Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 1.66%
2 XWEB 1.28%
3 FDIG 1.14%
4 FINX 0.59%
5 XITK 0.41%
6 JSML 0.35%
7 HLGE 0.23%
8 SQLV 0.21%
9 GWX 0.20%
10 CSML 0.19%
11 MILN 0.18%
12 SCHC 0.16%
13 AVDS 0.15%
14 TPSC 0.13%
15 CSA 0.11%
16 CSF 0.11%
17 FYC 0.10%
18 AVSD 0.09%
19 HAPS 0.07%
20 VSS 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.30M (15.11%) -303.18K
Decreased by -3.26%
Jun 30, 25
2 Vanguard Group Inc 6.48M (10.53%) -1.17M
Decreased by -18.10%
Jun 30, 25
3 Institutional Venture Management XV, LLC 4.60M (7.47%) -3.00M
Decreased by -65.23%
Jun 30, 25
4 Disciplined Growth Investors Inc 4.51M (7.33%) 2.89M
Increased by +64.03%
Jun 30, 25
5 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.21M (6.85%) -1.30M
Decreased by -30.85%
Jun 30, 25
6 Institutional Venture Management XIV LLC 3.81M (6.20%) -3.80M
Decreased by -99.64%
Sep 30, 23
7 William Blair Investment Management, LLC 3.65M (5.94%) -1.86M
Decreased by -50.99%
Jun 30, 25
8 Edmond de Rothschild Holding S.A. 3.52M (5.72%) -1.89M
Decreased by -53.80%
Jun 30, 25
9 Select Equity Group LP 2.23M (3.62%) -4.71K
Decreased by -0.21%
Sep 30, 23
10 Renaissance Technologies Corp 1.69M (2.75%) 162.30K
Increased by +9.58%
Jun 30, 25
11 Geode Capital Management, LLC 1.63M (2.64%) -16.81K
Decreased by -1.03%
Jun 30, 25
12 State Street Corp 1.62M (2.63%) 8.29K
Increased by +0.51%
Jun 30, 25
13 Checchi Capital Advisers, LLC 1.59M (2.58%) 0.00
Increased by 0.00%
Dec 31, 23
14 State Street Corporation 1.58M (2.57%) 43.50K
Increased by +2.75%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 1.06M (1.72%) -35.99K
Decreased by -3.41%
Jun 30, 25
16 Granite Investment Partners, LLC 1.05M (1.71%) -79.38K
Decreased by -7.53%
Sep 30, 24
17 Jacobs Levy Equity Management, Inc. 859.90K (1.40%) 392.90K
Increased by +45.69%
Jun 30, 25
18 Millennium Management LLC 751.96K (1.22%) 739.01K
Increased by +98.28%
Jun 30, 25
19 Nuveen Asset Management, LLC 694.51K (1.13%) 219.99K
Increased by +31.68%
Dec 31, 23
20 Marshall Wace Asset Management Ltd 687.15K (1.12%) 262.14K
Increased by +38.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 2.46M (3.99%) -1.01M
Decreased by -41.17%
Jun 30, 25
2 EdRF Big Data N EUR 2.30M (3.74%) -4.92K
Decreased by -0.21%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.14M (3.48%) 502.50K
Increased by +23.48%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.01M (3.27%) -44.41K
Decreased by -2.20%
Jul 31, 25
5 iShares Russell 2000 ETF 1.60M (2.61%) 0.00
Increased by 0.00%
Aug 31, 25
6 Strategic Advisers® Small-Mid Cap 929.82K (1.51%) 0.00
Increased by 0.00%
Oct 31, 23
7 BlackRock Advantage Small Cap Core Instl 912.41K (1.48%) 0.00
Increased by 0.00%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 823.14K (1.34%) -373.10K
Decreased by -45.33%
Jul 31, 25
9 William Blair Small Cap Growth I 810.86K (1.32%) -267.40K
Decreased by -32.98%
Jul 31, 25
10 Strategic Advisers Small-Mid Cap 810.61K (1.32%) -297.71K
Decreased by -36.73%
Jul 31, 24
11 Vanguard Strategic Equity Inv 771.15K (1.25%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard VIF Small Co Gr 760.27K (1.24%) -60.63K
Decreased by -7.98%
Jun 30, 25
13 Vanguard Small Cap Index 760.20K (1.24%) 2.85K
Increased by +0.37%
May 31, 25
14 Meridian Growth Legacy 717.34K (1.17%) -75.19K
Decreased by -10.48%
Jun 30, 25
15 Fidelity® Small Cap Index 657.94K (1.07%) 17.63K
Increased by +2.68%
Oct 31, 23
16 Strategic Advisers U.S. Total Stock{mg} 654.25K (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity Small Cap Index 651.90K (1.06%) -54.66K
Decreased by -8.38%
Jun 30, 25
18 iShares Russell 2000 Growth ETF 573.67K (0.93%) 0.00
Increased by 0.00%
Aug 31, 25
19 Vanguard Small Cap Value Index Inv 506.05K (0.82%) -645.00
Decreased by -0.13%
Feb 28, 25
20 Strategic Advisers U.S. Total Stock 478.37K (0.78%) -284.85K
Decreased by -59.55%
Apr 30, 25