Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 MOON 1.82%
3 FDM 1.25%
4 WCLD 1.19%
5 XWEB 0.80%
6 CSD 0.73%
7 CLOU 0.60%
8 FESM 0.32%
9 SOCL 0.25%
10 FSCC 0.25%
11 KOMP 0.23%
12 MILN 0.23%
13 SFLO 0.18%
14 QSML 0.18%
15 SMLF 0.09%
16 SEIS 0.09%
17 CLDL 0.08%
18 PRFZ 0.07%
19 RFLR 0.06%
20 VTWV 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.41M (12.67%) -27.10K
Decreased by -0.16%
Mar 31, 25
2 Lynrock Lake LP 15.22M (11.08%) 1.24M
Increased by +8.17%
Mar 31, 25
3 BlackRock Inc 13.01M (9.47%) -863.05K
Decreased by -6.63%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 10.48M (7.63%) 4.49M
Increased by +42.81%
Mar 31, 25
5 Divisar Capital Management, LLC 7.05M (5.13%) 1.17M
Increased by +16.57%
Mar 31, 25
6 Renaissance Technologies Corp 6.51M (4.74%) -78.60K
Decreased by -1.21%
Mar 31, 25
7 Thrive Capital Management, LLC(NY) 5.85M (4.26%) 0.00
Increased by 0.00%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 4.98M (3.63%) 120.90K
Increased by +2.43%
Mar 31, 25
9 Boston Partners Global Investors, Inc 4.53M (3.30%) 3.34M
Increased by +73.64%
Mar 31, 25
10 State Street Corp 4.08M (2.97%) -194.18K
Decreased by -4.76%
Mar 31, 25
11 Goldman Sachs Group Inc 3.87M (2.82%) 212.68K
Increased by +5.50%
Mar 31, 25
12 Geode Capital Management, LLC 3.64M (2.65%) -53.10K
Decreased by -1.46%
Mar 31, 25
13 State Street Corporation 3.63M (2.64%) -3.85K
Decreased by -0.11%
Mar 31, 24
14 Bank of New York Mellon Corp 2.76M (2.01%) -84.98K
Decreased by -3.08%
Dec 31, 23
15 Nuveen Asset Management, LLC 2.71M (1.97%) 1.22M
Increased by +45.21%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.66M (1.94%) 538.25K
Increased by +20.23%
Mar 31, 25
17 Millennium Management LLC 2.59M (1.89%) 603.35K
Increased by +23.30%
Sep 30, 23
18 Jacobs Levy Equity Management, Inc. 2.16M (1.57%) -187.92K
Decreased by -8.72%
Dec 31, 24
19 Deutsche Bank AG 2.15M (1.57%) -14.46K
Decreased by -0.67%
Jun 30, 24
20 Marathon Asset Mgmt Ltd 2.05M (1.49%) -135.75K
Decreased by -6.64%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.78M (3.48%) 0.00
Increased by 0.00%
Sep 30, 24
2 T. Rowe Price Small-Cap Stock 4.65M (3.38%) 588.50K
Increased by +12.67%
Mar 31, 25
3 T. Rowe Price US Small-Cap Core Equity 4.65M (3.38%) 1.97M
Increased by +42.50%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.60M (3.35%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 3.59M (2.62%) 607.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 3.33M (2.42%) 33.62K
Increased by +1.01%
Apr 30, 25
7 T. Rowe Price Instl Small-Cap Stock 2.48M (1.81%) 315.88K
Increased by +12.71%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (1.78%) 3.87K
Increased by +0.16%
Apr 30, 25
9 T. Rowe Price U.S. SC Core Eq Tr-D 2.24M (1.63%) 1.12M
Increased by +50.10%
Mar 31, 25
10 T. Rowe Price U.S. SC Core Eq Tr-Z 2.24M (1.63%) 1.12M
Increased by +50.10%
Mar 31, 25
11 WisdomTree Cloud Computing ETF 2.06M (1.50%) 8.21K
Increased by +0.40%
Jan 31, 24
12 Column Small Cap Select 2.04M (1.48%) 1.54M
Increased by +75.49%
Mar 31, 25
13 Harvey Partners Small-Cap Opportunity 1.80M (1.31%) -2.04M
Decreased by -113.01%
Mar 31, 25
14 iShares Future AI & Tech ETF 1.68M (1.22%) 0.00
Increased by 0.00%
Jul 31, 24
15 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 1.68M (1.22%) 0.00
Increased by 0.00%
Jul 31, 24
16 Fidelity® Small Cap Index 1.47M (1.07%) 41.86K
Increased by +2.85%
Oct 31, 23
17 Fidelity Small Cap Index 1.44M (1.05%) 11.51K
Increased by +0.80%
Feb 28, 25
18 iShares Russell 2000 Value ETF 1.37M (1.00%) -4.63K
Decreased by -0.34%
Apr 30, 25
19 Xtrackers MSCI World Swap ETF 1C 1.31M (0.95%) 0.00
Increased by 0.00%
Jun 30, 24
20 WisdomTree Cloud Computing ETF - USD Acc 1.21M (0.88%) 0.00
Increased by 0.00%
Jan 31, 24