Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIS 0.47%
2 ZBIO 0.47%
3 QQQS 0.45%
4 RTLA 0.16%
5 THRK 0.03%
6 LNGR 0.03%
7 TLTE 0.02%
8 AGNG 0.02%
9 BTEC 0.02%
10 EWX 0.01%
11 VTWV 0.01%
12 FESM 0.01%
13 IWN 0.01%
14 IWC 0.01%
15 IWM 0.00%
16 UWM 0.00%
17 URTY 0.00%
18 PRFZ 0.00%
19 DFEM 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 8.50M (233.44%) 1.70M
Increased by +20.00%
Mar 31, 25
2 Vanguard Group Inc 5.86M (160.91%) -17.85K
Decreased by -0.30%
Mar 31, 25
3 Acadian Asset Management LLC 3.91M (107.26%) 3.91M
Increased by +100.00%
Mar 31, 25
4 PRIMECAP Management Company 3.74M (102.74%) -875.31K
Decreased by -23.40%
Mar 31, 25
5 JPMorgan Chase & Co 3.35M (91.92%) 2.72M
Increased by +81.16%
Sep 30, 24
6 BlackRock Inc 2.37M (65.15%) -4.70K
Decreased by -0.20%
Mar 31, 25
7 Marshall Wace Asset Management Ltd 2.21M (60.77%) 947.05K
Increased by +42.80%
Mar 31, 25
8 State Street Corporation 2.16M (59.40%) 352.20K
Increased by +16.28%
Mar 31, 24
9 683 Capital Management LLC 2.14M (58.73%) 0.00
Increased by 0.00%
Dec 31, 24
10 Jacobs Levy Equity Management, Inc. 2.11M (57.91%) 3.64K
Increased by +0.17%
Sep 30, 24
11 AQR Capital Management LLC 1.32M (36.28%) 769.59K
Increased by +58.26%
Jun 30, 24
12 Citadel Advisors Llc 1.25M (34.34%) 962.47K
Increased by +76.97%
Sep 30, 23
13 GSA Capital Partners LLP 1.10M (30.10%) -230.47K
Decreased by -21.03%
Sep 30, 24
14 Mackenzie Investments 1.09M (30.04%) 988.04K
Increased by +90.32%
Dec 31, 24
15 Goldman Sachs Group Inc 1.09M (29.98%) 990.34K
Increased by +90.73%
Jun 30, 24
16 Point72 Asset Management, L.P. 1.08M (29.67%) 1.07M
Increased by +98.78%
Mar 31, 24
17 Geode Capital Management, LLC 1.08M (29.65%) 21.15K
Increased by +1.96%
Mar 31, 25
18 Pennant Investors LP 768.40K (21.10%) 0.00
Increased by 0.00%
Jun 30, 24
19 D. E. Shaw & Co LP 724.44K (19.90%) 690.61K
Increased by +95.33%
Sep 30, 23
20 Two Sigma Advisers, LLC 676.21K (18.57%) -202.19K
Decreased by -29.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Capital Opportunity Inv 3.11M (85.35%) -390.09K
Decreased by -12.55%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.92M (80.11%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.92M (80.11%) -1.00
Decreased by -0.00%
Sep 30, 24
4 PRIMECAP Odyssey Aggressive Growth 2.64M (72.39%) -1.27M
Decreased by -48.15%
Sep 30, 24
5 iShares Russell 2000 ETF 2.12M (58.18%) -23.62K
Decreased by -1.11%
May 29, 24
6 PRIMECAP Odyssey Growth 1.57M (43.04%) -826.01K
Decreased by -52.71%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (37.92%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 1.20M (33.04%) 3.72K
Increased by +0.31%
Nov 30, 23
9 UWS Schroder US Mid Cap B 1.10M (30.32%) 694.86K
Increased by +62.94%
Jun 30, 23
10 Fidelity Small Cap Index 917.50K (25.20%) 0.00
Increased by 0.00%
Jun 30, 24
11 Vanguard Strategic Small-Cap Equity Inv 898.60K (24.68%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity® Small Cap Index 877.67K (24.10%) 46.02K
Increased by +5.24%
Oct 31, 23
13 iShares Russell 2000 Value ETF 866.07K (23.79%) 0.00
Increased by 0.00%
May 29, 24
14 Schroder US Smaller Companies Acc 863.18K (23.71%) 547.16K
Increased by +63.39%
Jun 30, 23
15 Vanguard Small Cap Growth Index Inv 673.97K (18.51%) 3.43K
Increased by +0.51%
Nov 30, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 563.20K (15.47%) -38.78K
Decreased by -6.89%
Jun 30, 24
17 Fidelity Extended Market Index 559.84K (15.38%) -5.35K
Decreased by -0.96%
Apr 30, 25
18 T. Rowe Price Integrated US SmCapGrEq 421.40K (11.57%) 421.40K
Increased by +100.00%
Mar 31, 24
19 Vanguard US Opportunities Ins USD Acc 403.52K (11.08%) -6.00K
Decreased by -1.49%
Sep 30, 24
20 State St Russell Sm Cap® Indx SL Cl I 383.54K (10.53%) 0.00
Increased by 0.00%
Apr 30, 24