Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.74%
2 UPGR 3.10%
3 PINK 2.89%
4 CBLS 2.41%
5 CBSE 2.38%
6 SPXZ 1.65%
7 PYZ 1.26%
8 NZRO 0.61%
9 DWAS 0.46%
10 OPTZ 0.26%
11 TFPN 0.24%
12 AVSC 0.21%
13 CCSO 0.21%
14 HAUZ 0.13%
15 VNQI 0.13%
16 VGSR 0.10%
17 FMAT 0.10%
18 IWN 0.08%
19 RFLR 0.08%
20 GWX 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sylebra Capital LLC 34.08M (24.11%) 619.92K
Increased by +1.82%
Mar 31, 25
2 Sylebra HK Co Ltd 29.19M (20.66%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 14.76M (10.44%) 660.84K
Increased by +4.48%
Mar 31, 25
4 Longview Management Group LLC 9.72M (6.87%) 0.00
Increased by 0.00%
Mar 31, 25
5 BlackRock Inc 9.58M (6.78%) -253.59K
Decreased by -2.65%
Mar 31, 25
6 Appian WAY Asset Management 7.35M (5.20%) 2.49M
Increased by +33.81%
Mar 31, 25
7 Samlyn Capital, LLC 6.22M (4.40%) 997.34K
Increased by +16.03%
Mar 31, 25
8 Gladstone Institutional Advisory LLC 3.41M (2.41%) -50.52K
Decreased by -1.48%
Mar 31, 25
9 Geode Capital Management, LLC 3.32M (2.35%) 134.38K
Increased by +4.05%
Mar 31, 25
10 BNP Paribas Investment Partners SA 3.09M (2.19%) -342.07K
Decreased by -11.05%
Sep 30, 23
11 State Street Corp 2.95M (2.08%) -9.06K
Decreased by -0.31%
Mar 31, 25
12 State Street Corporation 2.63M (1.86%) 96.39K
Increased by +3.67%
Mar 31, 24
13 Encompass Capital Advisors LLC 2.55M (1.80%) 39.61K
Increased by +1.55%
Dec 31, 23
14 Harvard Management Co Inc 2.50M (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
15 Abundance Wealth Counselors 2.42M (1.71%) -278.80K
Decreased by -11.52%
Mar 31, 25
16 T. Rowe Price Investment Management,Inc. 2.25M (1.59%) 897.69K
Increased by +39.90%
Mar 31, 25
17 Shay Capital LLC 2.24M (1.59%) 498.38K
Increased by +22.20%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.65M (1.17%) 68.72K
Increased by +4.16%
Mar 31, 25
19 Duquesne Family Office LLC 1.59M (1.13%) 1.59M
Increased by +100.00%
Dec 31, 24
20 Goldman Sachs Group Inc 1.42M (1.01%) 254.92K
Increased by +17.93%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.95M (3.50%) 73.10K
Increased by +1.48%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.43M (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Small Cap Index 3.92M (2.77%) 27.37K
Increased by +0.70%
Apr 30, 25
4 iShares Russell 2000 ETF 3.07M (2.17%) 518.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.27M (1.61%) 17.75K
Increased by +0.78%
Apr 30, 25
6 Vanguard Small Cap Growth Index Inv 2.18M (1.54%) 2.69K
Increased by +0.12%
Apr 30, 25
7 Fidelity Small Cap Index 1.22M (0.87%) 7.31K
Increased by +0.60%
Feb 28, 25
8 Fidelity® Small Cap Index 1.12M (0.79%) 30.13K
Increased by +2.69%
Oct 31, 23
9 iShares Russell 2000 Value ETF 940.38K (0.67%) -3.19K
Decreased by -0.34%
Apr 30, 25
10 Fidelity Extended Market Index 816.43K (0.58%) 35.37K
Increased by +4.33%
Mar 31, 25
11 T. Rowe Price Small-Cap Value 750.09K (0.53%) -98.34K
Decreased by -13.11%
Mar 31, 25
12 SWS Partners Growth Equity 748.72K (0.53%) 22.91K
Increased by +3.06%
Mar 31, 25
13 Fidelity® Extended Market Index 726.33K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
14 State St Russell Sm/Mid Cp® Indx NL Cl C 724.84K (0.51%) 4.05K
Increased by +0.56%
Apr 30, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 724.84K (0.51%) 4.05K
Increased by +0.56%
Apr 30, 25
16 Jupiter Merian Glb Eq AbsRet I USD Acc 710.94K (0.50%) 13.95K
Increased by +1.96%
Dec 31, 23
17 Schwab US Small-Cap ETF™ 695.22K (0.49%) -350.00
Decreased by -0.05%
Apr 30, 25
18 Vanguard Russell 2000 ETF 616.25K (0.44%) 38.20K
Increased by +6.20%
Apr 30, 25
19 Simplify Health Care ETF 607.20K (0.43%) 97.11K
Increased by +15.99%
Apr 30, 25
20 T. Rowe Price U.S. SC Value Eq Tr-D 564.86K (0.40%) 99.70K
Increased by +17.65%
Mar 31, 25