Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.62%
2 AZTD 3.86%
3 IWC 0.33%
4 IWO 0.10%
5 IWM 0.05%
6 ISCV 0.03%
7 JKL 0.03%
8 ISCB 0.03%
9 JKJ 0.03%
10 ISCG 0.02%
11 JKK 0.02%
12 ITOT 0.00%
13 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ribbit Capital GP IV, Ltd. 1.64M (17.41%) 0.00
Increased by 0.00%
Sep 30, 23
2 Ribbit Management Company, LLC 1.22M (12.98%) -446.22K
Decreased by -36.52%
Dec 31, 24
3 SVB Financial Group 783.01K (8.32%) 0.00
Increased by 0.00%
Jun 30, 24
4 SVB Capital Management LLC 783.01K (8.32%) 0.00
Increased by 0.00%
Dec 31, 24
5 Cannell Capital LLC 717.04K (7.62%) 423.12K
Increased by +59.01%
Dec 31, 23
6 BlackRock Inc 686.62K (7.30%) 32.15K
Increased by +4.68%
Dec 31, 24
7 Vanguard Group Inc 526.93K (5.60%) 73.41K
Increased by +13.93%
Dec 31, 24
8 SILVER LAKE GROUP, L.L.C. 514.40K (5.47%) 0.00
Increased by 0.00%
Sep 30, 23
9 T. Rowe Price Investment Management,Inc. 408.60K (4.34%) 408.60K
Increased by +100.00%
Dec 31, 24
10 D. E. Shaw & Co LP 312.43K (3.32%) 35.85K
Increased by +11.47%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 291.91K (3.10%) 93.70K
Increased by +32.10%
Sep 30, 24
12 Renaissance Technologies Corp 263.51K (2.80%) 77.70K
Increased by +29.49%
Dec 31, 24
13 Galileo (PTC) Ltd 252.67K (2.69%) 0.00
Increased by 0.00%
Dec 31, 24
14 Hood River Capital Management LLC 245.94K (2.61%) 57.79K
Increased by +23.50%
Sep 30, 24
15 SCHUSTERMAN INTERESTS, LLC 243.23K (2.58%) -242.88K
Decreased by -99.86%
Mar 31, 24
16 JPMorgan Chase & Co 210.95K (2.24%) -17.50K
Decreased by -8.29%
Sep 30, 24
17 Geode Capital Management, LLC 190.65K (2.03%) 176.00
Increased by +0.09%
Dec 31, 24
18 Citadel Advisors Llc 188.54K (2.00%) -4.27K
Decreased by -2.26%
Dec 31, 24
19 State Street Corp 186.00K (1.98%) 9.11K
Increased by +4.90%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 185.47K (1.97%) -21.34K
Decreased by -11.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 295.89K (3.14%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 230.37K (2.45%) -1.98K
Decreased by -0.86%
Mar 31, 25
3 T. Rowe Price Small-Cap Value 178.79K (1.90%) 0.00
Increased by 0.00%
Feb 28, 25
4 T. Rowe Price Small-Cap Stock 161.40K (1.72%) 84.00K
Increased by +52.04%
Feb 28, 25
5 Hood River Small-Cap Growth Instl 157.50K (1.67%) 101.03K
Increased by +64.15%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 118.32K (1.26%) 175.00
Increased by +0.15%
Feb 28, 25
7 T. Rowe Price U.S. SC Value Eq Tr-Z 97.98K (1.04%) 97.98K
Increased by +100.00%
Dec 31, 24
8 T. Rowe Price Instl Small-Cap Stock 86.37K (0.92%) 46.21K
Increased by +53.51%
Feb 28, 25
9 Fidelity Small Cap Index 86.01K (0.91%) -1.61K
Decreased by -1.87%
Jan 31, 25
10 iShares Russell 2000 Growth ETF 76.44K (0.81%) -364.00
Decreased by -0.48%
Mar 31, 25
11 Heptagon Driehaus US Micro Cap Eq C$ Acc 64.95K (0.69%) 34.11K
Increased by +52.52%
Feb 28, 25
12 Invesco FTSE RAFI US 1500 Small-Mid ETF 62.21K (0.66%) 0.00
Increased by 0.00%
Jan 31, 24
13 State St Russell Sm/Mid Cp® Indx NL Cl C 54.89K (0.58%) 0.00
Increased by 0.00%
Feb 28, 25
14 Xtrackers S&P 500 Swap ETF 1C 43.30K (0.46%) 43.30K
Increased by +100.00%
Jul 31, 24
15 Xtrackers Stoxx Global Div100 Swp ETF 1D 42.60K (0.45%) 42.60K
Increased by +100.00%
Jul 31, 24
16 Fidelity Extended Market Index 41.84K (0.44%) -267.00
Decreased by -0.64%
Feb 28, 25
17 Fidelity® Extended Market Index 41.14K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Russell 2000 ETF 39.56K (0.42%) 1.13K
Increased by +2.86%
Feb 28, 25
19 AST Prudential Growth Allocation Port 30.00K (0.32%) -200.00
Decreased by -0.67%
Feb 28, 25
20 State St Russell Sm Cap® Indx SL Cl I 29.70K (0.32%) 0.00
Increased by 0.00%
Feb 28, 25