Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 6.34%
2 PSCH 4.75%
3 SBIO 4.07%
4 XPH 3.69%
5 NEWZ 3.53%
6 IHE 3.33%
7 FBT 3.14%
8 FCUS 3.13%
9 FORH 3.07%
10 XSHQ 2.74%
11 XSMO 2.72%
12 LFSC 2.67%
13 PJP 2.42%
14 PILL 2.42%
15 PTH 2.40%
16 CAFG 2.27%
17 OZEM 2.04%
18 VIOG 1.66%
19 RZG 1.66%
20 SIXS 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.69M (16.75%) -988.92K
Decreased by -6.73%
Mar 31, 25
2 Vanguard Group Inc 9.98M (11.39%) -133.66K
Decreased by -1.34%
Mar 31, 25
3 Ingalls & Snyder LLC 7.74M (8.83%) -357.16K
Decreased by -4.61%
Mar 31, 25
4 Renaissance Technologies Corp 6.14M (7.01%) -55.57K
Decreased by -0.90%
Mar 31, 25
5 Parallel Advisors, LLC 3.97M (4.53%) 142.78K
Increased by +3.59%
Mar 31, 25
6 State Street Corporation 3.58M (4.08%) 188.06K
Increased by +5.26%
Mar 31, 24
7 State Street Corp 3.40M (3.88%) -146.42K
Decreased by -4.30%
Mar 31, 25
8 Novo A/S 2.41M (2.75%) 0.00
Increased by 0.00%
Sep 30, 24
9 Geode Capital Management, LLC 2.26M (2.58%) 191.89K
Increased by +8.49%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.14M (2.44%) 57.94K
Increased by +2.71%
Mar 31, 25
11 Federated Hermes Inc 1.69M (1.93%) -1.65K
Decreased by -0.10%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 1.54M (1.75%) 277.15K
Increased by +18.01%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 1.49M (1.70%) -152.72K
Decreased by -10.23%
Mar 31, 25
14 FMR Inc 1.48M (1.69%) 141.68K
Increased by +9.58%
Mar 31, 25
15 Jacobs Levy Equity Management, Inc. 1.35M (1.54%) -27.20K
Decreased by -2.02%
Mar 31, 25
16 Amvescap Plc. 1.25M (1.42%) 540.10K
Increased by +43.34%
Mar 31, 25
17 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.03M (1.18%) 599.20K
Increased by +57.99%
Mar 31, 24
18 Charles Schwab Investment Management Inc 1.03M (1.18%) -19.84K
Decreased by -1.92%
Mar 31, 25
19 Northern Trust Corp 1.02M (1.17%) 6.49K
Increased by +0.63%
Mar 31, 25
20 First Trust Advisors L.P. 924.32K (1.05%) -139.81K
Decreased by -15.13%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.61M (6.39%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.88M (3.29%) 1.94K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.83M (3.22%) 213.93K
Increased by +7.57%
Sep 30, 24
4 Vanguard Small Cap Index 2.26M (2.58%) 10.42K
Increased by +0.46%
May 31, 25
5 iShares Russell 2000 ETF 2.03M (2.31%) 0.00
Increased by 0.00%
May 31, 25
6 Federated Hermes Kaufmann Growth 1.60M (1.82%) 0.00
Increased by 0.00%
Dec 31, 23
7 Federated Hermes Kaufmann R 1.60M (1.82%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.66%) 11.86K
Increased by +0.82%
May 31, 25
9 Vanguard Small Cap Growth Index Inv 1.25M (1.42%) -6.33K
Decreased by -0.51%
May 31, 25
10 iShares S&P Small-Cap 600 Growth ETF 833.25K (0.95%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Small Cap Index 807.51K (0.92%) 6.31K
Increased by +0.78%
Mar 31, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 803.79K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 793.14K (0.90%) 0.00
Increased by 0.00%
May 30, 25
14 Fidelity® Small Cap Index 773.27K (0.88%) 21.15K
Increased by +2.73%
Oct 31, 23
15 Fidelity Select Biotechnology 732.15K (0.84%) 227.20K
Increased by +31.03%
Apr 30, 25
16 iShares Russell 2000 Growth ETF 701.65K (0.80%) 0.00
Increased by 0.00%
May 31, 25
17 Fidelity® Select Biotechnology 629.84K (0.72%) -15.50K
Decreased by -2.46%
Nov 30, 23
18 Vanguard Tax-Managed Small Cap Adm 619.83K (0.71%) -1.41K
Decreased by -0.23%
May 31, 25
19 Invesco S&P SmallCap Momentum ETF 617.83K (0.70%) 0.00
Increased by 0.00%
May 31, 25
20 Fidelity Small Cap Growth 578.67K (0.66%) 27.40K
Increased by +4.73%
Mar 31, 25