Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 1.33%
2 XWEB 1.28%
3 FDIG 1.13%
4 FINX 0.43%
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 SCHC 0.16%
12 AVDS 0.15%
13 MILN 0.14%
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 SCZ 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.33M (13.94%) -379.52K
Decreased by -4.56%
 Mar 31, 26
2 Edmond de Rothschild Holding S.A. 5.62M (9.40%) 705.80K
Increased by +12.57%
 Mar 31, 26
3 Vanguard Group Inc 5.54M (9.27%) -410.93K
Decreased by -7.41%
 Dec 31, 25
4 Disciplined Growth Investors Inc 4.22M (7.06%) -2.15M
Decreased by -51.10%
 Mar 31, 26
5 Institutional Venture Management XIV LLC 3.81M (6.38%) -3.80M
Decreased by -99.64%
 Sep 30, 23
6 William Blair Investment Management, LLC 3.65M (6.11%) -1.86M
Decreased by -50.99%
 Jun 30, 25
7 AQR Capital Management LLC 3.45M (5.78%) 2.92M
Increased by +84.54%
 Mar 31, 26
8 Acadian Asset Management LLC 2.90M (4.85%) 2.81M
Increased by +97.01%
 Mar 31, 26
9 Vanguard Capital Management, LLC 2.88M (4.83%) 2.88M
Increased by +100.00%
 Mar 31, 26
10 Vanguard Portfolio Management, LLC 2.37M (3.97%) 2.37M
Increased by +100.00%
 Mar 31, 26
11 Select Equity Group LP 2.23M (3.73%) -4.71K
Decreased by -0.21%
 Sep 30, 23
12 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.02M (3.38%) -2.12M
Decreased by -104.87%
 Dec 31, 25
13 Renaissance Technologies Corp 1.92M (3.21%) 62.90K
Increased by +3.27%
 Mar 31, 26
14 Jacobs Levy Equity Management, Inc. 1.80M (3.01%) 358.99K
Increased by +19.94%
 Mar 31, 26
15 Checchi Capital Advisers, LLC 1.59M (2.66%) 0.00
Increased by 0.00%
 Dec 31, 23
16 State Street Corporation 1.58M (2.65%) 43.50K
Increased by +2.75%
 Mar 31, 24
17 Marshall Wace Asset Management Ltd 1.56M (2.61%) 1.56M
Increased by +100.00%
 Mar 31, 26
18 State Street Corp 1.50M (2.52%) 77.64K
Increased by +5.16%
 Mar 31, 26
19 Geode Capital Management, LLC 1.42M (2.37%) -66.58K
Decreased by -4.70%
 Mar 31, 26
20 Institutional Venture Management XV, LLC 1.21M (2.02%) 0.00
Increased by 0.00%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 EdRF Big Data N EUR 4.27M (7.15%) 6.43K
Increased by +0.15%
 Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.17M (3.62%) 0.00
Increased by 0.00%
 Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.14M (3.58%) 502.50K
Increased by +23.48%
 Sep 30, 24
4 iShares Russell 2000 ETF 1.53M (2.56%) 14.14K
Increased by +0.93%
 May 29, 26
5 Disciplined Growth - Small Cap Growth 1.26M (2.10%) -224.16K
Decreased by -17.84%
 Sep 30, 25
6 Strategic Advisers® Small-Mid Cap 929.82K (1.56%) 0.00
Increased by 0.00%
 Oct 31, 23
7 BlackRock Advantage Small Cap Core Instl 838.69K (1.40%) 0.00
Increased by 0.00%
 Apr 30, 26
8 William Blair Small Cap Growth I 810.86K (1.36%) -267.40K
Decreased by -32.98%
 Jul 31, 25
9 Strategic Advisers Small-Mid Cap 810.61K (1.36%) -297.71K
Decreased by -36.73%
 Jul 31, 24
10 Vanguard Strategic Equity Inv 771.15K (1.29%) 0.00
Increased by 0.00%
 Mar 31, 26
11 Vanguard Small Cap Index 760.20K (1.27%) 2.85K
Increased by +0.37%
 May 31, 25
12 Vanguard Explorer Inv 692.07K (1.16%) -768.85K
Decreased by -111.09%
 Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 684.49K (1.15%) 35.63K
Increased by +5.21%
 Apr 30, 26
14 Fidelity® Small Cap Index 657.94K (1.10%) 17.63K
Increased by +2.68%
 Oct 31, 23
15 Strategic Advisers U.S. Total Stock{mg} 654.25K (1.09%) 0.00
Increased by 0.00%
 Sep 30, 24
16 Fidelity Small Cap Index 624.36K (1.04%) 14.87K
Increased by +2.38%
 Mar 31, 26
17 iShares Russell 2000 Growth ETF 515.34K (0.86%) -3.35K
Decreased by -0.65%
 May 29, 26
18 Vanguard Small Cap Value Index Inv 506.05K (0.85%) -645.00
Decreased by -0.13%
 Feb 28, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 496.55K (0.83%) 0.00
Increased by 0.00%
 May 31, 26
20 Strategic Advisers U.S. Total Stock 478.37K (0.80%) -284.85K
Decreased by -59.55%
 Apr 30, 25