Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 5.14%
2 TMFS 3.88%
3 LFSC 3.22%
4 XHE 2.40%
5 TMFG 1.45%
6 NSCS 1.00%
7 PTH 0.95%
8 EKG 0.85%
9 FYC 0.69%
10 QQQS 0.49%
11 DWAS 0.49%
12 SCDS 0.43%
13 AGNG 0.42%
14 FYX 0.33%
15 JSML 0.31%
16 BTEC 0.29%
17 LNGR 0.28%
18 MMSC 0.22%
19 CSML 0.19%
20 IHI 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen, LLC 13.40M (11.55%) 13.40M
Increased by +100.00%
Mar 31, 25
2 BlackRock Inc 8.34M (7.18%) -235.75K
Decreased by -2.83%
Mar 31, 25
3 JPMorgan Chase & Co 8.03M (6.92%) 1.14M
Increased by +14.24%
Sep 30, 24
4 Vanguard Group Inc 6.01M (5.18%) 45.79K
Increased by +0.76%
Mar 31, 25
5 American Century Companies Inc 5.83M (5.02%) 840.97K
Increased by +14.42%
Mar 31, 25
6 First Light Asset Management, LLC 5.33M (4.59%) -90.65K
Decreased by -1.70%
Jun 30, 24
7 Millennium Management LLC 4.43M (3.82%) 1.03M
Increased by +23.33%
Sep 30, 24
8 BRAIDWELL LP 4.26M (3.67%) 2.94K
Increased by +0.07%
Mar 31, 25
9 BNP Paribas Investment Partners SA 4.23M (3.65%) 217.36K
Increased by +5.14%
Mar 31, 25
10 Royal Bank of Canada 3.53M (3.04%) 342.66K
Increased by +9.71%
Mar 31, 25
11 Point72 Asset Management, L.P. 3.19M (2.75%) 1.26M
Increased by +39.47%
Jun 30, 24
12 Bank of America Corp 2.89M (2.49%) -73.16K
Decreased by -2.53%
Mar 31, 25
13 State Street Corp 2.83M (2.44%) -89.65K
Decreased by -3.17%
Mar 31, 25
14 Driehaus Capital Management LLC 2.64M (2.27%) 33.03K
Increased by +1.25%
Mar 31, 24
15 Fred Alger Management, LLC 2.64M (2.27%) 21.08K
Increased by +0.80%
Jun 30, 24
16 Nuveen Asset Management, LLC 2.58M (2.23%) 1.14M
Increased by +43.96%
Dec 31, 24
17 Geode Capital Management, LLC 2.51M (2.16%) 125.08K
Increased by +4.98%
Mar 31, 25
18 State Street Corporation 2.37M (2.04%) -31.17K
Decreased by -1.32%
Mar 31, 24
19 Slate Path Capital LP 2.15M (1.86%) 2.15M
Increased by +100.00%
Dec 31, 23
20 HPM Partners LLC 1.86M (1.60%) 30.07K
Increased by +1.62%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Century Small Cap Growth Inv 4.83M (4.17%) 263.54K
Increased by +5.45%
Jun 30, 25
2 American Century U.S. Small Cap Growth 4.83M (4.17%) 263.54K
Increased by +5.45%
Jun 30, 25
3 BioPharma Credit Ord 3.81M (3.29%) 3.81M
Increased by +100.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 3.24M (2.79%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 3.04M (2.62%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 2.90M (2.50%) 52.66K
Increased by +1.81%
Jun 30, 25
7 BNP Paribas Health Cr Innovtr Cl Cap 2.05M (1.77%) -69.33K
Decreased by -3.38%
May 31, 25
8 CREF Stock R1 2.01M (1.73%) 0.00
Increased by 0.00%
Feb 28, 25
9 Alger Small Cap Focus Composite 2.01M (1.73%) -343.52K
Decreased by -17.10%
Jul 31, 24
10 Alger Small Cap Focus I 2.01M (1.73%) -343.52K
Decreased by -17.10%
Jul 31, 24
11 CREF Stock R3 1.77M (1.53%) -11.42K
Decreased by -0.64%
May 31, 25
12 JPMorgan Small Cap Growth A 1.73M (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.62M (1.40%) 11.60K
Increased by +0.72%
May 31, 25
14 BNP Paribas US Small Cap Classic R 1.59M (1.37%) -31.99K
Decreased by -2.01%
May 31, 25
15 BNP Paribas US Small Cap ClassicC 1.59M (1.37%) -31.99K
Decreased by -2.01%
May 31, 25
16 Fidelity Small Cap Index 1.05M (0.91%) 13.68K
Increased by +1.30%
Apr 30, 25
17 Penn Capital Small Cap Equity 1.03M (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
18 iShares Russell 2000 Growth ETF 1.02M (0.88%) 14.29K
Increased by +1.40%
Jun 30, 25
19 Janus Henderson US Small Cap Growth 969.61K (0.84%) 0.00
Increased by 0.00%
Jun 30, 24
20 Janus Henderson Venture D 969.61K (0.84%) 0.00
Increased by 0.00%
Jun 30, 24