Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.07%
2 IWN 0.02%
3 IWM 0.01%
4 VCR 0.01%
5 VTWV 0.01%
6 VTWO 0.01%
7 RSSL 0.00%
8 IWO 0.00%
9 UWM 0.00%
10 URTY 0.00%
11 AVSC 0.00%
12 HDG 0.00%
13 IWV 0.00%
14 DFAT 0.00%
15 DFAS 0.00%
16 DFAC 0.00%
17 DFUS 0.00%
18 DFAU 0.00%
19 AVUS 0.00%
20 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 8.71M (10.02%) 0.00
Increased by 0.00%
Dec 31, 24
2 Needham Investment Management, LLC 6.37M (7.33%) 167.50K
Increased by +2.63%
Dec 31, 24
3 BlackRock Inc 5.35M (6.16%) 6.10K
Increased by +0.11%
Dec 31, 24
4 Ameriprise Financial Inc 4.84M (5.57%) -971.14K
Decreased by -20.07%
Dec 31, 24
5 Vanguard Group Inc 4.49M (5.17%) 77.66K
Increased by +1.73%
Dec 31, 24
6 Bares Capital Management Inc 4.25M (4.89%) 701.20K
Increased by +16.50%
Jun 30, 24
7 Fidelity International Ltd 3.40M (3.91%) 27.00K
Increased by +0.79%
Dec 31, 24
8 FMR Inc 3.00M (3.45%) -3.73K
Decreased by -0.12%
Jun 30, 24
9 Upfront Ventures Management, LLC 2.32M (2.67%) -1.31M
Decreased by -56.28%
Jun 30, 23
10 Blair William & Co 2.03M (2.34%) -180.79K
Decreased by -8.90%
Dec 31, 24
11 Geode Capital Management, LLC 1.92M (2.20%) 26.33K
Increased by +1.37%
Dec 31, 24
12 Marshall Wace Asset Management Ltd 1.52M (1.75%) 872.36K
Increased by +57.35%
Dec 31, 24
13 State Street Corp 1.51M (1.74%) 64.99K
Increased by +4.31%
Dec 31, 24
14 State Street Corporation 1.42M (1.64%) 10.31K
Increased by +0.73%
Mar 31, 24
15 Goldman Sachs Group Inc 1.28M (1.47%) -3.94M
Decreased by -308.77%
Dec 31, 24
16 Acadian Asset Management LLC 1.10M (1.27%) 30.26K
Increased by +2.74%
Mar 31, 24
17 Renaissance Technologies Corp 978.75K (1.13%) 420.01K
Increased by +42.91%
Dec 31, 24
18 Thrivent Financial For Lutherans 930.22K (1.07%) -5.45M
Decreased by -585.82%
Jun 30, 24
19 Fuller & Thaler Asset Management Inc 796.81K (0.92%) -30.52K
Decreased by -3.83%
Sep 30, 23
20 Granahan Investment Management Inc.. 772.30K (0.89%) -220.71K
Decreased by -28.58%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.71M (10.02%) 0.00
Increased by 0.00%
Dec 31, 24
2 Needham Aggressive Growth Retail 6.37M (7.33%) 167.50K
Increased by +2.63%
Dec 31, 24
3 BBH Partner Fund Small Cap Equity 3.49M (4.02%) -260.10K
Decreased by -7.45%
Jul 31, 24
4 Columbia Small Cap Value I 3.41M (3.92%) 244.10K
Increased by +7.17%
Jan 31, 25
5 Fidelity Climate Leadership F 3.40M (3.91%) 0.00
Increased by 0.00%
Dec 31, 24
6 Columbia Small Cap Value I A 3.39M (3.90%) -18.30K
Decreased by -0.54%
Feb 28, 25
7 Vanguard Total Stock Mkt Idx Inv 2.41M (2.78%) 0.00
Increased by 0.00%
Feb 28, 25
8 Fidelity Small Cap Growth 2.25M (2.59%) -2.74K
Decreased by -0.12%
Oct 31, 23
9 Fidelity® Small Cap Growth 2.25M (2.59%) -2.74K
Decreased by -0.12%
Oct 31, 23
10 iShares Russell 2000 ETF 2.05M (2.36%) -24.16K
Decreased by -1.18%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.46%) 114.39K
Increased by +9.05%
Feb 28, 25
12 Fidelity Special Situations Series F 1.22M (1.40%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity Global Innovators Cl F 1.13M (1.30%) -4.72K
Decreased by -0.42%
Jun 30, 24
14 Columbia VP Small Cap Value 1 889.29K (1.02%) -9.00K
Decreased by -1.01%
Feb 28, 25
15 Fidelity Small Cap Growth K6 827.80K (0.95%) 2.74K
Increased by +0.33%
Oct 31, 23
16 Fidelity® Small Cap Growth K6 827.80K (0.95%) 2.74K
Increased by +0.33%
Oct 31, 23
17 Fidelity Small Cap Index 816.55K (0.94%) 0.00
Increased by 0.00%
Dec 31, 24
18 Thrivent Small Cap Stock 770.86K (0.89%) -440.17K
Decreased by -57.10%
Apr 30, 24
19 Fidelity Climate Leadership Bal F5 767.47K (0.88%) 6.88K
Increased by +0.90%
Jan 31, 25
20 Fidelity® Small Cap Index 693.03K (0.80%) 18.31K
Increased by +2.64%
Oct 31, 23