Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.62%
2 AZTD 3.86%
3 JSML 0.31%
4 PSC 0.31%
5 IWC 0.27%
6 OMFS 0.17%
7 XDAT 0.13%
8 VFMO 0.10%
9 MFVL 0.08%
10 IWO 0.04%
11 VTWG 0.04%
12 SQLT 0.04%
13 ISCV 0.03%
14 JKL 0.03%
15 ISCG 0.02%
16 JKK 0.02%
17 IWMW 0.02%
18 IWM 0.02%
19 VTWO 0.02%
20 ISCB 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ribbit Capital GP IV, Ltd. 1.64M (12.97%) 0.00
Increased by 0.00%
Sep 30, 23
2 Ribbit Management Company, LLC 1.23M (9.76%) 0.00
Increased by 0.00%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 1.10M (8.73%) 230.33K
Increased by +20.89%
Dec 31, 25
4 BlackRock Inc 1.05M (8.29%) 124.27K
Increased by +11.87%
Dec 31, 25
5 SVB Capital Management LLC 783.01K (6.20%) 0.00
Increased by 0.00%
Dec 31, 24
6 SVB Financial Group 783.01K (6.20%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Group Inc 723.12K (5.72%) -1.42K
Decreased by -0.20%
Dec 31, 25
8 Cannell Capital LLC 717.04K (5.68%) 423.12K
Increased by +59.01%
Dec 31, 23
9 SILVER LAKE GROUP, L.L.C. 514.40K (4.07%) 0.00
Increased by 0.00%
Sep 30, 23
10 Capital Research Global Investors 477.12K (3.78%) -177.13K
Decreased by -37.12%
Mar 31, 26
11 American Century Companies Inc 357.18K (2.83%) 126.47K
Increased by +35.41%
Jun 30, 25
12 Geode Capital Management, LLC 310.97K (2.46%) 12.24K
Increased by +3.94%
Dec 31, 25
13 Marshall Wace Asset Management Ltd 291.91K (2.31%) 93.70K
Increased by +32.10%
Sep 30, 24
14 Ensign Peak Advisors Inc 264.35K (2.09%) 264.35K
Increased by +100.00%
Jun 30, 25
15 State Street Corp 258.17K (2.04%) 12.32K
Increased by +4.77%
Dec 31, 25
16 Galileo (PTC) Ltd 252.67K (2.00%) 0.00
Increased by 0.00%
Mar 31, 26
17 Hood River Capital Management LLC 245.94K (1.95%) 57.79K
Increased by +23.50%
Sep 30, 24
18 SCHUSTERMAN INTERESTS, LLC 243.23K (1.93%) -242.88K
Decreased by -99.86%
Mar 31, 24
19 Renaissance Technologies Corp 238.78K (1.89%) -13.20K
Decreased by -5.53%
Mar 31, 26
20 Findell Capital Management LLC 235.00K (1.86%) 175.00K
Increased by +74.47%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 436.22K (3.45%) -164.50K
Decreased by -37.71%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 347.06K (2.75%) 0.00
Increased by 0.00%
Mar 31, 26
3 T. Rowe Price Small-Cap Value 316.12K (2.50%) 60.20K
Increased by +19.04%
Mar 31, 26
4 iShares Russell 2000 ETF 293.37K (2.32%) 2.49K
Increased by +0.85%
Apr 30, 26
5 American Century Small Cap Growth Inv 264.85K (2.10%) 92.06K
Increased by +34.76%
Jun 30, 25
6 American Century U.S. Small Cap Growth 264.85K (2.10%) 92.06K
Increased by +34.76%
Jun 30, 25
7 T. Rowe Price Small-Cap Stock 263.50K (2.09%) 0.00
Increased by 0.00%
Mar 31, 26
8 T. Rowe Price US Small-Cap Core Equity 263.50K (2.09%) -398.00
Decreased by -0.15%
Mar 31, 26
9 Vanguard US Total Market Shares ETF 230.29K (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
10 Franklin Innovation Composite 211.20K (1.67%) 86.20K
Increased by +40.81%
Jun 30, 25
11 T. Rowe Price U.S. SC Value Eq Tr-D 205.85K (1.63%) 83.12K
Increased by +40.38%
Mar 31, 26
12 Franklin DynaTech A 200.00K (1.58%) 0.00
Increased by 0.00%
Jul 31, 25
13 Hood River Small-Cap Growth Instl 157.50K (1.25%) 101.03K
Increased by +64.15%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 155.55K (1.23%) 5.64K
Increased by +3.63%
Mar 31, 26
15 Franklin DynaTech Fund A 150.00K (1.19%) 0.00
Increased by 0.00%
May 31, 25
16 T. Rowe Price Instl Small-Cap Stock 142.62K (1.13%) 0.00
Increased by 0.00%
Mar 31, 26
17 T. Rowe Price U.S. SC Core Eq Tr-D 123.13K (0.97%) 398.00
Increased by +0.32%
Mar 31, 26
18 Fidelity Small Cap Index 120.33K (0.95%) 1.30K
Increased by +1.08%
Feb 28, 26
19 T. Rowe Price U.S. SC Value Eq Tr-Z 103.34K (0.82%) 5.37K
Increased by +5.19%
Mar 31, 25
20 iShares Russell 2000 Growth ETF 101.36K (0.80%) 262.00
Increased by +0.26%
Apr 30, 26