Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MOON 1.82%
3 FDM 1.77%
4 WCLD 1.19%
5 CSD 0.94%
6 XWEB 0.80%
7 CLOU 0.75%
8 MILN 0.42%
9 SOCL 0.35%
10 FESM 0.33%
11 FSCC 0.25%
12 KOMP 0.23%
13 SFLO 0.18%
14 QSML 0.18%
15 SMLF 0.13%
16 CLDL 0.12%
17 SEIS 0.09%
18 IWN 0.07%
19 FCOM 0.07%
20 PRFZ 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.43M (13.83%) 134.17K
Increased by +0.77%
Dec 31, 24
2 BlackRock Inc 14.31M (11.36%) -1.77M
Decreased by -12.36%
Sep 30, 24
3 Lynrock Lake LP 13.97M (11.09%) -1.04M
Decreased by -7.46%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 10.39M (8.24%) 16.24K
Increased by +0.16%
Sep 30, 24
5 Renaissance Technologies Corp 6.17M (4.90%) -121.55K
Decreased by -1.97%
Sep 30, 24
6 Divisar Capital Management, LLC 5.88M (4.67%) -2.71M
Decreased by -46.13%
Dec 31, 24
7 Thrive Capital Management, LLC(NY) 5.85M (4.64%) 0.00
Increased by 0.00%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 4.86M (3.86%) 60.17K
Increased by +1.24%
Dec 31, 24
9 State Street Corp 4.43M (3.52%) -9.47K
Decreased by -0.21%
Sep 30, 24
10 Harvey Partners LLC 4.04M (3.20%) 265.00K
Increased by +6.57%
Sep 30, 24
11 Geode Capital Management, LLC 3.77M (2.99%) 181.14K
Increased by +4.80%
Sep 30, 24
12 State Street Corporation 3.63M (2.88%) -3.85K
Decreased by -0.11%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 3.35M (2.66%) -1.04M
Decreased by -30.93%
Sep 30, 24
14 Bank of New York Mellon Corp 2.76M (2.19%) -84.98K
Decreased by -3.08%
Dec 31, 23
15 Millennium Management LLC 2.59M (2.05%) 603.35K
Increased by +23.30%
Sep 30, 23
16 Goldman Sachs Group Inc 2.39M (1.90%) 719.42K
Increased by +30.10%
Sep 30, 24
17 Jacobs Levy Equity Management, Inc. 2.34M (1.86%) -3.13K
Decreased by -0.13%
Sep 30, 24
18 Deutsche Bank AG 2.15M (1.71%) -14.46K
Decreased by -0.67%
Jun 30, 24
19 Arrowstreet Capital Limited Partnership 2.14M (1.70%) 924.47K
Increased by +43.19%
Sep 30, 24
20 Marathon Asset Mgmt Ltd 2.05M (1.62%) -135.75K
Decreased by -6.64%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.60M (3.65%) 0.00
Increased by 0.00%
Dec 31, 24
2 iShares Russell 2000 ETF 3.95M (3.14%) -30.05K
Decreased by -0.76%
Jan 31, 25
3 Harvey Partners Small-Cap Opportunity 3.68M (2.92%) 286.50K
Increased by +7.79%
Sep 30, 24
4 Vanguard Small Cap Index 3.59M (2.85%) 29.04K
Increased by +0.81%
Dec 31, 24
5 T. Rowe Price Small-Cap Stock 2.67M (2.12%) -818.54K
Decreased by -30.64%
Dec 31, 24
6 T. Rowe Price US Small-Cap Core Equity 2.67M (2.12%) -2.03M
Decreased by -75.91%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.36M (1.87%) 55.25K
Increased by +2.35%
Dec 31, 24
8 WisdomTree Cloud Computing ETF 2.06M (1.63%) 8.21K
Increased by +0.40%
Jan 31, 24
9 iShares Future AI & Tech ETF 1.68M (1.33%) 0.00
Increased by 0.00%
Jul 31, 24
10 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 1.68M (1.33%) 0.00
Increased by 0.00%
Jul 31, 24
11 T. Rowe Price Instl Small-Cap Stock 1.52M (1.21%) -234.60K
Decreased by -15.45%
Dec 31, 24
12 Fidelity Small Cap Index 1.50M (1.19%) -10.88K
Decreased by -0.72%
Nov 30, 24
13 Fidelity® Small Cap Index 1.47M (1.17%) 41.86K
Increased by +2.85%
Oct 31, 23
14 iShares Russell 2000 Value ETF 1.34M (1.07%) 1.83K
Increased by +0.14%
Jan 31, 25
15 Xtrackers MSCI World Swap ETF 1C 1.31M (1.04%) 0.00
Increased by 0.00%
Jun 30, 24
16 WisdomTree Cloud Computing ETF - USD Acc 1.21M (0.96%) 0.00
Increased by 0.00%
Jan 31, 24
17 Vanguard Explorer Inv 1.19M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Small Cap Value Index Inv 1.19M (0.94%) -8.29K
Decreased by -0.70%
Dec 31, 24
19 Fidelity Enhanced Small Cap ETF 1.15M (0.91%) 1.68K
Increased by +0.15%
Jan 31, 25
20 T. Rowe Price U.S. SC Core Eq Tr-Z 1.12M (0.89%) -1.19M
Decreased by -106.18%
Dec 31, 24