Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 0.89%
2 DAT 0.68%
3 XSW 0.67%
4 RYJ 0.60%
5 SMIZ 0.47%
6 DWAS 0.41%
7 FSCC 0.22%
8 FSST 0.15%
9 IWC 0.13%
10 VFMO 0.11%
11 FESM 0.07%
12 AFSM 0.06%
13 PSC 0.06%
14 VFQY 0.05%
15 IWO 0.04%
16 RFLR 0.03%
17 VTWG 0.03%
18 EES 0.03%
19 VTWO 0.02%
20 GSSC 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 10.68M (16.54%) 7.63M
Increased by +71.49%
Mar 31, 25
2 Crosslink Capital Inc 7.06M (10.94%) 0.00
Increased by 0.00%
Mar 31, 25
3 Wasatch Advisors LP 5.47M (8.48%) 268.25K
Increased by +4.90%
Mar 31, 25
4 Vanguard Group Inc 4.73M (7.33%) 194.94K
Increased by +4.12%
Mar 31, 25
5 Pelion, Inc. 3.50M (5.42%) -356.58K
Decreased by -10.19%
Mar 31, 25
6 BlackRock Inc 3.26M (5.04%) -192.73K
Decreased by -5.92%
Mar 31, 25
7 ING Investment Management LLC 2.77M (4.30%) 1.67M
Increased by +60.37%
Mar 31, 25
8 Lord, Abbett & Co LLC 2.14M (3.31%) 1.04M
Increased by +48.50%
Mar 31, 25
9 Wasatch Advisors Inc. 1.84M (2.85%) -225.81K
Decreased by -12.26%
Sep 30, 23
10 Arrowstreet Capital Limited Partnership 1.63M (2.53%) -16.04K
Decreased by -0.98%
Mar 31, 25
11 State Street Corp 1.43M (2.21%) 43.20K
Increased by +3.02%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.39M (2.15%) -152.91K
Decreased by -11.01%
Mar 31, 25
13 Pathway Capital Management LLC 1.35M (2.09%) 778.41K
Increased by +57.69%
Dec 31, 24
14 AXA SA 1.29M (2.01%) 0.00
Increased by 0.00%
Mar 31, 25
15 W Capital Management, LLC 1.23M (1.90%) 0.00
Increased by 0.00%
Mar 31, 24
16 Millennium Management LLC 985.02K (1.53%) 628.71K
Increased by +63.83%
Dec 31, 24
17 Portolan Capital Management, LLC 952.16K (1.48%) 518.67K
Increased by +54.47%
Mar 31, 25
18 Eventide Asset Management, LLC 928.64K (1.44%) -183.90K
Decreased by -19.80%
Mar 31, 25
19 Geode Capital Management, LLC 927.13K (1.44%) 32.80K
Increased by +3.54%
Mar 31, 25
20 Renaissance Technologies Corp 907.50K (1.41%) -17.00K
Decreased by -1.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Growth 2.52M (3.90%) 415.81K
Increased by +16.52%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.91M (2.96%) 0.00
Increased by 0.00%
May 31, 25
3 Wasatch Small Cap Value 1.57M (2.44%) 142.30K
Increased by +9.04%
Mar 31, 25
4 Fidelity 1.55M (2.40%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity Advisor New Insights I 1.53M (2.36%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Information Technology ETF 1.41M (2.19%) 567.69K
Increased by +40.14%
May 31, 25
7 Fidelity Small Cap Growth K6 1.32M (2.04%) 176.79K
Increased by +13.42%
Mar 31, 25
8 Wasatch Micro Cap 1.12M (1.74%) -111.13K
Decreased by -9.91%
Mar 31, 25
9 iShares Russell 2000 ETF 1.02M (1.58%) 0.00
Increased by 0.00%
May 31, 25
10 Eventide Gilead N 921.68K (1.43%) 0.00
Increased by 0.00%
Mar 31, 25
11 Voya Small Cap Growth I 869.98K (1.35%) 16.23K
Increased by +1.87%
May 31, 25
12 Fidelity Small Cap Discovery 837.00K (1.30%) 175.24K
Increased by +20.94%
Mar 31, 25
13 Voya Small Cap Growth 832.52K (1.29%) 203.14K
Increased by +24.40%
Mar 31, 25
14 WisdomTree Cloud Computing ETF 778.25K (1.21%) 3.10K
Increased by +0.40%
Jan 31, 24
15 Strategic Advisers Fidelity US TtlStk 758.07K (1.17%) 0.00
Increased by 0.00%
Apr 30, 25
16 Lord Abbett Developing Growth A 713.11K (1.11%) -5.84K
Decreased by -0.82%
Mar 31, 25
17 Oberweis Micro-Cap 701.10K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
18 Oberweis Micro-Cap Growth 701.10K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
19 Fidelity Series Small Cap Discovery 684.18K (1.06%) 135.95K
Increased by +19.87%
Mar 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 646.72K (1.00%) 5.11K
Increased by +0.79%
May 31, 25