Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWO 1000.00%
3 IWM 1000.00%
4 ITOT 1000.00%
5 IBUY 3.25%
6 MOON 2.03%
7 XWEB 1.32%
8 WCLD 1.02%
9 EBIZ 0.84%
10 GSSC 0.07%
11 GINN 0.07%
12 VTWG 0.05%
13 BBSC 0.04%
14 VBK 0.03%
15 VTWO 0.03%
16 VGT 0.02%
17 RYLD 0.02%
18 UWM 0.02%
19 SCHA 0.02%
20 FTEC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.94M (14.89%) 693.73K
Increased by +7.76%
Sep 30, 23
2 Cadian Capital Management LP 6.65M (11.07%) 1.57M
Increased by +23.64%
Sep 30, 23
3 BlackRock Inc 4.80M (7.99%) 34.06K
Increased by +0.71%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 4.27M (7.11%) 1.00M
Increased by +23.51%
Sep 30, 23
5 Wasatch Advisors Inc. 4.10M (6.82%) -133.15K
Decreased by -3.25%
Sep 30, 23
6 Franklin Resources Inc 1.72M (2.86%) 295.28K
Increased by +17.19%
Sep 30, 23
7 State Street Corporation 1.39M (2.32%) 71.97K
Increased by +5.17%
Sep 30, 23
8 Geode Capital Management, LLC 1.35M (2.25%) 41.94K
Increased by +3.10%
Sep 30, 23
9 ClearBridge Advisors, LLC 1.29M (2.15%) -40.32K
Decreased by -3.13%
Sep 30, 23
10 General Catalyst Group Management, LLC 1.20M (2.00%) 0.00
Increased by 0.00%
Sep 30, 23
11 Bank of New York Mellon Corp 1.12M (1.86%) -19.47K
Decreased by -1.74%
Sep 30, 23
12 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 959.70K (1.60%) -16.00K
Decreased by -1.67%
Sep 30, 23
13 Lead Edge Capital Management, LLC 959.47K (1.60%) -978.88K
Decreased by -102.02%
Sep 30, 23
14 Sapience Investments, LLC 858.56K (1.43%) -25.20K
Decreased by -2.94%
Sep 30, 23
15 Kornitzer Capital Management Inc 854.57K (1.42%) 21.50K
Increased by +2.52%
Sep 30, 23
16 Renaissance Technologies Corp 849.80K (1.42%) -379.70K
Decreased by -44.68%
Sep 30, 23
17 GGV Capital LLC 725.35K (1.21%) -287.82K
Decreased by -39.68%
Sep 30, 23
18 Jacobs Levy Equity Management, Inc. 706.68K (1.18%) 343.86K
Increased by +48.66%
Sep 30, 23
19 Clearline Capital LP 687.96K (1.15%) -260.96K
Decreased by -37.93%
Sep 30, 23
20 Northern Trust Corp 641.66K (1.07%) 21.11K
Increased by +3.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Ultra Growth 2.37M (3.95%) -259.95K
Decreased by -10.97%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 1.98M (3.29%) 0.00
Increased by 0.00%
Nov 30, 23
3 Franklin Small Cap Growth Adv 1.76M (2.93%) 247.30K
Increased by +14.06%
Nov 30, 23
4 Vanguard Small Cap Index 1.64M (2.74%) 5.15K
Increased by +0.31%
Nov 30, 23
5 iShares Russell 2000 ETF 1.59M (2.65%) -3.99K
Decreased by -0.25%
Nov 30, 23
6 Franklin US Small Cap Growth Equity 1.51M (2.52%) 251.40K
Increased by +16.63%
Sep 30, 23
7 Vanguard Information Technology ETF 1.35M (2.25%) 17.87K
Increased by +1.32%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 959.34K (1.60%) 33.34K
Increased by +3.48%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 921.93K (1.54%) 4.70K
Increased by +0.51%
Nov 30, 23
10 ClearBridge Small Cap 856.00K (1.43%) 0.00
Increased by 0.00%
Oct 31, 23
11 ClearBridge Small Cap C 856.00K (1.43%) 0.00
Increased by 0.00%
Sep 30, 23
12 WisdomTree Cloud Computing ETF 849.36K (1.41%) -20.38K
Decreased by -2.40%
Nov 30, 23
13 Wasatch Micro Cap 774.57K (1.29%) 61.21K
Increased by +7.90%
Sep 30, 23
14 Buffalo Small Cap 741.07K (1.23%) 0.00
Increased by 0.00%
Sep 30, 23
15 Kornitzer Small Cap Equity 741.07K (1.23%) 0.00
Increased by 0.00%
Sep 30, 23
16 Vanguard Explorer Inv 739.12K (1.23%) 264.40K
Increased by +35.77%
Sep 30, 23
17 Fidelity® Small Cap Index 628.11K (1.05%) 12.14K
Increased by +1.93%
Sep 30, 23
18 iShares Russell 2000 Growth ETF 589.02K (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Tactical High Income Sr F8 543.00K (0.90%) 227.40K
Increased by +41.88%
Mar 31, 23
20 WisdomTree Cloud Computing ETF - USD Acc 498.38K (0.83%) -1.03K
Decreased by -0.21%
Nov 30, 23