Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.05%
2 ISCG 0.03%
3 JKK 0.03%
4 IWM 0.03%
5 ISCB 0.02%
6 JKJ 0.02%
7 IWN 0.01%
8 IWV 0.00%
9 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 American Express Co 157.79M (127.61%) 0.00
Increased by 0.00%
Dec 31, 24
2 Apollo Management Holdings LP 25.71M (20.79%) 0.00
Increased by 0.00%
Dec 31, 24
3 Apollo Management Holdings, L.P. 25.71M (20.79%) 0.00
Increased by 0.00%
Jun 30, 24
4 Ares Management LLC 11.40M (9.22%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Group Inc 9.27M (7.50%) -2.98M
Decreased by -32.15%
Dec 31, 24
6 BlackRock Inc 8.85M (7.16%) 867.41K
Increased by +9.80%
Dec 31, 24
7 Zoom Communications Inc 4.00M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
8 Zoom Video Communications Inc 4.00M (3.23%) 0.00
Increased by 0.00%
Jun 30, 24
9 CARRONADE CAPITAL MANAGEMENT, LP 3.47M (2.81%) 176.40K
Increased by +5.08%
Sep 30, 23
10 Macquarie Group Ltd 3.25M (2.63%) -437.79K
Decreased by -13.47%
Mar 31, 24
11 Carronade Capital Management, LP 3.00M (2.43%) -473.56K
Decreased by -15.79%
Dec 31, 23
12 DENDUR CAPITAL LP 2.92M (2.36%) -876.72K
Decreased by -30.07%
Sep 30, 24
13 Carronade Capital Management LP 2.87M (2.32%) -708.88K
Decreased by -24.66%
Dec 31, 24
14 Beach Point Capital Management LP 2.72M (2.20%) -2.31M
Decreased by -85.05%
Dec 31, 24
15 State Street Corp 2.44M (1.97%) 493.65K
Increased by +20.23%
Dec 31, 24
16 Geode Capital Management, LLC 2.31M (1.87%) -30.56K
Decreased by -1.32%
Dec 31, 24
17 HG Vora Capital Management LLC 2.17M (1.76%) -5.53M
Decreased by -254.02%
Jun 30, 24
18 Millennium Management LLC 1.41M (1.14%) 905.93K
Increased by +64.19%
Dec 31, 24
19 Bank of New York Mellon Corp 1.23M (1.00%) 384.56K
Increased by +31.16%
Dec 31, 24
20 Northern Trust Corp 1.18M (0.95%) 58.19K
Increased by +4.95%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 3.15M (2.55%) 532.00
Increased by +0.02%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.07M (2.48%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Small Cap Index 2.35M (1.90%) -57.35K
Decreased by -2.44%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.08%) 45.92K
Increased by +3.45%
Mar 31, 25
5 Vanguard Small Cap Growth Index Inv 1.31M (1.06%) -30.04K
Decreased by -2.29%
Mar 31, 25
6 Fidelity Small Cap Index 1.24M (1.00%) 0.00
Increased by 0.00%
Feb 28, 25
7 iShares Russell 2000 Growth ETF 959.04K (0.78%) 0.00
Increased by 0.00%
Apr 30, 25
8 State St Russell Sm/Mid Cp® Indx NL Cl C 670.75K (0.54%) 18.90K
Increased by +2.82%
Mar 31, 25
9 State St Russell Sm/Mid Cp® Indx SL Cl I 670.75K (0.54%) 18.90K
Increased by +2.82%
Mar 31, 25
10 Vanguard Russell 2000 ETF 588.11K (0.48%) 13.21K
Increased by +2.25%
Mar 31, 25
11 Amplify Travel Tech ETF 561.57K (0.45%) 0.00
Increased by 0.00%
Jan 31, 24
12 Fidelity Extended Market Index 468.35K (0.38%) 9.73K
Increased by +2.08%
Mar 31, 25
13 State St Russell Sm Cap® Indx SL Cl I 433.90K (0.35%) 0.00
Increased by 0.00%
Mar 31, 25
14 JNL/Mellon Infor Tech Sect A 411.85K (0.33%) -23.67K
Decreased by -5.75%
Mar 31, 25
15 Schwab US Small-Cap ETF™ 400.79K (0.32%) -203.00
Decreased by -0.05%
Apr 30, 25
16 Öhman Global Småbolag A 359.20K (0.29%) 37.89K
Increased by +10.55%
Mar 31, 25
17 Dimensional US Small Cap ETF 330.98K (0.27%) 0.00
Increased by 0.00%
Apr 30, 25
18 First Trust Small Cap Core AlphaDEX® ETF 317.90K (0.26%) 0.00
Increased by 0.00%
Mar 31, 25
19 First Trust Small Cap Gr AlphaDEX® ETF 311.00K (0.25%) 0.00
Increased by 0.00%
Mar 31, 25
20 Schwab Small Cap Index 305.77K (0.25%) 3.77K
Increased by +1.23%
Mar 31, 25