Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLT 0.02%
2 VTWG 0.02%
3 ISCG 0.02%
4 JKK 0.02%
5 IWO 0.02%
6 IWM 0.01%
7 IWMW 0.01%
8 VFH 0.01%
9 VXF 0.01%
10 VTWV 0.01%
11 VTWO 0.01%
12 JKJ 0.01%
13 ISCB 0.01%
14 IWN 0.01%
15 WSML 0.00%
16 SMMD 0.00%
17 ITDI 0.00%
18 ITDH 0.00%
19 ITDJ 0.00%
20 ITDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tiger Technology Management LLC 15.16M (19.10%) 0.00
Increased by 0.00%
Mar 31, 26
2 Dag Ventures Llc 13.81M (17.41%) 0.00
Increased by 0.00%
Mar 31, 26
3 Ribbit Management Company, LLC 9.85M (12.41%) 0.00
Increased by 0.00%
Mar 31, 26
4 Index Venture Associates VI Ltd 9.46M (11.92%) 0.00
Increased by 0.00%
Mar 31, 26
5 BlackRock Inc 8.11M (10.22%) 2.75M
Increased by +33.86%
Mar 31, 26
6 Wellington Management Company LLP 4.77M (6.01%) 780.10K
Increased by +16.36%
Mar 31, 26
7 JPMorgan Chase & Co 3.16M (3.98%) 1.12M
Increased by +35.47%
Mar 31, 26
8 FMR Inc 3.12M (3.93%) -920.40K
Decreased by -29.51%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 2.92M (3.68%) 9.19K
Increased by +0.31%
Mar 31, 26
10 North Reef Capital Management LP 2.89M (3.64%) 1.66M
Increased by +57.49%
Mar 31, 26
11 Citadel Advisors Llc 1.92M (2.42%) 1.05M
Increased by +54.47%
Mar 31, 26
12 Vanguard Capital Management, LLC 1.65M (2.08%) 1.65M
Increased by +100.00%
Mar 31, 26
13 Whale Rock Capital Management LLC 1.60M (2.02%) 1.60M
Increased by +100.00%
Dec 31, 25
14 Southpoint Capital Advisors LP 1.40M (1.76%) 1.40M
Increased by +100.00%
Mar 31, 26
15 Granahan Investment Management Inc.. 1.39M (1.75%) 1.39M
Increased by +100.00%
Dec 31, 25
16 UBS Group AG 1.17M (1.47%) 1.00M
Increased by +85.84%
Mar 31, 26
17 NORGES BANK 1.00M (1.26%) 1.00M
Increased by +100.00%
Dec 31, 25
18 Geode Capital Management, LLC 982.24K (1.24%) 853.53K
Increased by +86.90%
Mar 31, 26
19 AllianceBernstein L.P. 875.85K (1.10%) 337.00K
Increased by +38.48%
Mar 31, 26
20 Congress Asset Management Company, LLP 853.75K (1.08%) 853.75K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BGF World Financials A2 2.85M (3.59%) 0.00
Increased by 0.00%
Feb 28, 26
2 JPM Small Cap Equity-MA 1.77M (2.23%) 594.23K
Increased by +33.56%
Mar 31, 26
3 JPM US Small Cap Core-Composite 1.77M (2.23%) 594.23K
Increased by +33.56%
Mar 31, 26
4 JPMorgan Small Cap Equity A 1.77M (2.23%) 0.00
Increased by 0.00%
Apr 30, 26
5 Fidelity Small Cap Growth 1.43M (1.81%) -28.83K
Decreased by -2.01%
Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 1.21M (1.52%) 0.00
Increased by 0.00%
Apr 30, 26
7 T. Rowe Price US Smlr Coms Eq A 1.10M (1.39%) 0.00
Increased by 0.00%
Apr 30, 26
8 T. Rowe Price Small-Cap Value 878.76K (1.11%) -547.00
Decreased by -0.06%
Apr 30, 26
9 iShares Russell 2000 ETF 837.86K (1.06%) 7.75K
Increased by +0.92%
May 29, 26
10 Fidelity Small Cap Growth K6 718.06K (0.90%) -14.86K
Decreased by -2.07%
Mar 31, 26
11 T. Rowe Price U.S. SC Value Eq Tr-D 572.36K (0.72%) 232.42K
Increased by +40.61%
Mar 31, 26
12 JNL Multi-Manager Small Cap Value I 544.15K (0.69%) 544.15K
Increased by +100.00%
Mar 31, 26
13 JPM US Smaller Companies A dist USD 519.60K (0.65%) 0.00
Increased by 0.00%
Apr 30, 26
14 BlackRock Strategic Income Opps Instl 427.34K (0.54%) 423.21K
Increased by +99.03%
Jan 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 409.29K (0.52%) 2.59K
Increased by +0.63%
Apr 30, 26
16 Fidelity Small Cap Index 341.25K (0.43%) 341.25K
Increased by +100.00%
Mar 31, 26
17 Kennedy SMID Cap Value 307.89K (0.39%) 307.89K
Increased by +100.00%
Mar 31, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 290.00K (0.37%) 0.00
Increased by 0.00%
May 31, 26
19 FIAM Small Cap Core CIT Cl B 286.70K (0.36%) 286.70K
Increased by +100.00%
Mar 31, 26
20 Wellington CIF Small Cap 2000 265.90K (0.34%) 0.00
Increased by 0.00%
Apr 30, 26