Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 XWEB 4.51%
3 CLOU 3.13%
4 IVES 2.60%
5 AIVC 2.60%
6 WFH 2.58%
7 JSML 2.53%
8 PSCT 1.77%
9 WCLD 1.49%
10 SKYY 1.48%
11 SIXG 1.46%
12 SKYU 1.12%
13 FIVG 1.08%
14 XITK 0.89%
15 CAFG 0.78%
16 IPO 0.73%
17 JSMD 0.69%
18 BOUT 0.67%
19 AOTG 0.65%
20 SCDS 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.86M (15.47%) 452.78K
Increased by +4.59%
Sep 30, 24
2 Vanguard Group Inc 8.43M (13.23%) 117.13K
Increased by +1.39%
Dec 31, 24
3 Wellington Management Company LLP 2.96M (4.65%) 888.18K
Increased by +29.96%
Dec 31, 24
4 State Street Corp 2.34M (3.67%) 136.89K
Increased by +5.85%
Sep 30, 24
5 JPMorgan Chase & Co 2.31M (3.63%) -29.78K
Decreased by -1.29%
Sep 30, 24
6 Lazard Asset Management LLC 2.18M (3.42%) 123.76K
Increased by +5.67%
Sep 30, 24
7 IA Venture Strategies Fund II, LP 1.48M (2.32%) -1.48M
Decreased by -100.00%
Jun 30, 24
8 Geode Capital Management, LLC 1.46M (2.30%) 106.64K
Increased by +7.28%
Sep 30, 24
9 First Trust Advisors L.P. 1.44M (2.27%) -86.61K
Decreased by -6.00%
Sep 30, 24
10 Fuller & Thaler Asset Management Inc 1.44M (2.26%) 188.36K
Increased by +13.08%
Sep 30, 24
11 Jacobs Levy Equity Management, Inc. 1.40M (2.19%) 345.12K
Increased by +24.69%
Sep 30, 24
12 Amvescap Plc. 1.36M (2.13%) 5.90K
Increased by +0.43%
Sep 30, 24
13 State Street Corporation 1.34M (2.10%) 3.78K
Increased by +0.28%
Mar 31, 24
14 Principal Financial Group Inc 1.25M (1.96%) -49.57K
Decreased by -3.96%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.19M (1.87%) 57.39K
Increased by +4.81%
Dec 31, 24
16 Arrowstreet Capital Limited Partnership 1.15M (1.81%) 1.15M
Increased by +100.00%
Sep 30, 24
17 Van Berkom and Associates Inc 1.15M (1.81%) -133.67K
Decreased by -11.60%
Dec 31, 24
18 Hood River Capital Management LLC 1.02M (1.60%) 194.39K
Increased by +19.09%
Sep 30, 24
19 Wolf Hill Capital Management, LP 880.63K (1.38%) -1.20M
Decreased by -136.28%
Jun 30, 24
20 Susquehanna International Group, LLP 870.12K (1.37%) 640.84K
Increased by +73.65%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.09M (6.42%) 6.00K
Increased by +0.15%
Jan 31, 25
2 iShares Russell 2000 ETF 1.78M (2.80%) -13.55K
Decreased by -0.76%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.73M (2.71%) 2.22K
Increased by +0.13%
Dec 31, 24
4 Vanguard Small Cap Index 1.41M (2.21%) 18.07K
Increased by +1.28%
Dec 31, 24
5 Vanguard Information Technology ETF 1.37M (2.15%) 20.92K
Increased by +1.53%
Dec 31, 24
6 First Trust Cloud Computing ETF 1.32M (2.07%) 0.00
Increased by 0.00%
Jan 30, 25
7 Van Berkom Sm-Cap Eq 1.27M (2.00%) 1.27M
Increased by +100.00%
Jun 30, 24
8 FullerThaler Behavioral Sm-Cp Gr R6 1.03M (1.62%) 42.30K
Increased by +4.10%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Growth 1.00M (1.57%) 47.20K
Increased by +4.71%
Nov 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 958.73K (1.50%) 19.52K
Increased by +2.04%
Dec 31, 24
11 Vanguard Small Cap Growth Index Inv 796.77K (1.25%) 32.27K
Increased by +4.05%
Dec 31, 24
12 UBS: US Equity Small Cap Growth 675.91K (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity Small Cap Index 666.07K (1.04%) -4.67K
Decreased by -0.70%
Nov 30, 24
14 Fidelity® Small Cap Index 611.54K (0.96%) 16.41K
Increased by +2.68%
Oct 31, 23
15 JPMorgan Small Cap Growth A 590.27K (0.93%) -6.17K
Decreased by -1.05%
Dec 31, 24
16 iShares S&P Small-Cap 600 Growth ETF 589.63K (0.93%) -622.00
Decreased by -0.11%
Jan 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 589.45K (0.92%) 212.00
Increased by +0.04%
Jan 31, 25
18 iShares Russell 2000 Growth ETF 585.18K (0.92%) -2.74K
Decreased by -0.47%
Jan 31, 25
19 Hood River Small-Cap Growth Instl 560.82K (0.88%) 133.68K
Increased by +23.84%
Sep 30, 24
20 Wellington CIF II SMID Cap Research S3 499.86K (0.78%) 200.83K
Increased by +40.18%
Sep 30, 24