Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 1.43%
2 DAT 1.20%
3 XSW 0.83%
4 RYJ 0.60%
5 SMIZ 0.60%
6 DWAS 0.41%
7 FSCC 0.22%
8 IWC 0.16%
9 FESM 0.07%
10 AFSM 0.06%
11 PSC 0.06%
12 VTWG 0.05%
13 IWO 0.05%
14 RFLR 0.03%
15 EES 0.03%
16 IWM 0.03%
17 ISCG 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 (15.36%) 0.00
Increased by 0.00%
Sep 30, 24
2 Pelion, Inc. 5.55M (8.83%) 0.00
Increased by 0.00%
Sep 30, 24
3 Wasatch Advisors LP 3.76M (5.99%) 1.09M
Increased by +29.01%
Sep 30, 24
4 Vanguard Group Inc 3.67M (5.85%) 215.17K
Increased by +5.86%
Sep 30, 24
5 BlackRock Inc 3.08M (4.90%) 274.50K
Increased by +8.92%
Jun 30, 24
6 Wasatch Advisors Inc. 1.84M (2.93%) -225.81K
Decreased by -12.26%
Sep 30, 23
7 AXA SA 1.28M (2.05%) 0.00
Increased by 0.00%
Sep 30, 24
8 W Capital Management, LLC 1.23M (1.95%) 0.00
Increased by 0.00%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 1.21M (1.93%) -1.36M
Decreased by -112.36%
Sep 30, 24
10 State Street Corp 950.68K (1.51%) 155.05K
Increased by +16.31%
Sep 30, 24
11 Bank of New York Mellon Corp 891.92K (1.42%) -45.68K
Decreased by -5.12%
Dec 31, 23
12 Geode Capital Management, LLC 883.21K (1.41%) 101.58K
Increased by +11.50%
Sep 30, 24
13 Lord, Abbett & Co LLC 873.41K (1.39%) -395.01K
Decreased by -45.23%
Sep 30, 24
14 Acadian Asset Management LLC 784.27K (1.25%) 7.51K
Increased by +0.96%
Mar 31, 24
15 D. E. Shaw & Co LP 773.54K (1.23%) -103.91K
Decreased by -13.43%
Sep 30, 24
16 State Street Corporation 703.30K (1.12%) 82.34K
Increased by +11.71%
Mar 31, 24
17 Millennium Management LLC 645.35K (1.03%) -95.34K
Decreased by -14.77%
Jun 30, 24
18 Renaissance Technologies Corp 635.80K (1.01%) 42.30K
Increased by +6.65%
Sep 30, 24
19 Federated Hermes Inc 614.45K (0.98%) 151.75K
Increased by +24.70%
Mar 31, 24
20 Oberweis Asset Management Inc 609.40K (0.97%) 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 (2.53%) 130.37K
Increased by +8.19%
Oct 31, 24
2 Wasatch Micro Cap 1.23M (1.96%) 139.62K
Increased by +11.33%
Sep 30, 24
3 iShares Russell 2000 ETF 1.10M (1.75%) -2.30K
Decreased by -0.21%
Nov 27, 24
4 Vanguard Information Technology ETF 798.23K (1.27%) 3.33K
Increased by +0.42%
Oct 31, 24
5 WisdomTree Cloud Computing ETF 778.25K (1.24%) 3.10K
Increased by +0.40%
Jan 31, 24
6 Wasatch Micro Cap Value 738.27K (1.18%) 37.00K
Increased by +5.01%
Sep 30, 24
7 Oberweis Micro-Cap 609.40K (0.97%) 0.00
Increased by 0.00%
Jun 30, 24
8 Oberweis Micro-Cap Growth 609.40K (0.97%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 603.49K (0.96%) -2.16K
Decreased by -0.36%
Oct 31, 24
10 Fidelity Small Cap America Sr B 486.00K (0.77%) -14.00K
Decreased by -2.88%
Jun 30, 24
11 Wasatch Small Cap Value 473.73K (0.75%) 473.73K
Increased by +100.00%
Sep 30, 24
12 WisdomTree Cloud Computing ETF - USD Acc 457.37K (0.73%) 0.00
Increased by 0.00%
Jan 31, 24
13 CREF Stock R1 423.70K (0.67%) 49.05K
Increased by +11.58%
Aug 31, 24
14 Fidelity Small Cap Index 402.79K (0.64%) -10.92K
Decreased by -2.71%
Aug 31, 24
15 iShares Russell 2000 Growth ETF 354.70K (0.56%) 0.00
Increased by 0.00%
Nov 27, 24
16 Invesco Dorsey Wright SmallCap Momt ETF 315.72K (0.50%) 0.00
Increased by 0.00%
Nov 27, 24
17 Fidelity® Small Cap Index 310.09K (0.49%) 5.95K
Increased by +1.92%
Sep 30, 23
18 Coeli Circulus Am Sm Cp I Fdr SEK Acc 285.60K (0.45%) 34.00
Increased by +0.01%
Oct 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 254.76K (0.41%) -8.00K
Decreased by -3.14%
Oct 31, 24
20 Federated Hermes MDT SCC Institutional 243.20K (0.39%) 0.00
Increased by 0.00%
Sep 30, 24