Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 1.35%
2 FDLS 0.78%
3 NSCS 0.58%
4 SQLV 0.42%
5 HAPS 0.37%
6 ISMD 0.36%
7 CSML 0.19%
8 GSSC 0.18%
9 IWC 0.16%
10 TXSS 0.16%
11 IHF 0.11%
12 AVSC 0.10%
13 VFMO 0.09%
14 TXS 0.09%
15 IBBQ 0.09%
16 JPSE 0.08%
17 GINN 0.08%
18 BIB 0.06%
19 ESML 0.06%
20 PSC 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.98M (11.13%) -122.30K
Decreased by -4.10%
Mar 31, 26
2 Wasatch Advisors Inc. 2.78M (10.38%) -306.26K
Decreased by -11.01%
Sep 30, 23
3 RTW INVESTMENTS, LLC 2.76M (10.30%) 643.10K
Increased by +23.31%
Mar 31, 26
4 Vanguard Group Inc 2.20M (8.21%) 27.51K
Increased by +1.25%
Dec 31, 25
5 Principal Financial Group Inc 1.77M (6.61%) -37.77K
Decreased by -2.13%
Mar 31, 26
6 Portolan Capital Management, LLC 1.35M (5.04%) -379.18K
Decreased by -28.08%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.18M (4.40%) 1.18M
Increased by +100.00%
Mar 31, 26
8 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.06M (3.95%) 658.73K
Increased by +62.22%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 1.04M (3.88%) -104.04K
Decreased by -10.01%
Mar 31, 26
10 Summit Partners Public Asset Management, LLC 940.68K (3.51%) -118.04K
Decreased by -12.55%
Mar 31, 26
11 Deerfield Management Co 874.61K (3.26%) -53.41K
Decreased by -6.11%
Jun 30, 24
12 Vanguard Portfolio Management, LLC 861.77K (3.22%) 861.77K
Increased by +100.00%
Mar 31, 26
13 BRAIDWELL LP 822.74K (3.07%) 457.49K
Increased by +55.61%
Jun 30, 25
14 Allianz Asset Management AG 811.32K (3.03%) 189.03K
Increased by +23.30%
Mar 31, 26
15 State Street Corp 769.08K (2.87%) 32.63K
Increased by +4.24%
Mar 31, 26
16 Bellevue Group AG 745.98K (2.78%) -516.05K
Decreased by -69.18%
Dec 31, 24
17 Geode Capital Management, LLC 728.10K (2.72%) 13.19K
Increased by +1.81%
Mar 31, 26
18 Soleus Capital Management, L.P. 662.33K (2.47%) -191.30K
Decreased by -28.88%
Sep 30, 24
19 State Street Corporation 605.80K (2.26%) 25.88K
Increased by +4.27%
Mar 31, 24
20 AIGH Capital Management, LLC 590.60K (2.20%) -34.12K
Decreased by -5.78%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Bellevue Healthcare Ord 1.20M (4.48%) 1.20M
Increased by +100.00%
Jul 31, 24
2 Vanguard US Total Market Shares ETF 829.40K (3.10%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 823.96K (3.08%) 0.00
Increased by 0.00%
Apr 30, 26
4 Principal U.S. Small Cap Equity 753.64K (2.81%) -80.80K
Decreased by -10.72%
Mar 31, 26
5 Principal U.S. Small Cap Select Equity 753.64K (2.81%) -80.80K
Decreased by -10.72%
Mar 31, 26
6 Strategic Advisers U.S. Total Stock 720.38K (2.69%) 56.02K
Increased by +7.78%
Apr 30, 26
7 Principal SmallCap R5 708.24K (2.64%) -45.40K
Decreased by -6.41%
Apr 30, 26
8 Strategic Advisers U.S. Total Stock{mg} 693.06K (2.59%) 0.00
Increased by 0.00%
Sep 30, 24
9 iShares Russell 2000 ETF 684.66K (2.56%) 6.34K
Increased by +0.93%
May 29, 26
10 Wasatch Small Cap Growth Investor 675.19K (2.52%) -14.34K
Decreased by -2.12%
Dec 31, 24
11 Strategic Advisers Small-Mid Cap 665.91K (2.49%) 62.85K
Increased by +9.44%
Jul 31, 24
12 Buffalo Small Cap 502.77K (1.88%) 0.00
Increased by 0.00%
Mar 31, 24
13 Buffalo Small Growth Cap 502.77K (1.88%) 0.00
Increased by 0.00%
Jun 30, 24
14 CREF Stock R3 483.60K (1.81%) 0.00
Increased by 0.00%
Jul 31, 25
15 Eventide Healthcare & Life Sciences I 386.43K (1.44%) 81.42K
Increased by +21.07%
Mar 31, 26
16 Palisade Small Cap Core Equity 384.34K (1.43%) 5.21K
Increased by +1.36%
Mar 31, 26
17 CREF Stock R1 371.75K (1.39%) 0.00
Increased by 0.00%
Feb 28, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 329.46K (1.23%) 3.70K
Increased by +1.12%
Apr 30, 26
19 JNL Multi-Manager Small Cap Growth A 323.29K (1.21%) -211.07K
Decreased by -65.29%
Jun 30, 24
20 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 302.57K (1.13%) -57.26K
Decreased by -18.93%
Jan 31, 24