Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 5.14%
2 LFSC 3.47%
3 TMFS 2.91%
4 XHE 1.73%
5 TMFG 1.08%
6 NSCS 1.03%
7 PTH 0.95%
8 FYC 0.63%
9 EKG 0.61%
10 QQQS 0.57%
11 SCDS 0.43%
12 AGNG 0.32%
13 FYX 0.30%
14 BTEC 0.29%
15 LNGR 0.28%
16 MMSC 0.22%
17 CSML 0.19%
18 IHI 0.14%
19 KOMP 0.13%
20 PSC 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen, LLC 13.40M (11.74%) 13.40M
Increased by +100.00%
Mar 31, 25
2 BlackRock Inc 8.34M (7.30%) -235.75K
Decreased by -2.83%
Mar 31, 25
3 JPMorgan Chase & Co 8.03M (7.03%) 1.14M
Increased by +14.24%
Sep 30, 24
4 Vanguard Group Inc 6.01M (5.27%) 45.79K
Increased by +0.76%
Mar 31, 25
5 American Century Companies Inc 5.83M (5.11%) 840.97K
Increased by +14.42%
Mar 31, 25
6 First Light Asset Management, LLC 5.33M (4.67%) -90.65K
Decreased by -1.70%
Jun 30, 24
7 Millennium Management LLC 4.43M (3.88%) 1.03M
Increased by +23.33%
Sep 30, 24
8 BRAIDWELL LP 4.26M (3.73%) 2.94K
Increased by +0.07%
Mar 31, 25
9 BNP Paribas Investment Partners SA 4.23M (3.71%) 217.36K
Increased by +5.14%
Mar 31, 25
10 Royal Bank of Canada 3.53M (3.09%) 342.66K
Increased by +9.71%
Mar 31, 25
11 Point72 Asset Management, L.P. 3.19M (2.80%) 1.26M
Increased by +39.47%
Jun 30, 24
12 Bank of America Corp 2.89M (2.53%) -73.16K
Decreased by -2.53%
Mar 31, 25
13 State Street Corp 2.83M (2.48%) -89.65K
Decreased by -3.17%
Mar 31, 25
14 Driehaus Capital Management LLC 2.64M (2.31%) 33.03K
Increased by +1.25%
Mar 31, 24
15 Fred Alger Management, LLC 2.64M (2.31%) 21.08K
Increased by +0.80%
Jun 30, 24
16 Nuveen Asset Management, LLC 2.58M (2.26%) 1.14M
Increased by +43.96%
Dec 31, 24
17 Geode Capital Management, LLC 2.51M (2.20%) 125.08K
Increased by +4.98%
Mar 31, 25
18 State Street Corporation 2.37M (2.08%) -31.17K
Decreased by -1.32%
Mar 31, 24
19 Slate Path Capital LP 2.15M (1.89%) 2.15M
Increased by +100.00%
Dec 31, 23
20 HPM Partners LLC 1.86M (1.63%) 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 4.57M (4.00%) 635.03K
Increased by +13.89%
Mar 31, 25
2 American Century U.S. Small Cap Growth 4.57M (4.00%) 635.03K
Increased by +13.89%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.24M (2.83%) 83.70K
Increased by +2.59%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 3.04M (2.67%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 2.62M (2.30%) 0.00
Increased by 0.00%
May 31, 25
6 BNP Paribas Health Cr Innovtr Cl Cap 2.12M (1.86%) 103.00
Increased by +0.00%
Apr 30, 25
7 CREF Stock R1 2.01M (1.76%) 0.00
Increased by 0.00%
Feb 28, 25
8 Alger Small Cap Focus Composite 2.01M (1.76%) -343.52K
Decreased by -17.10%
Jul 31, 24
9 Alger Small Cap Focus I 2.01M (1.76%) -343.52K
Decreased by -17.10%
Jul 31, 24
10 CREF Stock R3 1.78M (1.56%) 0.00
Increased by 0.00%
Apr 30, 25
11 JPMorgan Small Cap Growth A 1.73M (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
12 BNP Paribas US Small Cap Classic R 1.62M (1.42%) -237.04K
Decreased by -14.63%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.41%) 2.18K
Increased by +0.14%
Apr 30, 25
14 Fidelity Small Cap Index 1.04M (0.91%) 5.41K
Increased by +0.52%
Mar 31, 25
15 Penn Capital Small Cap Equity 1.03M (0.90%) -49.15K
Decreased by -4.77%
May 31, 25
16 Janus Henderson US Small Cap Growth 969.61K (0.85%) 0.00
Increased by 0.00%
Jun 30, 24
17 Janus Henderson Venture D 969.61K (0.85%) 0.00
Increased by 0.00%
Jun 30, 24
18 iShares Russell 2000 Growth ETF 898.19K (0.79%) 0.00
Increased by 0.00%
May 31, 25
19 Artisan International Small-Mid Investor 792.25K (0.69%) 0.00
Increased by 0.00%
Dec 31, 24
20 Artisan Non-U.S. Small-Mid Growth Comp 792.25K (0.69%) 0.00
Increased by 0.00%
Dec 31, 24