Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBRN 4.53%
2 PJP 2.94%
3 XPH 2.23%
4 PILL 1.73%
5 PSCH 1.23%
6 SIXS 1.05%
7 ROSC 0.97%
8 IHE 0.83%
9 CAFG 0.71%
10 QQQS 0.63%
11 MMSC 0.59%
12 DSMC 0.54%
13 BRNY 0.51%
14 SQLV 0.46%
15 SIXL 0.45%
16 AFSM 0.36%
17 QSML 0.28%
18 SSLY 0.28%
19 ROGS 0.28%
20 EES 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.00M (20.62%) -69.00K
Decreased by -0.69%
Dec 31, 24
2 Vanguard Group Inc 6.15M (12.68%) 22.85K
Increased by +0.37%
Dec 31, 24
3 Armistice Capital, LLC 4.84M (9.97%) -260.00K
Decreased by -5.38%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.88M (5.94%) -3.96K
Decreased by -0.14%
Dec 31, 24
5 Macquarie Group Ltd 2.63M (5.42%) -2.99K
Decreased by -0.11%
Dec 31, 24
6 State Street Corp 2.19M (4.51%) 31.78K
Increased by +1.45%
Dec 31, 24
7 State Street Corporation 2.04M (4.20%) -23.68K
Decreased by -1.16%
Mar 31, 24
8 Stephens Inv Mgmt Group LLC 1.75M (3.61%) -180.14K
Decreased by -10.28%
Dec 31, 24
9 Polar Capital Holdings PLC 1.69M (3.48%) -250.00K
Decreased by -14.81%
Dec 31, 24
10 Renaissance Technologies Corp 1.60M (3.30%) -129.90K
Decreased by -8.13%
Dec 31, 24
11 Pacer Advisors, INC. 1.60M (3.29%) -155.43K
Decreased by -9.73%
Dec 31, 24
12 Geode Capital Management, LLC 1.51M (3.12%) 28.52K
Increased by +1.89%
Dec 31, 24
13 Loomis, Sayles & Company LP 1.47M (3.03%) -49.10K
Decreased by -3.35%
Dec 31, 24
14 Woodline Partners LP 1.29M (2.66%) 1.29M
Increased by +100.00%
Mar 31, 24
15 GW&K Investment Management, LLC 1.21M (2.49%) -31.66K
Decreased by -2.62%
Dec 31, 24
16 American Century Companies Inc 1.14M (2.35%) 95.78K
Increased by +8.40%
Dec 31, 24
17 Aristotle Capital Boston, LLC 1.08M (2.22%) -118.36K
Decreased by -11.00%
Dec 31, 24
18 Congress Asset Management Company, LLP 1.03M (2.13%) 111.33K
Increased by +10.79%
Mar 31, 24
19 Pictet Asset Manangement SA 990.04K (2.04%) -56.05K
Decreased by -5.66%
Mar 31, 24
20 Goldman Sachs Group Inc 933.95K (1.93%) 34.31K
Increased by +3.67%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.41M (7.04%) 2.19K
Increased by +0.06%
Mar 31, 25
2 Delaware US Small Cap Core Equity (SMA) 2.06M (4.25%) -24.13K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 2.06M (4.25%) -24.13K
Decreased by -1.17%
Mar 31, 24
4 Delaware Small Cap Core I 2.00M (4.12%) -12.37K
Decreased by -0.62%
Sep 30, 24
5 Macquarie Small Cap Core I 2.00M (4.12%) 0.00
Increased by 0.00%
Feb 28, 25
6 Vanguard Total Stock Mkt Idx Inv 1.66M (3.43%) 1.49K
Increased by +0.09%
Feb 28, 25
7 Vanguard Small Cap Index 1.34M (2.76%) 1.09K
Increased by +0.08%
Feb 28, 25
8 iShares Russell 2000 ETF 1.33M (2.74%) -11.49K
Decreased by -0.87%
Mar 31, 25
9 Polar Capital Biotech S Inc 1.25M (2.58%) 0.00
Increased by 0.00%
Feb 28, 25
10 Stephens SMID Select Growth 1.24M (2.56%) -150.37K
Decreased by -12.12%
Dec 31, 24
11 Vanguard Explorer Inv 953.88K (1.97%) -129.25K
Decreased by -13.55%
Dec 31, 24
12 Vanguard Small Cap Value Index Inv 881.34K (1.82%) -3.87K
Decreased by -0.44%
Feb 28, 25
13 Avantis US Small Cap Value ETF 880.96K (1.82%) -1.77K
Decreased by -0.20%
Mar 29, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 834.08K (1.72%) 1.18K
Increased by +0.14%
Feb 28, 25
15 Loomis Sayles Small Cap Growth Instl 634.15K (1.31%) -15.99K
Decreased by -2.52%
Feb 28, 25
16 Congress Small Cap Growth Institutional 570.00K (1.18%) 0.00
Increased by 0.00%
Mar 31, 24
17 Pictet Biopharmaceutical Mother 547.40K (1.13%) 60.63K
Increased by +11.08%
Oct 15, 24
18 Stephens Small Cap Growth 502.69K (1.04%) -38.02K
Decreased by -7.56%
Dec 31, 24
19 Fidelity Small Cap Index 493.23K (1.02%) -9.24K
Decreased by -1.87%
Jan 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 483.83K (1.00%) 0.00
Increased by 0.00%
Apr 30, 24