Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 2.89%
2 CBLS 2.38%
3 XHE 1.97%
4 PSCH 1.72%
5 SMCP 1.09%
6 HRTS 1.08%
7 HART 0.64%
8 BTEC 0.56%
9 PSC 0.42%
10 QSML 0.42%
11 SIXL 0.41%
12 OASC 0.32%
13 IHI 0.30%
14 BMED 0.25%
15 SLYG 0.22%
16 IJT 0.21%
17 AFMC 0.19%
18 IWO 0.19%
19 VTWG 0.19%
20 SPSM 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.36M (15.67%) -118.71K
Decreased by -1.42%
Jun 30, 24
2 Vanguard Group Inc 5.60M (10.49%) -30.60K
Decreased by -0.55%
Sep 30, 24
3 Franklin Resources Inc 2.57M (4.82%) -254.83K
Decreased by -9.90%
Mar 31, 24
4 AllianceBernstein L.P. 2.41M (4.52%) 198.25K
Increased by +8.22%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 2.24M (4.20%) -905.87K
Decreased by -40.41%
Jun 30, 24
6 State Street Corporation 2.06M (3.86%) 221.26K
Increased by +10.73%
Mar 31, 24
7 State Street Corp 2.06M (3.86%) -3.92K
Decreased by -0.19%
Jun 30, 24
8 Brown Advisory Holdings Inc 1.83M (3.42%) 14.81K
Increased by +0.81%
Sep 30, 24
9 Jennison Associates LLC 1.58M (2.95%) 610.47K
Increased by +38.72%
Sep 30, 24
10 Point72 Asset Management, L.P. 1.48M (2.78%) 786.69K
Increased by +53.11%
Jun 30, 24
11 Millennium Management LLC 1.43M (2.68%) -882.80K
Decreased by -61.68%
Jun 30, 24
12 Credit Suisse First Boston (CSFB) 1.29M (2.41%) 115.66K
Increased by +8.99%
Mar 31, 24
13 UBS Asset Mgmt Americas Inc 1.27M (2.38%) -48.01K
Decreased by -3.78%
Sep 30, 24
14 T. Rowe Price Associates, Inc. 1.25M (2.34%) -109.44K
Decreased by -8.76%
Sep 30, 23
15 Wellington Management Company LLP 1.25M (2.34%) -3.31M
Decreased by -265.47%
Mar 31, 24
16 Geode Capital Management, LLC 1.22M (2.29%) 36.82K
Increased by +3.02%
Jun 30, 24
17 JPMorgan Chase & Co 1.17M (2.20%) 30.77K
Increased by +2.63%
Jun 30, 24
18 Armistice Capital, LLC 1.01M (1.89%) 786.50K
Increased by +77.93%
Jun 30, 24
19 American Century Companies Inc 979.38K (1.84%) -1.54K
Decreased by -0.16%
Sep 30, 24
20 ING Investment Management LLC 857.26K (1.61%) 83.95K
Increased by +9.79%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.20M (6.00%) 3.04K
Increased by +0.09%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 1.55M (2.91%) -840.00
Decreased by -0.05%
Jan 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.55M (2.91%) -8.85K
Decreased by -0.57%
Oct 31, 24
4 iShares Russell 2000 ETF 1.36M (2.55%) -3.07K
Decreased by -0.23%
Oct 31, 24
5 Vanguard Small Cap Index 1.24M (2.33%) 2.45K
Increased by +0.20%
Oct 31, 24
6 Hartford MidCap Y 1.00M (1.88%) -677.44K
Decreased by -67.57%
Feb 29, 24
7 American Century Small Cap Growth Inv 847.20K (1.59%) 0.00
Increased by 0.00%
Sep 30, 24
8 American Century U.S. Small Cap Growth 847.20K (1.59%) 0.00
Increased by 0.00%
Sep 30, 24
9 Baron Discovery Institutional 766.96K (1.44%) 170.88K
Increased by +22.28%
Sep 30, 24
10 Baron Discovery Strategy 766.96K (1.44%) 170.88K
Increased by +22.28%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 758.93K (1.42%) -39.00K
Decreased by -5.14%
Sep 30, 24
12 Vanguard Small Cap Growth Index Inv 681.74K (1.28%) -1.90K
Decreased by -0.28%
Oct 31, 24
13 CS (Lux) Digital Health Equity SB USD 680.00K (1.27%) 0.00
Increased by 0.00%
Mar 31, 24
14 AB Small Cap Growth A 664.45K (1.25%) -23.64K
Decreased by -3.56%
Sep 30, 24
15 UBS (Lux) Digital Health Equity SB USD 650.00K (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
16 Eventide Healthcare & Life Sciences I 619.65K (1.16%) -505.35K
Decreased by -81.55%
Jun 30, 24
17 T. Rowe Price Health Sciences 615.37K (1.15%) -56.00K
Decreased by -9.10%
Sep 30, 23
18 Fidelity Small Cap Index 541.45K (1.01%) -13.28K
Decreased by -2.45%
Aug 31, 24
19 JPMorgan Small Cap Growth A 528.82K (0.99%) 0.00
Increased by 0.00%
Sep 30, 24
20 FullerThaler Behavioral Small-Cap Growth 517.97K (0.97%) 41.10K
Increased by +7.93%
Sep 30, 24