Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 2.00%
2 HTEC 1.77%
3 JSML 0.88%
4 PSCH 0.70%
5 JSMD 0.23%
6 SQLV 0.18%
7 QSML 0.18%
8 PSC 0.17%
9 OASC 0.16%
10 ESIX 0.14%
11 SSPX 0.14%
12 SLYG 0.11%
13 CSA 0.11%
14 QVMS 0.11%
15 CSF 0.10%
16 DMRM 0.10%
17 RFLR 0.09%
18 SPSM 0.09%
19 BKSE 0.08%
20 FSMD 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BROADWOOD CAPITAL Inc 12.46M (41.27%) 1.61M
Increased by +12.90%
Mar 31, 25
2 BlackRock Inc 7.75M (25.67%) -474.58K
Decreased by -6.13%
Mar 31, 25
3 Vanguard Group Inc 5.42M (17.94%) -439.86K
Decreased by -8.12%
Mar 31, 25
4 Armistice Capital, LLC 3.00M (9.94%) 2.13M
Increased by +70.93%
Mar 31, 25
5 Soleus Capital Management, L.P. 2.56M (8.49%) 2.56M
Increased by +100.00%
Mar 31, 25
6 Resona Asset Management Co., Ltd. 2.17M (7.19%) 669.43K
Increased by +30.85%
Mar 31, 25
7 State Street Corp 1.99M (6.61%) -57.87K
Decreased by -2.90%
Mar 31, 25
8 Yunqi Capital Ltd 1.94M (6.42%) 1.17M
Increased by +60.39%
Mar 31, 25
9 State Street Corporation 1.94M (6.42%) 1.82K
Increased by +0.09%
Mar 31, 24
10 Jackson Square Partners, LLC 1.69M (5.62%) -390.44K
Decreased by -23.03%
Dec 31, 23
11 Geode Capital Management, LLC 1.19M (3.94%) 14.77K
Increased by +1.24%
Mar 31, 25
12 Baillie Gifford & Co Limited. 1.15M (3.82%) -306.60K
Decreased by -26.57%
Dec 31, 24
13 American Capital Management Inc 1.01M (3.35%) 161.75K
Increased by +16.01%
Mar 31, 25
14 Bank of America Corp 985.61K (3.27%) 546.13K
Increased by +55.41%
Mar 31, 25
15 Citadel Advisors Llc 934.33K (3.10%) 787.89K
Increased by +84.33%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 879.69K (2.91%) 26.32K
Increased by +2.99%
Mar 31, 25
17 E Fund Management Co., Ltd. 782.30K (2.59%) -120.00K
Decreased by -15.34%
Sep 30, 23
18 Millennium Management LLC 759.14K (2.52%) -83.08K
Decreased by -10.94%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 758.79K (2.51%) -49.52K
Decreased by -6.53%
Mar 31, 25
20 Defender Capital, LLC. 720.53K (2.39%) 18.96K
Increased by +2.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.95M (9.79%) 3.67K
Increased by +0.12%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.60M (5.29%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.56M (5.16%) 185.00
Increased by +0.01%
Sep 30, 24
4 iShares Russell 2000 ETF 1.25M (4.15%) 8.69K
Increased by +0.69%
Jun 30, 25
5 Vanguard Small Cap Index 1.24M (4.12%) 4.56K
Increased by +0.37%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 780.53K (2.59%) 5.68K
Increased by +0.73%
May 31, 25
7 E Fund Asian Elite 770.00K (2.55%) 0.00
Increased by 0.00%
Jun 30, 23
8 Vanguard Small Cap Growth Index Inv 688.72K (2.28%) -910.00
Decreased by -0.13%
May 31, 25
9 Fidelity Small Cap Index 494.59K (1.64%) -1.28K
Decreased by -0.26%
Apr 30, 25
10 Fidelity® Small Cap Index 468.63K (1.55%) 12.52K
Increased by +2.67%
Oct 31, 23
11 SPDR® Portfolio S&P 600 Sm Cap ETF 432.25K (1.43%) 0.00
Increased by 0.00%
Apr 30, 24
12 ClearBridge Small Cap Growth A 423.95K (1.40%) -1.71K
Decreased by -0.40%
Sep 30, 23
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 418.16K (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
14 Jackson Square SMID-Cap Growth IS 401.41K (1.33%) -45.48K
Decreased by -11.33%
Dec 31, 23
15 Edinburgh Worldwide Ord 393.54K (1.30%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares Russell 2000 Growth ETF 377.65K (1.25%) 930.00
Increased by +0.25%
Jun 30, 25
17 Virtus KAR Mid-Cap Growth A 371.15K (1.23%) -15.81K
Decreased by -4.26%
Sep 30, 24
18 Jupiter Merian Glb Eq AbsRet I USD Acc 366.70K (1.21%) 109.54K
Increased by +29.87%
Dec 31, 24
19 Old Westbury Small & Mid Cap Strategies 349.15K (1.16%) 26.45K
Increased by +7.57%
Apr 30, 24
20 Vanguard Tax-Managed Small Cap Adm 291.89K (0.97%) 0.00
Increased by 0.00%
May 31, 25