Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 XWEB 4.51%
3 CLOU 2.31%
4 AIVC 1.80%
5 IVES 1.80%
6 WFH 1.67%
7 SIXG 1.18%
8 FIVG 1.18%
9 PSCT 1.17%
10 WCLD 1.14%
11 CAFG 1.07%
12 SKYY 0.93%
13 XITK 0.89%
14 IPO 0.73%
15 SKYU 0.65%
16 AOTG 0.62%
17 FNY 0.55%
18 RZG 0.51%
19 JSMD 0.49%
20 SCDS 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.92M (15.53%) -202.43K
Decreased by -2.04%
Mar 31, 25
2 Vanguard Group Inc 8.11M (12.69%) -328.26K
Decreased by -4.05%
Mar 31, 25
3 Wellington Management Company LLP 2.97M (4.65%) 5.96K
Increased by +0.20%
Mar 31, 25
4 State Street Corp 2.35M (3.68%) -98.08K
Decreased by -4.17%
Mar 31, 25
5 Fuller & Thaler Asset Management Inc 1.99M (3.11%) 441.54K
Increased by +22.22%
Mar 31, 25
6 Jacobs Levy Equity Management, Inc. 1.58M (2.47%) -53.25K
Decreased by -3.38%
Mar 31, 25
7 First Trust Advisors L.P. 1.53M (2.40%) 89.35K
Increased by +5.83%
Dec 31, 24
8 Geode Capital Management, LLC 1.52M (2.38%) 49.52K
Increased by +3.25%
Mar 31, 25
9 IA Venture Strategies Fund II, LP 1.48M (2.32%) -1.48M
Decreased by -100.00%
Jun 30, 24
10 Amvescap Plc. 1.36M (2.12%) -2.36K
Decreased by -0.17%
Dec 31, 24
11 State Street Corporation 1.34M (2.10%) 3.78K
Increased by +0.28%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 1.30M (2.03%) 104.93K
Increased by +8.08%
Mar 31, 25
13 Lazard Asset Management LLC 1.23M (1.93%) -824.38K
Decreased by -66.78%
Mar 31, 25
14 Principal Financial Group Inc 1.22M (1.90%) -34.75K
Decreased by -2.85%
Mar 31, 25
15 Goldman Sachs Group Inc 1.20M (1.88%) -122.13K
Decreased by -10.15%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.18M (1.85%) 28.54K
Increased by +2.42%
Mar 31, 25
17 JPMorgan Chase & Co 1.09M (1.71%) 42.71K
Increased by +3.91%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 1.09M (1.71%) -140.28K
Decreased by -12.86%
Mar 31, 25
19 Hood River Capital Management LLC 984.75K (1.54%) 21.70K
Increased by +2.20%
Mar 31, 25
20 Van Berkom and Associates Inc 972.31K (1.52%) -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 3.86M (6.04%) -3.58K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.78M (2.78%) 32.41K
Increased by +1.82%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.75M (2.73%) 1.65K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 1.65M (2.58%) 278.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Information Technology ETF 1.41M (2.21%) 10.76K
Increased by +0.76%
Apr 30, 25
6 Vanguard Small Cap Index 1.39M (2.17%) 10.97K
Increased by +0.79%
Apr 30, 25
7 FullerThaler Behavioral Small-Cap Growth 1.31M (2.04%) 263.71K
Increased by +20.18%
Mar 31, 25
8 FullerThaler Behavioral Sm-Cp Gr R6 1.30M (2.03%) 21.40K
Increased by +1.65%
Mar 31, 25
9 Van Berkom Sm-Cap Eq 1.27M (1.99%) 1.27M
Increased by +100.00%
Jun 30, 24
10 First Trust Cloud Computing ETF 1.12M (1.75%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 991.64K (1.55%) 1.11K
Increased by +0.11%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 773.21K (1.21%) -2.30K
Decreased by -0.30%
Apr 30, 25
13 Wellington CIF II SMID Cap Research 731.18K (1.14%) 231.32K
Increased by +31.64%
Dec 31, 24
14 Wellington CIF II SMID Cap Research S3 731.18K (1.14%) 231.32K
Increased by +31.64%
Dec 31, 24
15 UBS: US Equity Small Cap Growth 675.91K (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
16 Fidelity Small Cap Index 650.70K (1.02%) 3.66K
Increased by +0.56%
Feb 28, 25
17 Fidelity® Small Cap Index 611.54K (0.96%) 16.41K
Increased by +2.68%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 591.00K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
19 JPMorgan Small Cap Growth A 586.14K (0.92%) 7.32K
Increased by +1.25%
Mar 31, 25
20 iShares S&P Small-Cap 600 Growth ETF 568.71K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25