Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.62%
2 AZTD 3.86%
3 IWC 0.31%
4 IWO 0.09%
5 IWM 0.05%
6 ISCV 0.03%
7 JKL 0.03%
8 ISCB 0.02%
9 JKJ 0.02%
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 (17.34%) 0.00
Increased by 0.00%
Sep 30, 23
2 Ribbit Management Company, LLC 1.22M (12.93%) -446.22K
Decreased by -36.52%
Dec 31, 24
3 SVB Capital Management LLC 783.01K (8.29%) 0.00
Increased by 0.00%
Dec 31, 24
4 SVB Financial Group 783.01K (8.29%) 0.00
Increased by 0.00%
Jun 30, 24
5 Cannell Capital LLC 717.04K (7.59%) 423.12K
Increased by +59.01%
Dec 31, 23
6 BlackRock Inc 686.62K (7.27%) 32.15K
Increased by +4.68%
Dec 31, 24
7 Vanguard Group Inc 526.93K (5.58%) 73.41K
Increased by +13.93%
Dec 31, 24
8 SILVER LAKE GROUP, L.L.C. 514.40K (5.45%) 0.00
Increased by 0.00%
Sep 30, 23
9 T. Rowe Price Investment Management,Inc. 408.60K (4.33%) 408.60K
Increased by +100.00%
Dec 31, 24
10 D. E. Shaw & Co LP 312.43K (3.31%) 35.85K
Increased by +11.47%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 291.91K (3.09%) 93.70K
Increased by +32.10%
Sep 30, 24
12 Renaissance Technologies Corp 263.51K (2.79%) 77.70K
Increased by +29.49%
Dec 31, 24
13 Galileo (PTC) Ltd 252.67K (2.67%) 0.00
Increased by 0.00%
Sep 30, 24
14 Hood River Capital Management LLC 245.94K (2.60%) 57.79K
Increased by +23.50%
Sep 30, 24
15 SCHUSTERMAN INTERESTS, LLC 243.23K (2.57%) -242.88K
Decreased by -99.86%
Mar 31, 24
16 JPMorgan Chase & Co 210.95K (2.23%) -17.50K
Decreased by -8.29%
Sep 30, 24
17 Citadel Advisors Llc 192.81K (2.04%) 92.59K
Increased by +48.02%
Sep 30, 24
18 Geode Capital Management, LLC 190.65K (2.02%) 176.00
Increased by +0.09%
Dec 31, 24
19 State Street Corp 186.00K (1.97%) 9.11K
Increased by +4.90%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 185.47K (1.96%) -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 (3.13%) 0.00
Increased by 0.00%
Jan 31, 25
2 iShares Russell 2000 ETF 240.39K (2.54%) -1.85K
Decreased by -0.77%
Jan 31, 25
3 T. Rowe Price Small-Cap Value 178.92K (1.89%) 12.20K
Increased by +6.82%
Dec 31, 24
4 Hood River Small-Cap Growth Instl 157.50K (1.67%) 101.03K
Increased by +64.15%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 118.15K (1.25%) 33.00
Increased by +0.03%
Jan 31, 25
6 T. Rowe Price U.S. SC Value Eq Tr-Z 97.98K (1.04%) 97.98K
Increased by +100.00%
Dec 31, 24
7 Fidelity Small Cap Index 87.62K (0.93%) -365.00
Decreased by -0.42%
Nov 30, 24
8 Heptagon Driehaus US Micro Cap Eq C$ Acc 77.75K (0.82%) -23.53K
Decreased by -30.26%
Aug 31, 24
9 iShares Russell 2000 Growth ETF 77.52K (0.82%) -364.00
Decreased by -0.47%
Jan 31, 25
10 Invesco FTSE RAFI US 1500 Small-Mid ETF 62.21K (0.66%) 0.00
Increased by 0.00%
Jan 31, 24
11 State St Russell Sm/Mid Cp® Indx NL Cl C 54.89K (0.58%) 0.00
Increased by 0.00%
Jan 31, 25
12 Xtrackers S&P 500 Swap ETF 1C 43.30K (0.46%) 43.30K
Increased by +100.00%
Jul 31, 24
13 Fidelity Extended Market Index 42.75K (0.45%) 853.00
Increased by +2.00%
Dec 31, 24
14 Xtrackers Stoxx Global Div100 Swp ETF 1D 42.60K (0.45%) 42.60K
Increased by +100.00%
Jul 31, 24
15 Fidelity® Extended Market Index 41.14K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Russell 2000 ETF 38.42K (0.41%) -2.46K
Decreased by -6.41%
Jan 31, 25
17 Fidelity Enhanced Small Cap ETF 36.62K (0.39%) 53.00
Increased by +0.14%
Jan 31, 25
18 State St Russell Sm Cap® Indx SL Cl I 29.70K (0.31%) 0.00
Increased by 0.00%
Jan 31, 25
19 EAM Ultra Micro Cap 26.30K (0.28%) -19.77K
Decreased by -75.17%
Mar 31, 24
20 Driehaus Micro Cap Growth USD 25.74K (0.27%) -6.23K
Decreased by -24.20%
Aug 31, 24