Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IBRN 0.14%
3 BTEC 0.02%
4 UWM 0.00%
5 URTY 0.00%
6 SCHA 0.00%
7 VXF 0.00%
8 HDG 0.00%
9 VTI 0.00%
10 SCHB 0.00%
11 IWO 0.00%
12 IWM 0.00%
13 VTWO 0.00%
14 RYLD 0.00%
15 IWV 0.00%
16 VTHR 0.00%
17 VTWG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 2.99M (10.04%) 2.62M
Increased by +87.58%
Jun 30, 24
2 FMR Inc 2.21M (7.41%) -288.94K
Decreased by -13.10%
Jun 30, 24
3 Vanguard Group Inc 970.43K (3.26%) -128.94K
Decreased by -13.29%
Jun 30, 24
4 Ameriprise Financial Inc 579.16K (1.95%) 38.10K
Increased by +6.58%
Mar 31, 24
5 Columbia Mgmt Investment Advisers, LLC 579.16K (1.95%) 38.10K
Increased by +6.58%
Mar 31, 24
6 Adage Capital Partners Gp LLC 465.38K (1.56%) 265.38K
Increased by +57.02%
Dec 31, 23
7 State Street Corporation 464.91K (1.56%) 24.58K
Increased by +5.29%
Mar 31, 24
8 BlackRock Inc 440.69K (1.48%) -887.38K
Decreased by -201.36%
Jun 30, 24
9 Two Sigma Investments LLC 432.47K (1.45%) 432.47K
Increased by +100.00%
Sep 30, 23
10 Beacon Pointe Advisors, LLC 301.74K (1.01%) 0.00
Increased by 0.00%
Mar 31, 24
11 BNP Paribas Arbitrage, SA 273.13K (0.92%) 251.38K
Increased by +92.04%
Jun 30, 24
12 Geode Capital Management, LLC 266.72K (0.90%) -191.20K
Decreased by -71.69%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 222.30K (0.75%) 30.55K
Increased by +13.74%
Mar 31, 24
14 Charles Schwab Investment Management Inc 203.62K (0.68%) 12.64K
Increased by +6.21%
Jun 30, 24
15 Northern Trust Corp 194.95K (0.66%) -16.65K
Decreased by -8.54%
Jun 30, 24
16 Susquehanna International Group, LLP 173.32K (0.58%) 83.13K
Increased by +47.96%
Jun 30, 24
17 UBS Group AG 147.16K (0.49%) 98.84K
Increased by +67.16%
Mar 31, 24
18 JANE STREET GROUP, LLC 141.68K (0.48%) 40.71K
Increased by +28.73%
Sep 30, 23
19 Wells Fargo & Co 133.68K (0.45%) 10.59K
Increased by +7.92%
Jun 30, 24
20 Bank of New York Mellon Corp 126.51K (0.43%) -1.52K
Decreased by -1.20%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 894.75K (3.01%) -125.00K
Decreased by -13.97%
Jul 31, 24
2 Vanguard Total Stock Mkt Idx Inv 704.19K (2.37%) 63.94K
Increased by +9.08%
Jul 31, 24
3 Fidelity® Growth Company 701.25K (2.36%) 30.10K
Increased by +4.29%
Nov 30, 23
4 Fidelity Growth Company Fund 602.31K (2.03%) -78.11K
Decreased by -12.97%
Jul 31, 24
5 iShares Russell 2000 ETF 482.13K (1.62%) -3.85K
Decreased by -0.80%
Apr 30, 24
6 Columbia Small Cap Value I 369.43K (1.24%) 18.50K
Increased by +5.01%
Mar 31, 24
7 Columbia Small Cap Value I A 369.43K (1.24%) 18.90K
Increased by +5.12%
Mar 31, 24
8 Fidelity® Growth Company K6 335.77K (1.13%) -36.50K
Decreased by -10.87%
Nov 30, 23
9 Fidelity Growth Company K6 296.16K (1.00%) -27.99K
Decreased by -9.45%
Jul 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 293.32K (0.99%) 0.00
Increased by 0.00%
Jul 31, 24
11 Fidelity Select Biotechnology 274.53K (0.92%) 0.00
Increased by 0.00%
Mar 31, 24
12 Fidelity® Select Biotechnology 274.53K (0.92%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Series Growth Company 223.06K (0.75%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Small Cap Index 204.35K (0.69%) 0.00
Increased by 0.00%
Jun 30, 24
15 Fidelity® Small Cap Index 191.78K (0.64%) 7.10K
Increased by +3.70%
Oct 31, 23
16 iShares Russell 2000 Growth ETF 161.93K (0.54%) -388.00
Decreased by -0.24%
Apr 30, 24
17 Schwab US Small-Cap ETF™ 161.09K (0.54%) 0.00
Increased by 0.00%
Aug 31, 24
18 Fidelity Extended Market Index 159.73K (0.54%) -1.01K
Decreased by -0.63%
Jul 31, 24
19 Fidelity Series Growth Company 151.86K (0.51%) -23.00K
Decreased by -15.15%
Jul 31, 24
20 Vanguard VIF Small Co Gr 136.67K (0.46%) 136.67K
Increased by +100.00%
Sep 30, 23