Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 2.99M (21.32%) 2.62M
Increased by +87.58%
Jun 30, 24
2 Ameriprise Financial Inc 579.16K (4.13%) 38.10K
Increased by +6.58%
Mar 31, 24
3 Columbia Mgmt Investment Advisers, LLC 579.16K (4.13%) 38.10K
Increased by +6.58%
Mar 31, 24
4 Adage Capital Partners Gp LLC 465.38K (3.32%) 265.38K
Increased by +57.02%
Dec 31, 23
5 State Street Corporation 464.91K (3.32%) 24.58K
Increased by +5.29%
Mar 31, 24
6 Two Sigma Investments LLC 432.47K (3.09%) 432.47K
Increased by +100.00%
Sep 30, 23
7 Oaktree Capital Management LLC 241.19K (1.72%) 241.19K
Increased by +100.00%
Jun 30, 25
8 Charles Schwab Investment Management Inc 203.62K (1.45%) 12.64K
Increased by +6.21%
Jun 30, 24
9 JANE STREET GROUP, LLC 141.68K (1.01%) 40.71K
Increased by +28.73%
Sep 30, 23
10 Murchinson Ltd. 136.08K (0.97%) 136.08K
Increased by +100.00%
Mar 31, 25
11 Renaissance Technologies Corp 129.87K (0.93%) 129.87K
Increased by +100.00%
Sep 30, 24
12 Millennium Management LLC 128.77K (0.92%) 6.02K
Increased by +4.68%
Sep 30, 24
13 Bank of New York Mellon Corp 126.51K (0.90%) -1.52K
Decreased by -1.20%
Dec 31, 23
14 UBS Group AG 101.78K (0.73%) 101.78K
Increased by +100.00%
Mar 31, 25
15 Castleview Partners, LLC 97.28K (0.69%) 97.28K
Increased by +100.00%
Mar 31, 24
16 Pennant Investors LP 83.90K (0.60%) 0.00
Increased by 0.00%
Jun 30, 24
17 State Street Corp 77.15K (0.55%) -47.60K
Decreased by -61.70%
Sep 30, 24
18 Y-Intercept (Hong Kong) Ltd 74.92K (0.53%) 74.92K
Increased by +100.00%
Jun 30, 24
19 Citigroup Inc 55.77K (0.40%) 52.26K
Increased by +93.70%
Jun 30, 24
20 HRT FINANCIAL LLC 53.01K (0.38%) 53.01K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 886.24K (6.33%) -1.00
Decreased by -0.00%
Sep 30, 24
2 Fidelity® Growth Company 701.25K (5.01%) 30.10K
Increased by +4.29%
Nov 30, 23
3 iShares Russell 2000 ETF 482.13K (3.44%) -3.85K
Decreased by -0.80%
Apr 30, 24
4 Fidelity Growth Compy Commingled Pl O 469.48K (3.35%) -425.27K
Decreased by -90.58%
Aug 31, 24
5 Columbia Small Cap Value I 369.43K (2.64%) 18.50K
Increased by +5.01%
Mar 31, 24
6 Columbia Small Cap Value I A 369.43K (2.64%) 18.90K
Increased by +5.12%
Mar 31, 24
7 Fidelity Growth Company Fund 353.64K (2.52%) -248.67K
Decreased by -70.32%
Aug 31, 24
8 Fidelity® Growth Company K6 335.77K (2.40%) -36.50K
Decreased by -10.87%
Nov 30, 23
9 Fidelity Select Biotechnology 274.53K (1.96%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity® Select Biotechnology 274.53K (1.96%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Series Growth Company 223.06K (1.59%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Small Cap Index 204.35K (1.46%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity® Small Cap Index 191.78K (1.37%) 7.10K
Increased by +3.70%
Oct 31, 23
14 Fidelity Growth Company K6 163.94K (1.17%) -132.22K
Decreased by -80.65%
Aug 31, 24
15 iShares Russell 2000 Growth ETF 161.93K (1.16%) -388.00
Decreased by -0.24%
Apr 30, 24
16 Schwab US Small-Cap ETF™ 161.09K (1.15%) 0.00
Increased by 0.00%
Aug 31, 24
17 Vanguard VIF Small Co Gr 136.67K (0.98%) 136.67K
Increased by +100.00%
Sep 30, 23
18 Columbia VP Small Cap Value 1 136.66K (0.98%) -2.30K
Decreased by -1.68%
Mar 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 122.76K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
20 Fidelity® Extended Market Index 102.51K (0.73%) 72.62K
Increased by +70.85%
Nov 30, 23