Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 ISCB 1000.00%
5 ISCG 1000.00%
6 ITOT 1000.00%
7 IWC 1000.00%
8 IWM 1000.00%
9 IWV 1000.00%
10 CLOU 0.99%
11 WCLD 0.82%
12 XSW 0.68%
13 AFSM 0.13%
14 CSML 0.11%
15 FYC 0.10%
16 GSSC 0.09%
17 SMLF 0.08%
18 FSMD 0.06%
19 VTWG 0.05%
20 EES 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.33M (14.70%) 211.99K
Increased by +1.38%
Sep 30, 23
2 Lead Edge Capital Management, LLC 11.47M (11.01%) 0.00
Increased by 0.00%
Sep 30, 23
3 BlackRock Inc 9.06M (8.69%) 109.39K
Increased by +1.21%
Sep 30, 23
4 D. E. Shaw & Co LP 4.39M (4.21%) -412.01K
Decreased by -9.38%
Sep 30, 23
5 Lynrock Lake LP 3.47M (3.33%) 2.91M
Increased by +83.72%
Sep 30, 23
6 Manufacturers Life Insurance Co 3.20M (3.07%) 1.05M
Increased by +32.78%
Sep 30, 23
7 State Street Corporation 2.54M (2.44%) 211.00K
Increased by +8.30%
Sep 30, 23
8 Geode Capital Management, LLC 2.13M (2.04%) 80.59K
Increased by +3.79%
Sep 30, 23
9 Federated Hermes Inc 1.55M (1.49%) 132.45K
Increased by +8.56%
Sep 30, 23
10 Bank of New York Mellon Corp 1.39M (1.34%) -305.12K
Decreased by -21.90%
Sep 30, 23
11 Acadian Asset Management LLC 1.27M (1.22%) 1.19M
Increased by +93.34%
Sep 30, 23
12 Mirae Asset Global Investments (Korea) Co Ltd 1.12M (1.07%) -73.43K
Decreased by -6.58%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 1.04M (1.00%) 411.82K
Increased by +39.43%
Sep 30, 23
14 Northern Trust Corp 1.04M (1.00%) 17.46K
Increased by +1.68%
Sep 30, 23
15 Gagnon Securities LLC 1.03M (0.98%) -8.89K
Decreased by -0.87%
Sep 30, 23
16 Driehaus Capital Management LLC 947.39K (0.91%) -2.07K
Decreased by -0.22%
Sep 30, 23
17 Tenzing Global Management LLC 925.00K (0.89%) -100.00K
Decreased by -10.81%
Sep 30, 23
18 Charles Schwab Investment Management Inc 921.59K (0.88%) 61.14K
Increased by +6.63%
Sep 30, 23
19 Qube Research & Technologies 882.64K (0.85%) 267.03K
Increased by +30.25%
Sep 30, 23
20 Potrero Capital Research, LLC 829.29K (0.80%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.17M (3.04%) 0.00
Increased by 0.00%
Nov 30, 23
2 JHancock Small Cap Core NAV 3.04M (2.91%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Russell 2000 ETF 2.87M (2.75%) 18.23K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 2.56M (2.45%) 7.88K
Increased by +0.31%
Nov 30, 23
5 Vanguard Information Technology ETF 2.24M (2.15%) 24.35K
Increased by +1.09%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.43%) 2.88K
Increased by +0.19%
Nov 30, 23
7 Vanguard Small Cap Growth Index Inv 1.43M (1.38%) 7.32K
Increased by +0.51%
Nov 30, 23
8 Vanguard Strategic Equity Inv 1.29M (1.24%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Explorer Inv 1.15M (1.11%) 0.00
Increased by 0.00%
Sep 30, 23
10 Global X Cloud Computing ETF 1.10M (1.06%) 0.00
Increased by 0.00%
Dec 29, 23
11 Fidelity® Small Cap Index 1.03M (0.99%) 28.61K
Increased by +2.77%
Oct 31, 23
12 WisdomTree Cloud Computing ETF 989.28K (0.95%) -2.57K
Decreased by -0.26%
Dec 29, 23
13 iShares Russell 2000 Growth ETF 954.01K (0.92%) 0.00
Increased by 0.00%
Dec 29, 23
14 Federated Hermes MDT SCG Institutional 829.58K (0.80%) 0.00
Increased by 0.00%
Sep 30, 23
15 Federated Hermes MDT Small Cap Growth IS 829.58K (0.80%) 0.00
Increased by 0.00%
Sep 30, 23
16 iShares Automation&Robotics ETF USD Acc 633.07K (0.61%) 0.00
Increased by 0.00%
Dec 29, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 631.37K (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
18 Xtrackers S&P 500 Swap ETF 1C 609.03K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
19 WisdomTree Cloud Computing ETF - USD Acc 586.98K (0.56%) -12.04K
Decreased by -2.05%
Dec 29, 23
20 Fidelity® Extended Market Index 583.15K (0.56%) 22.39K
Increased by +3.84%
Nov 30, 23