Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.62%
2 AZTD 3.86%
3 IWC 0.09%
4 IWO 0.03%
5 IWM 0.01%
6 ISCG 0.01%
7 JKK 0.01%
8 JKJ 0.01%
9 ISCB 0.01%
10 ISCV 0.01%
11 JKL 0.01%
12 ITOT 0.00%
13 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ribbit Management Company, LLC 1.67M (18.11%) -13.30K
Decreased by -0.80%
Jun 30, 24
2 Ribbit Capital GP IV, Ltd. 1.64M (17.79%) 0.00
Increased by 0.00%
Sep 30, 23
3 SVB Financial Group 783.01K (8.50%) 0.00
Increased by 0.00%
Jun 30, 24
4 Cannell Capital LLC 717.04K (7.79%) 423.12K
Increased by +59.01%
Dec 31, 23
5 BlackRock Inc 652.33K (7.08%) 457.52K
Increased by +70.14%
Jun 30, 24
6 SILVER LAKE GROUP, L.L.C. 514.40K (5.59%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Group Inc 449.49K (4.88%) 63.67K
Increased by +14.16%
Jun 30, 24
8 D. E. Shaw & Co LP 412.16K (4.48%) 19.98K
Increased by +4.85%
Jun 30, 24
9 Galileo (PTC) Ltd 252.67K (2.74%) 0.00
Increased by 0.00%
Jun 30, 24
10 SCHUSTERMAN INTERESTS, LLC 243.23K (2.64%) -242.88K
Decreased by -99.86%
Mar 31, 24
11 Renaissance Technologies Corp 201.02K (2.18%) -36.20K
Decreased by -18.01%
Jun 30, 24
12 Marshall Wace Asset Management Ltd 198.21K (2.15%) -132.05K
Decreased by -66.62%
Jun 30, 24
13 Geode Capital Management, LLC 192.46K (2.09%) 108.27K
Increased by +56.25%
Jun 30, 24
14 Hood River Capital Management LLC 188.16K (2.04%) 188.16K
Increased by +100.00%
Jun 30, 24
15 Driehaus Capital Management LLC 177.38K (1.93%) 177.38K
Increased by +100.00%
Jun 30, 24
16 State Street Corp 176.45K (1.92%) 140.00K
Increased by +79.35%
Jun 30, 24
17 Dragoneer Investment Group, LLC 154.32K (1.68%) 0.00
Increased by 0.00%
Jun 30, 24
18 Trexquant Investment LP 145.59K (1.58%) 73.73K
Increased by +50.64%
Jun 30, 24
19 JPMorgan Chase & Co 114.23K (1.24%) 86.50K
Increased by +75.73%
Jun 30, 24
20 Citadel Advisors Llc 100.22K (1.09%) 98.99K
Increased by +98.77%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 246.85K (2.68%) 1.56K
Increased by +0.63%
Aug 30, 24
2 Vanguard Total Stock Mkt Idx Inv 230.29K (2.50%) 0.00
Increased by 0.00%
Jul 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 123.77K (1.34%) 756.00
Increased by +0.61%
Jul 31, 24
4 Heptagon Driehaus US Micro Cap Eq C$ Acc 101.28K (1.10%) 25.45K
Increased by +25.13%
Jul 31, 24
5 iShares Russell 2000 Growth ETF 76.34K (0.83%) -91.00
Decreased by -0.12%
Aug 30, 24
6 Invesco FTSE RAFI US 1500 Small-Mid ETF 62.21K (0.68%) 0.00
Increased by 0.00%
Jan 31, 24
7 State St Russell Sm/Mid Cp® Indx NL Cl C 57.29K (0.62%) 37.20K
Increased by +64.94%
Jul 31, 24
8 Hood River Small-Cap Growth Instl 56.47K (0.61%) 56.47K
Increased by +100.00%
Jun 30, 24
9 Fidelity Extended Market Index 48.81K (0.53%) 1.97K
Increased by +4.03%
Jul 31, 24
10 Xtrackers S&P 500 Swap ETF 1C 43.30K (0.47%) 43.30K
Increased by +100.00%
Jul 31, 24
11 Xtrackers Stoxx Global Div100 Swp ETF 1D 42.60K (0.46%) 42.60K
Increased by +100.00%
Jul 31, 24
12 Fidelity® Extended Market Index 41.14K (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
13 T. Rowe Price Small-Cap Value 37.36K (0.41%) -137.00
Decreased by -0.37%
Jun 30, 24
14 State St Russell Sm Cap® Indx SL Cl I 34.70K (0.38%) 0.00
Increased by 0.00%
Jul 31, 24
15 Vanguard Russell 2000 ETF 34.05K (0.37%) 1.90K
Increased by +5.59%
Jul 31, 24
16 Driehaus Micro Cap Growth USD 31.97K (0.35%) 8.18K
Increased by +25.60%
Jul 31, 24
17 EAM Ultra Micro Cap 26.30K (0.29%) -19.77K
Decreased by -75.17%
Mar 31, 24
18 Schwab Small Cap Index 20.89K (0.23%) 477.00
Increased by +2.28%
Jul 31, 24
19 CREF Stock R1 20.42K (0.22%) 20.42K
Increased by +100.00%
Jul 31, 24
20 iShares Micro-Cap ETF 20.11K (0.22%) 0.00
Increased by 0.00%
Aug 30, 24