) -19.86K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Small Cap Index 1.41M (2.21%) 1.16K
Increased by +0.08%
Feb 28, 25
5 Vanguard Information Technology ETF 1.39M (2.18%) 3.80K
Increased by +0.27%
Feb 28, 25
6 First Trust Cloud Computing ETF 1.34M (2.10%) 0.00
Increased by 0.00%
Feb 27, 25
7 Van Berkom Sm-Cap Eq 1.27M (1.99%) 1.27M
Increased by +100.00%
Jun 30, 24
8 FullerThaler Behavioral Sm-Cp Gr R6 1.18M (1.84%) 145.30K
Increased by +12.35%
Jan 31, 25
9 FullerThaler Behavioral Small-Cap Growth 1.04M (1.63%) 40.04K
Increased by +3.84%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 965.37K (1.51%) 6.39K
Increased by +0.66%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 792.60K (1.24%) -7.09K
Decreased by -0.89%
Feb 28, 25
12 Wellington CIF II SMID Cap Research S3 731.18K (1.15%) 231.32K
Increased by +31.64%
Dec 31, 24
13 UBS: US Equity Small Cap Growth 675.91K (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity Small Cap Index 659.16K (1.03%) -6.91K
Decreased by -1.05%
Dec 31, 24
15 Fidelity® Small Cap Index 611.54K (0.96%) 16.41K
Increased by +2.68%
Oct 31, 23
16 iShares S&P Small-Cap 600 Growth ETF 587.92K (0.92%) 0.00
Increased by 0.00%
Feb 28, 25
17 JPMorgan Small Cap Growth A 585.33K (0.92%) -4.95K
Decreased by -0.84%
Jan 31, 25
18 iShares Russell 2000 Growth ETF 583.76K (0.91%) -689.00
Decreased by -0.12%
Feb 28, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 564.86K (0.88%) -630.00
Decreased by -0.11%
Feb 28, 25
20 Hood River Small-Cap Growth Instl 560.12K (0.88%) -706.00
Decreased by -0.13%
Dec 31, 24