Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBRN 5.07%
2 PSIL 4.00%
3 PJP 3.26%
4 XPH 2.45%
5 PSCH 1.71%
6 PILL 1.57%
7 ROSC 1.18%
8 IHE 1.17%
9 SIXS 1.05%
10 CAFG 1.00%
11 XSHQ 0.70%
12 SFLO 0.61%
13 MMSC 0.60%
14 DSMC 0.60%
15 SIXL 0.58%
16 QQQS 0.57%
17 SQLV 0.53%
18 USVM 0.49%
19 BRNY 0.47%
20 AFSM 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.68M (19.81%) -313.38K
Decreased by -3.24%
Mar 31, 25
2 Vanguard Group Inc 6.21M (12.69%) 41.36K
Increased by +0.67%
Jun 30, 25
3 Armistice Capital, LLC 5.20M (10.63%) 360.00K
Increased by +6.93%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 3.02M (6.18%) 117.48K
Increased by +3.89%
Jun 30, 25
5 Macquarie Group Ltd 2.70M (5.52%) 70.76K
Increased by +2.62%
Mar 31, 25
6 State Street Corp 2.15M (4.39%) -42.85K
Decreased by -2.00%
Mar 31, 25
7 State Street Corporation 2.04M (4.17%) -23.68K
Decreased by -1.16%
Mar 31, 24
8 Pacer Advisors, INC. 1.60M (3.27%) -155.43K
Decreased by -9.73%
Dec 31, 24
9 Renaissance Technologies Corp 1.59M (3.24%) -13.00K
Decreased by -0.82%
Mar 31, 25
10 Stephens Inv Mgmt Group LLC 1.58M (3.23%) -157.39K
Decreased by -9.95%
Jun 30, 25
11 GW&K Investment Management, LLC 1.38M (2.83%) 176.09K
Increased by +12.74%
Mar 31, 25
12 Polar Capital Holdings PLC 1.36M (2.79%) -325.59K
Decreased by -23.90%
Mar 31, 25
13 Geode Capital Management, LLC 1.33M (2.71%) -183.95K
Decreased by -13.87%
Mar 31, 25
14 Loomis, Sayles & Company LP 1.30M (2.65%) -142.79K
Decreased by -11.00%
Jun 30, 25
15 Woodline Partners LP 1.29M (2.64%) 1.29M
Increased by +100.00%
Mar 31, 24
16 Congress Asset Management Company, LLP 1.03M (2.11%) 111.33K
Increased by +10.79%
Mar 31, 24
17 Pictet Asset Manangement SA 990.04K (2.02%) -56.05K
Decreased by -5.66%
Mar 31, 24
18 American Century Companies Inc 916.15K (1.87%) -219.16K
Decreased by -23.92%
Jun 30, 25
19 Goldman Sachs Group Inc 896.39K (1.83%) 72.23K
Increased by +8.06%
Jun 30, 25
20 Aristotle Capital Boston, LLC 872.69K (1.78%) -203.18K
Decreased by -23.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.35M (6.85%) 514.00
Increased by +0.02%
Jul 31, 25
2 Macquarie Small Cap Core I 2.08M (4.26%) 0.00
Increased by 0.00%
Jun 30, 25
3 Delaware US Small Cap Core Equity (SMA) 2.06M (4.22%) -24.13K
Decreased by -1.17%
Mar 31, 24
4 Macquarie US Small Cap Core Equity 2.06M (4.22%) -24.13K
Decreased by -1.17%
Mar 31, 24
5 Delaware Small Cap Core I 2.00M (4.08%) -12.37K
Decreased by -0.62%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.68M (3.44%) -35.29K
Decreased by -2.10%
Jul 31, 25
7 Vanguard US Total Market Shares ETF 1.68M (3.43%) 1.91K
Increased by +0.11%
Sep 30, 24
8 Vanguard Small Cap Index 1.29M (2.64%) -8.71K
Decreased by -0.68%
Jul 31, 25
9 iShares Russell 2000 ETF 1.27M (2.59%) -24.15K
Decreased by -1.90%
Jul 31, 25
10 Stephens SMID Select Growth 1.13M (2.31%) -112.59K
Decreased by -9.98%
Jun 30, 25
11 Polar Capital Biotech S Inc 1.00M (2.05%) -175.00K
Decreased by -17.50%
Jun 30, 25
12 Vanguard Explorer Inv 905.65K (1.85%) -90.04K
Decreased by -9.94%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 832.13K (1.70%) 2.84K
Increased by +0.34%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 602.54K (1.23%) -264.75K
Decreased by -43.94%
Jul 31, 25
15 Congress Small Cap Growth Institutional 570.00K (1.17%) 0.00
Increased by 0.00%
Mar 31, 24
16 DFA US Small Cap Value I 559.90K (1.15%) 53.05K
Increased by +9.48%
Jun 30, 25
17 Pictet Biopharmaceutical Mother 547.40K (1.12%) 60.63K
Increased by +11.08%
Oct 15, 24
18 Loomis Sayles Small Cap Growth Instl 533.12K (1.09%) -9.38K
Decreased by -1.76%
Jun 30, 25
19 Fidelity Small Cap Index 508.87K (1.04%) 999.00
Increased by +0.20%
May 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 487.27K (1.00%) 270.00
Increased by +0.06%
Jul 31, 25