Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 3.53%
2 PINK 2.49%
3 CBLS 2.41%
4 CBSE 2.38%
5 UPGR 1.85%
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 RFLR 0.08%
18 GWX 0.08%
19 BBSC 0.07%
20 VAW 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sylebra Capital LLC 33.46M (20.35%) 0.00
Increased by 0.00%
Dec 31, 24
2 Sylebra HK Co Ltd 29.19M (17.76%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 14.10M (8.58%) 758.38K
Increased by +5.38%
Dec 31, 24
4 BlackRock Inc 9.84M (5.98%) 521.64K
Increased by +5.30%
Dec 31, 24
5 Longview Management Group LLC 9.72M (5.91%) 0.00
Increased by 0.00%
Dec 31, 24
6 Samlyn Capital, LLC 5.22M (3.18%) -2.92M
Decreased by -55.91%
Dec 31, 24
7 Appian WAY Asset Management 4.87M (2.96%) -808.49K
Decreased by -16.62%
Dec 31, 24
8 Gladstone Institutional Advisory LLC 3.46M (2.11%) 122.70K
Increased by +3.54%
Dec 31, 24
9 Geode Capital Management, LLC 3.19M (1.94%) 60.90K
Increased by +1.91%
Dec 31, 24
10 BNP Paribas Investment Partners SA 3.09M (1.88%) -342.07K
Decreased by -11.05%
Sep 30, 23
11 State Street Corp 2.96M (1.80%) 145.90K
Increased by +4.94%
Dec 31, 24
12 State Street Corporation 2.63M (1.60%) 96.39K
Increased by +3.67%
Mar 31, 24
13 Encompass Capital Advisors LLC 2.55M (1.55%) 39.61K
Increased by +1.55%
Dec 31, 23
14 Harvard Management Co Inc 2.50M (1.52%) 0.00
Increased by 0.00%
Dec 31, 24
15 Abundance Wealth Counselors 2.42M (1.47%) -278.80K
Decreased by -11.52%
Mar 31, 25
16 Shay Capital LLC 1.75M (1.06%) -1.81M
Decreased by -103.70%
Dec 31, 24
17 Duquesne Family Office LLC 1.59M (0.97%) 1.59M
Increased by +100.00%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 1.58M (0.96%) 514.23K
Increased by +32.46%
Dec 31, 24
19 Goldman Sachs Group Inc 1.42M (0.86%) 254.92K
Increased by +17.93%
Dec 31, 24
20 Weiss Multi-Strategy Advisers Llc 1.38M (0.84%) 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 4.88M (2.97%) 149.56K
Increased by +3.06%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 4.43M (2.69%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Small Cap Index 3.89M (2.37%) 127.18K
Increased by +3.27%
Mar 31, 25
4 iShares Russell 2000 ETF 3.07M (1.87%) -24.86K
Decreased by -0.81%
Apr 29, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.25M (1.37%) 54.80K
Increased by +2.43%
Mar 31, 25
6 Vanguard Small Cap Growth Index Inv 2.18M (1.33%) 69.00K
Increased by +3.17%
Mar 31, 25
7 Fidelity Small Cap Index 1.22M (0.74%) 7.31K
Increased by +0.60%
Feb 28, 25
8 Fidelity® Small Cap Index 1.12M (0.68%) 30.13K
Increased by +2.69%
Oct 31, 23
9 iShares Russell 2000 Value ETF 940.38K (0.57%) -3.19K
Decreased by -0.34%
Apr 30, 25
10 Fidelity Extended Market Index 816.43K (0.50%) 35.37K
Increased by +4.33%
Mar 31, 25
11 T. Rowe Price Small-Cap Value 750.09K (0.46%) -98.34K
Decreased by -13.11%
Mar 31, 25
12 SWS Partners Growth Equity 748.72K (0.46%) 22.91K
Increased by +3.06%
Mar 31, 25
13 Fidelity® Extended Market Index 726.33K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
14 State St Russell Sm/Mid Cp® Indx NL Cl C 720.79K (0.44%) -46.70K
Decreased by -6.48%
Mar 31, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 720.79K (0.44%) -46.70K
Decreased by -6.48%
Mar 31, 25
16 Jupiter Merian Glb Eq AbsRet I USD Acc 710.94K (0.43%) 13.95K
Increased by +1.96%
Dec 31, 23
17 Schwab US Small-Cap ETF™ 695.22K (0.42%) -350.00
Decreased by -0.05%
Apr 30, 25
18 Vanguard Russell 2000 ETF 578.06K (0.35%) 13.06K
Increased by +2.26%
Mar 31, 25
19 T. Rowe Price U.S. SC Value Eq Tr-Z 564.86K (0.34%) 99.70K
Increased by +17.65%
Mar 31, 25
20 Simplify Health Care ETF 510.09K (0.31%) -13.21K
Decreased by -2.59%
Mar 31, 25