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 (64.07%) 2.62M
Increased by +87.58%
Jun 30, 24
2 FMR Inc 2.21M (47.30%) -288.94K
Decreased by -13.10%
Jun 30, 24
3 Vanguard Group Inc 1.20M (25.77%) 230.95K
Increased by +19.22%
Sep 30, 24
4 Ameriprise Financial Inc 579.16K (12.42%) 38.10K
Increased by +6.58%
Mar 31, 24
5 Columbia Mgmt Investment Advisers, LLC 579.16K (12.42%) 38.10K
Increased by +6.58%
Mar 31, 24
6 Adage Capital Partners Gp LLC 465.38K (9.98%) 265.38K
Increased by +57.02%
Dec 31, 23
7 State Street Corporation 464.91K (9.97%) 24.58K
Increased by +5.29%
Mar 31, 24
8 Two Sigma Investments LLC 432.47K (9.28%) 432.47K
Increased by +100.00%
Sep 30, 23
9 BlackRock Inc 380.61K (8.16%) 18.12K
Increased by +4.76%
Dec 31, 24
10 Beacon Pointe Advisors, LLC 301.74K (6.47%) 0.00
Increased by 0.00%
Mar 31, 24
11 Geode Capital Management, LLC 298.04K (6.39%) 31.32K
Increased by +10.51%
Sep 30, 24
12 Charles Schwab Investment Management Inc 203.62K (4.37%) 12.64K
Increased by +6.21%
Jun 30, 24
13 Wells Fargo & Co 185.06K (3.97%) 51.38K
Increased by +27.77%
Sep 30, 24
14 JANE STREET GROUP, LLC 141.68K (3.04%) 40.71K
Increased by +28.73%
Sep 30, 23
15 Renaissance Technologies Corp 129.87K (2.79%) 129.87K
Increased by +100.00%
Sep 30, 24
16 Millennium Management LLC 128.77K (2.76%) 6.02K
Increased by +4.68%
Sep 30, 24
17 Bank of New York Mellon Corp 126.51K (2.71%) -1.52K
Decreased by -1.20%
Dec 31, 23
18 Goldman Sachs Group Inc 98.97K (2.12%) 76.20K
Increased by +76.99%
Jun 30, 24
19 Castleview Partners, LLC 97.28K (2.09%) 97.28K
Increased by +100.00%
Mar 31, 24
20 Pennant Investors LP 83.90K (1.80%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Growth Company 701.25K (15.04%) 30.10K
Increased by +4.29%
Nov 30, 23
2 iShares Russell 2000 ETF 482.13K (10.34%) -3.85K
Decreased by -0.80%
Apr 30, 24
3 Fidelity Growth Compy Commingled Pl O 469.48K (10.07%) -425.27K
Decreased by -90.58%
Aug 31, 24
4 Columbia Small Cap Value I 369.43K (7.92%) 18.50K
Increased by +5.01%
Mar 31, 24
5 Columbia Small Cap Value I A 369.43K (7.92%) 18.90K
Increased by +5.12%
Mar 31, 24
6 Fidelity Growth Company Fund 353.64K (7.59%) -248.67K
Decreased by -70.32%
Aug 31, 24
7 Fidelity® Growth Company K6 335.77K (7.20%) -36.50K
Decreased by -10.87%
Nov 30, 23
8 Fidelity Select Biotechnology 274.53K (5.89%) 0.00
Increased by 0.00%
Mar 31, 24
9 Fidelity® Select Biotechnology 274.53K (5.89%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity® Series Growth Company 223.06K (4.78%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Small Cap Index 204.35K (4.38%) 0.00
Increased by 0.00%
Jun 30, 24
12 Fidelity® Small Cap Index 191.78K (4.11%) 7.10K
Increased by +3.70%
Oct 31, 23
13 Fidelity Growth Company K6 163.94K (3.52%) -132.22K
Decreased by -80.65%
Aug 31, 24
14 iShares Russell 2000 Growth ETF 161.93K (3.47%) -388.00
Decreased by -0.24%
Apr 30, 24
15 Schwab US Small-Cap ETF™ 161.09K (3.46%) 0.00
Increased by 0.00%
Aug 31, 24
16 Vanguard VIF Small Co Gr 136.67K (2.93%) 136.67K
Increased by +100.00%
Sep 30, 23
17 Columbia VP Small Cap Value 1 136.66K (2.93%) -2.30K
Decreased by -1.68%
Mar 31, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 122.76K (2.63%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity® Extended Market Index 102.51K (2.20%) 72.62K
Increased by +70.85%
Nov 30, 23
20 Fidelity Series Growth Company 88.26K (1.89%) -63.60K
Decreased by -72.06%
Aug 31, 24