Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.14%
2 IBB 0.06%
3 IWO 0.04%
4 IWM 0.02%
5 JKL 0.01%
6 JKJ 0.01%
7 ISCV 0.01%
8 ISCB 0.01%
9 JKK 0.01%
10 ISCG 0.01%
11 IWN 0.00%
12 ITOT 0.00%
13 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 22.59M (16.57%) 878.47K
Increased by +3.89%
Dec 31, 24
2 Whitefort Capital Management, LP. 13.24M (9.71%) 373.95K
Increased by +2.82%
Dec 31, 24
3 BlackRock Inc 12.94M (9.49%) 718.70K
Increased by +5.56%
Dec 31, 24
4 Vanguard Group Inc 8.98M (6.59%) 62.28K
Increased by +0.69%
Dec 31, 24
5 Two Seas Capital LP 8.74M (6.41%) 353.57K
Increased by +4.04%
Dec 31, 24
6 State Street Corp 5.03M (3.69%) 619.50K
Increased by +12.32%
Dec 31, 24
7 Geode Capital Management, LLC 3.48M (2.55%) 33.54K
Increased by +0.96%
Dec 31, 24
8 State Street Corporation 2.61M (1.92%) 215.13K
Increased by +8.24%
Mar 31, 24
9 BlackBarn Capital Partners LP 2.34M (1.72%) 270.97K
Increased by +11.57%
Dec 31, 24
10 Citadel Advisors Llc 2.02M (1.48%) -279.00K
Decreased by -13.82%
Sep 30, 23
11 Rubric Capital Management LP 1.68M (1.23%) 0.00
Increased by 0.00%
Dec 31, 24
12 Adage Capital Partners Gp LLC 1.65M (1.21%) -1.25M
Decreased by -75.71%
Dec 31, 24
13 ADAR1 Capital Management LLC 1.55M (1.14%) -534.52K
Decreased by -34.38%
Dec 31, 24
14 Millennium Management LLC 1.54M (1.13%) -45.65K
Decreased by -2.97%
Dec 31, 23
15 Centiva Capital, LP 1.42M (1.04%) 349.01K
Increased by +24.57%
Dec 31, 23
16 Advisor Group Holdings, Inc. 1.36M (1.00%) -9.93K
Decreased by -0.73%
Dec 31, 24
17 Centiva Capital LP 1.35M (0.99%) -67.84K
Decreased by -5.01%
Mar 31, 24
18 Northern Trust Corp 1.33M (0.98%) 102.24K
Increased by +7.68%
Dec 31, 24
19 FourWorld Capital Management LLC 1.23M (0.90%) -1.75M
Decreased by -142.32%
Dec 31, 24
20 Charles Schwab Investment Management Inc 1.22M (0.90%) 9.96K
Increased by +0.81%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.92M (3.61%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.87M (3.57%) 0.00
Increased by 0.00%
Mar 31, 25
3 Morgan Stanley Insight 4.24M (3.11%) 399.58K
Increased by +9.41%
Dec 31, 24
4 Morgan Stanley Insight A 4.24M (3.11%) 399.58K
Increased by +9.41%
Jan 31, 25
5 Morgan Stanley Insight I 4.24M (3.11%) 399.58K
Increased by +9.41%
Jan 31, 25
6 iShares Russell 2000 ETF 3.56M (2.61%) 600.00
Increased by +0.02%
Apr 30, 25
7 MS INVF Global Insight Z 2.50M (1.84%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.34M (1.72%) 118.44K
Increased by +5.06%
Mar 31, 25
9 Morgan Stanley Inception 2.28M (1.68%) 81.82K
Increased by +3.58%
Dec 31, 24
10 Morgan Stanley Inst Inception I 2.28M (1.68%) 81.82K
Increased by +3.58%
Jan 31, 25
11 EQ/Morgan Stanley Small Cap Growth K 1.67M (1.23%) -107.16K
Decreased by -6.41%
Feb 28, 25
12 Fidelity Small Cap Index 1.47M (1.08%) 0.00
Increased by 0.00%
Feb 28, 25
13 iShares Russell 2000 Growth ETF 1.21M (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
14 Fidelity® Small Cap Index 1.19M (0.87%) 30.13K
Increased by +2.53%
Oct 31, 23
15 SPDR® S&P Biotech ETF 987.78K (0.72%) -17.33K
Decreased by -1.75%
Apr 30, 25
16 iShares Biotechnology ETF 929.89K (0.68%) 2.13K
Increased by +0.23%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 904.31K (0.66%) -112.00K
Decreased by -12.39%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 904.31K (0.66%) -112.00K
Decreased by -12.39%
Mar 31, 25
19 Fidelity Extended Market Index 829.33K (0.61%) 12.03K
Increased by +1.45%
Mar 31, 25
20 Schwab US Small-Cap ETF™ 719.97K (0.53%) -364.00
Decreased by -0.05%
Apr 30, 25