Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 3.27%
2 IWO 0.18%
3 IWM 0.09%
4 ISCG 0.09%
5 JKK 0.09%
6 ISCB 0.04%
7 JKJ 0.04%
8 WSML 0.03%
9 ESML 0.03%
10 ITOT 0.00%
11 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Naspers Ltd 25.44M (13.74%) 0.00
Increased by 0.00%
Sep 30, 25
2 BlackRock Inc 16.88M (9.12%) -2.22M
Decreased by -13.18%
Sep 30, 25
3 Vanguard Group Inc 16.05M (8.66%) -98.20K
Decreased by -0.61%
Dec 31, 25
4 Baillie Gifford & Co Limited. 11.66M (6.30%) 3.79M
Increased by +32.51%
Dec 31, 25
5 Generation Investment Management LLP 7.69M (4.15%) 0.00
Increased by 0.00%
Dec 31, 25
6 Marshall Wace Asset Management Ltd 6.00M (3.24%) 1.40M
Increased by +23.29%
Dec 31, 25
7 Citadel Advisors Llc 5.81M (3.14%) 522.09K
Increased by +8.98%
Dec 31, 25
8 Divisadero Street Capital Management, LP 5.10M (2.75%) 4.56M
Increased by +89.46%
Jun 30, 25
9 Arrowstreet Capital Limited Partnership 4.81M (2.59%) -748.62K
Decreased by -15.58%
Dec 31, 25
10 JPMorgan Chase & Co 4.28M (2.31%) 2.24M
Increased by +52.45%
Sep 30, 25
11 Citigroup Inc 4.17M (2.25%) 4.04M
Increased by +96.86%
Jun 30, 25
12 Geode Capital Management, LLC 4.15M (2.24%) 67.70K
Increased by +1.63%
Dec 31, 25
13 Lead Edge Capital Management, LLC 4.06M (2.19%) 1.43M
Increased by +35.11%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 3.86M (2.08%) -223.60K
Decreased by -5.79%
Mar 31, 25
15 AllianceBernstein L.P. 3.85M (2.08%) -1.29M
Decreased by -33.55%
Jun 30, 25
16 T. Rowe Price Associates, Inc. 3.84M (2.07%) 3.68M
Increased by +95.71%
Sep 30, 25
17 Massachusetts Financial Services Company 3.66M (1.98%) 169.45K
Increased by +4.63%
Sep 30, 24
18 State Street Corp 3.62M (1.95%) 173.95K
Increased by +4.81%
Sep 30, 25
19 Barclays PLC 3.57M (1.93%) 988.39K
Increased by +27.71%
Sep 30, 25
20 The Goldman Sachs Group Inc 3.05M (1.65%) 527.32K
Increased by +17.29%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.28M (2.85%) 56.16K
Increased by +1.06%
Feb 28, 26
2 iShares Russell 2000 ETF 4.12M (2.22%) 2.28M
Increased by +55.45%
Feb 28, 26
3 Vanguard Small Cap Index 3.80M (2.05%) 8.04K
Increased by +0.21%
Feb 28, 26
4 Baillie Gifford Positive Change B Acc 3.76M (2.03%) 1.24M
Increased by +33.09%
Jan 31, 26
5 Baillie Gifford Positive Change 3.72M (2.01%) 68.12K
Increased by +1.83%
Jan 31, 26
6 Fidelity Value 2.56M (1.38%) 2.56M
Increased by +100.00%
Jan 31, 26
7 Baillie Gifford WW Pstv Chg B USD Acc 2.34M (1.26%) 687.36K
Increased by +29.38%
Jan 31, 26
8 Vanguard Small Cap Growth Index Inv 2.12M (1.14%) 8.72K
Increased by +0.41%
Feb 28, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.87M (1.01%) 14.84K
Increased by +0.79%
Feb 28, 26
10 MFS New Discovery I 1.79M (0.96%) -458.92K
Decreased by -25.70%
Oct 31, 24
11 American Funds SMALLCAP World A 1.76M (0.95%) 1.76M
Increased by +100.00%
Dec 31, 25
12 Fidelity® Small Cap Growth 1.74M (0.94%) -2.11K
Decreased by -0.12%
Oct 31, 23
13 Fidelity Small Cap Index 1.66M (0.89%) -31.20K
Decreased by -1.88%
Dec 31, 25
14 iShares Russell 2000 Growth ETF 1.41M (0.76%) 294.21K
Increased by +20.86%
Feb 28, 26
15 JPM US Mid Cap Growth-MA 1.40M (0.76%) 230.31K
Increased by +16.44%
Mar 31, 24
16 Fidelity Select Enterprise Tech Svcs 1.33M (0.72%) -10.30K
Decreased by -0.78%
Mar 31, 24
17 Fidelity Small Cap Growth 1.32M (0.71%) -420.03K
Decreased by -31.73%
Jun 30, 25
18 Eventide Gilead N 1.32M (0.71%) 423.29K
Increased by +32.12%
Jun 30, 25
19 Lord Abbett Growth Leaders I 1.32M (0.71%) 290.14K
Increased by +22.02%
Nov 30, 23
20 BlackRock Global Equity Mkt Netrl Instl 1.29M (0.70%) -44.16K
Decreased by -3.41%
Feb 28, 26