Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 0.99%
2 FDLS 0.78%
3 NSCS 0.58%
4 HAPS 0.43%
5 ISMD 0.22%
6 CSML 0.19%
7 TXSS 0.16%
8 IWC 0.12%
9 AVSC 0.10%
10 IHF 0.09%
11 IBBQ 0.09%
12 JPSE 0.08%
13 GINN 0.08%
14 GSSC 0.08%
15 BIB 0.06%
16 PSC 0.06%
17 GBUY_old 0.05%
18 IBB 0.05%
19 VFMF 0.05%
20 VTWV 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.98M (11.26%) 62.23K
Increased by +2.09%
Mar 31, 25
2 Wasatch Advisors Inc. 2.78M (10.50%) -306.26K
Decreased by -11.01%
Sep 30, 23
3 Vanguard Group Inc 2.05M (7.73%) 215.03K
Increased by +10.50%
Mar 31, 25
4 Principal Financial Group Inc 1.47M (5.54%) 32.21K
Increased by +2.19%
Mar 31, 25
5 Portolan Capital Management, LLC 1.27M (4.78%) 488.64K
Increased by +38.62%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 1.20M (4.53%) 200.76K
Increased by +16.73%
Mar 31, 25
7 Wasatch Advisors LP 998.46K (3.77%) -797.63K
Decreased by -79.89%
Mar 31, 25
8 Deerfield Management Co 874.61K (3.30%) -53.41K
Decreased by -6.11%
Jun 30, 24
9 Citadel Advisors Llc 834.51K (3.15%) 201.50K
Increased by +24.15%
Dec 31, 24
10 Wellington Management Company LLP 828.53K (3.13%) 106.41K
Increased by +12.84%
Mar 31, 25
11 UBS Group AG 812.60K (3.07%) 758.47K
Increased by +93.34%
Dec 31, 24
12 Bellevue Group AG 745.98K (2.82%) -516.05K
Decreased by -69.18%
Dec 31, 24
13 State Street Corp 715.03K (2.70%) 4.82K
Increased by +0.67%
Mar 31, 25
14 Renaissance Technologies Corp 701.20K (2.65%) 16.20K
Increased by +2.31%
Mar 31, 25
15 Acadian Asset Management LLC 676.07K (2.55%) 668.85K
Increased by +98.93%
Mar 31, 25
16 Nuveen, LLC 671.81K (2.54%) 671.81K
Increased by +100.00%
Mar 31, 25
17 Soleus Capital Management, L.P. 662.33K (2.50%) -191.30K
Decreased by -28.88%
Sep 30, 24
18 Geode Capital Management, LLC 649.85K (2.45%) 21.66K
Increased by +3.33%
Mar 31, 25
19 Allianz Asset Management AG 639.48K (2.41%) 317.10K
Increased by +49.59%
Mar 31, 25
20 State Street Corporation 605.80K (2.29%) 25.88K
Increased by +4.27%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Bellevue Healthcare Ord 1.20M (4.53%) 1.20M
Increased by +100.00%
Jul 31, 24
2 Vanguard Total Stock Mkt Idx Inv 844.78K (3.19%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 829.40K (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
4 Principal U.S. Small Cap Equity 781.42K (2.95%) 159.12K
Increased by +20.36%
Jun 30, 25
5 Principal SmallCap R5 751.35K (2.84%) 87.25K
Increased by +11.61%
Jun 30, 25
6 Strategic Advisers U.S. Total Stock 729.16K (2.75%) -52.62K
Decreased by -7.22%
May 31, 25
7 iShares Russell 2000 ETF 710.18K (2.68%) 4.92K
Increased by +0.69%
Jun 30, 25
8 Strategic Advisers U.S. Total Stock{mg} 693.06K (2.62%) 0.00
Increased by 0.00%
Sep 30, 24
9 Wasatch Small Cap Growth Investor 675.19K (2.55%) -14.34K
Decreased by -2.12%
Dec 31, 24
10 Strategic Advisers Small-Mid Cap 665.91K (2.51%) 62.85K
Increased by +9.44%
Jul 31, 24
11 Wasatch Ultra Growth 593.90K (2.24%) 261.03K
Increased by +43.95%
Mar 31, 25
12 Buffalo Small Cap 502.77K (1.90%) 0.00
Increased by 0.00%
Mar 31, 24
13 Buffalo Small Growth Cap 502.77K (1.90%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 445.33K (1.68%) 3.52K
Increased by +0.79%
May 31, 25
15 CREF Stock R1 371.75K (1.40%) 0.00
Increased by 0.00%
Feb 28, 25
16 CREF Stock R3 371.75K (1.40%) 0.00
Increased by 0.00%
May 31, 25
17 Wasatch Micro Cap 349.82K (1.32%) 108.80K
Increased by +31.10%
Mar 31, 25
18 BlackRock Global Equity Mkt Netrl Instl 341.34K (1.29%) 101.55K
Increased by +29.75%
Jun 30, 25
19 JNL Multi-Manager Small Cap Growth A 323.29K (1.22%) -211.07K
Decreased by -65.29%
Jun 30, 24
20 Schroder US Smaller Companies Acc 318.55K (1.20%) 0.00
Increased by 0.00%
May 31, 25