Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.13%
2 IWN 0.03%
3 IWM 0.02%
4 VTWV 0.01%
5 VTWO 0.01%
6 VCR 0.01%
7 IWO 0.01%
8 RSSL 0.00%
9 UWM 0.00%
10 URTY 0.00%
11 AVSC 0.00%
12 IWV 0.00%
13 HDG 0.00%
14 DFAT 0.00%
15 DFAS 0.00%
16 DFAC 0.00%
17 DFUS 0.00%
18 DFAU 0.00%
19 VXF 0.00%
20 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 8.71M (9.58%) 0.00
Increased by 0.00%
Dec 31, 24
2 Needham Investment Management, LLC 6.37M (7.01%) 167.50K
Increased by +2.63%
Dec 31, 24
3 BlackRock Inc 5.35M (5.89%) 6.10K
Increased by +0.11%
Dec 31, 24
4 Ameriprise Financial Inc 4.84M (5.33%) -971.14K
Decreased by -20.07%
Dec 31, 24
5 Vanguard Group Inc 4.49M (4.95%) 77.66K
Increased by +1.73%
Dec 31, 24
6 Bares Capital Management Inc 4.25M (4.68%) 701.20K
Increased by +16.50%
Jun 30, 24
7 Fidelity International Ltd 3.40M (3.74%) 27.00K
Increased by +0.79%
Dec 31, 24
8 FMR Inc 3.00M (3.30%) -3.73K
Decreased by -0.12%
Jun 30, 24
9 Upfront Ventures Management, LLC 2.32M (2.55%) -1.31M
Decreased by -56.28%
Jun 30, 23
10 Blair William & Co 2.03M (2.23%) -180.79K
Decreased by -8.90%
Dec 31, 24
11 Geode Capital Management, LLC 1.92M (2.11%) 26.33K
Increased by +1.37%
Dec 31, 24
12 Marshall Wace Asset Management Ltd 1.52M (1.67%) 872.36K
Increased by +57.35%
Dec 31, 24
13 State Street Corp 1.51M (1.66%) 64.99K
Increased by +4.31%
Dec 31, 24
14 State Street Corporation 1.42M (1.56%) 10.31K
Increased by +0.73%
Mar 31, 24
15 Goldman Sachs Group Inc 1.28M (1.40%) -3.94M
Decreased by -308.77%
Dec 31, 24
16 Acadian Asset Management LLC 1.10M (1.22%) 30.26K
Increased by +2.74%
Mar 31, 24
17 Renaissance Technologies Corp 978.75K (1.08%) 420.01K
Increased by +42.91%
Dec 31, 24
18 Thrivent Financial For Lutherans 930.22K (1.02%) -5.45M
Decreased by -585.82%
Jun 30, 24
19 Fuller & Thaler Asset Management Inc 796.81K (0.88%) -30.52K
Decreased by -3.83%
Sep 30, 23
20 Granahan Investment Management Inc.. 772.30K (0.85%) -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 (9.58%) 0.00
Increased by 0.00%
Mar 31, 25
2 Needham Aggressive Growth Retail 6.35M (6.99%) -17.50K
Decreased by -0.28%
Mar 31, 25
3 BBH Partner Fund Small Cap Equity 3.49M (3.84%) -260.10K
Decreased by -7.45%
Jul 31, 24
4 Fidelity Climate Leadership F 3.40M (3.74%) 0.00
Increased by 0.00%
Dec 31, 24
5 Columbia Small Cap Value I A 3.38M (3.72%) -10.26K
Decreased by -0.30%
Mar 31, 25
6 Columbia Small Cap Value I 3.38M (3.72%) 215.54K
Increased by +6.38%
Mar 31, 25
7 Vanguard Total Stock Mkt Idx Inv 2.52M (2.77%) 106.69K
Increased by +4.24%
Mar 31, 25
8 Vanguard US Total Market Shares ETF 2.41M (2.65%) 1.00
Increased by +0.00%
Sep 30, 24
9 Fidelity Small Cap Growth 2.25M (2.48%) -2.74K
Decreased by -0.12%
Oct 31, 23
10 Fidelity® Small Cap Growth 2.25M (2.48%) -2.74K
Decreased by -0.12%
Oct 31, 23
11 iShares Russell 2000 ETF 1.96M (2.15%) -15.89K
Decreased by -0.81%
Apr 29, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.41%) 14.15K
Increased by +1.11%
Mar 31, 25
13 Fidelity Special Situations Series F 1.22M (1.34%) 0.00
Increased by 0.00%
Jun 30, 24
14 Fidelity Global Innovators Cl F 1.13M (1.24%) -4.72K
Decreased by -0.42%
Jun 30, 24
15 Columbia VP Small Cap Value 1 889.29K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Small Cap Growth K6 827.80K (0.91%) 2.74K
Increased by +0.33%
Oct 31, 23
17 Fidelity® Small Cap Growth K6 827.80K (0.91%) 2.74K
Increased by +0.33%
Oct 31, 23
18 Fidelity Small Cap Index 801.54K (0.88%) 0.00
Increased by 0.00%
Feb 28, 25
19 Thrivent Small Cap Stock 770.86K (0.85%) -440.17K
Decreased by -57.10%
Apr 30, 24
20 Fidelity® Small Cap Index 693.03K (0.76%) 18.31K
Increased by +2.64%
Oct 31, 23