Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWV 1000.00%
3 IWO 1000.00%
4 IWN 1000.00%
5 IWM 1000.00%
6 AVSC 0.01%
7 VTWV 0.01%
8 VTWO 0.01%
9 VCR 0.01%
10 UWM 0.00%
11 URTY 0.00%
12 HDG 0.00%
13 DFAT 0.00%
14 DFAC 0.00%
15 DFUS 0.00%
16 DFAU 0.00%
17 AVUS 0.00%
18 VXF 0.00%
19 VTHR 0.00%
20 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 8.06M (10.80%) 0.00
Increased by 0.00%
Sep 30, 23
2 Goldman Sachs Group Inc 7.79M (10.43%) 0.00
Increased by 0.00%
Sep 30, 23
3 Thrivent Financial For Lutherans 7.04M (9.42%) 161.58K
Increased by +2.30%
Sep 30, 23
4 FMR Inc 6.11M (8.19%) 1.36M
Increased by +22.18%
Sep 30, 23
5 BlackRock Inc 4.42M (5.92%) -52.74K
Decreased by -1.19%
Sep 30, 23
6 Vanguard Group Inc 4.10M (5.48%) 81.36K
Increased by +1.99%
Sep 30, 23
7 Bares Capital Management Inc 3.00M (4.02%) 0.00
Increased by 0.00%
Sep 30, 23
8 Ameriprise Financial Inc 2.80M (3.75%) -440.33K
Decreased by -15.71%
Sep 30, 23
9 Fidelity International Ltd 2.32M (3.11%) -580.55K
Decreased by -24.99%
Sep 30, 23
10 Upfront Ventures Management, LLC 2.32M (3.11%) -1.31M
Decreased by -56.28%
Jun 30, 23
11 Geode Capital Management, LLC 1.52M (2.04%) 75.77K
Increased by +4.98%
Sep 30, 23
12 State Street Corporation 1.36M (1.82%) 56.67K
Increased by +4.16%
Sep 30, 23
13 D. E. Shaw & Co LP 1.10M (1.47%) 272.39K
Increased by +24.79%
Sep 30, 23
14 Granahan Investment Management Inc.. 993.01K (1.33%) -2.00M
Decreased by -201.75%
Sep 30, 23
15 Needham Investment Management, LLC 900.00K (1.21%) 200.00K
Increased by +22.22%
Sep 30, 23
16 Fuller & Thaler Asset Management Inc 796.81K (1.07%) -30.52K
Decreased by -3.83%
Sep 30, 23
17 Arrowstreet Capital Limited Partnership 750.48K (1.00%) 630.36K
Increased by +83.99%
Sep 30, 23
18 Park West Asset Management LLC 750.00K (1.00%) 750.00K
Increased by +100.00%
Sep 30, 23
19 Acadian Asset Management LLC 742.97K (0.99%) 742.97K
Increased by +100.00%
Sep 30, 23
20 Bourgeon Capital Management LLC 694.06K (0.93%) 694.06K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.06M (10.80%) 0.00
Increased by 0.00%
Sep 30, 23
2 Thrivent Small Cap Stock A 3.90M (5.22%) 0.00
Increased by 0.00%
Oct 31, 23
3 BBH Partner Fund Small Cap Equity 3.00M (4.02%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 2.41M (3.23%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® Small Cap Growth 2.25M (3.02%) -2.74K
Decreased by -0.12%
Oct 31, 23
6 iShares Russell 2000 ETF 1.96M (2.63%) 12.47K
Increased by +0.64%
Dec 29, 23
7 Columbia Small Cap Value I 1.58M (2.12%) 16.80K
Increased by +1.06%
Oct 31, 23
8 Columbia Small Cap Value I A 1.58M (2.12%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Climate Leadership F 1.45M (1.94%) 0.00
Increased by 0.00%
Sep 30, 23
10 Thrivent Small Cap Stock 1.42M (1.91%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Special Situations Series F 1.22M (1.63%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity Global Innovators Cl F 1.17M (1.57%) 2.13K
Increased by +0.18%
Sep 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.43%) 46.13K
Increased by +4.31%
Nov 30, 23
14 Needham Aggressive Growth Retail 900.00K (1.21%) 200.00K
Increased by +22.22%
Sep 30, 23
15 Fidelity® Small Cap Growth K6 827.80K (1.11%) 2.74K
Increased by +0.33%
Oct 31, 23
16 Fuller & Thaler Behavrl Micro-Cap Core 796.81K (1.07%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fidelity® Small Cap Index 693.03K (0.93%) 18.31K
Increased by +2.64%
Oct 31, 23
18 ÖkoWorld Rock n Roll Fonds C Acc 670.00K (0.90%) -70.00K
Decreased by -10.45%
Sep 30, 23
19 Columbia VP Small Cap Value 1 643.93K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23
20 iShares Russell 2000 Value ETF 575.71K (0.77%) 1.07K
Increased by +0.19%
Dec 29, 23