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 0.03%
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 (14.74%) 0.00
Increased by 0.00%
Sep 30, 23
2 Ribbit Management Company, LLC 1.22M (10.99%) 0.00
Increased by 0.00%
Mar 31, 25
3 SVB Capital Management LLC 783.01K (7.04%) 0.00
Increased by 0.00%
Dec 31, 24
4 SVB Financial Group 783.01K (7.04%) 0.00
Increased by 0.00%
Jun 30, 24
5 Cannell Capital LLC 717.04K (6.45%) 423.12K
Increased by +59.01%
Dec 31, 23
6 T. Rowe Price Investment Management,Inc. 679.70K (6.11%) 271.10K
Increased by +39.89%
Mar 31, 25
7 BlackRock Inc 644.39K (5.80%) -42.22K
Decreased by -6.55%
Mar 31, 25
8 Vanguard Group Inc 529.55K (4.76%) 2.63K
Increased by +0.50%
Mar 31, 25
9 SILVER LAKE GROUP, L.L.C. 514.40K (4.63%) 0.00
Increased by 0.00%
Sep 30, 23
10 Renaissance Technologies Corp 419.51K (3.77%) 156.00K
Increased by +37.19%
Mar 31, 25
11 Capital Research Global Investors 368.91K (3.32%) 368.91K
Increased by +100.00%
Mar 31, 25
12 D. E. Shaw & Co LP 312.43K (2.81%) 35.85K
Increased by +11.47%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 291.91K (2.63%) 93.70K
Increased by +32.10%
Sep 30, 24
14 Galileo (PTC) Ltd 252.67K (2.27%) 0.00
Increased by 0.00%
Mar 31, 25
15 Hood River Capital Management LLC 245.94K (2.21%) 57.79K
Increased by +23.50%
Sep 30, 24
16 SCHUSTERMAN INTERESTS, LLC 243.23K (2.19%) -242.88K
Decreased by -99.86%
Mar 31, 24
17 American Century Companies Inc 230.71K (2.08%) 230.71K
Increased by +100.00%
Mar 31, 25
18 JPMorgan Chase & Co 210.95K (1.90%) -17.50K
Decreased by -8.29%
Sep 30, 24
19 Geode Capital Management, LLC 197.85K (1.78%) 7.20K
Increased by +3.64%
Mar 31, 25
20 Citadel Advisors Llc 188.54K (1.70%) -4.27K
Decreased by -2.26%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 344.38K (3.10%) 344.38K
Increased by +100.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 295.92K (2.66%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 230.29K (2.07%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 214.93K (1.93%) 36.00
Increased by +0.02%
Apr 30, 25
5 T. Rowe Price Small-Cap Value 178.75K (1.61%) -38.00
Decreased by -0.02%
Mar 31, 25
6 American Century Small Cap Growth Inv 172.80K (1.55%) 172.80K
Increased by +100.00%
Mar 31, 25
7 American Century U.S. Small Cap Growth 172.80K (1.55%) 172.80K
Increased by +100.00%
Mar 31, 25
8 T. Rowe Price Small-Cap Stock 161.37K (1.45%) -35.00
Decreased by -0.02%
Mar 31, 25
9 T. Rowe Price US Small-Cap Core Equity 161.37K (1.45%) 161.37K
Increased by +100.00%
Mar 31, 25
10 Hood River Small-Cap Growth Instl 157.50K (1.42%) 101.03K
Increased by +64.15%
Sep 30, 24
11 Franklin DynaTech A 150.00K (1.35%) 25.00K
Increased by +16.67%
Apr 30, 25
12 Franklin DynaTech Fund A 125.00K (1.12%) 125.00K
Increased by +100.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 120.68K (1.09%) 163.00
Increased by +0.14%
Apr 30, 25
14 T. Rowe Price U.S. SC Value Eq Tr-D 103.34K (0.93%) 5.37K
Increased by +5.19%
Mar 31, 25
15 T. Rowe Price U.S. SC Value Eq Tr-Z 103.34K (0.93%) 5.37K
Increased by +5.19%
Mar 31, 25
16 T. Rowe Price Instl Small-Cap Stock 86.37K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity Small Cap Index 86.01K (0.77%) 0.00
Increased by 0.00%
Feb 28, 25
18 Invesco Small Cap Growth A 83.61K (0.75%) 83.61K
Increased by +100.00%
Mar 31, 25
19 T. Rowe Price U.S. SC Core Eq Tr-D 77.61K (0.70%) 77.61K
Increased by +100.00%
Mar 31, 25
20 T. Rowe Price U.S. SC Core Eq Tr-Z 77.61K (0.70%) 77.61K
Increased by +100.00%
Mar 31, 25