Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBRN 4.04%
2 PJP 2.59%
3 XPH 2.01%
4 PILL 1.45%
5 PSCH 1.29%
6 SIXS 1.05%
7 ROSC 0.91%
8 IHE 0.89%
9 XSHQ 0.70%
10 CAFG 0.68%
11 QQQS 0.54%
12 DSMC 0.48%
13 MMSC 0.47%
14 BRNY 0.47%
15 SIXL 0.44%
16 SQLV 0.41%
17 AFSM 0.34%
18 QSML 0.28%
19 SSLY 0.28%
20 ROGS 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.68M (19.65%) -313.38K
Decreased by -3.24%
Mar 31, 25
2 Vanguard Group Inc 6.16M (12.51%) 13.13K
Increased by +0.21%
Mar 31, 25
3 Armistice Capital, LLC 5.20M (10.54%) 360.00K
Increased by +6.93%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.90M (5.89%) 25.18K
Increased by +0.87%
Mar 31, 25
5 Macquarie Group Ltd 2.70M (5.48%) 70.76K
Increased by +2.62%
Mar 31, 25
6 State Street Corp 2.15M (4.35%) -42.85K
Decreased by -2.00%
Mar 31, 25
7 State Street Corporation 2.04M (4.14%) -23.68K
Decreased by -1.16%
Mar 31, 24
8 Stephens Inv Mgmt Group LLC 1.74M (3.53%) -13.59K
Decreased by -0.78%
Mar 31, 25
9 Pacer Advisors, INC. 1.60M (3.24%) -155.43K
Decreased by -9.73%
Dec 31, 24
10 Renaissance Technologies Corp 1.59M (3.22%) -13.00K
Decreased by -0.82%
Mar 31, 25
11 Loomis, Sayles & Company LP 1.44M (2.92%) -26.38K
Decreased by -1.83%
Mar 31, 25
12 GW&K Investment Management, LLC 1.38M (2.81%) 176.09K
Increased by +12.74%
Mar 31, 25
13 Polar Capital Holdings PLC 1.36M (2.76%) -325.59K
Decreased by -23.90%
Mar 31, 25
14 Geode Capital Management, LLC 1.33M (2.69%) -183.95K
Decreased by -13.87%
Mar 31, 25
15 Woodline Partners LP 1.29M (2.62%) 1.29M
Increased by +100.00%
Mar 31, 24
16 American Century Companies Inc 1.14M (2.30%) -5.39K
Decreased by -0.48%
Mar 31, 25
17 Congress Asset Management Company, LLP 1.03M (2.09%) 111.33K
Increased by +10.79%
Mar 31, 24
18 Pictet Asset Manangement SA 990.04K (2.01%) -56.05K
Decreased by -5.66%
Mar 31, 24
19 Aristotle Capital Boston, LLC 872.69K (1.77%) -203.18K
Decreased by -23.28%
Mar 31, 25
20 Goldman Sachs Group Inc 824.15K (1.67%) -109.80K
Decreased by -13.32%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.31M (6.71%) 0.00
Increased by 0.00%
May 31, 25
2 Macquarie Small Cap Core I 2.08M (4.23%) 28.92K
Increased by +1.39%
Apr 30, 25
3 Delaware US Small Cap Core Equity (SMA) 2.06M (4.18%) -24.13K
Decreased by -1.17%
Mar 31, 24
4 Macquarie US Small Cap Core Equity 2.06M (4.18%) -24.13K
Decreased by -1.17%
Mar 31, 24
5 Delaware Small Cap Core I 2.00M (4.05%) -12.37K
Decreased by -0.62%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.71M (3.46%) 34.57K
Increased by +2.02%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 1.68M (3.40%) 1.91K
Increased by +0.11%
Sep 30, 24
8 Vanguard Small Cap Index 1.33M (2.70%) 6.21K
Increased by +0.47%
Apr 30, 25
9 iShares Russell 2000 ETF 1.26M (2.56%) 0.00
Increased by 0.00%
May 31, 25
10 Stephens SMID Select Growth 1.24M (2.52%) 0.00
Increased by 0.00%
Mar 31, 25
11 Polar Capital Biotech S Inc 1.20M (2.44%) -50.00K
Decreased by -4.17%
Apr 30, 25
12 Vanguard Explorer Inv 995.69K (2.02%) 41.81K
Increased by +4.20%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 860.53K (1.75%) 2.70K
Increased by +0.31%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 858.23K (1.74%) 1.01K
Increased by +0.12%
Apr 30, 25
15 Avantis US Small Cap Value ETF 813.09K (1.65%) 0.00
Increased by 0.00%
May 31, 25
16 Congress Small Cap Growth Institutional 570.00K (1.16%) 0.00
Increased by 0.00%
Mar 31, 24
17 Loomis Sayles Small Cap Growth Instl 549.28K (1.11%) -84.88K
Decreased by -15.45%
Apr 30, 25
18 Pictet Biopharmaceutical Mother 547.40K (1.11%) 60.63K
Increased by +11.08%
Oct 15, 24
19 Fidelity Small Cap Index 501.23K (1.02%) 6.39K
Increased by +1.27%
Mar 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 483.83K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24