Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 5.22%
2 SBIO 4.07%
3 LFSC 3.69%
4 FBT 3.67%
5 NEWZ 3.53%
6 FORH 3.43%
7 PJP 3.32%
8 XPH 3.13%
9 FCUS 3.13%
10 IHE 2.92%
11 XSHQ 2.74%
12 PTH 2.40%
13 INVN 2.40%
14 PILL 2.15%
15 OZEM 2.04%
16 RZG 1.89%
17 AFSC 1.85%
18 FCPI 1.80%
19 PXSG 1.63%
20 XSMO 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.53M (14.41%) -2.16M
Decreased by -17.22%
Jun 30, 25
2 Vanguard Group Inc 9.68M (11.13%) -301.38K
Decreased by -3.11%
Jun 30, 25
3 Ingalls & Snyder LLC 7.72M (8.88%) -19.66K
Decreased by -0.25%
Jun 30, 25
4 Renaissance Technologies Corp 6.27M (7.21%) 123.37K
Increased by +1.97%
Jun 30, 25
5 Parallel Advisors, LLC 3.87M (4.45%) -101.29K
Decreased by -2.62%
Jun 30, 25
6 State Street Corporation 3.58M (4.11%) 188.06K
Increased by +5.26%
Mar 31, 24
7 State Street Corp 2.97M (3.41%) -434.35K
Decreased by -14.64%
Jun 30, 25
8 Novo A/S 2.41M (2.77%) 0.00
Increased by 0.00%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 2.09M (2.40%) -50.99K
Decreased by -2.45%
Jun 30, 25
10 Geode Capital Management, LLC 1.92M (2.20%) -344.45K
Decreased by -17.98%
Jun 30, 25
11 Federated Hermes Inc 1.69M (1.94%) -1.65K
Decreased by -0.10%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 1.61M (1.86%) 75.56K
Increased by +4.68%
Jun 30, 25
13 FMR Inc 1.36M (1.56%) -121.85K
Decreased by -8.98%
Jun 30, 25
14 Jacobs Levy Equity Management, Inc. 1.35M (1.55%) -27.20K
Decreased by -2.02%
Mar 31, 25
15 ClearBridge Advisors, LLC 1.17M (1.34%) 896.79K
Increased by +76.78%
Jun 30, 25
16 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.03M (1.19%) 599.20K
Increased by +57.99%
Mar 31, 24
17 Amvescap Plc. 1.03M (1.19%) -214.49K
Decreased by -20.79%
Jun 30, 25
18 NORGES BANK 981.58K (1.13%) 146.99K
Increased by +14.97%
Jun 30, 25
19 First Trust Advisors L.P. 924.32K (1.06%) -139.81K
Decreased by -15.13%
Mar 31, 25
20 BTIM Corp 899.06K (1.03%) -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 5.61M (6.45%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.83M (3.26%) -59.65K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.83M (3.25%) 213.93K
Increased by +7.57%
Sep 30, 24
4 Vanguard Small Cap Index 2.19M (2.52%) -13.82K
Decreased by -0.63%
Jul 31, 25
5 iShares Russell 2000 ETF 2.03M (2.33%) 0.00
Increased by 0.00%
May 31, 25
6 Federated Hermes Kaufmann Growth 1.60M (1.84%) 0.00
Increased by 0.00%
Dec 31, 23
7 Federated Hermes Kaufmann R 1.60M (1.84%) 0.00
Increased by 0.00%
Dec 31, 23
8 Vanguard Small Cap Growth Index Inv 1.23M (1.42%) -1.94K
Decreased by -0.16%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.17%) -440.96K
Decreased by -43.46%
Jul 31, 25
10 SPDR® Portfolio S&P 600™ Sm Cap ETF 834.58K (0.96%) 10.03K
Increased by +1.20%
Aug 29, 25
11 Fidelity Small Cap Index 819.47K (0.94%) 2.47K
Increased by +0.30%
May 31, 25
12 iShares S&P Small-Cap 600 Growth ETF 812.12K (0.93%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® Portfolio S&P 600 Sm Cap ETF 803.79K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity® Small Cap Index 773.27K (0.89%) 21.15K
Increased by +2.73%
Oct 31, 23
15 Fidelity Select Biotechnology 721.05K (0.83%) -11.10K
Decreased by -1.54%
Jul 31, 25
16 iShares Russell 2000 Growth ETF 701.65K (0.81%) 0.00
Increased by 0.00%
May 31, 25
17 Invesco S&P SmallCap Momentum ETF 671.98K (0.77%) 526.00
Increased by +0.08%
Aug 29, 25
18 Fidelity® Select Biotechnology 629.84K (0.72%) -15.50K
Decreased by -2.46%
Nov 30, 23
19 iShares Russell Mid-Cap Growth ETF 623.83K (0.72%) 0.00
Increased by 0.00%
Aug 31, 25
20 Vanguard Tax-Managed Small Cap Adm 615.78K (0.71%) 0.00
Increased by 0.00%
Jul 31, 25