Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 1.74%
2 PILL 1.31%
3 QQQS 0.79%
4 GERM 0.78%
5 DWAS 0.63%
6 AFSM 0.51%
7 IWC 0.24%
8 IBB 0.12%
9 VFMO 0.10%
10 SEIS 0.08%
11 BTEC 0.08%
12 IWO 0.07%
13 VTWG 0.05%
14 IWM 0.04%
15 VTWO 0.03%
16 GSSC 0.03%
17 RFLR 0.03%
18 JKL 0.02%
19 ISCV 0.02%
20 ISCB 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.73M (7.04%) 158.08K
Increased by +3.34%
Mar 31, 25
2 Vanguard Group Inc 3.65M (5.44%) 268.36K
Increased by +7.36%
Mar 31, 25
3 Elliott Investment Management LP 2.44M (3.64%) -426.07K
Decreased by -17.43%
Mar 31, 25
4 Elliott Investment Management L.P. 1.55M (2.31%) 0.00
Increased by 0.00%
Jun 30, 24
5 State Street Corp 1.54M (2.29%) 85.97K
Increased by +5.59%
Mar 31, 25
6 Rosalind Advisors, Inc. 1.48M (2.20%) 1.48M
Increased by +100.00%
Sep 30, 24
7 Geode Capital Management, LLC 1.43M (2.14%) 40.10K
Increased by +2.80%
Mar 31, 25
8 Nomura Holdings Inc 1.42M (2.12%) -1.53M
Decreased by -107.52%
Jun 30, 24
9 State Street Corporation 1.11M (1.65%) 36.72K
Increased by +3.31%
Mar 31, 24
10 First Turn Management LLC 1.02M (1.52%) 1.02M
Increased by +100.00%
Dec 31, 24
11 ING Investment Management LLC 711.95K (1.06%) 692.69K
Increased by +97.29%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 703.74K (1.05%) 304.89K
Increased by +43.32%
Mar 31, 25
13 Northern Trust Corp 516.52K (0.77%) 4.95K
Increased by +0.96%
Mar 31, 25
14 Oberweis Asset Management Inc 485.00K (0.72%) 485.00K
Increased by +100.00%
Mar 31, 25
15 J. Goldman & Co LP 457.32K (0.68%) 314.88K
Increased by +68.85%
Dec 31, 24
16 D. E. Shaw & Co LP 446.41K (0.67%) 125.42K
Increased by +28.10%
Dec 31, 24
17 Kennedy Capital Management Inc 404.23K (0.60%) 25.99K
Increased by +6.43%
Mar 31, 25
18 UBS Group AG 379.87K (0.57%) 340.35K
Increased by +89.60%
Dec 31, 24
19 Millennium Management LLC 371.13K (0.55%) 192.99K
Increased by +52.00%
Mar 31, 25
20 Palisades Investment Partners, LLC 358.97K (0.54%) -5.05K
Decreased by -1.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.98M (2.95%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.73M (2.58%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.52M (2.26%) 0.00
Increased by 0.00%
May 31, 25
4 Fidelity Small Cap Growth 1.16M (1.72%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 961.66K (1.43%) 1.45K
Increased by +0.15%
Apr 30, 25
6 Fidelity Small Cap Index 606.99K (0.90%) 4.54K
Increased by +0.75%
Mar 31, 25
7 Fidelity Small Cap Growth K6 533.26K (0.79%) 0.00
Increased by 0.00%
Feb 28, 25
8 Fidelity® Small Cap Index 511.21K (0.76%) 7.43K
Increased by +1.45%
Oct 31, 23
9 Oberweis Micro-Cap 485.00K (0.72%) 485.00K
Increased by +100.00%
Mar 31, 25
10 Oberweis Micro-Cap Growth 485.00K (0.72%) 485.00K
Increased by +100.00%
Mar 31, 25
11 iShares Russell 2000 Growth ETF 473.36K (0.71%) 0.00
Increased by 0.00%
May 31, 25
12 Voya Small Cap Growth (Portland) 409.32K (0.61%) 409.32K
Increased by +100.00%
Sep 30, 24
13 Voya Small Cap Growth I 409.32K (0.61%) 409.32K
Increased by +100.00%
Sep 30, 24
14 State St Russell Sm/Mid Cp® Indx NL Cl C 360.41K (0.54%) 1.67K
Increased by +0.46%
Apr 30, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 360.41K (0.54%) 0.00
Increased by 0.00%
May 31, 25
16 iShares Biotechnology ETF 353.94K (0.53%) 0.00
Increased by 0.00%
May 31, 25
17 Fidelity Extended Market Index 333.19K (0.50%) -3.19K
Decreased by -0.96%
Apr 30, 25
18 Kennedy Micro Cap 319.60K (0.48%) -1.69K
Decreased by -0.53%
Mar 31, 25
19 Vanguard Russell 2000 ETF 302.69K (0.45%) 20.46K
Increased by +6.76%
Apr 30, 25
20 Fidelity® Extended Market Index 283.04K (0.42%) 15.85K
Increased by +5.60%
Nov 30, 23