Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MOON 1.82%
3 WCLD 1.19%
4 FDM 1.08%
5 XWEB 0.80%
6 CSD 0.65%
7 CLOU 0.55%
8 FESM 0.32%
9 FSCC 0.25%
10 KOMP 0.23%
11 MILN 0.20%
12 SOCL 0.19%
13 SFLO 0.18%
14 QSML 0.18%
15 VFMF 0.16%
16 SEIS 0.09%
17 SMLF 0.08%
18 PRFZ 0.07%
19 VFMO 0.07%
20 CLDL 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.41M (13.50%) -27.10K
Decreased by -0.16%
Mar 31, 25
2 Lynrock Lake LP 15.22M (11.80%) 1.24M
Increased by +8.17%
Mar 31, 25
3 BlackRock Inc 13.01M (10.09%) -863.05K
Decreased by -6.63%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 10.48M (8.13%) 4.49M
Increased by +42.81%
Mar 31, 25
5 Divisar Capital Management, LLC 7.05M (5.47%) 1.17M
Increased by +16.57%
Mar 31, 25
6 Renaissance Technologies Corp 6.51M (5.05%) -78.60K
Decreased by -1.21%
Mar 31, 25
7 Thrive Capital Management, LLC(NY) 5.85M (4.54%) 0.00
Increased by 0.00%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 4.98M (3.87%) 120.90K
Increased by +2.43%
Mar 31, 25
9 Boston Partners Global Investors, Inc 4.53M (3.52%) 3.34M
Increased by +73.64%
Mar 31, 25
10 State Street Corp 4.08M (3.16%) -194.18K
Decreased by -4.76%
Mar 31, 25
11 Goldman Sachs Group Inc 3.87M (3.00%) 212.68K
Increased by +5.50%
Mar 31, 25
12 Geode Capital Management, LLC 3.64M (2.83%) -53.10K
Decreased by -1.46%
Mar 31, 25
13 State Street Corporation 3.63M (2.81%) -3.85K
Decreased by -0.11%
Mar 31, 24
14 Nuveen, LLC 2.92M (2.27%) 2.92M
Increased by +100.00%
Mar 31, 25
15 Bank of New York Mellon Corp 2.76M (2.14%) -84.98K
Decreased by -3.08%
Dec 31, 23
16 Nuveen Asset Management, LLC 2.71M (2.10%) 1.22M
Increased by +45.21%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 2.66M (2.06%) 538.25K
Increased by +20.23%
Mar 31, 25
18 Millennium Management LLC 2.59M (2.01%) 603.35K
Increased by +23.30%
Sep 30, 23
19 Acadian Asset Management LLC 2.59M (2.01%) 1.42M
Increased by +55.06%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 2.16M (1.67%) -187.92K
Decreased by -8.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.78M (3.71%) 0.00
Increased by 0.00%
Sep 30, 24
2 T. Rowe Price Small-Cap Stock 4.65M (3.60%) 588.50K
Increased by +12.67%
Mar 31, 25
3 T. Rowe Price US Small-Cap Core Equity 4.65M (3.60%) 1.97M
Increased by +42.50%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.60M (3.57%) 0.00
Increased by 0.00%
May 31, 25
5 iShares Russell 2000 ETF 3.64M (2.82%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 3.34M (2.59%) 12.26K
Increased by +0.37%
May 31, 25
7 T. Rowe Price Instl Small-Cap Stock 2.48M (1.93%) 315.88K
Increased by +12.71%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.91%) 19.59K
Increased by +0.79%
May 31, 25
9 T. Rowe Price U.S. SC Core Eq Tr-D 2.24M (1.74%) 1.12M
Increased by +50.10%
Mar 31, 25
10 T. Rowe Price U.S. SC Core Eq Tr-Z 2.24M (1.74%) 1.12M
Increased by +50.10%
Mar 31, 25
11 WisdomTree Cloud Computing ETF 2.06M (1.60%) 8.21K
Increased by +0.40%
Jan 31, 24
12 Column Small Cap Select 2.04M (1.58%) 1.54M
Increased by +75.49%
Mar 31, 25
13 Harvey Partners Small-Cap Opportunity 1.80M (1.40%) -2.04M
Decreased by -113.01%
Mar 31, 25
14 iShares Future AI & Tech ETF 1.68M (1.30%) 0.00
Increased by 0.00%
Jul 31, 24
15 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 1.68M (1.30%) 0.00
Increased by 0.00%
Jul 31, 24
16 Fidelity® Small Cap Index 1.47M (1.14%) 41.86K
Increased by +2.85%
Oct 31, 23
17 Fidelity Small Cap Index 1.45M (1.13%) 7.82K
Increased by +0.54%
Mar 31, 25
18 iShares Russell 2000 Value ETF 1.32M (1.02%) 0.00
Increased by 0.00%
May 31, 25
19 Xtrackers MSCI World Swap ETF 1C 1.31M (1.01%) 0.00
Increased by 0.00%
Jun 30, 24
20 WisdomTree Cloud Computing ETF - USD Acc 1.21M (0.94%) 0.00
Increased by 0.00%
Jan 31, 24