Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABLS 7.84%
2 SBIO 4.07%
3 PJP 3.75%
4 FBT 3.62%
5 NEWZ 3.53%
6 FCUS 3.13%
7 SCOW 2.75%
8 XSHQ 2.74%
9 FORH 2.67%
10 INVN 2.57%
11 XPH 2.50%
12 PTH 2.40%
13 PSCH 2.33%
14 SURI 2.32%
15 OZEM 2.04%
16 PILL 1.79%
17 SPIT 1.67%
18 SIXS 1.61%
19 LFSC 1.55%
20 COWG 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.05M (13.68%) -482.96K
Decreased by -4.01%
Sep 30, 25
2 Vanguard Group Inc 9.49M (10.78%) -42.25K
Decreased by -0.44%
Dec 31, 25
3 Ingalls & Snyder LLC 7.20M (8.17%) -502.92K
Decreased by -6.99%
Dec 31, 25
4 Renaissance Technologies Corp 5.76M (6.54%) -330.82K
Decreased by -5.74%
Dec 31, 25
5 Parallel Advisors, LLC 3.88M (4.41%) 7.69K
Increased by +0.20%
Dec 31, 25
6 State Street Corporation 3.58M (4.06%) 188.06K
Increased by +5.26%
Mar 31, 24
7 State Street Corp 2.97M (3.37%) 2.81K
Increased by +0.09%
Sep 30, 25
8 Geode Capital Management, LLC 2.67M (3.03%) 734.65K
Increased by +27.53%
Dec 31, 25
9 FMR Inc 2.41M (2.74%) 212.70K
Increased by +8.81%
Dec 31, 25
10 Novo A/S 2.41M (2.74%) 0.00
Increased by 0.00%
Sep 30, 24
11 JPMorgan Chase & Co 1.70M (1.93%) 1.44M
Increased by +84.54%
Sep 30, 25
12 Federated Hermes Inc 1.69M (1.92%) -1.65K
Decreased by -0.10%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 1.62M (1.84%) -272.12K
Decreased by -16.79%
Dec 31, 25
14 Jacobs Levy Equity Management, Inc. 1.35M (1.53%) -27.20K
Decreased by -2.02%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.19M (1.35%) -427.12K
Decreased by -35.98%
Sep 30, 25
16 ClearBridge Advisors, LLC 1.16M (1.32%) -6.11K
Decreased by -0.53%
Sep 30, 25
17 Charles Schwab Investment Management Inc 1.06M (1.21%) -8.18K
Decreased by -0.77%
Dec 31, 25
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.03M (1.17%) 599.20K
Increased by +57.99%
Mar 31, 24
19 TD Asset Management Inc 994.84K (1.13%) 38.71K
Increased by +3.89%
Dec 31, 25
20 BTIM Corp 899.06K (1.02%) -614.91K
Decreased by -68.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.62M (6.39%) 2.04K
Increased by +0.04%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 2.85M (3.24%) 16.52K
Increased by +0.58%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 2.83M (3.21%) 213.93K
Increased by +7.57%
Sep 30, 24
4 First Trust NYSE Arca Biotech ETF 2.15M (2.44%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Small Cap Index 2.09M (2.37%) 56.38K
Increased by +2.70%
Mar 31, 26
6 iShares Russell 2000 ETF 2.03M (2.30%) 0.00
Increased by 0.00%
May 31, 25
7 Federated Hermes Kaufmann Growth 1.60M (1.82%) 0.00
Increased by 0.00%
Dec 31, 23
8 Federated Hermes Kaufmann R 1.60M (1.82%) 0.00
Increased by 0.00%
Dec 31, 23
9 Fidelity Contrafund 1.19M (1.35%) 127.22K
Increased by +10.72%
Feb 28, 26
10 Vanguard Small Cap Growth Index Inv 1.17M (1.33%) 42.94K
Increased by +3.67%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.19%) 24.21K
Increased by +2.31%
Mar 31, 26
12 State Street SPDR Port S&P 600 Sm CpETF 847.02K (0.96%) -444.00
Decreased by -0.05%
Mar 31, 26
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 834.58K (0.95%) 10.03K
Increased by +1.20%
Aug 29, 25
14 Fidelity Small Cap Index 819.47K (0.93%) 2.47K
Increased by +0.30%
May 31, 25
15 iShares S&P Small-Cap 600 Growth ETF 807.70K (0.92%) 0.00
Increased by 0.00%
Mar 31, 26
16 SPDR® Portfolio S&P 600 Sm Cap ETF 803.79K (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
17 Fidelity® Small Cap Index 773.27K (0.88%) 21.15K
Increased by +2.73%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 701.65K (0.80%) 0.00
Increased by 0.00%
May 31, 25
19 iShares Russell Mid-Cap Growth ETF 632.43K (0.72%) -1.08K
Decreased by -0.17%
Mar 31, 26
20 Fidelity® Select Biotechnology 629.84K (0.72%) -15.50K
Decreased by -2.46%
Nov 30, 23