Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWM 1000.00%
2 JKJ 1000.00%
3 IYY 1000.00%
4 IWV 1000.00%
5 IGM 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 IWO 1000.00%
10 JKK 1000.00%
11 BIGY 4.05%
12 ROBT 1.55%
13 SKYY 1.11%
14 XITK 0.86%
15 SKYU 0.84%
16 XSW 0.65%
17 BOTZ 0.58%
18 IVES 0.53%
19 TMFX 0.15%
20 GSSC 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Abdiel Capital Advisors LLC 10.12M (29.53%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 4.56M (13.30%) 147.78K
Increased by +3.24%
Sep 30, 23
3 BlackRock Inc 2.96M (8.64%) 27.85K
Increased by +0.94%
Sep 30, 23
4 Baillie Gifford & Co Limited. 1.87M (5.47%) -7.47K
Decreased by -0.40%
Sep 30, 23
5 Hawk Ridge Management LLC 1.62M (4.74%) 151.73K
Increased by +9.35%
Sep 30, 23
6 First Trust Advisors L.P. 1.01M (2.93%) -115.04K
Decreased by -11.44%
Sep 30, 23
7 D. E. Shaw & Co LP 902.21K (2.63%) -28.62K
Decreased by -3.17%
Sep 30, 23
8 State Street Corporation 891.03K (2.60%) 17.10K
Increased by +1.92%
Sep 30, 23
9 Geode Capital Management, LLC 872.21K (2.54%) 26.07K
Increased by +2.99%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 510.45K (1.49%) 27.40K
Increased by +5.37%
Sep 30, 23
11 Mirae Asset Global Investments (Korea) Co Ltd 461.52K (1.35%) -1.49K
Decreased by -0.32%
Sep 30, 23
12 Northern Trust Corp 377.41K (1.10%) 1.30K
Increased by +0.34%
Sep 30, 23
13 Lord, Abbett & Co LLC 326.34K (0.95%) 326.34K
Increased by +100.00%
Sep 30, 23
14 Charles Schwab Investment Management Inc 319.75K (0.93%) 9.90K
Increased by +3.10%
Sep 30, 23
15 Great West Life Assurance Co 246.08K (0.72%) -47.01K
Decreased by -19.10%
Sep 30, 23
16 Goldman Sachs Group Inc 225.08K (0.66%) -35.97K
Decreased by -15.98%
Sep 30, 23
17 Citadel Advisors Llc 210.07K (0.61%) 189.83K
Increased by +90.36%
Sep 30, 23
18 Granahan Investment Management Inc.. 199.49K (0.58%) 66.58K
Increased by +33.38%
Sep 30, 23
19 Bank of New York Mellon Corp 192.29K (0.56%) 11.00K
Increased by +5.72%
Sep 30, 23
20 Bank of Montreal 147.39K (0.43%) 230.00
Increased by +0.16%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.31M (3.82%) 2.78K
Increased by +0.21%
Nov 30, 23
2 iShares Russell 2000 ETF 1.10M (3.20%) 6.97K
Increased by +0.63%
Dec 29, 23
3 Vanguard Small Cap Index 1.08M (3.14%) 3.31K
Increased by +0.31%
Nov 30, 23
4 First Trust Cloud Computing ETF 956.93K (2.79%) -326.00
Decreased by -0.03%
Dec 28, 23
5 Vanguard Information Technology ETF 658.20K (1.92%) 11.99K
Increased by +1.82%
Nov 30, 23
6 Baillie Gifford Global Discovery A Acc 615.16K (1.79%) -1.60K
Decreased by -0.26%
Oct 31, 23
7 Vanguard Small Cap Growth Index Inv 604.68K (1.76%) 3.06K
Increased by +0.51%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 594.04K (1.73%) 4.66K
Increased by +0.78%
Nov 30, 23
9 Global X Robotics & Artfcl Intllgnc ETF 430.81K (1.26%) 0.00
Increased by 0.00%
Dec 29, 23
10 Edinburgh Worldwide Ord 430.64K (1.26%) 563.00
Increased by +0.13%
Oct 31, 23
11 Old Westbury Small & Mid Cap Strategies 421.31K (1.23%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity® Small Cap Index 396.13K (1.16%) 10.87K
Increased by +2.74%
Oct 31, 23
13 iShares Russell 2000 Growth ETF 363.71K (1.06%) 0.00
Increased by 0.00%
Dec 29, 23
14 WisdomTree Art Intelligence ETF USD Acc 274.83K (0.80%) 0.00
Increased by 0.00%
Dec 29, 23
15 Lord Abbett Developing Growth A 263.02K (0.77%) 0.00
Increased by 0.00%
Oct 31, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 238.99K (0.70%) 6.09K
Increased by +2.55%
Dec 31, 23
17 Fidelity® Extended Market Index 228.42K (0.67%) -4.49K
Decreased by -1.97%
Nov 30, 23
18 FT Nasdaq Artfcl Intllgnc and Rbtc ETF 219.98K (0.64%) 0.00
Increased by 0.00%
Dec 28, 23
19 Schwab US Small-Cap ETF™ 189.76K (0.55%) 84.00
Increased by +0.04%
Dec 30, 23
20 Baillie Gifford WW Discovery B USD Acc 170.18K (0.50%) 7.25K
Increased by +4.26%
Oct 31, 23