Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PZI 0.26%
2 RTLA 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Inc 1.35M (24.85%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 252.06K (4.64%) 0.00
Increased by 0.00%
Jun 30, 25
3 Renaissance Technologies Corp 111.00K (2.04%) -3.10K
Decreased by -2.79%
Jun 30, 25
4 Geode Capital Management, LLC 75.63K (1.39%) -1.11K
Decreased by -1.46%
Jun 30, 25
5 BlackRock Inc 72.67K (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
6 Apella Capital, LLC 20.94K (0.39%) 314.00
Increased by +1.50%
Jun 30, 25
7 Acadian Asset Management LLC 17.42K (0.32%) 17.42K
Increased by +100.00%
Mar 31, 25
8 State Street Corp 16.52K (0.30%) 0.00
Increased by 0.00%
Jun 30, 25
9 State Street Corporation 16.52K (0.30%) 0.00
Increased by 0.00%
Mar 31, 24
10 ADAR1 Capital Management LLC 12.41K (0.23%) 12.41K
Increased by +100.00%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 11.01K (0.20%) 4.00
Increased by +0.04%
Jun 30, 25
12 Tower Research Capital LLC 2.21K (0.04%) -428.00
Decreased by -19.32%
Jun 30, 25
13 UBS Group AG 875.00 (0.02%) -746.00
Decreased by -85.26%
Jun 30, 25
14 TFC Financial Management 186.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
15 SBI Securities Co Ltd 162.00 (0.00%) 109.00
Increased by +67.28%
Jun 30, 25
16 Northwestern Mutual Wealth Management Co 100.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
17 BNP Paribas Arbitrage, SA 62.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
18 JONES FINANCIAL COMPANIES LLLP 57.00 (0.00%) 57.00
Increased by +100.00%
Jun 30, 25
19 Bank of America Corp 53.00 (0.00%) 7.00
Increased by +13.21%
Jun 30, 25
20 Royal Bank of Canada 52.00 (0.00%) -100.00
Decreased by -192.31%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Kaufmann R 908.00K (16.70%) 0.00
Increased by 0.00%
Jun 30, 25
2 Federated Hermes Kaufmann Small Cap A 767.10K (14.11%) 0.00
Increased by 0.00%
Jun 30, 25
3 Federated Hermes Kaufmann Growth 725.00K (13.33%) 0.00
Increased by 0.00%
Jun 30, 25
4 Federated Hermes Kaufmann Small Cap Grow 605.00K (11.13%) 0.00
Increased by 0.00%
Jun 30, 25
5 Fidelity® Select Biotechnology 491.75K (9.04%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Select Biotechnology 297.08K (5.46%) -194.67K
Decreased by -65.53%
Feb 29, 24
7 Vanguard US Total Market Shares ETF 175.81K (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 172.04K (3.16%) -3.76K
Decreased by -2.19%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 51.01K (0.94%) -23.24K
Decreased by -45.56%
Jul 31, 25
10 Fidelity Total Market Index 29.01K (0.53%) -62.00
Decreased by -0.21%
Jul 31, 25
11 Fidelity® Extended Market Index 28.24K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
12 Federated Hermes Kaufmann II P 26.52K (0.49%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity Extended Market Index 26.44K (0.49%) -186.00
Decreased by -0.70%
Jul 31, 25
14 BlackRock Extended Mkt Composite 24.27K (0.45%) 0.00
Increased by 0.00%
Sep 30, 23
15 BlackRock Extended Equity Market K 21.15K (0.39%) -9.00
Decreased by -0.04%
Sep 30, 24
16 Extended Equity Market Fund K 20.52K (0.38%) -410.00
Decreased by -2.00%
Jun 30, 25
17 LUX IM Global Medtech HX 13.07K (0.24%) 0.00
Increased by 0.00%
Aug 31, 25
18 WEALTHGATE Biotech Aggressive Fund I 11.17K (0.21%) -6.33K
Decreased by -56.73%
Dec 31, 23
19 Hector SICAV FIDE Growth 7.50K (0.14%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity® Total Market Index 6.92K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23