Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.62%
2 AZTD 3.86%
3 JSML 0.31%
4 PSC 0.31%
5 IWC 0.27%
6 OMFS 0.17%
7 XDAT 0.13%
8 IAK 0.11%
9 VFMO 0.10%
10 MFVL 0.08%
11 SMLF 0.07%
12 VTWG 0.04%
13 IWO 0.04%
14 ISCV 0.03%
15 JKL 0.03%
16 JKK 0.02%
17 ISCG 0.02%
18 VTWO 0.02%
19 IWM 0.02%
20 WSML 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ribbit Capital GP IV, Ltd. 1.64M (13.05%) 0.00
Increased by 0.00%
Sep 30, 23
2 Ribbit Management Company, LLC 1.23M (9.82%) 0.00
Increased by 0.00%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 1.10M (8.79%) 230.33K
Increased by +20.89%
Dec 31, 25
4 BlackRock Inc 922.39K (7.35%) 178.12K
Increased by +19.31%
Sep 30, 25
5 SVB Capital Management LLC 783.01K (6.24%) 0.00
Increased by 0.00%
Dec 31, 24
6 SVB Financial Group 783.01K (6.24%) 0.00
Increased by 0.00%
Jun 30, 24
7 Vanguard Group Inc 723.12K (5.76%) -1.42K
Decreased by -0.20%
Dec 31, 25
8 Cannell Capital LLC 717.04K (5.71%) 423.12K
Increased by +59.01%
Dec 31, 23
9 Capital Research Global Investors 654.25K (5.21%) 157.65K
Increased by +24.10%
Dec 31, 25
10 SILVER LAKE GROUP, L.L.C. 514.40K (4.10%) 0.00
Increased by 0.00%
Sep 30, 23
11 American Century Companies Inc 357.18K (2.85%) 126.47K
Increased by +35.41%
Jun 30, 25
12 Geode Capital Management, LLC 310.97K (2.48%) 12.24K
Increased by +3.94%
Dec 31, 25
13 Marshall Wace Asset Management Ltd 291.91K (2.33%) 93.70K
Increased by +32.10%
Sep 30, 24
14 Ensign Peak Advisors Inc 264.35K (2.11%) 264.35K
Increased by +100.00%
Jun 30, 25
15 Galileo (PTC) Ltd 252.67K (2.01%) 0.00
Increased by 0.00%
Dec 31, 25
16 Renaissance Technologies Corp 251.98K (2.01%) -81.64K
Decreased by -32.40%
Dec 31, 25
17 Hood River Capital Management LLC 245.94K (1.96%) 57.79K
Increased by +23.50%
Sep 30, 24
18 State Street Corp 245.85K (1.96%) 38.97K
Increased by +15.85%
Sep 30, 25
19 SCHUSTERMAN INTERESTS, LLC 243.23K (1.94%) -242.88K
Decreased by -99.86%
Mar 31, 24
20 Findell Capital Management LLC 235.00K (1.87%) 175.00K
Increased by +74.47%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 600.73K (4.79%) 139.69K
Increased by +23.25%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 347.06K (2.77%) 0.00
Increased by 0.00%
Feb 28, 26
3 iShares Russell 2000 ETF 300.85K (2.40%) 144.22K
Increased by +47.94%
Feb 28, 26
4 American Century Small Cap Growth Inv 264.85K (2.11%) 92.06K
Increased by +34.76%
Jun 30, 25
5 American Century U.S. Small Cap Growth 264.85K (2.11%) 92.06K
Increased by +34.76%
Jun 30, 25
6 T. Rowe Price US Small-Cap Core Equity 263.90K (2.10%) 6.83K
Increased by +2.59%
Dec 31, 25
7 T. Rowe Price Small-Cap Stock 263.50K (2.10%) -398.00
Decreased by -0.15%
Jan 31, 26
8 Vanguard US Total Market Shares ETF 230.29K (1.84%) 0.00
Increased by 0.00%
Sep 30, 24
9 T. Rowe Price Small-Cap Value 221.72K (1.77%) 25.00K
Increased by +11.27%
Jan 31, 26
10 Franklin Innovation Composite 211.20K (1.68%) 86.20K
Increased by +40.81%
Jun 30, 25
11 Franklin DynaTech A 200.00K (1.59%) 0.00
Increased by 0.00%
Jul 31, 25
12 Hood River Small-Cap Growth Instl 157.50K (1.26%) 101.03K
Increased by +64.15%
Sep 30, 24
13 Franklin DynaTech Fund A 150.00K (1.20%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 149.91K (1.19%) 1.72K
Increased by +1.15%
Feb 28, 26
15 T. Rowe Price Instl Small-Cap Stock 142.62K (1.14%) 0.00
Increased by 0.00%
Jan 31, 26
16 T. Rowe Price U.S. SC Value Eq Tr-D 122.74K (0.98%) 14.58K
Increased by +11.88%
Dec 31, 25
17 T. Rowe Price U.S. SC Core Eq Tr-D 122.73K (0.98%) 3.01K
Increased by +2.45%
Dec 31, 25
18 Fidelity Small Cap Index 120.48K (0.96%) 4.34K
Increased by +3.60%
Dec 31, 25
19 T. Rowe Price U.S. SC Value Eq Tr-Z 103.34K (0.82%) 5.37K
Increased by +5.19%
Mar 31, 25
20 iShares Russell 2000 Growth ETF 102.41K (0.82%) 102.41K
Increased by +100.00%
Feb 28, 26