Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.62%
2 AZTD 3.86%
3 IWC 0.27%
4 IWO 0.07%
5 IWM 0.04%
6 ISCG 0.03%
7 JKK 0.03%
8 ISCV 0.03%
9 JKL 0.03%
10 ISCB 0.02%
11 JKJ 0.02%
12 WSML 0.01%
13 ITOT 0.00%
14 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ribbit Capital GP IV, Ltd. 1.64M (13.24%) 0.00
Increased by 0.00%
Sep 30, 23
2 Ribbit Management Company, LLC 1.22M (9.87%) 0.00
Increased by 0.00%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 809.23K (6.54%) 129.53K
Increased by +16.01%
Jun 30, 25
4 SVB Financial Group 783.01K (6.33%) 0.00
Increased by 0.00%
Jun 30, 24
5 SVB Capital Management LLC 783.01K (6.33%) 0.00
Increased by 0.00%
Dec 31, 24
6 Cannell Capital LLC 717.04K (5.79%) 423.12K
Increased by +59.01%
Dec 31, 23
7 BlackRock Inc 644.39K (5.21%) -42.22K
Decreased by -6.55%
Mar 31, 25
8 Vanguard Group Inc 575.48K (4.65%) 45.92K
Increased by +7.98%
Jun 30, 25
9 SILVER LAKE GROUP, L.L.C. 514.40K (4.16%) 0.00
Increased by 0.00%
Sep 30, 23
10 Capital Research Global Investors 496.60K (4.01%) 127.68K
Increased by +25.71%
Jun 30, 25
11 Renaissance Technologies Corp 419.51K (3.39%) 156.00K
Increased by +37.19%
Mar 31, 25
12 American Century Companies Inc 357.18K (2.89%) 126.47K
Increased by +35.41%
Jun 30, 25
13 Marshall Wace Asset Management Ltd 291.91K (2.36%) 93.70K
Increased by +32.10%
Sep 30, 24
14 Ensign Peak Advisors Inc 264.35K (2.14%) 264.35K
Increased by +100.00%
Jun 30, 25
15 Amvescap Plc. 256.79K (2.07%) 252.27K
Increased by +98.24%
Mar 31, 25
16 Galileo (PTC) Ltd 252.67K (2.04%) 0.00
Increased by 0.00%
Mar 31, 25
17 Hood River Capital Management LLC 245.94K (1.99%) 57.79K
Increased by +23.50%
Sep 30, 24
18 SCHUSTERMAN INTERESTS, LLC 243.23K (1.97%) -242.88K
Decreased by -99.86%
Mar 31, 24
19 Franklin Resources Inc 211.53K (1.71%) 79.33K
Increased by +37.50%
Jun 30, 25
20 JPMorgan Chase & Co 210.95K (1.70%) -17.50K
Decreased by -8.29%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 461.04K (3.72%) 116.65K
Increased by +25.30%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 289.50K (2.34%) -6.42K
Decreased by -2.22%
Jul 31, 25
3 American Century Small Cap Growth Inv 264.85K (2.14%) 92.06K
Increased by +34.76%
Jun 30, 25
4 American Century U.S. Small Cap Growth 264.85K (2.14%) 92.06K
Increased by +34.76%
Jun 30, 25
5 iShares Russell 2000 ETF 251.39K (2.03%) -4.83K
Decreased by -1.92%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 230.29K (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
7 T. Rowe Price Small-Cap Stock 215.72K (1.74%) 29.47K
Increased by +13.66%
Jun 30, 25
8 T. Rowe Price US Small-Cap Core Equity 215.72K (1.74%) 54.36K
Increased by +25.20%
Jun 30, 25
9 Franklin Innovation Composite 211.20K (1.71%) 86.20K
Increased by +40.81%
Jun 30, 25
10 Franklin DynaTech A 200.00K (1.62%) 50.00K
Increased by +25.00%
Jun 30, 25
11 T. Rowe Price Small-Cap Value 178.25K (1.44%) -209.00
Decreased by -0.12%
Jun 30, 25
12 Hood River Small-Cap Growth Instl 157.50K (1.27%) 101.03K
Increased by +64.15%
Sep 30, 24
13 Franklin DynaTech Fund A 150.00K (1.21%) 0.00
Increased by 0.00%
May 31, 25
14 T. Rowe Price Instl Small-Cap Stock 113.71K (0.92%) 13.99K
Increased by +12.30%
Jun 30, 25
15 T. Rowe Price U.S. SC Value Eq Tr-D 107.46K (0.87%) 4.11K
Increased by +3.83%
Jun 30, 25
16 T. Rowe Price U.S. SC Core Eq Tr-D 106.07K (0.86%) 28.46K
Increased by +26.83%
Jun 30, 25
17 T. Rowe Price U.S. SC Value Eq Tr-Z 103.34K (0.83%) 5.37K
Increased by +5.19%
Mar 31, 25
18 iShares Russell 2000 Growth ETF 93.77K (0.76%) 0.00
Increased by 0.00%
Jul 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 93.56K (0.76%) -41.58K
Decreased by -44.44%
Jul 31, 25
20 Fidelity Small Cap Index 87.52K (0.71%) 108.00
Increased by +0.12%
May 31, 25