Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEZ 2.01%
2 DWAS 1.26%
3 IWC 0.21%
4 VFMO 0.12%
5 IWO 0.06%
6 VTWG 0.05%
7 IWN 0.04%
8 VCR 0.04%
9 VTWV 0.04%
10 IWM 0.03%
11 VTWO 0.03%
12 VXF 0.01%
13 RSSL 0.00%
14 UWM 0.00%
15 URTY 0.00%
16 ITOT 0.00%
17 IWV 0.00%
18 AVSC 0.00%
19 HDG 0.00%
20 DFAT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 8.71M (9.50%) 0.00
Increased by 0.00%
Mar 31, 25
2 Needham Investment Management, LLC 6.35M (6.93%) -17.50K
Decreased by -0.28%
Mar 31, 25
3 BlackRock Inc 5.24M (5.72%) -110.86K
Decreased by -2.12%
Mar 31, 25
4 Ameriprise Financial Inc 5.02M (5.48%) 183.36K
Increased by +3.65%
Mar 31, 25
5 Vanguard Group Inc 4.72M (5.16%) 230.32K
Increased by +4.88%
Mar 31, 25
6 Bares Capital Management Inc 4.25M (4.64%) 701.20K
Increased by +16.50%
Jun 30, 24
7 FMR Inc 3.00M (3.27%) -3.73K
Decreased by -0.12%
Jun 30, 24
8 Fidelity International Ltd 2.95M (3.22%) -450.00K
Decreased by -15.25%
Mar 31, 25
9 Marshall Wace Asset Management Ltd 2.88M (3.15%) 1.36M
Increased by +47.21%
Mar 31, 25
10 Blair William & Co 2.65M (2.89%) -324.68K
Decreased by -12.28%
Jun 30, 25
11 Acadian Asset Management LLC 2.45M (2.68%) 2.45M
Increased by +100.00%
Mar 31, 25
12 Upfront Ventures Management, LLC 2.32M (2.53%) -1.31M
Decreased by -56.28%
Jun 30, 23
13 Geode Capital Management, LLC 1.98M (2.16%) 63.97K
Increased by +3.23%
Mar 31, 25
14 State Street Corp 1.60M (1.74%) 88.84K
Increased by +5.56%
Mar 31, 25
15 State Street Corporation 1.42M (1.55%) 10.31K
Increased by +0.73%
Mar 31, 24
16 Goldman Sachs Group Inc 1.28M (1.39%) -3.94M
Decreased by -308.77%
Dec 31, 24
17 Millennium Management LLC 1.20M (1.31%) 1.11M
Increased by +93.19%
Mar 31, 25
18 Renaissance Technologies Corp 1.10M (1.20%) 124.50K
Increased by +11.28%
Mar 31, 25
19 Tocqueville Asset Management L.P. 970.00K (1.06%) 970.00K
Increased by +100.00%
Mar 31, 25
20 Thrivent Financial For Lutherans 930.22K (1.02%) -5.45M
Decreased by -585.82%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.71M (9.50%) 0.00
Increased by 0.00%
Jun 30, 25
2 Needham Aggressive Growth Retail 5.88M (6.41%) -475.00K
Decreased by -8.09%
Jun 30, 25
3 BBH Partner Fund Small Cap Equity 3.49M (3.81%) -260.10K
Decreased by -7.45%
Jul 31, 24
4 Columbia Small Cap Value I 3.38M (3.69%) 215.54K
Increased by +6.38%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.98M (3.25%) 378.80K
Increased by +12.72%
Jun 30, 25
6 Fidelity Climate Leadership F 2.95M (3.22%) -50.00K
Decreased by -1.69%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 2.41M (2.63%) 1.00
Increased by +0.00%
Sep 30, 24
8 Fidelity® Small Cap Growth 2.25M (2.46%) -2.74K
Decreased by -0.12%
Oct 31, 23
9 iShares Russell 2000 ETF 2.19M (2.39%) -35.40K
Decreased by -1.62%
Jul 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.63%) 167.55K
Increased by +11.20%
Jun 30, 25
11 Fidelity Special Situations Series F 1.22M (1.33%) 0.00
Increased by 0.00%
Jun 30, 24
12 Fidelity Global Innovators Cl F 1.13M (1.23%) -4.72K
Decreased by -0.42%
Jun 30, 24
13 Invesco Dorsey Wright SmallCap Momt ETF 1.00M (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
14 Fidelity Small Cap Growth K6 827.80K (0.90%) 2.74K
Increased by +0.33%
Oct 31, 23
15 Fidelity® Small Cap Growth K6 827.80K (0.90%) 2.74K
Increased by +0.33%
Oct 31, 23
16 Fidelity Small Cap Index 797.10K (0.87%) 552.00
Increased by +0.07%
May 31, 25
17 iShares Russell 2000 Growth ETF 792.31K (0.86%) -1.97K
Decreased by -0.25%
Jul 30, 25
18 Thrivent Small Cap Stock 770.86K (0.84%) -440.17K
Decreased by -57.10%
Apr 30, 24
19 Columbia VP Small Cap Value 1 694.23K (0.76%) -195.05K
Decreased by -28.10%
Apr 30, 25
20 Fidelity® Small Cap Index 693.03K (0.76%) 18.31K
Increased by +2.64%
Oct 31, 23