Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WDNA 1.77%
2 BBC 1.10%
3 IBRN 0.87%
4 GNOM 0.48%
5 ILDR 0.45%
6 SCDS 0.26%
7 SBIO 0.25%
8 PSCH 0.22%
9 BIS 0.21%
10 ZBIO 0.21%
11 CSML 0.19%
12 HAPS 0.16%
13 BTEC 0.15%
14 SSLY 0.13%
15 XBI 0.11%
16 INNO 0.09%
17 BMED 0.09%
18 SLY 0.08%
19 KOMP 0.07%
20 LABU 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.45M (13.27%) -11.58K
Decreased by -0.21%
Mar 31, 25
2 Redmile Group, LLC 4.79M (11.67%) 0.00
Increased by 0.00%
Mar 31, 25
3 JPMorgan Chase & Co 4.36M (10.62%) 227.83K
Increased by +5.22%
Mar 31, 25
4 Vanguard Group Inc 3.47M (8.45%) 487.04K
Increased by +14.02%
Mar 31, 25
5 State Street Corporation 3.12M (7.60%) 491.42K
Increased by +15.74%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 2.07M (5.03%) 63.58K
Increased by +3.08%
Mar 31, 25
7 Balyasny Asset Management LLC 1.40M (3.40%) 211.40K
Increased by +15.12%
Mar 31, 25
8 Millennium Management LLC 1.32M (3.22%) 1.06M
Increased by +80.25%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 1.15M (2.79%) -23.70K
Decreased by -2.06%
Mar 31, 25
10 Geode Capital Management, LLC 1.11M (2.69%) 12.72K
Increased by +1.15%
Mar 31, 25
11 State Street Corp 1.07M (2.59%) -1.12M
Decreased by -105.03%
Mar 31, 25
12 Citadel Advisors Llc 1.03M (2.50%) 442.13K
Increased by +43.03%
Mar 31, 25
13 Aquilo Capital Management, LLC 930.71K (2.26%) 24.46K
Increased by +2.63%
Sep 30, 24
14 Integral Health Asset Management, LLC 925.00K (2.25%) 25.00K
Increased by +2.70%
Mar 31, 25
15 Goldman Sachs Group Inc 752.73K (1.83%) -3.51K
Decreased by -0.47%
Mar 31, 25
16 22NW, LP 668.68K (1.63%) 668.68K
Increased by +100.00%
Mar 31, 25
17 Bank of America Corp 651.94K (1.59%) 370.74K
Increased by +56.87%
Mar 31, 25
18 AQR Capital Management LLC 620.60K (1.51%) 594.16K
Increased by +95.74%
Mar 31, 25
19 First Manhattan Co. LLC 583.63K (1.42%) 34.50K
Increased by +5.91%
Sep 30, 23
20 Assenagon Asset Management SA 572.46K (1.39%) -712.00
Decreased by -0.12%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.94M (7.16%) 0.00
Increased by 0.00%
Nov 30, 24
2 JPMorgan Small Cap Growth A 1.96M (4.76%) -18.86K
Decreased by -0.96%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.43M (3.48%) 30.80K
Increased by +2.15%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.40M (3.41%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 1.18M (2.86%) 8.16K
Increased by +0.69%
Jun 30, 25
6 SPDR® S&P Biotech ETF 740.53K (1.80%) -12.12K
Decreased by -1.64%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 720.60K (1.75%) 6.75K
Increased by +0.94%
May 31, 25
8 Vanguard Strategic Small-Cap Equity Inv 632.38K (1.54%) 347.06K
Increased by +54.88%
Mar 31, 25
9 BlackRock Advantage Small Cap Core Instl 580.89K (1.41%) 277.60K
Increased by +47.79%
May 31, 25
10 Vanguard Small Cap Index 561.89K (1.37%) 3.30K
Increased by +0.59%
Nov 30, 24
11 JPM Global Healthcare C (acc) USD 509.41K (1.24%) -366.30K
Decreased by -71.91%
Jun 30, 24
12 Fidelity Small Cap Index 474.35K (1.15%) 9.65K
Increased by +2.04%
Apr 30, 25
13 JPMorgan Small Cap Blend A 435.08K (1.06%) -3.41K
Decreased by -0.78%
May 31, 25
14 iShares Russell 2000 Value ETF 416.99K (1.01%) 1.50K
Increased by +0.36%
Jun 30, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 413.27K (1.01%) 380.00
Increased by +0.09%
Nov 29, 24
16 Fidelity® Small Cap Index 391.86K (0.95%) 11.23K
Increased by +2.87%
Oct 31, 23
17 Multi-Manager Small Cap Eq Strat Inst 368.92K (0.90%) -1.35K
Decreased by -0.36%
Jun 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 357.26K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
19 JPM Thematics Genetic Thrps C2 Acc USD 327.93K (0.80%) -11.53K
Decreased by -3.52%
Nov 30, 24
20 Vanguard Tax-Managed Small Cap Adm 319.68K (0.78%) 0.00
Increased by 0.00%
Nov 30, 24