Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDIG 1.53%
2 XWEB 1.28%
3 IPAY 1.19%
4 XITK 0.54%
5 FINX 0.52%
6 JSML 0.35%
7 SQLV 0.24%
8 HLGE 0.23%
9 MILN 0.20%
10 CSML 0.19%
11 GWX 0.16%
12 TPSC 0.13%
13 SCHC 0.12%
14 AVDS 0.11%
15 CSA 0.11%
16 CSF 0.11%
17 FYC 0.10%
18 AVSD 0.09%
19 HAPS 0.08%
20 VSS 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.00M (11.58%) 420.23K
Increased by +5.25%
Jun 30, 24
2 Vanguard Group Inc 7.96M (11.51%) -444.57K
Decreased by -5.59%
Jun 30, 24
3 Institutional Venture Management XV, LLC 7.59M (10.98%) 0.00
Increased by 0.00%
Jun 30, 24
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 5.92M (8.57%) -169.07K
Decreased by -2.85%
Jun 30, 24
5 Edmond de Rothschild Holding S.A. 4.74M (6.86%) 557.52K
Increased by +11.76%
Jun 30, 24
6 William Blair Investment Management, LLC 4.50M (6.51%) 2.11M
Increased by +46.76%
Jun 30, 24
7 Institutional Venture Management XIV LLC 3.81M (5.52%) -3.80M
Decreased by -99.64%
Sep 30, 23
8 Select Equity Group LP 2.23M (3.22%) -4.71K
Decreased by -0.21%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 1.79M (2.59%) -82.44K
Decreased by -4.61%
Jun 30, 24
10 Geode Capital Management, LLC 1.64M (2.37%) 89.66K
Increased by +5.48%
Jun 30, 24
11 State Street Corp 1.63M (2.36%) 48.05K
Increased by +2.95%
Jun 30, 24
12 Renaissance Technologies Corp 1.63M (2.35%) 107.40K
Increased by +6.60%
Jun 30, 24
13 Checchi Capital Advisers, LLC 1.59M (2.30%) 0.00
Increased by 0.00%
Dec 31, 23
14 State Street Corporation 1.58M (2.29%) 43.50K
Increased by +2.75%
Mar 31, 24
15 Jacobs Levy Equity Management, Inc. 1.27M (1.84%) 21.84K
Increased by +1.72%
Jun 30, 24
16 Granite Investment Partners, LLC 1.13M (1.64%) -128.31K
Decreased by -11.32%
Jun 30, 24
17 Northern Trust Corp 1.10M (1.59%) -52.05K
Decreased by -4.73%
Jun 30, 24
18 Disciplined Growth Investors Inc 990.00K (1.43%) 1.20K
Increased by +0.12%
Jun 30, 24
19 Nuveen Asset Management, LLC 694.51K (1.00%) 219.99K
Increased by +31.68%
Dec 31, 23
20 Marshall Wace Asset Management Ltd 687.15K (0.99%) 262.14K
Increased by +38.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 EdRF Big Data N EUR 3.45M (4.99%) 25.34K
Increased by +0.73%
Sep 30, 24
2 Vanguard Explorer Inv 3.14M (4.54%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.14M (3.10%) 502.50K
Increased by +23.48%
Sep 30, 24
4 iShares Russell 2000 ETF 1.85M (2.67%) -1.18K
Decreased by -0.06%
Oct 30, 24
5 Vanguard Small Cap Index 1.54M (2.23%) 181.99K
Increased by +11.83%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.20M (1.74%) 8.33K
Increased by +0.69%
Sep 30, 24
7 Meridian Growth Legacy 986.77K (1.43%) -60.37K
Decreased by -6.12%
Jun 30, 24
8 Strategic Advisers® Small-Mid Cap 929.82K (1.35%) 0.00
Increased by 0.00%
Oct 31, 23
9 Strategic Advisers Small-Mid Cap 810.61K (1.17%) -297.71K
Decreased by -36.73%
Jul 31, 24
10 Vanguard Strategic Equity Inv 771.15K (1.12%) 0.00
Increased by 0.00%
Sep 30, 24
11 Vanguard VIF Small Co Gr 734.52K (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity Small Cap Index 724.21K (1.05%) -19.48K
Decreased by -2.69%
Aug 31, 24
13 William Blair Small Cap Growth I 716.49K (1.04%) 45.16K
Increased by +6.30%
Sep 30, 24
14 BlackRock Advantage Small Cap Core Instl 660.05K (0.95%) 28.07K
Increased by +4.25%
Sep 30, 24
15 Fidelity® Small Cap Index 657.94K (0.95%) 17.63K
Increased by +2.68%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 630.83K (0.91%) 0.00
Increased by 0.00%
Oct 30, 24
17 Vanguard Small Cap Value Index Inv 520.15K (0.75%) 66.38K
Increased by +12.76%
Sep 30, 24
18 Vanguard Strategic Small-Cap Equity Inv 466.80K (0.68%) 84.62K
Increased by +18.13%
Sep 30, 24
19 ArrowMark Small Cap Gro 446.61K (0.65%) -183.54K
Decreased by -41.10%
Mar 31, 24
20 Meridian Small Cap Growth Legacy 446.61K (0.65%) -183.54K
Decreased by -41.10%
Mar 31, 24