Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SURI 3.70%
2 IBRN 0.52%
3 IWC 0.07%
4 RTLA 0.03%
5 VFMO 0.03%
6 IWN 0.02%
7 IWO 0.01%
8 IWMW 0.01%
9 IWM 0.01%
10 VTWG 0.01%
11 VTWO 0.01%
12 SMMD 0.00%
13 ITOT 0.00%
14 ITDJ 0.00%
15 ITDI 0.00%
16 ITDH 0.00%
17 ITDG 0.00%
18 ITDF 0.00%
19 ITDE 0.00%
20 ITDD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nantahala Capital Management, LLC 5.01M (13.69%) 50.00K
Increased by +1.00%
Mar 31, 26
2 BlackRock Inc 3.20M (8.73%) 35.67K
Increased by +1.12%
Mar 31, 26
3 AIGH Capital Management, LLC 3.10M (8.47%) 1.10M
Increased by +35.48%
Mar 31, 26
4 Adage Capital Partners Gp LLC 3.07M (8.39%) 381.36K
Increased by +12.41%
Jun 30, 25
5 Vanguard Group Inc 2.76M (7.53%) 154.24K
Increased by +5.59%
Dec 31, 25
6 Suvretta Capital Management, LLC 2.68M (7.31%) 0.00
Increased by 0.00%
Mar 31, 26
7 Cable Car Capital LLC 2.50M (6.83%) 1.90M
Increased by +76.00%
Dec 31, 25
8 Vanguard Capital Management, LLC 2.16M (5.91%) 2.16M
Increased by +100.00%
Mar 31, 26
9 Vivo Capital, LLC 1.84M (5.03%) 0.00
Increased by 0.00%
Dec 31, 25
10 Rosalind Advisors, Inc. 1.81M (4.93%) 427.00
Increased by +0.02%
Mar 31, 25
11 LAURION CAPITAL MANAGEMENT LP 1.31M (3.57%) 0.00
Increased by 0.00%
Mar 31, 25
12 Kennedy Capital Management Inc 1.26M (3.45%) 213.42K
Increased by +16.89%
Mar 31, 26
13 BOONE CAPITAL MANAGEMENT LLC 1.25M (3.43%) 1.25M
Increased by +100.00%
Jun 30, 25
14 Western Standard LLC 1.25M (3.41%) -841.64K
Decreased by -67.33%
Sep 30, 25
15 Geode Capital Management, LLC 1.21M (3.30%) 72.67K
Increased by +6.01%
Mar 31, 26
16 Point72 Asset Management, L.P. 1.18M (3.23%) 49.65K
Increased by +4.20%
Sep 30, 23
17 The Goldman Sachs Group Inc 1.13M (3.09%) 628.43K
Increased by +55.58%
Mar 31, 26
18 TANG CAPITAL MANAGEMENT LLC 1.00M (2.73%) 1.00M
Increased by +100.00%
Dec 31, 25
19 State Street Corp 957.33K (2.61%) 58.89K
Increased by +6.15%
Mar 31, 26
20 NAN FUNG TRINITY (HK) Ltd 956.77K (2.61%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.53M (4.18%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 1.23M (3.37%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.12M (3.05%) 10.30K
Increased by +0.92%
May 29, 26
4 Kennedy Micro Cap 874.59K (2.39%) 149.62K
Increased by +17.11%
Mar 31, 26
5 abrdn Life Sciences Investors 616.41K (1.68%) 0.00
Increased by 0.00%
Feb 28, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 581.19K (1.59%) 0.00
Increased by 0.00%
Apr 30, 26
7 Simplify Propel Opportunities ETF 500.34K (1.37%) 0.00
Increased by 0.00%
May 29, 26
8 Fidelity Small Cap Index 452.63K (1.24%) 21.05K
Increased by +4.65%
Mar 31, 26
9 Kennedy Micro Cap Opportunities 387.03K (1.06%) 64.31K
Increased by +16.61%
Mar 31, 26
10 iShares Russell 2000 Growth ETF 375.67K (1.03%) -2.44K
Decreased by -0.65%
May 29, 26
11 Russell 2000 Equity Index Fund B 283.89K (0.78%) -139.00
Decreased by -0.05%
Dec 31, 25
12 Fidelity Extended Market Index 281.99K (0.77%) -1.03K
Decreased by -0.37%
Apr 30, 26
13 State St Russell Sm/Mid Cp® Indx SL Cl I 261.30K (0.71%) 0.00
Increased by 0.00%
May 31, 26
14 Vanguard Russell 2000 ETF 231.31K (0.63%) 4.80K
Increased by +2.07%
Apr 30, 26
15 EAM Ultra Micro Cap 209.41K (0.57%) 209.41K
Increased by +100.00%
Nov 30, 23
16 State St Russell Sm Cap® Idx SL Cl I 160.10K (0.44%) 0.00
Increased by 0.00%
May 31, 26
17 State St Russell Sm Cap® Indx SL Cl I 160.10K (0.44%) 0.00
Increased by 0.00%
Apr 30, 26
18 Extended Equity Market Fund B 142.48K (0.39%) -48.00
Decreased by -0.03%
Dec 31, 25
19 Extended Equity Market Fund E 142.48K (0.39%) -48.00
Decreased by -0.03%
Dec 31, 25
20 Blackrock Extended Mkt Fund CF 141.93K (0.39%) 0.00
Increased by 0.00%
Apr 30, 26