Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.37%
2 WCLD 0.76%
3 EHLS 0.64%
4 IWC 0.15%
5 FESM 0.13%
6 IVES 0.05%
7 GSSC 0.05%
8 IWO 0.04%
9 HAPS 0.03%
10 VTWG 0.03%
11 VFMO 0.03%
12 IWM 0.02%
13 VTWO 0.02%
14 RSSL 0.01%
15 VGT 0.01%
16 VXF 0.01%
17 VTWV 0.01%
18 SMLF 0.01%
19 UWM 0.01%
20 SCHA 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.06M (16.31%) -46.30K
Decreased by -0.91%
Mar 31, 25
2 Ameriprise Financial Inc 3.45M (11.12%) 163.20K
Increased by +4.73%
Mar 31, 25
3 BlackRock Inc 3.13M (10.08%) -3.04K
Decreased by -0.10%
Mar 31, 25
4 RPD Fund Management LLC 2.06M (6.65%) -117.49K
Decreased by -5.69%
Mar 31, 25
5 Acadian Asset Management LLC 1.42M (4.56%) 1.38M
Increased by +97.57%
Mar 31, 25
6 First Trust Advisors L.P. 845.67K (2.73%) 57.76K
Increased by +6.83%
Sep 30, 23
7 Geode Capital Management, LLC 803.67K (2.59%) 32.86K
Increased by +4.09%
Mar 31, 25
8 State Street Corporation 770.20K (2.48%) 25.39K
Increased by +3.30%
Mar 31, 24
9 State Street Corp 757.96K (2.44%) -20.45K
Decreased by -2.70%
Mar 31, 25
10 AIGH Capital Management, LLC 751.58K (2.42%) 751.58K
Increased by +100.00%
Mar 31, 25
11 Twenty Acre Capital LP 661.40K (2.13%) 0.00
Increased by 0.00%
Mar 31, 25
12 JPMorgan Chase & Co 643.06K (2.07%) -405.15K
Decreased by -63.00%
Dec 31, 24
13 Woodline Partners LP 617.61K (1.99%) 21.93K
Increased by +3.55%
Mar 31, 25
14 Bank of New York Mellon Corp 602.74K (1.94%) -34.52K
Decreased by -5.73%
Dec 31, 23
15 Portolan Capital Management, LLC 584.28K (1.88%) 584.28K
Increased by +100.00%
Mar 31, 25
16 Divisadero Street Capital Management, LP 551.64K (1.78%) 301.64K
Increased by +54.68%
Mar 31, 24
17 Clearline Capital LP 441.41K (1.42%) -22.11K
Decreased by -5.01%
Sep 30, 24
18 B. Riley Asset Management, LLC 416.46K (1.34%) 142.61K
Increased by +34.24%
Jun 30, 24
19 Millennium Management LLC 401.89K (1.30%) 11.73K
Increased by +2.92%
Jun 30, 24
20 Federated Hermes Inc 400.00K (1.29%) -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 1.67M (5.37%) -371.06K
Decreased by -22.27%
May 31, 25
2 CT American Smaller Coms(US) InstAccGBP 998.05K (3.22%) -462.06K
Decreased by -46.30%
May 31, 25
3 Vanguard US Total Market Shares ETF 984.53K (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 972.64K (3.13%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Strategic Equity Inv 872.82K (2.81%) 0.00
Increased by 0.00%
Mar 31, 25
6 iShares Russell 2000 ETF 859.73K (2.77%) 5.99K
Increased by +0.70%
Jun 30, 25
7 Vanguard Information Technology ETF 822.02K (2.65%) 31.71K
Increased by +3.86%
May 31, 25
8 Vanguard Explorer Inv 778.93K (2.51%) 0.00
Increased by 0.00%
Mar 31, 25
9 Strategic Advisers U.S. Total Stock 662.16K (2.13%) 133.25K
Increased by +20.12%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 507.09K (1.63%) 5.36K
Increased by +1.06%
May 31, 25
11 WisdomTree Cloud Computing ETF 479.00K (1.54%) 1.91K
Increased by +0.40%
Jan 31, 24
12 Vanguard Strategic Small-Cap Equity Inv 439.05K (1.42%) -25.31K
Decreased by -5.76%
Mar 31, 25
13 Federated Hermes Kaufmann Small Cap A 400.00K (1.29%) -300.00K
Decreased by -75.00%
Sep 30, 23
14 Federated Hermes Kaufmann Small Cap Grow 400.00K (1.29%) -300.00K
Decreased by -75.00%
Sep 30, 23
15 Fidelity Small Cap Index 352.18K (1.14%) 4.76K
Increased by +1.35%
Apr 30, 25
16 Fidelity® Small Cap Index 304.79K (0.98%) 7.18K
Increased by +2.36%
Oct 31, 23
17 WisdomTree Cloud Computing ETF - USD Acc 281.11K (0.91%) 0.00
Increased by 0.00%
Jan 31, 24
18 Vanguard VIF Small Co Gr 267.48K (0.86%) -31.76K
Decreased by -11.87%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 264.29K (0.85%) 650.00
Increased by +0.25%
Jun 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 260.54K (0.84%) 914.00
Increased by +0.35%
Apr 30, 25