Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 2.77%
2 HTEC 2.48%
3 EVNT 2.22%
4 MRGR 2.09%
5 ARB 1.68%
6 JSML 0.88%
7 MNA 0.77%
8 PSCH 0.75%
9 FSCC 0.52%
10 ETHO 0.47%
11 JSMD 0.23%
12 SQLV 0.18%
13 QSML 0.18%
14 PSC 0.17%
15 OASC 0.16%
16 ESIX 0.14%
17 SSPX 0.14%
18 SLYG 0.11%
19 CSA 0.11%
20 QVMS 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BROADWOOD CAPITAL Inc 16.12M (65.72%) 1.10M
Increased by +6.85%
Mar 31, 26
2 BlackRock Inc 6.67M (27.17%) -694.22K
Decreased by -10.41%
Mar 31, 26
3 Vanguard Group Inc 4.23M (17.23%) -42.56K
Decreased by -1.01%
Dec 31, 25
4 Yunqi Capital Ltd 3.26M (13.28%) 750.00K
Increased by +23.03%
Mar 31, 26
5 Armistice Capital, LLC 2.81M (11.46%) -188.00K
Decreased by -6.69%
Jun 30, 25
6 Magnetar Financial LLC 2.47M (10.08%) 1.27M
Increased by +51.29%
Dec 31, 25
7 Madison Avenue Partners, LP 2.44M (9.95%) 2.44M
Increased by +100.00%
Mar 31, 26
8 Resona Asset Management Co., Ltd. 2.42M (9.87%) 252.22K
Increased by +10.41%
Jun 30, 25
9 Vanguard Portfolio Management, LLC 2.12M (8.66%) 2.12M
Increased by +100.00%
Mar 31, 26
10 State Street Corporation 1.94M (7.89%) 1.82K
Increased by +0.09%
Mar 31, 24
11 State Street Corp 1.83M (7.47%) -107.44K
Decreased by -5.86%
Mar 31, 26
12 Jackson Square Partners, LLC 1.69M (6.91%) -390.44K
Decreased by -23.03%
Dec 31, 23
13 Vanguard Capital Management, LLC 1.69M (6.89%) 1.69M
Increased by +100.00%
Mar 31, 26
14 Anatole Investment Management Ltd 1.60M (6.53%) 1.60M
Increased by +100.00%
Mar 31, 26
15 Balyasny Asset Management LLC 1.54M (6.28%) -272.35K
Decreased by -17.67%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 1.50M (6.11%) 570.44K
Increased by +38.05%
Mar 31, 26
17 Bank of America Corp 1.15M (4.70%) 168.28K
Increased by +14.58%
Jun 30, 25
18 Baillie Gifford & Co Limited. 1.15M (4.70%) -306.60K
Decreased by -26.57%
Dec 31, 24
19 The Goldman Sachs Group Inc 1.07M (4.36%) -1.01M
Decreased by -94.10%
Mar 31, 26
20 Citadel Advisors Llc 1.06M (4.32%) 854.31K
Increased by +80.64%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.01M (12.29%) 1.20K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.56M (6.34%) 185.00
Increased by +0.01%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.10M (4.47%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 818.73K (3.34%) 7.54K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 804.76K (3.28%) -3.40K
Decreased by -0.42%
Apr 30, 26
6 E Fund Asian Elite 770.00K (3.14%) 0.00
Increased by 0.00%
Jun 30, 23
7 Resona RM Global Selected Equity MF 663.59K (2.70%) 451.65K
Increased by +68.06%
Aug 20, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 559.97K (2.28%) 2.88K
Increased by +0.51%
Apr 30, 26
9 Fidelity® Small Cap Index 468.63K (1.91%) 12.52K
Increased by +2.67%
Oct 31, 23
10 State Street SPDR Port S&P 600 Sm CpETF 458.02K (1.87%) 0.00
Increased by 0.00%
May 29, 26
11 Vanguard Small Cap Growth Index Inv 446.29K (1.82%) -8.56K
Decreased by -1.92%
Apr 30, 26
12 Jupiter Merian Glb Eq AbsRet I USD Acc 445.87K (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 434.98K (1.77%) 5.28K
Increased by +1.21%
Aug 29, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 432.25K (1.76%) 0.00
Increased by 0.00%
Apr 30, 24
15 ClearBridge Small Cap Growth A 423.95K (1.73%) -1.71K
Decreased by -0.40%
Sep 30, 23
16 Jackson Square SMID-Cap Growth IS 401.41K (1.64%) -45.48K
Decreased by -11.33%
Dec 31, 23
17 Edinburgh Worldwide Ord 393.54K (1.60%) 0.00
Increased by 0.00%
Feb 28, 25
18 Virtus KAR Mid-Cap Growth A 371.15K (1.51%) -15.81K
Decreased by -4.26%
Sep 30, 24
19 Old Westbury Small & Mid Cap Strategies 349.15K (1.42%) 26.45K
Increased by +7.57%
Apr 30, 24
20 Fidelity Small Cap Index 337.27K (1.37%) -151.61K
Decreased by -44.95%
Mar 31, 26