Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HTEC 1.96%
2 XHE 1.93%
3 JSML 0.88%
4 PSCH 0.67%
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 VIOG 0.08%
20 IJT 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BROADWOOD CAPITAL Inc 10.85M (32.83%) 80.20K
Increased by +0.74%
Dec 31, 24
2 BlackRock Inc 8.22M (24.88%) 582.43K
Increased by +7.08%
Dec 31, 24
3 Vanguard Group Inc 5.86M (17.72%) 319.44K
Increased by +5.46%
Dec 31, 24
4 State Street Corp 2.05M (6.21%) 112.21K
Increased by +5.47%
Dec 31, 24
5 State Street Corporation 1.94M (5.86%) 1.82K
Increased by +0.09%
Mar 31, 24
6 Jackson Square Partners, LLC 1.69M (5.13%) -390.44K
Decreased by -23.03%
Dec 31, 23
7 Resona Asset Management Co., Ltd. 1.50M (4.54%) 1.50M
Increased by +100.00%
Dec 31, 24
8 Geode Capital Management, LLC 1.17M (3.55%) 213.00
Increased by +0.02%
Dec 31, 24
9 Baillie Gifford & Co Limited. 1.15M (3.49%) -306.60K
Decreased by -26.57%
Dec 31, 24
10 Citadel Advisors Llc 934.33K (2.83%) 787.89K
Increased by +84.33%
Sep 30, 24
11 Armistice Capital, LLC 872.00K (2.64%) 375.50K
Increased by +43.06%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 853.37K (2.58%) 171.05K
Increased by +20.04%
Dec 31, 24
13 American Capital Management Inc 848.42K (2.57%) 335.60K
Increased by +39.56%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 808.31K (2.45%) -35.83K
Decreased by -4.43%
Dec 31, 24
15 E Fund Management Co., Ltd. 782.30K (2.37%) -120.00K
Decreased by -15.34%
Sep 30, 23
16 Yunqi Capital Ltd 767.41K (2.32%) 252.11K
Increased by +32.85%
Dec 31, 24
17 Millennium Management LLC 759.14K (2.30%) -83.08K
Decreased by -10.94%
Dec 31, 24
18 Defender Capital, LLC. 701.57K (2.12%) 23.95K
Increased by +3.41%
Dec 31, 24
19 Anatole Investment Management Ltd 665.14K (2.01%) -1.44M
Decreased by -215.93%
Dec 31, 23
20 Geneva Capital Management 662.83K (2.01%) -32.59K
Decreased by -4.92%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.05M (9.22%) 2.10K
Increased by +0.07%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.56M (4.71%) 185.00
Increased by +0.01%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.55M (4.68%) 0.00
Increased by 0.00%
Mar 31, 25
4 iShares Russell 2000 ETF 1.30M (3.94%) -11.28K
Decreased by -0.87%
Mar 31, 25
5 Vanguard Small Cap Index 1.23M (3.72%) -28.55K
Decreased by -2.32%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 773.82K (2.34%) 12.81K
Increased by +1.66%
Mar 31, 25
7 E Fund Asian Elite 770.00K (2.33%) 0.00
Increased by 0.00%
Jun 30, 23
8 Vanguard Small Cap Growth Index Inv 688.31K (2.08%) -16.41K
Decreased by -2.38%
Mar 31, 25
9 Fidelity Small Cap Index 488.10K (1.48%) -9.14K
Decreased by -1.87%
Jan 31, 25
10 Fidelity® Small Cap Index 468.63K (1.42%) 12.52K
Increased by +2.67%
Oct 31, 23
11 iShares Russell 2000 Growth ETF 434.80K (1.32%) -2.07K
Decreased by -0.48%
Mar 31, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 432.25K (1.31%) 0.00
Increased by 0.00%
Apr 30, 24
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 424.09K (1.28%) 640.00
Increased by +0.15%
Mar 31, 25
14 ClearBridge Small Cap Growth A 423.95K (1.28%) -1.71K
Decreased by -0.40%
Sep 30, 23
15 Jackson Square SMID-Cap Growth IS 401.41K (1.21%) -45.48K
Decreased by -11.33%
Dec 31, 23
16 Edinburgh Worldwide Ord 393.54K (1.19%) 0.00
Increased by 0.00%
Jan 31, 25
17 Virtus KAR Mid-Cap Growth A 371.15K (1.12%) -15.81K
Decreased by -4.26%
Sep 30, 24
18 Jupiter Merian Glb Eq AbsRet I USD Acc 366.70K (1.11%) 109.54K
Increased by +29.87%
Dec 31, 24
19 Old Westbury Small & Mid Cap Strategies 349.15K (1.06%) 26.45K
Increased by +7.57%
Apr 30, 24
20 Vanguard Tax-Managed Small Cap Adm 321.58K (0.97%) -11.69K
Decreased by -3.64%
Mar 31, 25