Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INNO 0.05%
2 IWC 0.01%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 5.12M (56.07%) -1.60M
Decreased by -31.17%
Dec 31, 23
2 Jacobs Levy Equity Management, Inc. 1.42M (15.60%) 643.84K
Increased by +45.20%
Sep 30, 23
3 OUP Management Co., LLC 1.12M (12.31%) 0.00
Increased by 0.00%
Sep 30, 23
4 Aquilo Capital Management, LLC 726.15K (7.95%) 189.77K
Increased by +26.13%
Mar 31, 25
5 HHG PLC 702.07K (7.69%) 68.94K
Increased by +9.82%
Sep 30, 24
6 TANG CAPITAL MANAGEMENT LLC 673.33K (7.37%) 0.00
Increased by 0.00%
Mar 31, 25
7 CHI Advisors LLC 606.63K (6.64%) -996.93K
Decreased by -164.34%
Sep 30, 23
8 Perceptive Advisors LLC 426.29K (4.67%) 0.00
Increased by 0.00%
Sep 30, 24
9 Marshall Wace Asset Management Ltd 412.60K (4.52%) -236.34K
Decreased by -57.28%
Sep 30, 23
10 Jacob Asset Mgmt Of NY LLC 390.41K (4.28%) 0.00
Increased by 0.00%
Sep 30, 23
11 Curi Wealth Management, LLC 340.02K (3.72%) 220.00
Increased by +0.06%
Dec 31, 23
12 Goldman Sachs Group Inc 302.17K (3.31%) 285.86K
Increased by +94.60%
Dec 31, 24
13 Vanguard Group Inc 281.08K (3.08%) 2.86K
Increased by +1.02%
Mar 31, 25
14 Acadian Asset Management LLC 248.62K (2.72%) 248.62K
Increased by +100.00%
Mar 31, 25
15 JPMorgan Chase & Co 242.81K (2.66%) -170.22K
Decreased by -70.10%
Dec 31, 23
16 BOOTHBAY FUND MANAGEMENT, LLC 200.00K (2.19%) 200.00K
Increased by +100.00%
Mar 31, 25
17 Balyasny Asset Management LLC 189.66K (2.08%) 189.66K
Increased by +100.00%
Mar 31, 25
18 Citadel Advisors Llc 153.68K (1.68%) 56.40K
Increased by +36.70%
Dec 31, 24
19 Harbor Capital Advisors Inc 149.73K (1.64%) 17.14K
Increased by +11.45%
Dec 31, 23
20 Hanson Mcclain Inc 143.07K (1.57%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.12M (56.07%) -1.60M
Decreased by -31.17%
Dec 31, 23
2 Fidelity® Extended Market Index 409.99K (4.49%) 0.00
Increased by 0.00%
Nov 30, 23
3 Bridgeway Ultra-Small Company Market 223.50K (2.45%) 0.00
Increased by 0.00%
Dec 31, 23
4 BlackRock Extended Mkt Composite 204.03K (2.23%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 174.93K (1.92%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard US Total Market Shares ETF 174.93K (1.92%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity® Total Market Index 151.74K (1.66%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Series Total Market Index 116.92K (1.28%) 0.00
Increased by 0.00%
Nov 30, 23
9 Harbor Disruptive Innovation Instl 102.71K (1.12%) 8.08K
Increased by +7.87%
Dec 31, 23
10 Vanguard Balanced Index Inv 99.10K (1.09%) 0.00
Increased by 0.00%
Jan 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 74.66K (0.82%) 0.00
Increased by 0.00%
May 31, 25
12 Greenwich Ivy Long-Short Instl 62.35K (0.68%) 0.00
Increased by 0.00%
Dec 31, 23
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 54.74K (0.60%) 103.00
Increased by +0.19%
Dec 31, 23
14 Jacob Discovery Fd Instl 40.09K (0.44%) 20.00K
Increased by +49.89%
Mar 31, 25
15 RBC Microcap Value I 40.00K (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity Extended Market Index 38.03K (0.42%) -170.00
Decreased by -0.45%
May 31, 25
17 Galileo - Biotech Innovation Fund S USD 28.81K (0.32%) 0.00
Increased by 0.00%
Dec 31, 24
18 DFA US Targeted Value I 22.40K (0.25%) 0.00
Increased by 0.00%
May 31, 25
19 Jacob Small Cap Growth Investor 21.56K (0.24%) 10.00K
Increased by +46.39%
Mar 31, 25
20 SSgA U.S. Extended Market Index Class I 21.20K (0.23%) 0.00
Increased by 0.00%
Dec 31, 23