Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 3.76%
2 QQQS 0.53%
3 SMIZ 0.12%
4 BTEC 0.11%
5 RTLA 0.08%
6 XBI 0.07%
7 IWC 0.06%
8 LABU 0.04%
9 PSC 0.02%
10 VTWV 0.02%
11 IWN 0.02%
12 FESM 0.02%
13 VTWO 0.01%
14 IWM 0.01%
15 GSSC 0.01%
16 RFLR 0.01%
17 SCHA 0.01%
18 UWM 0.01%
19 RSSL 0.00%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Rubric Capital Management LP 26.71M (22.90%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 8.56M (7.34%) -27.32K
Decreased by -0.32%
Mar 31, 25
3 Vanguard Group Inc 8.23M (7.05%) 67.98K
Increased by +0.83%
Mar 31, 25
4 Baker Bros Advisors LP 8.13M (6.97%) 0.00
Increased by 0.00%
Sep 30, 23
5 Adage Capital Partners Gp LLC 7.85M (6.73%) -648.00K
Decreased by -8.25%
Mar 31, 25
6 Velan Capital Investment Management LP 6.99M (5.99%) 0.00
Increased by 0.00%
Mar 31, 25
7 JPMorgan Chase & Co 6.81M (5.84%) -45.67K
Decreased by -0.67%
Sep 30, 23
8 Orbimed Advisors, LLC 6.51M (5.58%) -3.60M
Decreased by -55.25%
Jun 30, 24
9 Franklin Resources Inc 6.33M (5.42%) -46.84K
Decreased by -0.74%
Jun 30, 24
10 Palisade Capital Management LLc 5.29M (4.53%) 1.36M
Increased by +25.73%
Mar 31, 25
11 Point72 Asset Management, L.P. 4.78M (4.09%) 1.70M
Increased by +35.60%
Mar 31, 25
12 Great Point Partners LLC 4.74M (4.06%) 0.00
Increased by 0.00%
Sep 30, 23
13 Tejara Capital Ltd 4.58M (3.92%) -84.14K
Decreased by -1.84%
Mar 31, 25
14 D. E. Shaw & Co LP 3.72M (3.19%) -660.97K
Decreased by -17.75%
Dec 31, 24
15 State Street Corp 3.25M (2.79%) 107.71K
Increased by +3.31%
Mar 31, 25
16 Millennium Management LLC 3.17M (2.72%) 1.93M
Increased by +60.94%
Mar 31, 24
17 Geode Capital Management, LLC 3.11M (2.67%) 98.40K
Increased by +3.16%
Mar 31, 25
18 T. Rowe Price Associates, Inc. 3.00M (2.58%) 2.96M
Increased by +98.46%
Mar 31, 25
19 AIGH Capital Management, LLC 2.78M (2.38%) 2.78M
Increased by +100.00%
Mar 31, 25
20 State Street Corporation 2.44M (2.09%) -40.98K
Decreased by -1.68%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.68M (4.02%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.68M (4.02%) 0.00
Increased by 0.00%
Sep 30, 24
3 Palisade Small Cap Core Equity 3.33M (2.86%) 817.01K
Increased by +24.52%
Mar 31, 25
4 iShares Russell 2000 ETF 2.93M (2.51%) 0.00
Increased by 0.00%
May 31, 25
5 SPDR® S&P Biotech ETF 2.81M (2.41%) 9.72K
Increased by +0.35%
Aug 30, 24
6 Franklin Biotechnology Discv A(acc)USD 2.71M (2.32%) -469.70K
Decreased by -17.35%
Jul 31, 24
7 Biotech Growth Ord 2.58M (2.21%) 2.58M
Increased by +100.00%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.24M (1.92%) 4.10K
Increased by +0.18%
Apr 30, 25
9 Franklin Small Cap Growth Adv 1.80M (1.54%) 0.00
Increased by 0.00%
Jul 31, 24
10 Franklin Small Cap Growth SMA 1.80M (1.54%) 1.80M
Increased by +99.99%
Mar 31, 24
11 Franklin US Small Cap Growth Equity 1.80M (1.54%) 0.00
Increased by 0.00%
Jun 30, 24
12 Orchard Select Small Cap Value 1.47M (1.26%) -195.27K
Decreased by -13.27%
Feb 28, 25
13 Orchard Small Cap Value ESG 1.47M (1.26%) -195.27K
Decreased by -13.27%
Feb 28, 25
14 Franklin Biotechnology Discovery A 1.20M (1.02%) 0.00
Increased by 0.00%
Jul 31, 24
15 Fidelity Small Cap Index 1.18M (1.01%) 4.72K
Increased by +0.40%
Mar 31, 25
16 Fidelity® Small Cap Index 967.95K (0.83%) 11.45K
Increased by +1.18%
Oct 31, 23
17 iShares Russell 2000 Value ETF 946.65K (0.81%) 0.00
Increased by 0.00%
May 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 851.80K (0.73%) 3.84K
Increased by +0.45%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 851.80K (0.73%) 0.00
Increased by 0.00%
May 31, 25
20 iShares Russell 2000 Growth ETF 809.23K (0.69%) 0.00
Increased by 0.00%
May 30, 24