Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.15%
2 IWN 0.04%
3 VCR 0.04%
4 VTWV 0.04%
5 IWM 0.02%
6 VTWO 0.02%
7 VTWG 0.01%
8 VXF 0.01%
9 IWO 0.01%
10 RSSL 0.00%
11 UWM 0.00%
12 URTY 0.00%
13 AVSC 0.00%
14 ITOT 0.00%
15 IWV 0.00%
16 HDG 0.00%
17 DFAT 0.00%
18 DFAS 0.00%
19 DFAC 0.00%
20 DFUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 8.71M (9.67%) 0.00
Increased by 0.00%
Mar 31, 25
2 Needham Investment Management, LLC 6.35M (7.05%) -17.50K
Decreased by -0.28%
Mar 31, 25
3 BlackRock Inc 5.24M (5.82%) -110.86K
Decreased by -2.12%
Mar 31, 25
4 Ameriprise Financial Inc 5.02M (5.57%) 183.36K
Increased by +3.65%
Mar 31, 25
5 Vanguard Group Inc 4.72M (5.24%) 230.32K
Increased by +4.88%
Mar 31, 25
6 Bares Capital Management Inc 4.25M (4.72%) 701.20K
Increased by +16.50%
Jun 30, 24
7 FMR Inc 3.00M (3.33%) -3.73K
Decreased by -0.12%
Jun 30, 24
8 Blair William & Co 2.97M (3.30%) 939.45K
Increased by +31.63%
Mar 31, 25
9 Fidelity International Ltd 2.95M (3.27%) -450.00K
Decreased by -15.25%
Mar 31, 25
10 Marshall Wace Asset Management Ltd 2.88M (3.20%) 1.36M
Increased by +47.21%
Mar 31, 25
11 Acadian Asset Management LLC 2.45M (2.72%) 2.45M
Increased by +100.00%
Mar 31, 25
12 Upfront Ventures Management, LLC 2.32M (2.57%) -1.31M
Decreased by -56.28%
Jun 30, 23
13 Geode Capital Management, LLC 1.98M (2.20%) 63.97K
Increased by +3.23%
Mar 31, 25
14 State Street Corp 1.60M (1.77%) 88.84K
Increased by +5.56%
Mar 31, 25
15 State Street Corporation 1.42M (1.58%) 10.31K
Increased by +0.73%
Mar 31, 24
16 Goldman Sachs Group Inc 1.28M (1.42%) -3.94M
Decreased by -308.77%
Dec 31, 24
17 BloombergSan Investment Partners 1.27M (1.41%) 630.10K
Increased by +49.63%
Mar 31, 25
18 Millennium Management LLC 1.20M (1.33%) 1.11M
Increased by +93.19%
Mar 31, 25
19 Renaissance Technologies Corp 1.10M (1.22%) 124.50K
Increased by +11.28%
Mar 31, 25
20 Tocqueville Asset Management L.P. 970.00K (1.08%) 970.00K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.71M (9.67%) 0.00
Increased by 0.00%
Mar 31, 25
2 Needham Aggressive Growth Retail 6.35M (7.05%) -17.50K
Decreased by -0.28%
Mar 31, 25
3 BBH Partner Fund Small Cap Equity 3.49M (3.87%) -260.10K
Decreased by -7.45%
Jul 31, 24
4 Columbia Small Cap Value I 3.38M (3.75%) 215.54K
Increased by +6.38%
Mar 31, 25
5 Fidelity Climate Leadership F 2.95M (3.27%) -50.00K
Decreased by -1.69%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 2.60M (2.89%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard US Total Market Shares ETF 2.41M (2.68%) 1.00
Increased by +0.00%
Sep 30, 24
8 Fidelity Small Cap Growth 2.25M (2.50%) -2.74K
Decreased by -0.12%
Oct 31, 23
9 Fidelity® Small Cap Growth 2.25M (2.50%) -2.74K
Decreased by -0.12%
Oct 31, 23
10 iShares Russell 2000 ETF 1.98M (2.20%) 0.00
Increased by 0.00%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.47%) 9.97K
Increased by +0.75%
May 31, 25
12 Fidelity Special Situations Series F 1.22M (1.35%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity Global Innovators Cl F 1.13M (1.25%) -4.72K
Decreased by -0.42%
Jun 30, 24
14 Fidelity Small Cap Growth K6 827.80K (0.92%) 2.74K
Increased by +0.33%
Oct 31, 23
15 Fidelity® Small Cap Growth K6 827.80K (0.92%) 2.74K
Increased by +0.33%
Oct 31, 23
16 Fidelity Small Cap Index 784.93K (0.87%) -16.61K
Decreased by -2.12%
Mar 31, 25
17 Thrivent Small Cap Stock 770.86K (0.86%) -440.17K
Decreased by -57.10%
Apr 30, 24
18 Columbia VP Small Cap Value 1 694.23K (0.77%) -195.05K
Decreased by -28.10%
Apr 30, 25
19 Fidelity® Small Cap Index 693.03K (0.77%) 18.31K
Increased by +2.64%
Oct 31, 23
20 ÖkoWorld Rock n Roll Fonds C Acc 670.00K (0.74%) 0.00
Increased by 0.00%
Oct 31, 23