Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 3.76%
2 QQQS 0.55%
3 SMIZ 0.12%
4 BTEC 0.11%
5 RTLA 0.08%
6 XBI 0.07%
7 LABU 0.04%
8 PSC 0.02%
9 FESM 0.02%
10 IWC 0.01%
11 VTWV 0.01%
12 GSSC 0.01%
13 RFLR 0.01%
14 SCHA 0.01%
15 UWM 0.01%
16 RSSL 0.00%
17 URTY 0.00%
18 IWN 0.00%
19 IWMW 0.00%
20 IWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Rubric Capital Management LP 30.05M (22.18%) 0.00
Increased by 0.00%
Mar 31, 26
2 Clearline Capital LP 12.24M (9.03%) 0.00
Increased by 0.00%
Mar 31, 26
3 Adage Capital Partners Gp LLC 11.19M (8.26%) 946.10K
Increased by +8.46%
Dec 31, 25
4 BlackRock Inc 10.11M (7.46%) -111.81K
Decreased by -1.11%
Mar 31, 26
5 Vanguard Group Inc 9.82M (7.25%) 1.36M
Increased by +13.85%
Dec 31, 25
6 Orbimed Advisors, LLC 9.82M (7.25%) 9.82M
Increased by +100.00%
Mar 31, 26
7 Velan Capital Investment Management LP 8.75M (6.46%) 0.00
Increased by 0.00%
Mar 31, 26
8 Baker Bros Advisors LP 8.13M (6.00%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Capital Management, LLC 7.81M (5.77%) 7.81M
Increased by +100.00%
Mar 31, 26
10 Millennium Management LLC 7.63M (5.63%) 460.62K
Increased by +6.04%
Mar 31, 26
11 Tejara Capital Ltd 6.34M (4.68%) 1.21M
Increased by +19.02%
Mar 31, 26
12 Franklin Resources Inc 6.33M (4.67%) -46.84K
Decreased by -0.74%
Jun 30, 24
13 TANG CAPITAL MANAGEMENT LLC 6.25M (4.61%) 0.00
Increased by 0.00%
Mar 31, 26
14 Palisade Capital Management LLc 6.14M (4.53%) -185.47K
Decreased by -3.02%
Mar 31, 26
15 Point72 Asset Management, L.P. 4.78M (3.53%) 1.70M
Increased by +35.60%
Mar 31, 25
16 Great Point Partners LLC 4.74M (3.50%) 0.00
Increased by 0.00%
Sep 30, 23
17 Congress Park Capital LLC 4.03M (2.98%) 965.26K
Increased by +23.94%
Mar 31, 26
18 Geode Capital Management, LLC 4.01M (2.96%) -71.14K
Decreased by -1.77%
Mar 31, 26
19 State Street Corp 3.84M (2.84%) 65.63K
Increased by +1.71%
Mar 31, 26
20 JW Asset Management, LLC 3.75M (2.77%) 80.00K
Increased by +2.13%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.47M (4.04%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 4.68M (3.46%) 0.00
Increased by 0.00%
Sep 30, 24
3 Palisade Small Cap Core Equity 4.42M (3.26%) 59.93K
Increased by +1.36%
Mar 31, 26
4 iShares Russell 2000 ETF 3.75M (2.77%) 34.68K
Increased by +0.92%
May 29, 26
5 SPDR® S&P Biotech ETF 2.81M (2.07%) 9.72K
Increased by +0.35%
Aug 30, 24
6 Franklin Biotechnology Discv A(acc)USD 2.71M (2.00%) -469.70K
Decreased by -17.35%
Jul 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.03M (1.50%) 0.00
Increased by 0.00%
Apr 30, 26
8 Franklin Small Cap Growth Adv 1.80M (1.33%) 0.00
Increased by 0.00%
Jul 31, 24
9 Franklin Small Cap Growth SMA 1.80M (1.33%) 1.80M
Increased by +99.99%
Mar 31, 24
10 Franklin US Small Cap Growth Equity 1.80M (1.33%) 0.00
Increased by 0.00%
Jun 30, 24
11 Fidelity Small Cap Index 1.48M (1.09%) -1.94K
Decreased by -0.13%
Mar 31, 26
12 Biotech Growth Ord 1.46M (1.08%) 199.70K
Increased by +13.67%
Feb 28, 26
13 Franklin Biotechnology Discovery A 1.20M (0.88%) 0.00
Increased by 0.00%
Jul 31, 24
14 iShares Russell 2000 Value ETF 1.15M (0.85%) 0.00
Increased by 0.00%
May 29, 26
15 Russell 2000 Equity Index Fund B 989.08K (0.73%) -444.00
Decreased by -0.04%
Dec 31, 25
16 Fidelity® Small Cap Index 967.95K (0.71%) 11.45K
Increased by +1.18%
Oct 31, 23
17 Schwab US Small-Cap ETF™ 869.90K (0.64%) 585.00
Increased by +0.07%
May 30, 26
18 State St Russell Sm/Mid Cp® Indx NL Cl C 851.80K (0.63%) 3.84K
Increased by +0.45%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 836.30K (0.62%) 0.00
Increased by 0.00%
Apr 30, 26
20 Orchard Select Small Cap Value 823.22K (0.61%) -394.13K
Decreased by -47.88%
Apr 30, 25