Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 0.01%
2 ISCV 0.01%
3 IWM 0.01%
4 ISCB 0.00%
5 JKJ 0.00%
6 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 32.11M (348.06%) 0.00
Increased by 0.00%
Dec 31, 23
2 STONE POINT CAPITAL LLC 18.46M (200.14%) 0.00
Increased by 0.00%
Dec 31, 23
3 Ameriprise Financial Inc 3.01M (32.64%) 132.12K
Increased by +4.39%
Dec 31, 23
4 Massachusetts Financial Services Company 1.76M (19.09%) -368.95K
Decreased by -20.95%
Dec 31, 23
5 Jennison Associates LLC 1.51M (16.38%) -65.77K
Decreased by -4.35%
Dec 31, 23
6 Park West Asset Management LLC 1.09M (11.82%) 1.09M
Increased by +100.00%
Dec 31, 23
7 BlackRock Inc 1.06M (11.47%) 3.62K
Increased by +0.34%
Dec 31, 23
8 Vanguard Group Inc 625.43K (6.78%) -249.74K
Decreased by -39.93%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 616.16K (6.68%) 101.87K
Increased by +16.53%
Dec 31, 23
10 Advantage Alpha Capital Partners, LP 561.05K (6.08%) 101.44K
Increased by +18.08%
Dec 31, 23
11 Royce & Associates, LP 476.91K (5.17%) 96.76K
Increased by +20.29%
Sep 30, 23
12 Invenomic Capital Management, LP 462.76K (5.02%) -350.70K
Decreased by -75.78%
Dec 31, 23
13 Citadel Advisors Llc 362.18K (3.93%) -105.76K
Decreased by -29.20%
Sep 30, 23
14 AQR Capital Management LLC 358.82K (3.89%) 132.87K
Increased by +37.03%
Sep 30, 23
15 Jacobs Levy Equity Management, Inc. 345.62K (3.75%) 94.53K
Increased by +27.35%
Sep 30, 23
16 State Street Corporation 339.72K (3.68%) -12.17K
Decreased by -3.58%
Dec 31, 23
17 LGT Capital Partners Ltd. 313.06K (3.39%) -271.46K
Decreased by -86.71%
Dec 31, 23
18 Geode Capital Management, LLC 282.66K (3.06%) -12.35K
Decreased by -4.37%
Dec 31, 23
19 Emerald Advisers, LLC 251.40K (2.73%) 251.40K
Increased by +100.00%
Dec 31, 23
20 Renaissance Technologies Corp 225.40K (2.44%) 120.39K
Increased by +53.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Seligman Tech & Inf SMA Cmp 1.80M (19.53%) 1.80M
Increased by +100.00%
Dec 31, 23
2 Columbia Seligman Tech & Info A 1.80M (19.53%) 0.00
Increased by 0.00%
Jan 31, 24
3 Columbia Seligman Technology Growth 1.80M (19.53%) 0.00
Increased by 0.00%
Dec 31, 23
4 Fidelity Canadian Large Cp Mlt Ast Bs O 919.26K (9.96%) 919.26K
Increased by +100.00%
Feb 29, 24
5 Invenomic Institutional 758.48K (8.22%) 0.00
Increased by 0.00%
Oct 31, 23
6 Vanguard Total Stock Mkt Idx Inv 666.38K (7.22%) 353.59K
Increased by +53.06%
Mar 31, 24
7 MFS New Discovery Value I 570.64K (6.19%) -729.11K
Decreased by -127.77%
Jan 31, 24
8 PGIM Jennison Small Company A 493.30K (5.35%) 3.46K
Increased by +0.70%
Jan 31, 24
9 Jennison SMid Cap Core Equity 489.83K (5.31%) 0.00
Increased by 0.00%
Dec 31, 23
10 Columbia Seligman Global Tech A 341.41K (3.70%) 0.00
Increased by 0.00%
Jan 31, 24
11 iShares Russell 2000 ETF 310.52K (3.37%) -2.49K
Decreased by -0.80%
Apr 30, 24
12 Royce Small-Cap Opportunity Invmt 308.98K (3.35%) 63.38K
Increased by +20.51%
Sep 30, 23
13 Jennison U.S. Small Cap Equity Fund 4 188.03K (2.04%) 4.86K
Increased by +2.59%
Dec 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 158.55K (1.72%) 0.00
Increased by 0.00%
Mar 31, 24
15 FTGF RY US SmCp Opp A USD Dis(A) 157.04K (1.70%) 34.34K
Increased by +21.87%
Sep 30, 23
16 CT (Lux) Global Tech DU 144.72K (1.57%) 0.00
Increased by 0.00%
Jan 31, 24
17 Fidelity Small Cap Index 144.00K (1.56%) 1.61K
Increased by +1.12%
Feb 29, 24
18 Fidelity® Small Cap Index 142.73K (1.55%) 1.54K
Increased by +1.08%
Oct 31, 23
19 Bridge Builder Small/Mid Cap Value 125.32K (1.36%) -194.78K
Decreased by -155.43%
Jan 31, 24
20 iShares Russell 2000 Value ETF 123.10K (1.33%) 0.00
Increased by 0.00%
Apr 30, 24