Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SURI 0.73%
2 SMLF 0.04%
3 IBRN 0.03%
4 IWC 0.00%
5 AVSC 0.00%
6 DCOR 0.00%
7 DFSU 0.00%
8 DFAT 0.00%
9 DFAC 0.00%
10 VXF 0.00%
11 DFAS 0.00%
12 DFUS 0.00%
13 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Perceptive Advisors LLC 5.40M (21.49%) 0.00
Increased by 0.00%
Mar 31, 25
2 BML Capital Management LLC 3.20M (12.73%) 424.78K
Increased by +13.27%
Mar 31, 25
3 Baker Bros Advisors LP 3.15M (12.54%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Group Inc 1.54M (6.12%) -18.74K
Decreased by -1.22%
Mar 31, 25
5 Propel Bio Management LLC 1.49M (5.94%) 0.00
Increased by 0.00%
Mar 31, 25
6 Simplify Asset Management Inc. 1.49M (5.94%) 0.00
Increased by 0.00%
Mar 31, 25
7 Wasatch Advisors LP 1.30M (5.16%) 1.30M
Increased by +100.00%
Jun 30, 24
8 Point72 Asset Management, L.P. 907.56K (3.61%) 2.15K
Increased by +0.24%
Sep 30, 23
9 TANG CAPITAL MANAGEMENT LLC 600.00K (2.39%) 0.00
Increased by 0.00%
Mar 31, 25
10 Jacobs Levy Equity Management, Inc. 506.81K (2.02%) 9.34K
Increased by +1.84%
Jun 30, 24
11 BlackRock Inc 457.20K (1.82%) -1.57K
Decreased by -0.34%
Mar 31, 25
12 Millennium Management LLC 455.86K (1.81%) -286.49K
Decreased by -62.85%
Dec 31, 23
13 Acadian Asset Management LLC 428.53K (1.70%) 428.53K
Increased by +100.00%
Mar 31, 25
14 Pathstone Family Office, LLC 425.49K (1.69%) 0.00
Increased by 0.00%
Sep 30, 23
15 Bank of America Corp 416.16K (1.66%) 15.00
Increased by +0.00%
Mar 31, 25
16 Pathstone Holdings LLC 372.20K (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 321.45K (1.28%) -228.91K
Decreased by -71.21%
Sep 30, 24
18 Geode Capital Management, LLC 311.50K (1.24%) -9.35K
Decreased by -3.00%
Mar 31, 25
19 Two Sigma Investments LLC 258.47K (1.03%) -43.66K
Decreased by -16.89%
Sep 30, 24
20 Bristlecone Advisors LLC 252.20K (1.00%) -85.31K
Decreased by -33.82%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Simplify Propel Opportunities ETF 1.49M (5.94%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.12M (4.46%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.07M (4.27%) 0.00
Increased by 0.00%
May 31, 25
4 Wasatch Micro Cap 646.90K (2.57%) 646.90K
Increased by +100.00%
Jun 30, 24
5 Wasatch Ultra Growth 544.27K (2.16%) 544.27K
Increased by +100.00%
Jun 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 452.02K (1.80%) 0.00
Increased by 0.00%
May 31, 25
7 DFA US Targeted Value I 167.67K (0.67%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Extended Market Index 165.59K (0.66%) -1.58K
Decreased by -0.96%
Apr 30, 25
9 Fidelity® Extended Market Index 154.88K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
10 iShares U.S. Small-Cap Eq Fac ETF 148.70K (0.59%) 0.00
Increased by 0.00%
Aug 30, 24
11 DFA US Small Cap I 88.44K (0.35%) 3.34K
Increased by +3.77%
Aug 31, 24
12 BlackRock Extended Mkt Composite 77.29K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
13 BlackRock Extended Equity Market K 67.36K (0.27%) -29.00
Decreased by -0.04%
Sep 30, 24
14 Bridgeway Ultra-Small Company Market 67.00K (0.27%) -62.18K
Decreased by -92.81%
Sep 30, 24
15 iShares Micro-Cap ETF 66.82K (0.27%) 0.00
Increased by 0.00%
May 31, 25
16 Vifag 2002 SICAV 60.00K (0.24%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity® Total Market Index 48.21K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Total Market Index 47.88K (0.19%) 0.00
Increased by 0.00%
Apr 30, 25
19 DFA US Core Equity 2 I 40.53K (0.16%) 0.00
Increased by 0.00%
Aug 31, 24
20 Bailard Micrcap Value 40.47K (0.16%) 40.47K
Increased by +100.00%
Mar 31, 24