Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SURI 8.84%
2 IWC 0.04%
3 VTWG 0.01%
4 IWO 0.01%
5 RSSL 0.01%
6 IWM 0.00%
7 UWM 0.00%
8 IWN 0.00%
9 URTY 0.00%
10 HDG 0.00%
11 VTI 0.00%
12 VTHR 0.00%
13 VTWO 0.00%
14 VTWV 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Resources Inc 4.37M (5.01%) 0.00
Increased by 0.00%
Mar 31, 26
2 Propel Bio Management LLC 3.79M (4.34%) 0.00
Increased by 0.00%
Dec 31, 25
3 Alyeska Investment Group, L.P. 3.50M (4.02%) 3.08M
Increased by +87.99%
Jun 30, 25
4 Vanguard Group Inc 2.47M (2.84%) 12.51K
Increased by +0.51%
Dec 31, 25
5 Millennium Management LLC 1.36M (1.56%) 1.12M
Increased by +82.53%
Dec 31, 25
6 Clearline Capital LP 1.33M (1.52%) 1.33M
Increased by +100.00%
Jun 30, 25
7 Sofinnova Ventures 1.31M (1.50%) -207.55K
Decreased by -15.89%
Dec 31, 24
8 Simplify Asset Management Inc. 1.18M (1.36%) 0.00
Increased by 0.00%
Dec 31, 25
9 Hudson Bay Capital Management LP 1.17M (1.35%) 1.17M
Increased by +100.00%
Jun 30, 25
10 Marshall Wace Asset Management Ltd 1.02M (1.17%) 244.43K
Increased by +23.98%
Dec 31, 25
11 Heights Capital Management Inc 989.51K (1.13%) 989.51K
Increased by +100.00%
Jun 30, 25
12 Two Sigma Investments LLC 748.62K (0.86%) 309.55K
Increased by +41.35%
Dec 31, 25
13 Nantahala Capital Management, LLC 648.88K (0.74%) 0.00
Increased by 0.00%
Dec 31, 25
14 LPL Financial Corp 633.15K (0.73%) 301.85K
Increased by +47.67%
Dec 31, 25
15 Geode Capital Management, LLC 599.61K (0.69%) 92.63K
Increased by +15.45%
Dec 31, 25
16 ADAR1 Capital Management LLC 542.23K (0.62%) -332.77K
Decreased by -61.37%
Jun 30, 24
17 Susquehanna International Group, LLP 496.35K (0.57%) 129.99K
Increased by +26.19%
Dec 31, 25
18 KVP Capital Advisors, LP 462.36K (0.53%) 0.00
Increased by 0.00%
Mar 31, 26
19 The Goldman Sachs Group Inc 450.93K (0.52%) 227.09K
Increased by +50.36%
Dec 31, 25
20 BlackRock Inc 419.13K (0.48%) 27.89K
Increased by +6.65%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Biotechnology Discv A(acc)USD 4.01M (4.60%) 1.22M
Increased by +30.38%
Apr 30, 26
2 Franklin Biotechnology Discovery A 1.58M (1.81%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 1.57M (1.79%) 0.00
Increased by 0.00%
Mar 31, 26
4 Simplify Propel Opportunities ETF 1.43M (1.64%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.03M (1.18%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 800.81K (0.92%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 583.79K (0.67%) 16.45K
Increased by +2.82%
Mar 31, 26
8 Fidelity Small Cap Index 346.45K (0.40%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity Extended Market Index 285.44K (0.33%) 4.85K
Increased by +1.70%
Mar 31, 26
10 iShares Russell 2000 Growth ETF 177.28K (0.20%) 0.00
Increased by 0.00%
May 31, 25
11 Vanguard Russell 2000 ETF 172.27K (0.20%) 1.54K
Increased by +0.89%
May 31, 25
12 State St Russell Sm Cap® Indx SL Cl I 152.80K (0.18%) 0.00
Increased by 0.00%
May 31, 25
13 Blackrock Extended Mkt Fund CF 150.37K (0.17%) 0.00
Increased by 0.00%
Mar 31, 26
14 Extended Equity Market Fund B 150.37K (0.17%) 0.00
Increased by 0.00%
Dec 31, 25
15 Extended Equity Market Fund E 150.37K (0.17%) 0.00
Increased by 0.00%
Dec 31, 25
16 BlackRock Extended Equity Market Fund K 128.03K (0.15%) -938.00
Decreased by -0.73%
Mar 31, 26
17 Extended Equity Market Fund K 128.03K (0.15%) -938.00
Decreased by -0.73%
Mar 31, 26
18 iShares Micro-Cap ETF 121.25K (0.14%) 0.00
Increased by 0.00%
Apr 30, 26
19 iShares Russell 2000 Value ETF 115.73K (0.13%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity® Extended Market Index 108.11K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23