Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 1.35%
2 CLOU 0.91%
3 XSW 0.85%
4 VFMV 0.76%
5 SMIZ 0.53%
6 FSCC 0.46%
7 FESM 0.24%
8 IWC 0.23%
9 GSSC 0.14%
10 CSML 0.11%
11 AFSM 0.10%
12 HAPS 0.10%
13 SEIS 0.09%
14 SMLF 0.08%
15 VTWG 0.07%
16 IWO 0.06%
17 FSMD 0.06%
18 PSC 0.04%
19 JKK 0.04%
20 ISCG 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.41M (16.67%) -458.31K
Decreased by -2.97%
Mar 31, 25
2 Lead Edge Capital Management, LLC 12.79M (13.84%) 0.00
Increased by 0.00%
Mar 31, 25
3 Lynrock Lake LP 11.68M (12.64%) 1.01M
Increased by +8.64%
Mar 31, 25
4 BlackRock Inc 9.15M (9.90%) -667.26K
Decreased by -7.29%
Mar 31, 25
5 Manufacturers Life Insurance Co 5.22M (5.65%) 614.96K
Increased by +11.77%
Mar 31, 25
6 State Street Corp 2.96M (3.20%) -23.45K
Decreased by -0.79%
Mar 31, 25
7 State Street Corporation 2.82M (3.05%) 100.40K
Increased by +3.56%
Mar 31, 24
8 Potrero Capital Research, LLC 2.73M (2.96%) 154.53K
Increased by +5.65%
Mar 31, 25
9 Geode Capital Management, LLC 2.46M (2.66%) 42.94K
Increased by +1.75%
Mar 31, 25
10 Federated Hermes Inc 2.43M (2.63%) -392.68K
Decreased by -16.17%
Mar 31, 25
11 Tenzing Global Management LLC 2.30M (2.49%) -237.50K
Decreased by -10.33%
Mar 31, 25
12 Bank of New York Mellon Corp 1.72M (1.87%) -228.46K
Decreased by -13.25%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 1.67M (1.80%) 197.74K
Increased by +11.86%
Mar 31, 25
14 Pathstone Holdings LLC 1.58M (1.71%) -473.48K
Decreased by -29.88%
Mar 31, 25
15 D. E. Shaw & Co LP 1.56M (1.69%) -782.86K
Decreased by -50.12%
Mar 31, 25
16 Invenomic Capital Management, LP 1.50M (1.63%) 603.60K
Increased by +40.13%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 1.23M (1.33%) -562.34K
Decreased by -45.70%
Sep 30, 24
18 Mirae Asset Global Investments (Korea) Co Ltd 1.19M (1.28%) -76.30K
Decreased by -6.43%
Mar 31, 24
19 Divisadero Street Capital Management, LP 1.16M (1.26%) 1.16M
Increased by +100.00%
Mar 31, 24
20 Arrowstreet Capital Limited Partnership 1.13M (1.23%) -623.83K
Decreased by -54.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Small Cap Core NAV 5.02M (5.44%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.28M (3.55%) 49.30K
Increased by +1.50%
May 31, 25
3 Vanguard US Total Market Shares ETF 3.13M (3.39%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 2.59M (2.81%) 18.00K
Increased by +0.69%
Jun 30, 25
5 Vanguard Small Cap Index 2.58M (2.79%) 9.50K
Increased by +0.37%
May 31, 25
6 Vanguard Information Technology ETF 2.54M (2.75%) -12.11K
Decreased by -0.48%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.89%) 14.01K
Increased by +0.80%
May 31, 25
8 Vanguard Small Cap Growth Index Inv 1.42M (1.54%) -1.88K
Decreased by -0.13%
May 31, 25
9 WisdomTree Cloud Computing ETF 1.40M (1.51%) -25.58K
Decreased by -1.83%
May 31, 24
10 Federated Hermes MDT SCC Institutional 1.33M (1.44%) -183.76K
Decreased by -13.79%
Mar 31, 25
11 Federated Hermes MDT Small Cap Core IS 1.33M (1.44%) -183.76K
Decreased by -13.79%
Mar 31, 25
12 Vanguard Strategic Equity Inv 1.29M (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Explorer Inv 1.20M (1.30%) -83.41K
Decreased by -6.93%
Mar 31, 25
14 Fidelity Small Cap Index 1.08M (1.16%) 9.02K
Increased by +0.84%
Apr 30, 25
15 Fidelity® Small Cap Index 1.03M (1.12%) 28.61K
Increased by +2.77%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 902.68K (0.98%) -11.32K
Decreased by -1.25%
Jun 30, 25
17 WisdomTree Cloud Computing ETF - USD Acc 888.90K (0.96%) -11.70K
Decreased by -1.32%
May 31, 24
18 Invenomic Institutional 846.19K (0.92%) -97.75K
Decreased by -11.55%
Apr 30, 24
19 Federated Hermes MDT SCG Institutional 694.27K (0.75%) -267.11K
Decreased by -38.47%
Mar 31, 25
20 Federated Hermes MDT Small Cap Growth IS 694.27K (0.75%) -267.11K
Decreased by -38.47%
Mar 31, 25