Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWO 1000.00%
3 IWM 1000.00%
4 ITOT 1000.00%
5 PBW 1.23%
6 IBAT 0.98%
7 BATT 0.59%
8 FYC 0.24%
9 MMSC 0.23%
10 VTWG 0.16%
11 FYX 0.12%
12 BBSC 0.09%
13 VTWO 0.08%
14 VBK 0.08%
15 FAD 0.05%
16 BKSE 0.05%
17 UWM 0.04%
18 VIS 0.04%
19 URTY 0.03%
20 VB 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.09M (8.74%) 164.72K
Increased by +1.26%
Mar 31, 24
2 BlackRock Inc 9.81M (6.55%) -81.70K
Decreased by -0.83%
Mar 31, 24
3 Electron Capital Partners, LLC 5.62M (3.75%) 2.38M
Increased by +42.35%
Mar 31, 24
4 Geode Capital Management, LLC 3.15M (2.10%) 103.03K
Increased by +3.27%
Mar 31, 24
5 State Street Corporation 3.14M (2.10%) 165.60K
Increased by +5.27%
Mar 31, 24
6 BMO Capital Markets Corp. 2.43M (1.62%) 2.24M
Increased by +92.30%
Dec 31, 23
7 Bank of Montreal 2.43M (1.62%) 2.24M
Increased by +92.30%
Dec 31, 23
8 Handelsbanken Fonder AB 2.39M (1.60%) -233.29K
Decreased by -9.76%
Mar 31, 24
9 Driehaus Capital Management LLC 2.37M (1.58%) 97.77K
Increased by +4.12%
Mar 31, 24
10 Two Sigma Investments LLC 2.05M (1.37%) -1.45M
Decreased by -70.95%
Mar 31, 24
11 Two Sigma Advisers, LLC 1.90M (1.27%) -787.30K
Decreased by -41.33%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 1.85M (1.24%) 328.46K
Increased by +17.71%
Mar 31, 24
13 Point72 Asset Management, L.P. 1.63M (1.09%) 752.44K
Increased by +46.23%
Mar 31, 24
14 Granahan Investment Management Inc.. 1.57M (1.05%) -225.78K
Decreased by -14.35%
Dec 31, 23
15 Hood River Capital Management LLC 1.56M (1.04%) -785.70K
Decreased by -50.23%
Dec 31, 23
16 Gilder Gagnon Howe & CO LLC 1.45M (0.97%) -474.01K
Decreased by -32.71%
Sep 30, 23
17 Mirae Asset Global Investments (Korea) Co Ltd 1.44M (0.96%) 1.38M
Increased by +95.71%
Mar 31, 24
18 Citadel Advisors Llc 1.35M (0.90%) 691.56K
Increased by +51.10%
Sep 30, 23
19 Masters Capital Management LLC 1.35M (0.90%) 50.00K
Increased by +3.70%
Mar 31, 24
20 Northern Trust Corp 1.22M (0.81%) -41.06K
Decreased by -3.38%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.21M (2.81%) 5.85K
Increased by +0.14%
Jun 30, 24
2 iShares Russell 2000 ETF 3.61M (2.41%) 374.58K
Increased by +10.39%
Jun 28, 24
3 Vanguard Small Cap Index 3.42M (2.28%) -588.00
Decreased by -0.02%
Jun 30, 24
4 Handelsbanken Hållbar Energi A1 SEK 2.58M (1.72%) -409.23K
Decreased by -15.85%
Jun 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 2.17M (1.45%) 57.70K
Increased by +2.66%
Jun 30, 24
6 Vanguard Small Cap Growth Index Inv 1.93M (1.29%) -18.68K
Decreased by -0.97%
Jun 30, 24
7 Fidelity Small Cap Index 1.38M (0.92%) -2.87K
Decreased by -0.21%
Apr 30, 24
8 Fidelity® Small Cap Index 1.32M (0.88%) 35.87K
Increased by +2.72%
Oct 31, 23
9 iShares Russell 2000 Growth ETF 1.31M (0.88%) 126.27K
Increased by +9.63%
Jun 28, 24
10 BMO Global Equity F 1.21M (0.81%) 1.21M
Increased by +100.00%
Dec 31, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 941.98K (0.63%) 98.13K
Increased by +10.42%
Jun 30, 24
12 Hood River Small-Cap Growth Instl 856.76K (0.57%) -273.76K
Decreased by -31.95%
Dec 31, 23
13 Fidelity Extended Market Index 791.81K (0.53%) 32.25K
Increased by +4.07%
May 31, 24
14 Fidelity® Extended Market Index 717.64K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
15 Columbia Small Cap Growth Inst 666.24K (0.44%) -4.53K
Decreased by -0.68%
Dec 31, 23
16 Schwab US Small-Cap ETF™ 657.77K (0.44%) 282.00
Increased by +0.04%
Jun 29, 24
17 State St Russell Sm Cap® Indx SL Cl I 569.47K (0.38%) 63.60K
Increased by +11.17%
Jun 30, 24
18 Vanguard Russell 2000 ETF 553.34K (0.37%) 32.72K
Increased by +5.91%
Jun 30, 24
19 Heptagon Driehaus US Micro Cap Eq C$ Acc 486.99K (0.33%) 214.40K
Increased by +44.03%
May 31, 24
20 Columbia Small Cap Growth SMA Cmp 451.51K (0.30%) 451.51K
Increased by +100.00%
Oct 31, 23