Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SURI 10.58%
2 IWC 0.11%
3 IWO 0.03%
4 IWMW 0.02%
5 IWM 0.01%
6 VTWG 0.01%
7 SMMD 0.01%
8 RSSL 0.01%
9 UWM 0.00%
10 IWN 0.00%
11 URTY 0.00%
12 HDG 0.00%
13 ITDJ 0.00%
14 ITDI 0.00%
15 ITDH 0.00%
16 ITDG 0.00%
17 ITDF 0.00%
18 ITDE 0.00%
19 ITDD 0.00%
20 ITDC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Resources Inc 4.37M (5.00%) 0.00
Increased by 0.00%
Mar 31, 26
2 Propel Bio Management LLC 3.79M (4.33%) 0.00
Increased by 0.00%
Dec 31, 25
3 Alyeska Investment Group, L.P. 3.50M (4.01%) 3.08M
Increased by +87.99%
Jun 30, 25
4 Vanguard Group Inc 2.47M (2.83%) 12.51K
Increased by +0.51%
Dec 31, 25
5 Vanguard Capital Management, LLC 2.20M (2.52%) 2.20M
Increased by +100.00%
Mar 31, 26
6 Clearline Capital LP 1.33M (1.52%) 1.33M
Increased by +100.00%
Jun 30, 25
7 Sofinnova Ventures 1.31M (1.49%) -207.55K
Decreased by -15.89%
Dec 31, 24
8 Simplify Asset Management Inc. 1.18M (1.35%) 0.00
Increased by 0.00%
Mar 31, 26
9 Hudson Bay Capital Management LP 1.17M (1.34%) 1.17M
Increased by +100.00%
Jun 30, 25
10 Millennium Management LLC 1.08M (1.23%) -281.78K
Decreased by -26.16%
Mar 31, 26
11 Marshall Wace Asset Management Ltd 1.02M (1.17%) 0.00
Increased by 0.00%
Mar 31, 26
12 Heights Capital Management Inc 989.51K (1.13%) 989.51K
Increased by +100.00%
Jun 30, 25
13 LPL Financial Corp 728.45K (0.83%) 95.30K
Increased by +13.08%
Mar 31, 26
14 Nantahala Capital Management, LLC 648.88K (0.74%) 0.00
Increased by 0.00%
Mar 31, 26
15 Geode Capital Management, LLC 622.78K (0.71%) 23.17K
Increased by +3.72%
Mar 31, 26
16 Two Sigma Investments LLC 588.55K (0.67%) -160.06K
Decreased by -27.20%
Mar 31, 26
17 ADAR1 Capital Management LLC 542.23K (0.62%) -332.77K
Decreased by -61.37%
Jun 30, 24
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 439.36K (0.50%) 20.23K
Increased by +4.60%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Biotechnology Discv A(acc)USD 2.79M (3.19%) 0.00
Increased by 0.00%
Apr 30, 26
2 Franklin Biotechnology Discovery A 1.58M (1.80%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.57M (1.79%) 0.00
Increased by 0.00%
Apr 30, 26
4 Simplify Propel Opportunities ETF 1.43M (1.64%) 0.00
Increased by 0.00%
May 29, 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 599.56K (0.69%) 15.77K
Increased by +2.63%
Apr 30, 26
8 Fidelity Small Cap Index 346.45K (0.40%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity Extended Market Index 284.40K (0.33%) -1.04K
Decreased by -0.37%
Apr 30, 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 (0.17%) 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%
Apr 30, 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 122.61K (0.14%) 0.00
Increased by 0.00%
May 29, 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