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 (58.46%) -1.60M
Decreased by -31.17%
Dec 31, 23
2 Jacobs Levy Equity Management, Inc. 1.42M (16.27%) 643.84K
Increased by +45.20%
Sep 30, 23
3 OUP Management Co., LLC 1.12M (12.84%) 0.00
Increased by 0.00%
Sep 30, 23
4 HHG PLC 702.07K (8.02%) 68.94K
Increased by +9.82%
Sep 30, 24
5 TANG CAPITAL MANAGEMENT LLC 673.33K (7.69%) 50.00K
Increased by +7.43%
Dec 31, 24
6 CHI Advisors LLC 606.63K (6.93%) -996.93K
Decreased by -164.34%
Sep 30, 23
7 Aquilo Capital Management, LLC 536.38K (6.13%) 154.57K
Increased by +28.82%
Dec 31, 24
8 Perceptive Advisors LLC 426.29K (4.87%) 0.00
Increased by 0.00%
Sep 30, 24
9 Marshall Wace Asset Management Ltd 412.60K (4.71%) -236.34K
Decreased by -57.28%
Sep 30, 23
10 Jacob Asset Mgmt Of NY LLC 390.41K (4.46%) 0.00
Increased by 0.00%
Sep 30, 23
11 Curi Wealth Management, LLC 340.02K (3.88%) 220.00
Increased by +0.06%
Dec 31, 23
12 Goldman Sachs Group Inc 302.17K (3.45%) 285.86K
Increased by +94.60%
Dec 31, 24
13 Millennium Management LLC 293.66K (3.35%) 12.79K
Increased by +4.35%
Sep 30, 23
14 Vanguard Group Inc 278.22K (3.18%) 14.26K
Increased by +5.12%
Dec 31, 24
15 JPMorgan Chase & Co 242.81K (2.77%) -170.22K
Decreased by -70.10%
Dec 31, 23
16 Citadel Advisors Llc 153.68K (1.75%) 56.40K
Increased by +36.70%
Dec 31, 24
17 Harbor Capital Advisors Inc 149.73K (1.71%) 17.14K
Increased by +11.45%
Dec 31, 23
18 Hanson Mcclain Inc 143.07K (1.63%) 0.00
Increased by 0.00%
Dec 31, 23
19 Acadian Asset Management LLC 114.27K (1.30%) 2.82K
Increased by +2.47%
Mar 31, 24
20 Renaissance Technologies Corp 109.80K (1.25%) 29.20K
Increased by +26.59%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.12M (58.46%) -1.60M
Decreased by -31.17%
Dec 31, 23
2 Fidelity® Extended Market Index 409.99K (4.68%) 0.00
Increased by 0.00%
Nov 30, 23
3 Bridgeway Ultra-Small Company Market 223.50K (2.55%) 0.00
Increased by 0.00%
Dec 31, 23
4 BlackRock Extended Mkt Composite 204.03K (2.33%) 0.00
Increased by 0.00%
Sep 30, 23
5 Vanguard Total Stock Mkt Idx Inv 174.93K (2.00%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity® Total Market Index 151.74K (1.73%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Total Market Index 116.92K (1.34%) 0.00
Increased by 0.00%
Nov 30, 23
8 Harbor Disruptive Innovation Instl 102.71K (1.17%) 8.08K
Increased by +7.87%
Dec 31, 23
9 Vanguard Balanced Index Inv 99.10K (1.13%) 0.00
Increased by 0.00%
Jan 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 74.66K (0.85%) 20.45K
Increased by +27.39%
Feb 28, 25
11 NT Ext Equity Mkt Idx Fd - NL 68.16K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
12 Greenwich Ivy Long-Short Instl 62.35K (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
13 NT Ext Equity Mkt Idx Fd - DC - NL - T2 54.74K (0.63%) 103.00
Increased by +0.19%
Dec 31, 23
14 RBC Microcap Value I 40.00K (0.46%) 40.00K
Increased by +100.00%
Dec 31, 24
15 Fidelity Extended Market Index 33.35K (0.38%) -212.00
Decreased by -0.64%
Feb 28, 25
16 Galileo - Biotech Innovation Fund S USD 28.81K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
17 DFA US Targeted Value I 22.40K (0.26%) 0.00
Increased by 0.00%
Feb 28, 25
18 SSgA U.S. Extended Market Index Class I 21.20K (0.24%) 0.00
Increased by 0.00%
Dec 31, 23
19 Jacob Discovery Fd Instl 20.09K (0.23%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vanguard Strategic Small-Cap Equity Inv 16.69K (0.19%) 0.00
Increased by 0.00%
Dec 31, 24