Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.37%
2 WCLD 0.76%
3 FESM 0.13%
4 IWC 0.11%
5 IVES 0.05%
6 GSSC 0.05%
7 IWO 0.03%
8 HAPS 0.03%
9 VTWG 0.03%
10 VTWO 0.02%
11 IWM 0.02%
12 RSSL 0.01%
13 VXF 0.01%
14 SMLF 0.01%
15 VGT 0.01%
16 UWM 0.01%
17 SCHA 0.01%
18 URTY 0.01%
19 FTEC 0.01%
20 SPGM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.06M (15.54%) -46.30K
Decreased by -0.91%
Mar 31, 25
2 Ameriprise Financial Inc 3.45M (10.59%) 163.20K
Increased by +4.73%
Mar 31, 25
3 BlackRock Inc 3.13M (9.60%) -3.04K
Decreased by -0.10%
Mar 31, 25
4 RPD Fund Management LLC 2.06M (6.34%) -117.49K
Decreased by -5.69%
Mar 31, 25
5 Acadian Asset Management LLC 984.11K (3.02%) 299.75K
Increased by +30.46%
Mar 31, 24
6 First Trust Advisors L.P. 845.67K (2.60%) 57.76K
Increased by +6.83%
Sep 30, 23
7 Geode Capital Management, LLC 803.67K (2.47%) 32.86K
Increased by +4.09%
Mar 31, 25
8 State Street Corporation 770.20K (2.36%) 25.39K
Increased by +3.30%
Mar 31, 24
9 State Street Corp 757.96K (2.33%) -20.45K
Decreased by -2.70%
Mar 31, 25
10 AIGH Capital Management, LLC 751.58K (2.31%) 751.58K
Increased by +100.00%
Mar 31, 25
11 Twenty Acre Capital LP 661.40K (2.03%) 0.00
Increased by 0.00%
Mar 31, 25
12 JPMorgan Chase & Co 643.06K (1.97%) -405.15K
Decreased by -63.00%
Dec 31, 24
13 Woodline Partners LP 617.61K (1.90%) 21.93K
Increased by +3.55%
Mar 31, 25
14 Bank of New York Mellon Corp 602.74K (1.85%) -34.52K
Decreased by -5.73%
Dec 31, 23
15 Portolan Capital Management, LLC 584.28K (1.79%) 584.28K
Increased by +100.00%
Mar 31, 25
16 Divisadero Street Capital Management, LP 551.64K (1.69%) 301.64K
Increased by +54.68%
Mar 31, 24
17 Clearline Capital LP 441.41K (1.35%) -22.11K
Decreased by -5.01%
Sep 30, 24
18 B. Riley Asset Management, LLC 416.46K (1.28%) 142.61K
Increased by +34.24%
Jun 30, 24
19 Millennium Management LLC 401.89K (1.23%) 11.73K
Increased by +2.92%
Jun 30, 24
20 Federated Hermes Inc 400.00K (1.23%) -300.00K
Decreased by -75.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT (Lux) American Smaller Com 9U USD 2.04M (6.25%) 54.98K
Increased by +2.70%
Apr 30, 25
2 CT American Smaller Coms(US) InstAccGBP 1.46M (4.48%) 10.23K
Increased by +0.70%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 984.53K (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 972.64K (2.99%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 873.30K (2.68%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Strategic Equity Inv 872.82K (2.68%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Information Technology ETF 790.32K (2.43%) 6.37K
Increased by +0.81%
Apr 30, 25
8 Vanguard Explorer Inv 778.93K (2.39%) 0.00
Increased by 0.00%
Mar 31, 25
9 Strategic Advisers U.S. Total Stock 528.91K (1.62%) 164.87K
Increased by +31.17%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 501.73K (1.54%) 777.00
Increased by +0.15%
Apr 30, 25
11 WisdomTree Cloud Computing ETF 479.00K (1.47%) 1.91K
Increased by +0.40%
Jan 31, 24
12 Vanguard Strategic Small-Cap Equity Inv 439.05K (1.35%) -25.31K
Decreased by -5.76%
Mar 31, 25
13 Federated Hermes Kaufmann Small Cap A 400.00K (1.23%) -300.00K
Decreased by -75.00%
Sep 30, 23
14 Federated Hermes Kaufmann Small Cap Grow 400.00K (1.23%) -300.00K
Decreased by -75.00%
Sep 30, 23
15 Fidelity Small Cap Index 347.42K (1.07%) 5.58K
Increased by +1.61%
Mar 31, 25
16 iShares Russell 2000 Growth ETF 305.36K (0.94%) 0.00
Increased by 0.00%
May 31, 25
17 Fidelity® Small Cap Index 304.79K (0.94%) 7.18K
Increased by +2.36%
Oct 31, 23
18 WisdomTree Cloud Computing ETF - USD Acc 281.11K (0.86%) 0.00
Increased by 0.00%
Jan 31, 24
19 Vanguard VIF Small Co Gr 267.48K (0.82%) -31.76K
Decreased by -11.87%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 260.54K (0.80%) 914.00
Increased by +0.35%
Apr 30, 25