Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CHNA 1.20%
2 CNCR 1.13%
3 BTEC 0.04%
4 FESM 0.02%
5 SMD 0.01%
6 VTWV 0.01%
7 RTLA 0.01%
8 AVSC 0.00%
9 IWC 0.00%
10 UWM 0.00%
11 URTY 0.00%
12 HDG 0.00%
13 DFAC 0.00%
14 IWN 0.00%
15 DFUS 0.00%
16 DFAU 0.00%
17 IWM 0.00%
18 VXF 0.00%
19 IWV 0.00%
20 RYLD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Orbimed Advisors, LLC 11.45M (18.49%) 0.00
Increased by 0.00%
Mar 31, 25
2 TANG CAPITAL MANAGEMENT LLC 8.22M (13.28%) 0.00
Increased by 0.00%
Jun 30, 25
3 RA Capital Management, LLC 7.54M (12.18%) 0.00
Increased by 0.00%
Jun 30, 25
4 Balyasny Asset Management LLC 6.18M (9.98%) 6.18M
Increased by +100.00%
Mar 31, 24
5 Goldman Sachs Group Inc 3.75M (6.06%) -64.46K
Decreased by -1.72%
Jun 30, 25
6 Vanguard Group Inc 3.27M (5.29%) 66.64K
Increased by +2.04%
Jun 30, 25
7 The Carlyle Group Inc 2.95M (4.76%) 0.00
Increased by 0.00%
Mar 31, 25
8 Aquilo Capital Management, LLC 2.46M (3.97%) -75.00K
Decreased by -3.05%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 2.23M (3.61%) -5.90M
Decreased by -264.13%
Jun 30, 24
10 Acadian Asset Management LLC 2.04M (3.29%) 2.04M
Increased by +100.00%
Mar 31, 25
11 Schonfeld Strategic Advisors LLC 1.88M (3.04%) 1.88M
Increased by +100.00%
Jun 30, 25
12 COMMODORE CAPITAL LP 1.37M (2.22%) 1.37M
Increased by +100.00%
Mar 31, 24
13 Citadel Advisors Llc 1.25M (2.02%) 1.23M
Increased by +98.38%
Mar 31, 25
14 Blackstone Inc 1.24M (2.00%) 0.00
Increased by 0.00%
Mar 31, 25
15 Millennium Management LLC 1.22M (1.98%) -590.45K
Decreased by -48.24%
Mar 31, 25
16 RTW INVESTMENTS, LLC 1.05M (1.70%) -3.08M
Decreased by -292.40%
Jun 30, 24
17 Regeneron Pharmaceuticals Inc 968.18K (1.56%) 0.00
Increased by 0.00%
Jun 30, 25
18 State Street Corporation 940.23K (1.52%) 299.69K
Increased by +31.87%
Mar 31, 24
19 Bridgeway Capital Management, LLC 901.60K (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
20 D. E. Shaw & Co LP 847.06K (1.37%) -70.01K
Decreased by -8.26%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.07M (3.35%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.03M (3.28%) -44.32K
Decreased by -2.19%
Jul 31, 25
3 iShares Russell 2000 ETF 1.20M (1.94%) -9.59K
Decreased by -0.80%
Apr 30, 24
4 Bridgeway Ultra-Small Company 810.30K (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 741.58K (1.20%) -337.92K
Decreased by -45.57%
Jul 31, 25
6 Fidelity Small Cap Index 552.51K (0.89%) 29.27K
Increased by +5.30%
Jun 30, 24
7 iShares Russell 2000 Value ETF 487.51K (0.79%) 0.00
Increased by 0.00%
Apr 30, 24
8 CREF Stock R1 359.49K (0.58%) 0.00
Increased by 0.00%
May 31, 24
9 Fidelity Extended Market Index 329.50K (0.53%) -2.71K
Decreased by -0.82%
Jul 31, 25
10 A4Investments SICAV SIF ACCI IlanaA2EURH 325.00K (0.52%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity® Small Cap Index 273.61K (0.44%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fidelity Enhanced Small Cap ETF 250.56K (0.40%) 410.00
Increased by +0.16%
Jul 31, 25
13 State St Russell Sm/Mid Cp® Indx NL Cl C 199.27K (0.32%) -148.58K
Decreased by -74.56%
Jun 30, 24
14 Vanguard Russell 2000 ETF 198.63K (0.32%) 89.79K
Increased by +45.21%
Mar 31, 24
15 iShares Biotechnology ETF 192.05K (0.31%) 708.00
Increased by +0.37%
Nov 30, 23
16 Goldman Sachs Small Cp Val Insghts Instl 171.19K (0.28%) 171.19K
Increased by +100.00%
Apr 30, 24
17 BlackRock Extended Equity Market K 149.99K (0.24%) -64.00
Decreased by -0.04%
Sep 30, 24
18 Fidelity® Extended Market Index 149.61K (0.24%) -19.02K
Decreased by -12.72%
Oct 31, 23
19 Extended Equity Market Fund K 145.50K (0.23%) -2.90K
Decreased by -2.00%
Jun 30, 25
20 iShares Micro-Cap ETF 135.94K (0.22%) 0.00
Increased by 0.00%
May 31, 25