Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.37%
2 WCLD 0.76%
3 FESM 0.13%
4 IWC 0.09%
5 IVES 0.05%
6 GSSC 0.05%
7 HAPS 0.03%
8 IWO 0.02%
9 VTWG 0.02%
10 IWM 0.01%
11 RSSL 0.01%
12 VTWO 0.01%
13 SMLF 0.01%
14 VGT 0.01%
15 UWM 0.01%
16 SCHA 0.01%
17 URTY 0.01%
18 FTEC 0.01%
19 SPGM 0.00%
20 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.11M (16.29%) 36.03K
Increased by +0.71%
Dec 31, 24
2 Ameriprise Financial Inc 3.29M (10.49%) 282.94K
Increased by +8.61%
Dec 31, 24
3 BlackRock Inc 3.13M (9.99%) -213.85K
Decreased by -6.83%
Dec 31, 24
4 RPD Fund Management LLC 2.18M (6.96%) 2.18M
Increased by +100.00%
Dec 31, 24
5 Acadian Asset Management LLC 984.11K (3.14%) 299.75K
Increased by +30.46%
Mar 31, 24
6 First Trust Advisors L.P. 845.67K (2.70%) 57.76K
Increased by +6.83%
Sep 30, 23
7 State Street Corp 778.40K (2.48%) 28.03K
Increased by +3.60%
Dec 31, 24
8 Geode Capital Management, LLC 770.81K (2.46%) 11.46K
Increased by +1.49%
Dec 31, 24
9 State Street Corporation 770.20K (2.46%) 25.39K
Increased by +3.30%
Mar 31, 24
10 Twenty Acre Capital LP 661.40K (2.11%) 0.00
Increased by 0.00%
Dec 31, 24
11 JPMorgan Chase & Co 643.06K (2.05%) -405.15K
Decreased by -63.00%
Dec 31, 24
12 Bank of New York Mellon Corp 602.74K (1.92%) -34.52K
Decreased by -5.73%
Dec 31, 23
13 Woodline Partners LP 595.68K (1.90%) -73.90K
Decreased by -12.41%
Dec 31, 24
14 Divisadero Street Capital Management, LP 551.64K (1.76%) 301.64K
Increased by +54.68%
Mar 31, 24
15 Jacobs Levy Equity Management, Inc. 529.41K (1.69%) -119.24K
Decreased by -22.52%
Dec 31, 24
16 Clearline Capital LP 441.41K (1.41%) -22.11K
Decreased by -5.01%
Sep 30, 24
17 B. Riley Asset Management, LLC 416.46K (1.33%) 142.61K
Increased by +34.24%
Jun 30, 24
18 Millennium Management LLC 401.89K (1.28%) 11.73K
Increased by +2.92%
Jun 30, 24
19 Federated Hermes Inc 400.00K (1.28%) -300.00K
Decreased by -75.00%
Sep 30, 23
20 Palogic Value Management LP 340.00K (1.08%) -80.00K
Decreased by -23.53%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT (Lux) American Smaller Com 9U USD 1.93M (6.15%) 25.12K
Increased by +1.30%
Feb 28, 25
2 CT American Smaller Coms(US) InstAccGBP 1.43M (4.58%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 972.64K (3.10%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 924.55K (2.95%) 11.69K
Increased by +1.26%
Mar 31, 25
5 Vanguard Strategic Equity Inv 872.82K (2.78%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Information Technology ETF 780.84K (2.49%) -9.27K
Decreased by -1.19%
Feb 28, 25
7 Vanguard Explorer Inv 778.93K (2.48%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 482.42K (1.54%) 0.00
Increased by 0.00%
Feb 28, 25
9 WisdomTree Cloud Computing ETF 479.00K (1.53%) 1.91K
Increased by +0.40%
Jan 31, 24
10 Vanguard Strategic Small-Cap Equity Inv 464.36K (1.48%) 21.80K
Increased by +4.69%
Dec 31, 24
11 Strategic Advisers U.S. Total Stock 414.12K (1.32%) 132.55K
Increased by +32.01%
Feb 28, 25
12 Federated Hermes Kaufmann Small Cap A 400.00K (1.28%) -300.00K
Decreased by -75.00%
Sep 30, 23
13 Federated Hermes Kaufmann Small Cap Grow 400.00K (1.28%) -300.00K
Decreased by -75.00%
Sep 30, 23
14 Fidelity Small Cap Index 341.84K (1.09%) -6.40K
Decreased by -1.87%
Jan 31, 25
15 Fidelity® Small Cap Index 304.79K (0.97%) 7.18K
Increased by +2.36%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 299.57K (0.96%) -1.42K
Decreased by -0.48%
Mar 31, 25
17 Vanguard VIF Small Co Gr 299.24K (0.95%) -21.78K
Decreased by -7.28%
Dec 31, 24
18 WisdomTree Cloud Computing ETF - USD Acc 281.11K (0.90%) 0.00
Increased by 0.00%
Jan 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 275.13K (0.88%) 0.00
Increased by 0.00%
Feb 28, 25
20 BlackRock Advantage Small Cap Core Instl 258.82K (0.83%) 0.00
Increased by 0.00%
Feb 28, 25