Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 IWO 0.01%
3 IWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baker Bros Advisors LP 5.43M (22.08%) 0.00
Increased by 0.00%
Dec 31, 24
2 RA Capital Management, LLC 3.03M (12.32%) 0.00
Increased by 0.00%
Dec 31, 24
3 InterWest Venture Management Co 2.42M (9.82%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vivo Capital, LLC 1.65M (6.71%) 0.00
Increased by 0.00%
Dec 31, 24
5 BlackRock Inc 1.56M (6.36%) 24.03K
Increased by +1.54%
Dec 31, 24
6 Vanguard Group Inc 1.25M (5.09%) 53.36K
Increased by +4.26%
Dec 31, 24
7 JPMorgan Chase & Co 775.87K (3.15%) -993.86K
Decreased by -128.10%
Dec 31, 24
8 Geode Capital Management, LLC 599.70K (2.44%) 12.87K
Increased by +2.15%
Dec 31, 24
9 Amvescap Plc. 592.20K (2.41%) 578.88K
Increased by +97.75%
Sep 30, 24
10 Awm Investment Company Inc 585.13K (2.38%) 63.82K
Increased by +10.91%
Dec 31, 24
11 Fosun International Ltd 554.15K (2.25%) 0.00
Increased by 0.00%
Sep 30, 23
12 CapTrust Financial Advisors 487.89K (1.98%) 10.67K
Increased by +2.19%
Dec 31, 24
13 State Street Corp 435.69K (1.77%) 10.60K
Increased by +2.43%
Dec 31, 24
14 Northern Trust Corp 272.86K (1.11%) 28.86K
Increased by +10.58%
Dec 31, 24
15 Ensign Peak Advisors Inc 255.98K (1.04%) 237.87K
Increased by +92.93%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 181.47K (0.74%) -43.16K
Decreased by -23.79%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 151.93K (0.62%) 151.93K
Increased by +100.00%
Dec 31, 23
18 Goldman Sachs Group Inc 141.01K (0.57%) 99.59K
Increased by +70.63%
Dec 31, 24
19 Bank of New York Mellon Corp 130.91K (0.53%) 250.00
Increased by +0.19%
Dec 31, 24
20 Acuitas Investments, LLC 121.26K (0.49%) -51.94K
Decreased by -42.83%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 711.17K (2.89%) -6.16K
Decreased by -0.87%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 684.51K (2.78%) 100.00
Increased by +0.01%
Mar 31, 25
3 abrdn Healthcare Opportunities Fund 640.00K (2.60%) 151.54K
Increased by +23.68%
Mar 31, 25
4 abrdn Healthcare Investors 600.00K (2.44%) 142.09K
Increased by +23.68%
Mar 31, 25
5 Invesco Dorsey Wright SmallCap Momt ETF 592.40K (2.41%) 0.00
Increased by 0.00%
Nov 27, 24
6 abrdn Healthcare Opportunities 488.46K (1.98%) 488.46K
Increased by +100.00%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 365.87K (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
8 JPMorgan US Small Company L 282.25K (1.15%) -7.66K
Decreased by -2.71%
Feb 28, 25
9 Fidelity Small Cap Index 280.07K (1.14%) -5.25K
Decreased by -1.87%
Jan 31, 25
10 iShares Russell 2000 Growth ETF 242.65K (0.99%) -1.16K
Decreased by -0.48%
Mar 31, 25
11 Fidelity Extended Market Index 134.22K (0.55%) -855.00
Decreased by -0.64%
Feb 28, 25
12 Vanguard Russell 2000 ETF 132.69K (0.54%) 3.00K
Increased by +2.26%
Mar 31, 25
13 State St Russell Sm Cap® Indx SL Cl I 122.90K (0.50%) 0.00
Increased by 0.00%
Mar 31, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 102.86K (0.42%) 0.00
Increased by 0.00%
Mar 31, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 102.86K (0.42%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity® Extended Market Index 98.75K (0.40%) 0.00
Increased by 0.00%
Nov 30, 23
17 EAM Ultra Micro Cap 97.08K (0.39%) 0.00
Increased by 0.00%
Mar 31, 24
18 Bridgeway Ultra-Small Company Market 86.11K (0.35%) 0.00
Increased by 0.00%
Dec 31, 24
19 NT R2000 Growth Index Fund - NL 70.89K (0.29%) 0.00
Increased by 0.00%
Dec 31, 24
20 Schwab Small Cap Index 69.23K (0.28%) 0.00
Increased by 0.00%
Mar 31, 25