Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AGNG 0.17%
2 LNGR 0.14%
3 IWC 0.05%
4 SMLF 0.02%
5 IWO 0.01%
6 RFLR 0.01%
7 AVSC 0.01%
8 VTWG 0.01%
9 IWM 0.01%
10 RSSL 0.00%
11 UWM 0.00%
12 SCHA 0.00%
13 URTY 0.00%
14 DFAS 0.00%
15 DFSU 0.00%
16 HDG 0.00%
17 AVUS 0.00%
18 SCHB 0.00%
19 DFAC 0.00%
20 DFUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 D1 Capital Partners L.P. 5.85M (20.26%) 0.00
Increased by 0.00%
Sep 30, 23
2 KCK Ltd 4.37M (15.15%) 0.00
Increased by 0.00%
Jun 30, 25
3 Long Focus Capital Management, LLC 3.15M (10.91%) 25.00K
Increased by +0.79%
Jun 30, 25
4 BlackRock Inc 2.55M (8.83%) 261.55K
Increased by +10.25%
Jun 30, 25
5 UBS Group AG 2.35M (8.12%) -187.22K
Decreased by -7.98%
Dec 31, 24
6 Vanguard Group Inc 1.80M (6.25%) 106.97K
Increased by +5.93%
Jun 30, 25
7 B Group, Inc 930.00K (3.22%) 96.40K
Increased by +10.37%
Jun 30, 25
8 Prosight Management, LP 871.69K (3.02%) -97.60K
Decreased by -11.20%
Jun 30, 25
9 Americana Partners, LLC 863.92K (2.99%) 863.92K
Increased by +100.00%
Jun 30, 25
10 Geode Capital Management, LLC 845.78K (2.93%) 43.79K
Increased by +5.18%
Jun 30, 25
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 714.81K (2.48%) -527.67K
Decreased by -73.82%
Sep 30, 23
12 Divisadero Street Capital Management, LP 712.90K (2.47%) 712.90K
Increased by +100.00%
Sep 30, 24
13 Millennium Management LLC 683.93K (2.37%) 556.42K
Increased by +81.36%
Mar 31, 25
14 Apollo Management Holdings LP 671.52K (2.33%) 0.00
Increased by 0.00%
Jun 30, 25
15 Apollo Management Holdings, L.P. 671.52K (2.33%) 0.00
Increased by 0.00%
Mar 31, 24
16 State Street Corp 653.73K (2.26%) 5.32K
Increased by +0.81%
Jun 30, 25
17 Arnhold & S. Bleichroeder Advisers, LLC 587.30K (2.03%) 183.91K
Increased by +31.31%
Sep 30, 23
18 Renaissance Technologies Corp 455.03K (1.58%) -152.25K
Decreased by -33.46%
Jun 30, 25
19 State Street Corporation 445.14K (1.54%) 3.50K
Increased by +0.79%
Mar 31, 24
20 Acadian Asset Management LLC 432.54K (1.50%) 432.42K
Increased by +99.97%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Jackson Square - Small-Cap Opportunities 1.42M (4.93%) 0.00
Increased by 0.00%
Jul 31, 24
2 Vanguard Total Stock Mkt Idx Inv 990.25K (3.43%) -21.85K
Decreased by -2.21%
Jul 31, 25
3 iShares Russell 2000 ETF 938.21K (3.25%) 0.00
Increased by 0.00%
Aug 31, 25
4 First Eagle US Small Cap Strategy 547.32K (1.90%) 179.56K
Increased by +32.81%
Sep 30, 23
5 JPMorgan Small Cap Value I 484.77K (1.68%) -25.66K
Decreased by -5.29%
Mar 31, 24
6 Fidelity Small Cap Index 415.63K (1.44%) 57.31K
Increased by +13.79%
Jun 30, 25
7 ArrowMark Small Cap Gro 383.76K (1.33%) 383.76K
Increased by +100.00%
Sep 30, 23
8 Meridian Small Cap Growth Legacy 383.76K (1.33%) -134.28K
Decreased by -34.99%
Sep 30, 23
9 iShares Russell 2000 Growth ETF 356.41K (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 330.15K (1.14%) -129.18K
Decreased by -39.13%
Jul 31, 25
11 Fidelity® Small Cap Index 206.37K (0.71%) 4.66K
Increased by +2.26%
Oct 31, 23
12 Vanguard Russell 2000 ETF 197.64K (0.68%) -12.65K
Decreased by -6.40%
Jul 31, 25
13 WPG Partners Select Small Cap Value 195.37K (0.68%) 8.49K
Increased by +4.34%
Sep 30, 23
14 State St Russell Sm/Mid Cp® Indx NL Cl C 194.90K (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 194.90K (0.67%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Extended Market Index 169.99K (0.59%) -1.40K
Decreased by -0.82%
Jul 31, 25
17 Fidelity® Extended Market Index 159.90K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
18 VALIC Company I Small Cap Value 155.38K (0.54%) -28.17K
Decreased by -18.13%
Mar 31, 24
19 State St Russell Sm Cap® Indx SL Cl I 150.82K (0.52%) 0.00
Increased by 0.00%
Aug 31, 25
20 Schwab US Small-Cap ETF™ 142.40K (0.49%) 350.00
Increased by +0.25%
Aug 30, 25