Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.62%
2 AZTD 3.86%
3 IWC 0.34%
4 IWO 0.10%
5 IWM 0.05%
6 JKL 0.03%
7 ISCV 0.03%
8 JKJ 0.03%
9 ISCB 0.03%
10 JKK 0.02%
11 ISCG 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 (16.09%) 0.00
Increased by 0.00%
Sep 30, 23
2 Ribbit Management Company, LLC 1.22M (12.00%) -446.22K
Decreased by -36.52%
Dec 31, 24
3 SVB Capital Management LLC 783.01K (7.69%) 0.00
Increased by 0.00%
Dec 31, 24
4 SVB Financial Group 783.01K (7.69%) 0.00
Increased by 0.00%
Jun 30, 24
5 Cannell Capital LLC 717.04K (7.04%) 423.12K
Increased by +59.01%
Dec 31, 23
6 BlackRock Inc 686.62K (6.74%) 32.15K
Increased by +4.68%
Dec 31, 24
7 Vanguard Group Inc 526.93K (5.18%) 73.41K
Increased by +13.93%
Dec 31, 24
8 SILVER LAKE GROUP, L.L.C. 514.40K (5.05%) 0.00
Increased by 0.00%
Sep 30, 23
9 T. Rowe Price Investment Management,Inc. 408.60K (4.01%) 408.60K
Increased by +100.00%
Dec 31, 24
10 D. E. Shaw & Co LP 312.43K (3.07%) 35.85K
Increased by +11.47%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 291.91K (2.87%) 93.70K
Increased by +32.10%
Sep 30, 24
12 Renaissance Technologies Corp 263.51K (2.59%) 77.70K
Increased by +29.49%
Dec 31, 24
13 Galileo (PTC) Ltd 252.67K (2.48%) 0.00
Increased by 0.00%
Dec 31, 24
14 Hood River Capital Management LLC 245.94K (2.42%) 57.79K
Increased by +23.50%
Sep 30, 24
15 SCHUSTERMAN INTERESTS, LLC 243.23K (2.39%) -242.88K
Decreased by -99.86%
Mar 31, 24
16 JPMorgan Chase & Co 210.95K (2.07%) -17.50K
Decreased by -8.29%
Sep 30, 24
17 Geode Capital Management, LLC 190.65K (1.87%) 176.00
Increased by +0.09%
Dec 31, 24
18 Citadel Advisors Llc 188.54K (1.85%) -4.27K
Decreased by -2.26%
Dec 31, 24
19 State Street Corp 186.00K (1.83%) 9.11K
Increased by +4.90%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 185.47K (1.82%) -21.34K
Decreased by -11.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 344.38K (3.38%) 344.38K
Increased by +100.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 295.92K (2.91%) 29.00
Increased by +0.01%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 230.29K (2.26%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 214.90K (2.11%) -1.73K
Decreased by -0.80%
Apr 29, 25
5 T. Rowe Price Small-Cap Value 178.75K (1.76%) -38.00
Decreased by -0.02%
Mar 31, 25
6 American Century Small Cap Growth Inv 172.80K (1.70%) 172.80K
Increased by +100.00%
Mar 31, 25
7 American Century U.S. Small Cap Growth 172.80K (1.70%) 172.80K
Increased by +100.00%
Mar 31, 25
8 T. Rowe Price Small-Cap Stock 161.37K (1.59%) -35.00
Decreased by -0.02%
Mar 31, 25
9 T. Rowe Price US Small-Cap Core Equity 161.37K (1.59%) 161.37K
Increased by +100.00%
Mar 31, 25
10 Hood River Small-Cap Growth Instl 157.50K (1.55%) 101.03K
Increased by +64.15%
Sep 30, 24
11 Franklin DynaTech Fund A 125.00K (1.23%) 125.00K
Increased by +100.00%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 120.51K (1.18%) 2.19K
Increased by +1.82%
Mar 31, 25
13 T. Rowe Price U.S. SC Value Eq Tr-Z 103.34K (1.02%) 5.37K
Increased by +5.19%
Mar 31, 25
14 T. Rowe Price U.S. SC Value Eq Tr-D 97.98K (0.96%) 97.98K
Increased by +100.00%
Dec 31, 24
15 T. Rowe Price Instl Small-Cap Stock 86.37K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Small Cap Index 86.01K (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
17 Invesco Small Cap Growth A 83.61K (0.82%) 83.61K
Increased by +100.00%
Mar 31, 25
18 T. Rowe Price U.S. SC Core Eq Tr-Z 77.61K (0.76%) 77.61K
Increased by +100.00%
Mar 31, 25
19 iShares Russell 2000 Growth ETF 77.50K (0.76%) 0.00
Increased by 0.00%
Apr 30, 25
20 JNL/Invesco Small Cap Growth A 77.22K (0.76%) 77.22K
Increased by +100.00%
Mar 31, 25