Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 1.43%
2 DAT 1.17%
3 XSW 0.77%
4 RYJ 0.60%
5 SMIZ 0.58%
6 DWAS 0.51%
7 FSCC 0.22%
8 IWC 0.15%
9 FESM 0.07%
10 AFSM 0.06%
11 PSC 0.06%
12 VTWG 0.05%
13 IWO 0.04%
14 RFLR 0.03%
15 EES 0.03%
16 ISCG 0.02%
17 IWM 0.02%
18 JKK 0.02%
19 VTWO 0.02%
20 GSSC 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Crosslink Capital Inc 9.64M (21.43%) 0.00
Increased by 0.00%
Sep 30, 24
2 Pelion, Inc. 5.55M (12.32%) 0.00
Increased by 0.00%
Sep 30, 24
3 Wasatch Advisors LP 3.76M (8.36%) 1.09M
Increased by +29.01%
Sep 30, 24
4 Vanguard Group Inc 3.67M (8.16%) 215.17K
Increased by +5.86%
Sep 30, 24
5 BlackRock Inc 3.08M (6.84%) 274.50K
Increased by +8.92%
Jun 30, 24
6 Wasatch Advisors Inc. 1.84M (4.09%) -225.81K
Decreased by -12.26%
Sep 30, 23
7 AXA SA 1.28M (2.86%) 0.00
Increased by 0.00%
Sep 30, 24
8 W Capital Management, LLC 1.23M (2.73%) 0.00
Increased by 0.00%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 1.21M (2.69%) -1.36M
Decreased by -112.36%
Sep 30, 24
10 State Street Corp 950.68K (2.11%) 155.05K
Increased by +16.31%
Sep 30, 24
11 Bank of New York Mellon Corp 891.92K (1.98%) -45.68K
Decreased by -5.12%
Dec 31, 23
12 Geode Capital Management, LLC 883.21K (1.96%) 101.58K
Increased by +11.50%
Sep 30, 24
13 Lord, Abbett & Co LLC 873.41K (1.94%) -395.01K
Decreased by -45.23%
Sep 30, 24
14 Acadian Asset Management LLC 784.27K (1.74%) 7.51K
Increased by +0.96%
Mar 31, 24
15 D. E. Shaw & Co LP 773.54K (1.72%) -103.91K
Decreased by -13.43%
Sep 30, 24
16 State Street Corporation 703.30K (1.56%) 82.34K
Increased by +11.71%
Mar 31, 24
17 Millennium Management LLC 645.35K (1.43%) -95.34K
Decreased by -14.77%
Jun 30, 24
18 Renaissance Technologies Corp 635.80K (1.41%) 42.30K
Increased by +6.65%
Sep 30, 24
19 Federated Hermes Inc 614.45K (1.37%) 151.75K
Increased by +24.70%
Mar 31, 24
20 Oberweis Asset Management Inc 609.40K (1.35%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.59M (3.54%) 130.37K
Increased by +8.19%
Oct 31, 24
2 Wasatch Micro Cap 1.23M (2.74%) 139.62K
Increased by +11.33%
Sep 30, 24
3 iShares Russell 2000 ETF 1.10M (2.44%) -2.30K
Decreased by -0.21%
Nov 27, 24
4 Vanguard Information Technology ETF 798.23K (1.77%) 3.33K
Increased by +0.42%
Oct 31, 24
5 WisdomTree Cloud Computing ETF 778.25K (1.73%) 3.10K
Increased by +0.40%
Jan 31, 24
6 Wasatch Micro Cap Value 738.27K (1.64%) 37.00K
Increased by +5.01%
Sep 30, 24
7 Oberweis Micro-Cap 609.40K (1.35%) 0.00
Increased by 0.00%
Jun 30, 24
8 Oberweis Micro-Cap Growth 609.40K (1.35%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 603.49K (1.34%) -2.16K
Decreased by -0.36%
Oct 31, 24
10 Fidelity Small Cap America Sr B 486.00K (1.08%) -14.00K
Decreased by -2.88%
Jun 30, 24
11 Wasatch Small Cap Value 473.73K (1.05%) 473.73K
Increased by +100.00%
Sep 30, 24
12 WisdomTree Cloud Computing ETF - USD Acc 457.37K (1.02%) 0.00
Increased by 0.00%
Jan 31, 24
13 CREF Stock R1 423.70K (0.94%) 49.05K
Increased by +11.58%
Aug 31, 24
14 Fidelity Small Cap Index 402.79K (0.90%) -10.92K
Decreased by -2.71%
Aug 31, 24
15 iShares Russell 2000 Growth ETF 354.70K (0.79%) 0.00
Increased by 0.00%
Nov 27, 24
16 Invesco Dorsey Wright SmallCap Momt ETF 315.72K (0.70%) 0.00
Increased by 0.00%
Nov 27, 24
17 Fidelity® Small Cap Index 310.09K (0.69%) 5.95K
Increased by +1.92%
Sep 30, 23
18 Coeli Circulus Am Sm Cp I Fdr SEK Acc 285.60K (0.63%) 34.00
Increased by +0.01%
Oct 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 254.76K (0.57%) -8.00K
Decreased by -3.14%
Oct 31, 24
20 Federated Hermes MDT SCC Institutional 243.20K (0.54%) 0.00
Increased by 0.00%
Sep 30, 24