Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bryn Mawr Trust Company 6.10M (114.09%) 0.00
Increased by 0.00%
Jun 30, 25
2 Birchview Capital, LP 5.74M (107.37%) 0.00
Increased by 0.00%
Jun 30, 25
3 Sio Capital Management, LLC 4.34M (81.21%) -9.34K
Decreased by -0.22%
Sep 30, 24
4 Soleus Capital Management, L.P. 4.04M (75.59%) -2.07M
Decreased by -51.36%
Sep 30, 24
5 Opaleye Management Inc 3.23M (60.37%) -240.00K
Decreased by -7.44%
Mar 31, 25
6 Samjo Management LLC 2.43M (45.54%) -44.30K
Decreased by -1.82%
Mar 31, 25
7 Farallon Capital Management, L.L.C. 1.86M (34.80%) -1.95M
Decreased by -104.99%
Mar 31, 25
8 LMR Partners LLP 1.60M (29.95%) 1.60M
Increased by +100.00%
Jun 30, 24
9 Worth Venture Partners, LLC 1.14M (21.37%) -60.57K
Decreased by -5.31%
Dec 31, 23
10 SILVERARC CAPITAL MANAGEMENT, LLC 1.07M (20.04%) -3.03M
Decreased by -282.90%
Jun 30, 25
11 Essex Investment Management Company, LLC 971.20K (18.18%) 2.58K
Increased by +0.27%
Sep 30, 24
12 Wells Fargo & Co 819.90K (15.35%) -16.52K
Decreased by -2.02%
Mar 31, 25
13 AIGH Capital Management, LLC 758.33K (14.19%) 758.33K
Increased by +100.00%
Mar 31, 26
14 AMH Equity Ltd 651.87K (12.20%) -44.20K
Decreased by -6.78%
Dec 31, 24
15 Susquehanna International Group, LLP 599.42K (11.22%) -516.33K
Decreased by -86.14%
Mar 31, 25
16 Telemark Asset Management, LLC 489.82K (9.17%) 162.00K
Increased by +33.07%
Mar 31, 26
17 Aberdeen Group PLC 458.44K (8.58%) 196.01K
Increased by +42.76%
Mar 31, 26
18 Bridgeway Capital Management, LLC 394.31K (7.38%) 109.80K
Increased by +27.85%
Dec 31, 24
19 Legato Capital Management LLC 334.31K (6.26%) 0.00
Increased by 0.00%
Sep 30, 24
20 State Street Corporation 275.35K (5.15%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.44M (26.88%) 0.00
Increased by 0.00%
Sep 30, 24
2 abrdn Healthcare Opportunities 458.44K (8.58%) 119.49K
Increased by +26.06%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 204.10K (3.82%) 0.00
Increased by 0.00%
Mar 31, 26
4 1290 Essex Small Cap Growth I 178.09K (3.33%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fidelity® Extended Market Index 133.60K (2.50%) 0.00
Increased by 0.00%
Nov 30, 23
6 BlackRock Extended Equity Market K 131.64K (2.46%) 131.64K
Increased by +100.00%
Sep 30, 24
7 Bridgeway Ultra-Small Company Market 116.31K (2.18%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fidelity® Total Market Index 85.41K (1.60%) 0.00
Increased by 0.00%
Nov 30, 23
9 Spartan Extended Market Index Pool E 74.50K (1.39%) 3.46K
Increased by +4.65%
Mar 31, 25
10 iShares Micro-Cap ETF 65.42K (1.22%) 0.00
Increased by 0.00%
May 31, 25
11 Spartan Total Market Index Pool E 60.88K (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 43.79K (0.82%) 0.00
Increased by 0.00%
Mar 31, 26
13 Fidelity Extended Market Index 23.04K (0.43%) 640.00
Increased by +2.78%
Mar 31, 26
14 Essex Inv Mgt Micro Cap Growth 22.93K (0.43%) 0.00
Increased by 0.00%
Sep 30, 24
15 Pleiades Small Cap Equity A 21.51K (0.40%) 21.51K
Increased by +100.00%
Mar 31, 26
16 Fidelity® Series Total Market Index 20.96K (0.39%) 0.00
Increased by 0.00%
Nov 30, 23
17 Schwab Total Stock Market Index 20.62K (0.39%) 0.00
Increased by 0.00%
May 31, 25
18 NT Ext Eq Mkt Indx Fd DC Lend T3 19.78K (0.37%) 19.78K
Increased by +100.00%
Dec 31, 24
19 Extended Equity Market Fund M 16.08K (0.30%) -231.00
Decreased by -1.44%
Jun 30, 25
20 State St US Extended Mkt Indx NL Cl C 11.15K (0.21%) 0.00
Increased by 0.00%
Jul 31, 25