Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 AVSC 0.01%
3 VTWV 0.01%
4 VTWO 0.01%
5 VCR 0.01%
6 IWN 0.01%
7 IWM 0.01%
8 UWM 0.00%
9 URTY 0.00%
10 IWO 0.00%
11 HDG 0.00%
12 DFAS 0.00%
13 IWV 0.00%
14 DFAT 0.00%
15 DFUS 0.00%
16 DFAC 0.00%
17 DFAU 0.00%
18 AVUS 0.00%
19 VXF 0.00%
20 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Goldman Sachs Group Inc 15.58M (20.07%) 7.79M
Increased by +50.00%
Dec 31, 23
2 Capital World Investors 8.58M (11.05%) 516.00K
Increased by +6.01%
Dec 31, 23
3 Thrivent Financial For Lutherans 7.04M (9.07%) 6.12K
Increased by +0.09%
Dec 31, 23
4 BlackRock Inc 4.89M (6.30%) 468.41K
Increased by +9.58%
Dec 31, 23
5 Vanguard Group Inc 4.31M (5.55%) 213.99K
Increased by +4.96%
Dec 31, 23
6 FMR Inc 3.03M (3.90%) -3.09M
Decreased by -101.92%
Dec 31, 23
7 Bares Capital Management Inc 3.00M (3.86%) 0.00
Increased by 0.00%
Sep 30, 23
8 Ameriprise Financial Inc 2.83M (3.64%) 24.01K
Increased by +0.85%
Dec 31, 23
9 Fidelity International Ltd 2.72M (3.51%) 398.68K
Increased by +14.65%
Dec 31, 23
10 Upfront Ventures Management, LLC 2.32M (2.99%) -1.31M
Decreased by -56.28%
Jun 30, 23
11 Needham Investment Management, LLC 1.90M (2.45%) 1.00M
Increased by +52.69%
Dec 31, 23
12 Geode Capital Management, LLC 1.62M (2.09%) 101.09K
Increased by +6.23%
Dec 31, 23
13 State Street Corporation 1.41M (1.82%) 48.94K
Increased by +3.47%
Dec 31, 23
14 D. E. Shaw & Co LP 1.10M (1.42%) 272.39K
Increased by +24.79%
Sep 30, 23
15 Acadian Asset Management LLC 1.07M (1.38%) 330.97K
Increased by +30.82%
Dec 31, 23
16 Fuller & Thaler Asset Management Inc 796.81K (1.03%) -30.52K
Decreased by -3.83%
Sep 30, 23
17 Granahan Investment Management Inc.. 772.30K (0.99%) -220.71K
Decreased by -28.58%
Dec 31, 23
18 Marshall Wace Asset Management Ltd 760.68K (0.98%) 361.36K
Increased by +47.51%
Dec 31, 23
19 Park West Asset Management LLC 750.00K (0.97%) 750.00K
Increased by +100.00%
Sep 30, 23
20 GSA Capital Partners LLP 713.26K (0.92%) -163.50K
Decreased by -22.92%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.71M (11.22%) 127.60K
Increased by +1.47%
Mar 31, 24
2 Needham Aggressive Growth Retail 4.90M (6.31%) 3.00M
Increased by +61.17%
Mar 31, 24
3 Thrivent Small Cap Stock A 4.05M (5.22%) 80.72K
Increased by +1.99%
Feb 29, 24
4 BBH Partner Fund Small Cap Equity 3.10M (3.99%) 100.00K
Increased by +3.23%
Mar 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.31M (2.97%) 3.55K
Increased by +0.15%
Mar 31, 24
6 Fidelity Small Cap Growth 2.25M (2.90%) -2.74K
Decreased by -0.12%
Oct 31, 23
7 Fidelity® Small Cap Growth 2.25M (2.90%) -2.74K
Decreased by -0.12%
Oct 31, 23
8 Fidelity Climate Leadership F 1.95M (2.51%) 0.00
Increased by 0.00%
Dec 31, 23
9 iShares Russell 2000 ETF 1.71M (2.20%) -13.63K
Decreased by -0.80%
Apr 30, 24
10 Columbia Small Cap Value I 1.63M (2.09%) 27.70K
Increased by +1.70%
Mar 31, 24
11 Columbia Small Cap Value I A 1.63M (2.09%) 27.80K
Increased by +1.71%
Mar 31, 24
12 Thrivent Small Cap Stock 1.38M (1.78%) -44.92K
Decreased by -3.26%
Feb 29, 24
13 Fidelity Special Situations Series F 1.22M (1.57%) 0.00
Increased by 0.00%
Dec 31, 23
14 Fidelity Global Innovators Cl F 1.15M (1.48%) -5.49K
Decreased by -0.48%
Dec 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.45%) 0.00
Increased by 0.00%
Mar 31, 24
16 Fidelity Small Cap Growth K6 827.80K (1.07%) 2.74K
Increased by +0.33%
Oct 31, 23
17 Fidelity® Small Cap Growth K6 827.80K (1.07%) 2.74K
Increased by +0.33%
Oct 31, 23
18 Fidelity Small Cap Index 733.18K (0.94%) 8.10K
Increased by +1.11%
Feb 29, 24
19 Fidelity® Small Cap Index 693.03K (0.89%) 18.31K
Increased by +2.64%
Oct 31, 23
20 ÖkoWorld Rock n Roll Fonds C Acc 670.00K (0.86%) 0.00
Increased by 0.00%
Oct 31, 23