Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SURI 5.40%
2 IBRN 0.69%
3 IWC 0.08%
4 RTLA 0.03%
5 IWO 0.02%
6 VTWG 0.02%
7 IWM 0.01%
8 VTWO 0.01%
9 IWN 0.00%
10 ITOT 0.00%
11 VXF 0.00%
12 VTHR 0.00%
13 VTI 0.00%
14 VTWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Suvretta Capital Management, LLC 3.69M (9.65%) 0.00
Increased by 0.00%
Mar 31, 25
2 Nantahala Capital Management, LLC 3.51M (9.19%) -19.36K
Decreased by -0.55%
Mar 31, 25
3 Adage Capital Partners Gp LLC 2.69M (7.05%) -1.21M
Decreased by -44.98%
Mar 31, 25
4 Vanguard Group Inc 2.51M (6.56%) 486.84K
Increased by +19.42%
Jun 30, 25
5 Western Standard LLC 2.28M (5.97%) 196.78K
Increased by +8.63%
Mar 31, 25
6 Vivo Capital, LLC 1.84M (4.82%) 0.00
Increased by 0.00%
Mar 31, 25
7 Rosalind Advisors, Inc. 1.81M (4.73%) 427.00
Increased by +0.02%
Mar 31, 25
8 LAURION CAPITAL MANAGEMENT LP 1.31M (3.42%) 0.00
Increased by 0.00%
Mar 31, 25
9 BOONE CAPITAL MANAGEMENT LLC 1.25M (3.28%) 1.25M
Increased by +100.00%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 1.19M (3.12%) 1.13M
Increased by +94.79%
Jun 30, 24
11 Point72 Asset Management, L.P. 1.18M (3.09%) 49.65K
Increased by +4.20%
Sep 30, 23
12 Millennium Management LLC 809.97K (2.12%) -1.31M
Decreased by -161.39%
Mar 31, 25
13 AIGH Capital Management, LLC 787.77K (2.06%) -347.48K
Decreased by -44.11%
Dec 31, 23
14 Susquehanna International Group, LLP 761.07K (1.99%) 182.87K
Increased by +24.03%
Mar 31, 25
15 683 Capital Management LLC 675.00K (1.77%) -116.84K
Decreased by -17.31%
Mar 31, 25
16 Kennedy Capital Management Inc 672.00K (1.76%) 50.24K
Increased by +7.48%
Jun 30, 25
17 Propel Bio Management LLC 624.02K (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
18 Walleye Trading Advisors, LLC 586.25K (1.53%) -275.05K
Decreased by -46.92%
Dec 31, 24
19 Citigroup Inc 548.06K (1.43%) 20.50K
Increased by +3.74%
Jun 30, 25
20 Ikarian Capital, LLC 533.58K (1.40%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.33M (3.47%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.23M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.04M (2.73%) -19.84K
Decreased by -1.90%
Jul 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 805.68K (2.11%) 127.58K
Increased by +15.83%
Jun 30, 25
5 Simplify Propel Opportunities ETF 558.58K (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
6 Kennedy Micro Cap 529.32K (1.39%) 37.89K
Increased by +7.16%
Jun 30, 25
7 iShares Russell 2000 Growth ETF 358.01K (0.94%) 0.00
Increased by 0.00%
Jul 31, 25
8 Fidelity Extended Market Index 267.50K (0.70%) 42.26K
Increased by +15.80%
Jun 30, 25
9 abrdn Life Sciences Investors 224.36K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Russell 2000 ETF 222.29K (0.58%) 222.29K
Increased by +100.00%
Jun 30, 25
11 EAM Ultra Micro Cap 209.41K (0.55%) 209.41K
Increased by +100.00%
Nov 30, 23
12 State St Russell Sm Cap® Indx SL Cl I 154.10K (0.40%) 0.00
Increased by 0.00%
Jul 31, 25
13 Kennedy Micro Cap Opportunities 142.69K (0.37%) 54.88K
Increased by +38.46%
Jun 30, 25
14 Fidelity® Extended Market Index 120.20K (0.31%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares Core S&P Total US Stock Mkt ETF 110.30K (0.29%) 30.00
Increased by +0.03%
Jul 31, 25
16 Schwab Small Cap Index 109.83K (0.29%) 109.83K
Increased by +100.00%
Jun 30, 25
17 IMC US Ultra Micro Cap 106.44K (0.28%) 106.44K
Increased by +100.00%
May 31, 25
18 NT R2000 Index Fund - NL 105.67K (0.28%) 105.67K
Increased by +100.00%
Jun 30, 25
19 iShares Micro-Cap ETF 99.38K (0.26%) 0.00
Increased by 0.00%
Jul 31, 25
20 BlackRock Extended Equity Market K 96.05K (0.25%) -41.00
Decreased by -0.04%
Sep 30, 24