Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SURI 1.18%
2 BBC 0.85%
3 IBRN 0.36%
4 XBI 0.23%
5 LABU 0.15%
6 SBIO 0.14%
7 IWC 0.05%
8 VFMO 0.04%
9 VTWG 0.02%
10 RSSL 0.02%
11 IWO 0.02%
12 VTWO 0.01%
13 UWM 0.01%
14 IWM 0.01%
15 FHLC 0.01%
16 URTY 0.01%
17 ISCG 0.00%
18 JKK 0.00%
19 IWN 0.00%
20 ISCB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.98M (7.43%) 39.40K
Increased by +1.32%
Jun 30, 25
2 Highbridge Capital Management, LLC 2.79M (6.94%) 2.79M
Increased by +100.00%
Sep 30, 23
3 Vanguard Group Inc 2.31M (5.74%) 41.09K
Increased by +1.78%
Jun 30, 25
4 Farallon Capital Management, L.L.C. 2.25M (5.60%) 0.00
Increased by 0.00%
Mar 31, 25
5 State Street Corp 1.47M (3.65%) -376.12K
Decreased by -25.64%
Jun 30, 25
6 Geode Capital Management, LLC 963.08K (2.40%) 61.70K
Increased by +6.41%
Jun 30, 25
7 Altium Capital Management, LP 714.00K (1.78%) 429.00K
Increased by +60.08%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 550.58K (1.37%) -264.78K
Decreased by -48.09%
Jun 30, 25
9 UBS Group AG 549.43K (1.37%) 156.08K
Increased by +28.41%
Jun 30, 25
10 Citadel Advisors Llc 415.95K (1.04%) 150.71K
Increased by +36.23%
Mar 31, 25
11 Goldman Sachs Group Inc 411.14K (1.02%) 116.37K
Increased by +28.30%
Mar 31, 25
12 Northern Trust Corp 370.67K (0.92%) -9.10K
Decreased by -2.45%
Jun 30, 25
13 Pier Capital, LLC 367.72K (0.92%) 13.54K
Increased by +3.68%
Jun 30, 25
14 Ikarian Capital, LLC 300.00K (0.75%) 300.00K
Increased by +100.00%
Sep 30, 24
15 Black Diamond Financial, LLC 277.74K (0.69%) 0.00
Increased by 0.00%
Jun 30, 25
16 Point72 Asset Management, L.P. 250.20K (0.62%) 250.20K
Increased by +100.00%
Sep 30, 24
17 Woodline Partners LP 241.64K (0.60%) -487.67K
Decreased by -201.82%
Jun 30, 25
18 SUPERSTRING CAPITAL MANAGEMENT LP 241.19K (0.60%) 185.96K
Increased by +77.10%
Mar 31, 25
19 Avidity Partners Management LP 239.00K (0.59%) 239.00K
Increased by +100.00%
Mar 31, 25
20 Jump Financial LLC 232.54K (0.58%) 69.52K
Increased by +29.89%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.21M (3.01%) -26.63K
Decreased by -2.21%
Jul 31, 25
2 iShares Russell 2000 ETF 928.19K (2.31%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 872.18K (2.17%) 0.00
Increased by 0.00%
Sep 30, 24
4 SPDR® S&P Biotech ETF 584.18K (1.45%) 1.30K
Increased by +0.22%
Aug 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 457.38K (1.14%) -200.35K
Decreased by -43.80%
Jul 31, 25
6 Fidelity Small Cap Index 386.43K (0.96%) 14.87K
Increased by +3.85%
Jun 30, 25
7 iShares Russell 2000 Growth ETF 336.12K (0.84%) 0.00
Increased by 0.00%
Aug 31, 25
8 State St Russell Sm/Mid Cp® Indx NL Cl C 227.13K (0.57%) 1.15K
Increased by +0.51%
Apr 30, 25
9 State St Russell Sm/Mid Cp® Indx SL Cl I 227.13K (0.57%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity Extended Market Index 226.33K (0.56%) -1.86K
Decreased by -0.82%
Jul 31, 25
11 Vanguard Russell 2000 ETF 183.71K (0.46%) -12.97K
Decreased by -7.06%
Jul 31, 25
12 SEB Nordamerikafond Småbolag 179.36K (0.45%) 50.51K
Increased by +28.16%
Jul 31, 25
13 JPM Thematics Genetic Thrps C2 dist USD 175.56K (0.44%) -1.43K
Decreased by -0.82%
Jul 31, 25
14 Pier Capital Small Cap Growth Equity 136.81K (0.34%) -23.45K
Decreased by -17.14%
Jun 30, 25
15 State St Russell Sm Cap® Indx SL Cl I 131.20K (0.33%) 0.00
Increased by 0.00%
Aug 31, 25
16 Fidelity® Extended Market Index 123.84K (0.31%) 9.03K
Increased by +7.29%
Nov 30, 23
17 Nuveen Equity Index R6 116.28K (0.29%) 0.00
Increased by 0.00%
Feb 28, 25
18 Kennedy Micro Cap 105.79K (0.26%) -382.00
Decreased by -0.36%
Mar 31, 25
19 Schwab Small Cap Index 97.05K (0.24%) 0.00
Increased by 0.00%
Jul 31, 25
20 NT R2000 Index Fund - NL 93.17K (0.23%) 4.58K
Increased by +4.92%
Jun 30, 25