Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHE 3.22%
2 HTEC 2.48%
3 EVNT 2.22%
4 MRGR 2.09%
5 ARB 1.68%
6 JSML 0.88%
7 PSCH 0.87%
8 MNA 0.77%
9 ETHO 0.55%
10 FSCC 0.52%
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 (65.54%) 1.10M
Increased by +6.85%
Mar 31, 26
2 BlackRock Inc 7.36M (29.92%) 101.38K
Increased by +1.38%
Dec 31, 25
3 Vanguard Group Inc 4.23M (17.18%) -42.56K
Decreased by -1.01%
Dec 31, 25
4 Yunqi Capital Ltd 3.26M (13.24%) 750.00K
Increased by +23.03%
Mar 31, 26
5 Armistice Capital, LLC 2.81M (11.43%) -188.00K
Decreased by -6.69%
Jun 30, 25
6 Magnetar Financial LLC 2.47M (10.05%) 1.27M
Increased by +51.29%
Dec 31, 25
7 Resona Asset Management Co., Ltd. 2.42M (9.84%) 252.22K
Increased by +10.41%
Jun 30, 25
8 The Goldman Sachs Group Inc 2.08M (8.44%) 1.10M
Increased by +52.99%
Dec 31, 25
9 State Street Corp 1.94M (7.89%) 29.50K
Increased by +1.52%
Dec 31, 25
10 State Street Corporation 1.94M (7.87%) 1.82K
Increased by +0.09%
Mar 31, 24
11 Jackson Square Partners, LLC 1.69M (6.89%) -390.44K
Decreased by -23.03%
Dec 31, 23
12 Anatole Investment Management Ltd 1.60M (6.51%) 1.60M
Increased by +100.00%
Mar 31, 26
13 Balyasny Asset Management LLC 1.54M (6.26%) -272.35K
Decreased by -17.67%
Dec 31, 25
14 Geode Capital Management, LLC 1.21M (4.92%) 36.84K
Increased by +3.04%
Dec 31, 25
15 Bank of America Corp 1.15M (4.69%) 168.28K
Increased by +14.58%
Jun 30, 25
16 Baillie Gifford & Co Limited. 1.15M (4.69%) -306.60K
Decreased by -26.57%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 928.91K (3.78%) 432.32K
Increased by +46.54%
Dec 31, 25
18 Cnh Partners, LLC 914.57K (3.72%) 284.07K
Increased by +31.06%
Dec 31, 25
19 American Capital Management Inc 878.03K (3.57%) 138.50K
Increased by +15.77%
Mar 31, 26
20 Sand Grove Capital Management LLP 829.12K (3.37%) 829.12K
Increased by +100.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.03M (12.33%) 753.00
Increased by +0.02%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 1.56M (6.33%) 185.00
Increased by +0.01%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.10M (4.45%) 0.00
Increased by 0.00%
Mar 31, 26
4 iShares Russell 2000 ETF 811.22K (3.30%) 6.86K
Increased by +0.85%
Apr 30, 26
5 Vanguard Small Cap Index 808.17K (3.29%) 15.45K
Increased by +1.91%
Mar 31, 26
6 E Fund Asian Elite 770.00K (3.13%) 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 557.09K (2.26%) 12.47K
Increased by +2.24%
Mar 31, 26
9 Fidelity Small Cap Index 488.87K (1.99%) 5.19K
Increased by +1.06%
Feb 28, 26
10 Fidelity® Small Cap Index 468.63K (1.91%) 12.52K
Increased by +2.67%
Oct 31, 23
11 Vanguard Small Cap Growth Index Inv 454.85K (1.85%) 16.46K
Increased by +3.62%
Mar 31, 26
12 State Street SPDR Port S&P 600 Sm CpETF 453.76K (1.84%) 158.00
Increased by +0.03%
Apr 30, 26
13 Jupiter Merian Glb Eq AbsRet I USD Acc 445.87K (1.81%) 0.00
Increased by 0.00%
Jun 30, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 434.98K (1.77%) 5.28K
Increased by +1.21%
Aug 29, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 432.25K (1.76%) 0.00
Increased by 0.00%
Apr 30, 24
16 ClearBridge Small Cap Growth A 423.95K (1.72%) -1.71K
Decreased by -0.40%
Sep 30, 23
17 Jackson Square SMID-Cap Growth IS 401.41K (1.63%) -45.48K
Decreased by -11.33%
Dec 31, 23
18 Edinburgh Worldwide Ord 393.54K (1.60%) 0.00
Increased by 0.00%
Feb 28, 25
19 Virtus KAR Mid-Cap Growth A 371.15K (1.51%) -15.81K
Decreased by -4.26%
Sep 30, 24
20 Old Westbury Small & Mid Cap Strategies 349.15K (1.42%) 26.45K
Increased by +7.57%
Apr 30, 24