Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 3.90%
2 PTH 3.07%
3 FFTY 2.74%
4 XHS 2.69%
5 PSCH 2.66%
6 IBUY 2.29%
7 ULTY 2.08%
8 EKG 2.00%
9 PSC 0.86%
10 IHF 0.77%
11 THNR 0.71%
12 QSML 0.67%
13 FNY 0.65%
14 IJS 0.62%
15 SLYV 0.55%
16 ROSC 0.55%
17 VIOV 0.52%
18 FYC 0.49%
19 FSCC 0.43%
20 AFSM 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.24M (9.65%) 1.77M
Increased by +9.68%
Sep 30, 24
2 BlackRock Inc 14.57M (7.71%) 3.71M
Increased by +25.48%
Jun 30, 24
3 Forerunner Ventures Management, LLC 9.76M (5.16%) 0.00
Increased by 0.00%
Dec 31, 23
4 Morgan Stanley - Brokerage Accounts 5.42M (2.87%) -10.68K
Decreased by -0.20%
Jun 30, 24
5 Renaissance Technologies Corp 5.39M (2.85%) -650.56K
Decreased by -12.07%
Sep 30, 24
6 Redpoint Management, LLC 5.08M (2.69%) -2.50M
Decreased by -49.24%
Mar 31, 24
7 State Street Corp 4.42M (2.34%) 1.37M
Increased by +30.92%
Jun 30, 24
8 Institutional Venture Management XVI, LLC 4.35M (2.30%) 0.00
Increased by 0.00%
Sep 30, 24
9 NewView Capital Partners I, LLC 3.94M (2.08%) 0.00
Increased by 0.00%
Mar 31, 24
10 FMR Inc 3.84M (2.03%) 2.07M
Increased by +53.81%
Jun 30, 24
11 Geode Capital Management, LLC 3.81M (2.01%) 860.60K
Increased by +22.60%
Jun 30, 24
12 Nuveen Asset Management, LLC 3.43M (1.81%) -144.81K
Decreased by -4.22%
Jun 30, 24
13 Foresite Capital Management V, LLC 3.33M (1.76%) -506.60K
Decreased by -15.23%
Mar 31, 24
14 State Street Corporation 3.05M (1.62%) -64.48K
Decreased by -2.11%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 2.90M (1.54%) 391.28K
Increased by +13.48%
Sep 30, 24
16 Institutional Venture Management XV, LLC 2.60M (1.37%) 0.00
Increased by 0.00%
Sep 30, 24
17 Two Sigma Investments LLC 2.60M (1.37%) 1.54M
Increased by +59.19%
Jun 30, 24
18 Wellington Management Company LLP 2.56M (1.35%) 882.74K
Increased by +34.47%
Jun 30, 24
19 JPMorgan Chase & Co 2.55M (1.35%) 2.24M
Increased by +87.62%
Jun 30, 24
20 Bank of America Corp 2.47M (1.31%) -56.40K
Decreased by -2.28%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 12.09M (6.40%) 10.88K
Increased by +0.09%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.28M (2.80%) -23.23K
Decreased by -0.44%
Oct 31, 24
3 iShares Russell 2000 ETF 4.88M (2.58%) -10.98K
Decreased by -0.22%
Oct 31, 24
4 Vanguard Small Cap Index 4.19M (2.21%) 8.20K
Increased by +0.20%
Oct 31, 24
5 BIT Global Technology Leaders R-I 2.86M (1.51%) -275.31K
Decreased by -9.62%
Oct 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.83M (1.50%) 559.40K
Increased by +19.74%
Sep 30, 24
7 BIT Global Internet Leaders 30 R - I 2.30M (1.22%) 89.82K
Increased by +3.90%
Jul 31, 24
8 Vanguard Small Cap Growth Index Inv 2.30M (1.22%) -3.05K
Decreased by -0.13%
Oct 31, 24
9 iShares S&P Small-Cap 600 Value ETF 1.96M (1.04%) 1.62K
Increased by +0.08%
Oct 31, 24
10 Fidelity Small Cap Index 1.94M (1.03%) -48.17K
Decreased by -2.48%
Aug 31, 24
11 American Century Small Cap Growth Inv 1.83M (0.97%) 1.83M
Increased by +100.00%
Mar 31, 24
12 Fidelity Small Cap Growth 1.81M (0.96%) 330.49K
Increased by +18.23%
Jul 31, 24
13 iShares Russell 2000 Growth ETF 1.69M (0.89%) 0.00
Increased by 0.00%
Oct 31, 24
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.68M (0.89%) 12.68K
Increased by +0.75%
Oct 31, 24
15 Franklin Small Cap Growth SMA 1.61M (0.85%) 1.61M
Increased by +99.99%
Mar 31, 24
16 Vanguard Tax-Managed Small Cap Adm 1.33M (0.71%) 1.33M
Increased by +100.00%
Oct 31, 24
17 CREF Stock R1 1.18M (0.63%) 0.00
Increased by 0.00%
Aug 31, 24
18 Fidelity® Small Cap Index 1.18M (0.62%) 30.44K
Increased by +2.59%
Oct 31, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.16M (0.61%) -41.60K
Decreased by -3.60%
Oct 31, 24
20 Fidelity Extended Market Index 1.10M (0.58%) 211.24K
Increased by +19.14%
Sep 30, 24