Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HTEC 2.26%
2 JSML 1.96%
3 XHE 1.95%
4 PSCH 1.80%
5 JSMD 0.52%
6 PSC 0.41%
7 SSPX 0.40%
8 SQLV 0.34%
9 ESIX 0.25%
10 SMLE 0.24%
11 IJT 0.21%
12 SLYG 0.21%
13 VIOO 0.20%
14 VIOG 0.19%
15 VTWG 0.18%
16 SPSM 0.18%
17 IJR 0.18%
18 IWO 0.16%
19 VIOV 0.16%
20 CSA 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BROADWOOD CAPITAL Inc 10.54M (27.80%) 1.27M
Increased by +12.08%
Dec 31, 23
2 BlackRock Inc 8.16M (21.52%) 131.03K
Increased by +1.61%
Dec 31, 23
3 Vanguard Group Inc 5.47M (14.43%) 43.08K
Increased by +0.79%
Dec 31, 23
4 Baillie Gifford & Co Limited. 4.11M (10.85%) -333.31K
Decreased by -8.10%
Mar 31, 24
5 State Street Corporation 1.93M (5.10%) 83.30K
Increased by +4.31%
Dec 31, 23
6 Jackson Square Partners, LLC 1.69M (4.47%) -390.44K
Decreased by -23.03%
Dec 31, 23
7 Palo Alto Investors, LLC 1.38M (3.63%) 2.13K
Increased by +0.15%
Dec 31, 23
8 Geode Capital Management, LLC 1.06M (2.79%) 52.79K
Increased by +4.98%
Dec 31, 23
9 Citadel Advisors Llc 945.57K (2.49%) 631.95K
Increased by +66.83%
Sep 30, 23
10 E Fund Management Co., Ltd. 782.30K (2.06%) -120.00K
Decreased by -15.34%
Sep 30, 23
11 Defender Capital, LLC. 730.39K (1.93%) 7.86K
Increased by +1.08%
Mar 31, 24
12 Geneva Capital Management 711.19K (1.88%) -206.96K
Decreased by -29.10%
Mar 31, 24
13 Anatole Investment Management Ltd 665.14K (1.75%) -1.44M
Decreased by -215.93%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 651.10K (1.72%) -178.93K
Decreased by -27.48%
Dec 31, 23
15 Goldman Sachs Group Inc 582.75K (1.54%) -257.52K
Decreased by -44.19%
Dec 31, 23
16 ClearBridge Advisors, LLC 539.90K (1.42%) -1.48K
Decreased by -0.27%
Sep 30, 23
17 Northern Trust Corp 524.32K (1.38%) -3.59K
Decreased by -0.68%
Dec 31, 23
18 Millennium Management LLC 505.50K (1.33%) 195.62K
Increased by +38.70%
Dec 31, 23
19 Principal Financial Group Inc 458.47K (1.21%) 801.00
Increased by +0.17%
Sep 30, 23
20 NORGES BANK 436.22K (1.15%) 144.74K
Increased by +33.18%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.28M (8.66%) 1.31K
Increased by +0.04%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.52M (4.01%) 2.63K
Increased by +0.17%
Mar 31, 24
3 Vanguard Small Cap Index 1.25M (3.29%) -12.15K
Decreased by -0.98%
Mar 31, 24
4 iShares Russell 2000 ETF 1.14M (3.02%) -9.12K
Decreased by -0.80%
Apr 30, 24
5 E Fund Asian Elite 770.00K (2.03%) 0.00
Increased by 0.00%
Jun 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 730.19K (1.93%) 9.29K
Increased by +1.27%
Mar 31, 24
7 Vanguard Small Cap Growth Index Inv 704.96K (1.86%) -1.25K
Decreased by -0.18%
Mar 31, 24
8 Baillie Gifford Global Discovery A Acc 536.41K (1.41%) -235.72K
Decreased by -43.94%
Mar 31, 24
9 Edinburgh Worldwide Ord 503.36K (1.33%) 485.00
Increased by +0.10%
Jan 31, 24
10 Fidelity Small Cap Index 496.53K (1.31%) 4.16K
Increased by +0.84%
Feb 29, 24
11 Fidelity® Small Cap Index 468.63K (1.24%) 12.52K
Increased by +2.67%
Oct 31, 23
12 SPDR® Portfolio S&P 600 Sm Cap ETF 432.25K (1.14%) 0.00
Increased by 0.00%
Apr 30, 24
13 ClearBridge Small Cap Growth A 423.95K (1.12%) -1.71K
Decreased by -0.40%
Sep 30, 23
14 iShares Russell 2000 Growth ETF 414.46K (1.09%) -992.00
Decreased by -0.24%
Apr 30, 24
15 Jackson Square SMID-Cap Growth IS 401.41K (1.06%) -45.48K
Decreased by -11.33%
Dec 31, 23
16 Vanguard Tax-Managed Small Cap Adm 377.03K (0.99%) -4.35K
Decreased by -1.15%
Mar 31, 24
17 Old Westbury Small & Mid Cap Strategies 322.71K (0.85%) -183.72K
Decreased by -56.93%
Jan 31, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 299.71K (0.79%) 700.00
Increased by +0.23%
Apr 30, 24
19 Artisan International Small-Mid Investor 293.65K (0.77%) 112.22K
Increased by +38.21%
Mar 31, 24
20 Artisan Non-U.S. Small-Mid Growth Comp 293.65K (0.77%) 112.22K
Increased by +38.21%
Mar 31, 24