Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBC 1.22%
2 IBRN 1.03%
3 GNOM 0.64%
4 ILDR 0.45%
5 SCDS 0.26%
6 PSCH 0.22%
7 ZBIO 0.21%
8 BIS 0.21%
9 CSML 0.19%
10 HAPS 0.16%
11 BTEC 0.15%
12 SSLY 0.13%
13 XBI 0.11%
14 BMED 0.10%
15 INNO 0.09%
16 SLY 0.08%
17 KOMP 0.07%
18 LABU 0.07%
19 PSC 0.06%
20 DMRS 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.45M (13.28%) -11.58K
Decreased by -0.21%
Mar 31, 25
2 Redmile Group, LLC 4.79M (11.67%) -98.12K
Decreased by -2.05%
Dec 31, 24
3 JPMorgan Chase & Co 4.36M (10.63%) 227.83K
Increased by +5.22%
Mar 31, 25
4 Vanguard Group Inc 3.47M (8.46%) 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 (3.41%) 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 (2.70%) 12.72K
Increased by +1.15%
Mar 31, 25
11 State Street Corp 1.07M (2.60%) -1.12M
Decreased by -105.03%
Mar 31, 25
12 Aquilo Capital Management, LLC 930.71K (2.27%) 24.46K
Increased by +2.63%
Sep 30, 24
13 Integral Health Asset Management, LLC 925.00K (2.25%) 25.00K
Increased by +2.70%
Mar 31, 25
14 Goldman Sachs Group Inc 752.73K (1.83%) -3.51K
Decreased by -0.47%
Mar 31, 25
15 22NW, LP 668.68K (1.63%) 668.68K
Increased by +100.00%
Mar 31, 25
16 Bank of America Corp 651.94K (1.59%) 370.74K
Increased by +56.87%
Mar 31, 25
17 AQR Capital Management LLC 620.60K (1.51%) 594.16K
Increased by +95.74%
Mar 31, 25
18 Citadel Advisors Llc 585.41K (1.43%) 382.18K
Increased by +65.28%
Dec 31, 24
19 First Manhattan Co. LLC 583.63K (1.42%) 34.50K
Increased by +5.91%
Sep 30, 23
20 Assenagon Asset Management SA 573.17K (1.40%) -283.40K
Decreased by -49.44%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.94M (7.17%) 0.00
Increased by 0.00%
Nov 30, 24
2 JPMorgan Small Cap Growth A 1.98M (4.81%) 24.68K
Increased by +1.25%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.40M (3.41%) 0.00
Increased by 0.00%
Apr 30, 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 1.15M (2.79%) 194.00
Increased by +0.02%
Apr 30, 25
6 SPDR® S&P Biotech ETF 996.50K (2.43%) -6.06K
Decreased by -0.61%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 713.85K (1.74%) 1.86K
Increased by +0.26%
Apr 30, 25
8 Vanguard Strategic Small-Cap Equity Inv 632.38K (1.54%) 347.06K
Increased by +54.88%
Mar 31, 25
9 Vanguard Small Cap Index 561.89K (1.37%) 3.30K
Increased by +0.59%
Nov 30, 24
10 JPM Global Healthcare C (acc) USD 509.41K (1.24%) -366.30K
Decreased by -71.91%
Jun 30, 24
11 Fidelity Small Cap Index 461.42K (1.12%) 2.16K
Increased by +0.47%
Feb 28, 25
12 JPMorgan Small Cap Blend A 453.62K (1.10%) 5.62K
Increased by +1.24%
Mar 31, 25
13 iShares Russell 2000 Value ETF 442.19K (1.08%) -1.50K
Decreased by -0.34%
Apr 30, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 413.27K (1.01%) 380.00
Increased by +0.09%
Nov 29, 24
15 Fidelity® Small Cap Index 391.86K (0.95%) 11.23K
Increased by +2.87%
Oct 31, 23
16 Multi-Manager Small Cap Eq Strat Inst 370.27K (0.90%) 41.12K
Increased by +11.11%
Apr 30, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 357.26K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
18 JPM Thematics Genetic Thrps C2 Acc USD 327.93K (0.80%) -11.53K
Decreased by -3.52%
Nov 30, 24
19 Vanguard Tax-Managed Small Cap Adm 319.68K (0.78%) 0.00
Increased by 0.00%
Nov 30, 24
20 Vanguard Small Cap Growth Index Inv 309.00K (0.75%) 2.00K
Increased by +0.65%
Nov 30, 24