Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 1.76%
2 FDLS 0.78%
3 SVAL 0.64%
4 NSCS 0.58%
5 ISMD 0.35%
6 HAPS 0.33%
7 IWC 0.26%
8 CSML 0.19%
9 GSSC 0.18%
10 IHF 0.18%
11 TXSS 0.16%
12 AVSC 0.10%
13 ESML 0.09%
14 IBB 0.09%
15 IBBQ 0.09%
16 TXS 0.08%
17 JPSE 0.08%
18 IWN 0.08%
19 GINN 0.08%
20 BIB 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.15M (11.70%) 171.14K
Increased by +5.42%
Jun 30, 25
2 Wasatch Advisors Inc. 2.78M (10.31%) -306.26K
Decreased by -11.01%
Sep 30, 23
3 Vanguard Group Inc 2.17M (8.05%) 122.46K
Increased by +5.64%
Jun 30, 25
4 Principal Financial Group Inc 1.80M (6.67%) 331.10K
Increased by +18.40%
Jun 30, 25
5 Portolan Capital Management, LLC 1.49M (5.52%) 224.35K
Increased by +15.06%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 1.38M (5.11%) 177.78K
Increased by +12.90%
Jun 30, 25
7 Nuveen, LLC 1.07M (3.98%) 401.30K
Increased by +37.40%
Jun 30, 25
8 Wasatch Advisors LP 1.05M (3.89%) 51.32K
Increased by +4.89%
Jun 30, 25
9 Citadel Advisors Llc 888.51K (3.29%) 630.13K
Increased by +70.92%
Jun 30, 25
10 Deerfield Management Co 874.61K (3.24%) -53.41K
Decreased by -6.11%
Jun 30, 24
11 BRAIDWELL LP 822.74K (3.05%) 457.49K
Increased by +55.61%
Jun 30, 25
12 Bellevue Group AG 745.98K (2.77%) -516.05K
Decreased by -69.18%
Dec 31, 24
13 Allianz Asset Management AG 713.74K (2.65%) 74.27K
Increased by +10.41%
Jun 30, 25
14 State Street Corp 707.69K (2.62%) -7.34K
Decreased by -1.04%
Jun 30, 25
15 Geode Capital Management, LLC 689.93K (2.56%) 40.07K
Increased by +5.81%
Jun 30, 25
16 Acadian Asset Management LLC 676.07K (2.51%) 668.85K
Increased by +98.93%
Mar 31, 25
17 Renaissance Technologies Corp 670.50K (2.49%) -30.70K
Decreased by -4.58%
Jun 30, 25
18 Soleus Capital Management, L.P. 662.33K (2.46%) -191.30K
Decreased by -28.88%
Sep 30, 24
19 Schroder Investment Management Group 648.57K (2.41%) 51.48K
Increased by +7.94%
Jun 30, 25
20 State Street Corporation 605.80K (2.25%) 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 (4.45%) 1.20M
Increased by +100.00%
Jul 31, 24
2 Principal SmallCap R5 829.94K (3.08%) 78.59K
Increased by +9.47%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 829.40K (3.08%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 826.46K (3.06%) -18.32K
Decreased by -2.22%
Jul 31, 25
5 Principal U.S. Small Cap Equity 781.42K (2.90%) 159.12K
Increased by +20.36%
Jun 30, 25
6 Strategic Advisers U.S. Total Stock{mg} 693.06K (2.57%) 0.00
Increased by 0.00%
Sep 30, 24
7 iShares Russell 2000 ETF 691.79K (2.57%) 0.00
Increased by 0.00%
Aug 31, 25
8 Wasatch Small Cap Growth Investor 675.19K (2.50%) -14.34K
Decreased by -2.12%
Dec 31, 24
9 Strategic Advisers Small-Mid Cap 665.91K (2.47%) 62.85K
Increased by +9.44%
Jul 31, 24
10 Wasatch Ultra Growth 627.21K (2.33%) 33.31K
Increased by +5.31%
Jun 30, 25
11 Strategic Advisers U.S. Total Stock 621.13K (2.30%) -108.03K
Decreased by -17.39%
Jul 31, 25
12 Buffalo Small Cap 502.77K (1.86%) 0.00
Increased by 0.00%
Mar 31, 24
13 Buffalo Small Growth Cap 502.77K (1.86%) 0.00
Increased by 0.00%
Jun 30, 24
14 CREF Stock R3 483.60K (1.79%) 0.00
Increased by 0.00%
Jul 31, 25
15 BlackRock Global Equity Mkt Netrl Instl 434.15K (1.61%) 92.80K
Increased by +21.38%
Jul 31, 25
16 Palisade Small Cap Core Equity 381.61K (1.42%) 82.74K
Increased by +21.68%
Jun 30, 25
17 CREF Stock R1 371.75K (1.38%) 0.00
Increased by 0.00%
Feb 28, 25
18 Wasatch Micro Cap 359.36K (1.33%) 9.54K
Increased by +2.66%
Jun 30, 25
19 JNL Multi-Manager Small Cap Growth A 323.29K (1.20%) -211.07K
Decreased by -65.29%
Jun 30, 24
20 Schroder US Smaller Companies Acc 320.24K (1.19%) 0.00
Increased by 0.00%
Jul 31, 25