Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABLS 7.84%
2 LFSC 5.64%
3 SCOW 5.13%
4 PSCH 4.67%
5 SPIT 4.54%
6 INVN 4.28%
7 SBIO 4.07%
8 PJP 4.04%
9 NEWZ 3.53%
10 FBT 3.39%
11 ASCE 3.15%
12 SURI 3.15%
13 FCUS 3.13%
14 FORH 2.78%
15 OZEM 2.04%
16 IHE 1.96%
17 FXH 1.82%
18 GURU 1.81%
19 XPH 1.80%
20 XSHQ 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.15M (13.51%) 89.06K
Increased by +0.73%
Mar 31, 26
2 Vanguard Group Inc 9.49M (10.56%) -42.25K
Decreased by -0.44%
Dec 31, 25
3 Ingalls & Snyder LLC 7.61M (8.46%) 413.66K
Increased by +5.44%
Mar 31, 26
4 Renaissance Technologies Corp 5.68M (6.32%) -75.75K
Decreased by -1.33%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 4.82M (5.36%) 4.82M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.08M (4.53%) 4.08M
Increased by +100.00%
Mar 31, 26
7 Parallel Advisors, LLC 3.98M (4.42%) 98.26K
Increased by +2.47%
Mar 31, 26
8 State Street Corporation 3.58M (3.98%) 188.06K
Increased by +5.26%
Mar 31, 24
9 State Street Corp 3.20M (3.56%) 214.89K
Increased by +6.71%
Mar 31, 26
10 FMR Inc 3.19M (3.55%) 775.55K
Increased by +24.31%
Mar 31, 26
11 Geode Capital Management, LLC 2.71M (3.02%) 44.60K
Increased by +1.64%
Mar 31, 26
12 Novo A/S 2.41M (2.68%) 0.00
Increased by 0.00%
Sep 30, 24
13 First Trust Advisors L.P. 2.17M (2.42%) 1.48M
Increased by +68.10%
Mar 31, 26
14 Federated Hermes Inc 1.69M (1.88%) -1.65K
Decreased by -0.10%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.55M (1.73%) -67.20K
Decreased by -4.33%
Mar 31, 26
16 TANG CAPITAL MANAGEMENT LLC 1.50M (1.67%) 1.34M
Increased by +89.55%
Mar 31, 26
17 UBS Group AG 1.36M (1.52%) 948.82K
Increased by +69.58%
Mar 31, 26
18 Jacobs Levy Equity Management, Inc. 1.35M (1.50%) -27.20K
Decreased by -2.02%
Mar 31, 25
19 D. E. Shaw & Co LP 1.18M (1.31%) 1.01M
Increased by +85.64%
Mar 31, 26
20 ClearBridge Advisors, LLC 1.16M (1.29%) -6.11K
Decreased by -0.53%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.75M (6.40%) 816.00
Increased by +0.01%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.89M (3.22%) 11.26K
Increased by +0.39%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 2.83M (3.14%) 213.93K
Increased by +7.57%
Sep 30, 24
4 Vanguard Small Cap Index 2.09M (2.33%) 12.41K
Increased by +0.59%
Jun 30, 26
5 iShares Russell 2000 ETF 2.03M (2.26%) 0.00
Increased by 0.00%
May 31, 25
6 First Trust NYSE Arca Biotech ETF 1.81M (2.01%) -31.91K
Decreased by -1.76%
Jun 30, 26
7 Federated Hermes Kaufmann Growth 1.60M (1.78%) 0.00
Increased by 0.00%
Dec 31, 23
8 Federated Hermes Kaufmann R 1.60M (1.78%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Small Cap Growth Index Inv 1.21M (1.34%) 38.79K
Increased by +3.21%
Jun 30, 26
10 Fidelity Contrafund 1.19M (1.32%) 0.00
Increased by 0.00%
May 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.22%) 37.73K
Increased by +3.44%
Jun 30, 26
12 State Street SPDR Port S&P 600 Sm CpETF 876.53K (0.97%) -4.30K
Decreased by -0.49%
Jun 30, 26
13 iShares S&P Small-Cap 600 Growth ETF 861.38K (0.96%) 2.80K
Increased by +0.32%
Jun 30, 26
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 834.58K (0.93%) 10.03K
Increased by +1.20%
Aug 29, 25
15 Fidelity Small Cap Index 819.47K (0.91%) 2.47K
Increased by +0.30%
May 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 803.79K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
17 Fidelity® Small Cap Index 773.27K (0.86%) 21.15K
Increased by +2.73%
Oct 31, 23
18 iShares Russell 2000 Growth ETF 701.65K (0.78%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity® Select Biotechnology 629.84K (0.70%) -15.50K
Decreased by -2.46%
Nov 30, 23
20 Vanguard Tax-Managed Small Cap Adm 615.78K (0.68%) 0.00
Increased by 0.00%
Jun 30, 26