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 (53.88%) 2.62M
Increased by +87.58%
Jun 30, 24
2 Ameriprise Financial Inc 579.16K (10.45%) 38.10K
Increased by +6.58%
Mar 31, 24
3 Columbia Mgmt Investment Advisers, LLC 579.16K (10.45%) 38.10K
Increased by +6.58%
Mar 31, 24
4 Adage Capital Partners Gp LLC 465.38K (8.39%) 265.38K
Increased by +57.02%
Dec 31, 23
5 State Street Corporation 464.91K (8.39%) 24.58K
Increased by +5.29%
Mar 31, 24
6 Two Sigma Investments LLC 432.47K (7.80%) 432.47K
Increased by +100.00%
Sep 30, 23
7 Charles Schwab Investment Management Inc 203.62K (3.67%) 12.64K
Increased by +6.21%
Jun 30, 24
8 Wells Fargo & Co 185.06K (3.34%) 51.38K
Increased by +27.77%
Sep 30, 24
9 JANE STREET GROUP, LLC 141.68K (2.56%) 40.71K
Increased by +28.73%
Sep 30, 23
10 Murchinson Ltd. 136.08K (2.45%) 136.08K
Increased by +100.00%
Mar 31, 25
11 Renaissance Technologies Corp 129.87K (2.34%) 129.87K
Increased by +100.00%
Sep 30, 24
12 Millennium Management LLC 128.77K (2.32%) 6.02K
Increased by +4.68%
Sep 30, 24
13 Bank of New York Mellon Corp 126.51K (2.28%) -1.52K
Decreased by -1.20%
Dec 31, 23
14 Castleview Partners, LLC 97.28K (1.75%) 97.28K
Increased by +100.00%
Mar 31, 24
15 Pennant Investors LP 83.90K (1.51%) 0.00
Increased by 0.00%
Jun 30, 24
16 State Street Corp 77.15K (1.39%) -47.60K
Decreased by -61.70%
Sep 30, 24
17 Y-Intercept (Hong Kong) Ltd 74.92K (1.35%) 74.92K
Increased by +100.00%
Jun 30, 24
18 Citigroup Inc 55.77K (1.01%) 52.26K
Increased by +93.70%
Jun 30, 24
19 HRT FINANCIAL LLC 53.01K (0.96%) 53.01K
Increased by +100.00%
Jun 30, 24
20 Jane Street Group LLC 49.32K (0.89%) -75.73K
Decreased by -153.56%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 886.24K (15.98%) -1.00
Decreased by -0.00%
Sep 30, 24
2 Fidelity® Growth Company 701.25K (12.65%) 30.10K
Increased by +4.29%
Nov 30, 23
3 iShares Russell 2000 ETF 482.13K (8.70%) -3.85K
Decreased by -0.80%
Apr 30, 24
4 Fidelity Growth Compy Commingled Pl O 469.48K (8.47%) -425.27K
Decreased by -90.58%
Aug 31, 24
5 Columbia Small Cap Value I 369.43K (6.66%) 18.50K
Increased by +5.01%
Mar 31, 24
6 Columbia Small Cap Value I A 369.43K (6.66%) 18.90K
Increased by +5.12%
Mar 31, 24
7 Fidelity Growth Company Fund 353.64K (6.38%) -248.67K
Decreased by -70.32%
Aug 31, 24
8 Fidelity® Growth Company K6 335.77K (6.06%) -36.50K
Decreased by -10.87%
Nov 30, 23
9 Fidelity Select Biotechnology 274.53K (4.95%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity® Select Biotechnology 274.53K (4.95%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Series Growth Company 223.06K (4.02%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Small Cap Index 204.35K (3.69%) 0.00
Increased by 0.00%
Jun 30, 24
13 Fidelity® Small Cap Index 191.78K (3.46%) 7.10K
Increased by +3.70%
Oct 31, 23
14 Fidelity Growth Company K6 163.94K (2.96%) -132.22K
Decreased by -80.65%
Aug 31, 24
15 iShares Russell 2000 Growth ETF 161.93K (2.92%) -388.00
Decreased by -0.24%
Apr 30, 24
16 Schwab US Small-Cap ETF™ 161.09K (2.91%) 0.00
Increased by 0.00%
Aug 31, 24
17 Vanguard VIF Small Co Gr 136.67K (2.47%) 136.67K
Increased by +100.00%
Sep 30, 23
18 Columbia VP Small Cap Value 1 136.66K (2.46%) -2.30K
Decreased by -1.68%
Mar 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 122.76K (2.21%) 0.00
Increased by 0.00%
Apr 30, 24
20 Fidelity® Extended Market Index 102.51K (1.85%) 72.62K
Increased by +70.85%
Nov 30, 23