Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MOON 1.82%
3 FDM 1.73%
4 WCLD 1.19%
5 CSD 0.86%
6 CLOU 0.83%
7 XWEB 0.80%
8 FESM 0.50%
9 MILN 0.43%
10 SOCL 0.39%
11 FSCC 0.23%
12 KOMP 0.22%
13 SFLO 0.16%
14 QSML 0.16%
15 CLDL 0.13%
16 SMLF 0.12%
17 FCOM 0.08%
18 IWN 0.07%
19 PRFZ 0.07%
20 RFLR 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.30M (13.69%) -453.99K
Decreased by -2.62%
Sep 30, 24
2 BlackRock Inc 16.08M (12.73%) -97.18K
Decreased by -0.60%
Jun 30, 24
3 Lynrock Lake LP 15.73M (12.45%) 8.74M
Increased by +55.53%
Jun 30, 24
4 T. Rowe Price Investment Management,Inc. 10.39M (8.22%) 16.24K
Increased by +0.16%
Sep 30, 24
5 Divisar Capital Management, LLC 8.39M (6.64%) 800.00K
Increased by +9.54%
Jun 30, 24
6 Renaissance Technologies Corp 6.17M (4.88%) -121.55K
Decreased by -1.97%
Sep 30, 24
7 Thrive Capital Management, LLC(NY) 5.85M (4.63%) 0.00
Increased by 0.00%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 4.80M (3.80%) 190.08K
Increased by +3.96%
Sep 30, 24
9 State Street Corp 4.44M (3.52%) 815.96K
Increased by +18.36%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 4.38M (3.47%) -3.52M
Decreased by -80.32%
Jun 30, 24
11 Harvey Partners LLC 3.77M (2.98%) -230.00K
Decreased by -6.10%
Jun 30, 24
12 State Street Corporation 3.63M (2.87%) -3.85K
Decreased by -0.11%
Mar 31, 24
13 Geode Capital Management, LLC 3.59M (2.84%) -27.22K
Decreased by -0.76%
Jun 30, 24
14 Nuveen Asset Management, LLC 3.15M (2.49%) 213.60K
Increased by +6.78%
Mar 31, 24
15 Bank of New York Mellon Corp 2.76M (2.18%) -84.98K
Decreased by -3.08%
Dec 31, 23
16 Millennium Management LLC 2.59M (2.05%) 603.35K
Increased by +23.30%
Sep 30, 23
17 Jacobs Levy Equity Management, Inc. 2.35M (1.86%) 1.42M
Increased by +60.44%
Jun 30, 24
18 Deutsche Bank AG 2.15M (1.70%) -14.46K
Decreased by -0.67%
Jun 30, 24
19 Marathon Asset Mgmt Ltd 2.05M (1.62%) -135.75K
Decreased by -6.64%
Jun 30, 24
20 D. E. Shaw & Co LP 1.86M (1.47%) -2.49M
Decreased by -134.26%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.78M (3.79%) 6.63K
Increased by +0.14%
Oct 31, 24
2 T. Rowe Price Small-Cap Stock 4.70M (3.72%) 0.00
Increased by 0.00%
Sep 30, 24
3 T. Rowe Price US Small-Cap Core Equity 4.70M (3.72%) -18.25K
Decreased by -0.39%
Sep 30, 24
4 iShares Russell 2000 ETF 3.85M (3.04%) 0.00
Increased by 0.00%
Oct 31, 24
5 Harvey Partners Small-Cap Opportunity 3.68M (2.91%) 286.50K
Increased by +7.79%
Sep 30, 24
6 Vanguard Small Cap Index 3.54M (2.80%) 6.90K
Increased by +0.20%
Oct 31, 24
7 T. Rowe Price Instl Small-Cap Stock 2.31M (1.83%) 0.00
Increased by 0.00%
Sep 30, 24
8 T. Rowe Price U.S. SC Core Eq Tr-Z 2.31M (1.83%) 4.95K
Increased by +0.21%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.26M (1.79%) -290.67K
Decreased by -12.88%
Sep 30, 24
10 WisdomTree Cloud Computing ETF 2.06M (1.63%) 8.21K
Increased by +0.40%
Jan 31, 24
11 iShares Future AI & Tech ETF 1.68M (1.33%) 0.00
Increased by 0.00%
Jul 31, 24
12 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 1.68M (1.33%) 0.00
Increased by 0.00%
Jul 31, 24
13 Fidelity Small Cap Index 1.52M (1.20%) -38.18K
Decreased by -2.51%
Aug 31, 24
14 Fidelity® Small Cap Index 1.47M (1.16%) 41.86K
Increased by +2.85%
Oct 31, 23
15 iShares Russell 2000 Value ETF 1.40M (1.11%) 0.00
Increased by 0.00%
Oct 31, 24
16 Xtrackers MSCI World Swap ETF 1C 1.31M (1.04%) 0.00
Increased by 0.00%
Jun 30, 24
17 WisdomTree Cloud Computing ETF - USD Acc 1.21M (0.96%) 0.00
Increased by 0.00%
Jan 31, 24
18 Vanguard Explorer Inv 1.19M (0.94%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Small Cap Value Index Inv 1.19M (0.94%) -412.00
Decreased by -0.03%
Oct 31, 24
20 Goldman Sachs Small Cp Val Insghts Instl 1.18M (0.94%) 404.22K
Increased by +34.14%
Jan 31, 24