Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 3.71%
2 PINK 3.58%
3 CBLS 2.41%
4 CBSE 2.38%
5 UPGR 1.96%
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 0.14%
14 HAUZ 0.13%
15 VNQI 0.13%
16 VGSR 0.10%
17 VAW 0.10%
18 RFLR 0.08%
19 VTWV 0.08%
20 GWX 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sylebra Capital LLC 33.46M (37.39%) 0.00
Increased by 0.00%
Dec 31, 24
2 Sylebra HK Co Ltd 29.19M (32.63%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 14.10M (15.76%) 758.38K
Increased by +5.38%
Dec 31, 24
4 BlackRock Inc 9.84M (10.99%) 521.64K
Increased by +5.30%
Dec 31, 24
5 Longview Management Group LLC 9.72M (10.86%) 0.00
Increased by 0.00%
Dec 31, 24
6 Samlyn Capital, LLC 5.22M (5.84%) -2.92M
Decreased by -55.91%
Dec 31, 24
7 Appian WAY Asset Management 4.87M (5.44%) -808.49K
Decreased by -16.62%
Dec 31, 24
8 Gladstone Institutional Advisory LLC 3.46M (3.87%) 122.70K
Increased by +3.54%
Dec 31, 24
9 Geode Capital Management, LLC 3.19M (3.56%) 60.90K
Increased by +1.91%
Dec 31, 24
10 BNP Paribas Investment Partners SA 3.09M (3.46%) -342.07K
Decreased by -11.05%
Sep 30, 23
11 State Street Corp 2.96M (3.30%) 145.90K
Increased by +4.94%
Dec 31, 24
12 Abundance Wealth Counselors 2.70M (3.02%) -2.67M
Decreased by -98.98%
Dec 31, 24
13 State Street Corporation 2.63M (2.94%) 96.39K
Increased by +3.67%
Mar 31, 24
14 Encompass Capital Advisors LLC 2.55M (2.85%) 39.61K
Increased by +1.55%
Dec 31, 23
15 Harvard Management Co Inc 2.50M (2.79%) 0.00
Increased by 0.00%
Dec 31, 24
16 Shay Capital LLC 1.75M (1.95%) -1.81M
Decreased by -103.70%
Dec 31, 24
17 Duquesne Family Office LLC 1.59M (1.78%) 1.59M
Increased by +100.00%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.58M (1.77%) 514.23K
Increased by +32.46%
Dec 31, 24
19 Goldman Sachs Group Inc 1.42M (1.59%) 254.92K
Increased by +17.93%
Dec 31, 24
20 Weiss Multi-Strategy Advisers Llc 1.38M (1.54%) 1.09M
Increased by +78.79%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.73M (5.29%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Small Cap Index 3.76M (4.21%) 3.07K
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 3.18M (3.55%) -37.38K
Decreased by -1.18%
Feb 28, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 2.20M (2.46%) 3.20K
Increased by +0.15%
Feb 28, 25
5 Vanguard Small Cap Growth Index Inv 2.11M (2.36%) -12.20K
Decreased by -0.58%
Feb 28, 25
6 Fidelity Small Cap Index 1.24M (1.38%) -11.04K
Decreased by -0.89%
Dec 31, 24
7 Fidelity® Small Cap Index 1.12M (1.25%) 30.13K
Increased by +2.69%
Oct 31, 23
8 iShares Russell 2000 Value ETF 925.71K (1.03%) -7.02K
Decreased by -0.76%
Feb 28, 25
9 T. Rowe Price Small-Cap Value 848.43K (0.95%) -616.00
Decreased by -0.07%
Jan 31, 25
10 Fidelity Extended Market Index 786.04K (0.88%) -11.94K
Decreased by -1.52%
Jan 31, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 767.49K (0.86%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity® Extended Market Index 726.33K (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
13 SWS Partners Growth Equity 725.82K (0.81%) -7.91K
Decreased by -1.09%
Dec 31, 24
14 Jupiter Merian Glb Eq AbsRet I USD Acc 710.94K (0.79%) 13.95K
Increased by +1.96%
Dec 31, 23
15 Schwab US Small-Cap ETF™ 697.42K (0.78%) 0.00
Increased by 0.00%
Feb 28, 25
16 Vanguard Russell 2000 ETF 565.00K (0.63%) 16.63K
Increased by +2.94%
Feb 28, 25
17 Simplify Health Care ETF 523.30K (0.58%) -619.76K
Decreased by -118.43%
Feb 28, 25
18 T. Rowe Price U.S. SC Value Eq Tr-Z 465.15K (0.52%) 465.15K
Increased by +100.00%
Dec 31, 24
19 Invesco Dorsey Wright SmallCap Momt ETF 440.35K (0.49%) 0.00
Increased by 0.00%
Nov 27, 24
20 State St Russell Sm Cap® Indx SL Cl I 434.76K (0.49%) 0.00
Increased by 0.00%
Feb 28, 25