Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBRN 4.47%
2 PJP 2.94%
3 XPH 2.34%
4 PSCH 1.53%
5 PILL 1.47%
6 PSIL 1.43%
7 ROSC 1.06%
8 SIXS 1.05%
9 IHE 1.02%
10 CAFG 0.76%
11 XSHQ 0.70%
12 SFLO 0.51%
13 MMSC 0.51%
14 SIXL 0.51%
15 QQQS 0.50%
16 DSMC 0.48%
17 BRNY 0.47%
18 USVM 0.42%
19 SQLV 0.41%
20 AFSM 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.68M (19.62%) -313.38K
Decreased by -3.24%
Mar 31, 25
2 Vanguard Group Inc 6.16M (12.49%) 13.13K
Increased by +0.21%
Mar 31, 25
3 Armistice Capital, LLC 5.20M (10.53%) 360.00K
Increased by +6.93%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.90M (5.88%) 25.18K
Increased by +0.87%
Mar 31, 25
5 Macquarie Group Ltd 2.70M (5.47%) 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 (4.13%) -23.68K
Decreased by -1.16%
Mar 31, 24
8 Pacer Advisors, INC. 1.60M (3.24%) -155.43K
Decreased by -9.73%
Dec 31, 24
9 Renaissance Technologies Corp 1.59M (3.21%) -13.00K
Decreased by -0.82%
Mar 31, 25
10 Stephens Inv Mgmt Group LLC 1.58M (3.20%) -157.39K
Decreased by -9.95%
Jun 30, 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 (2.80%) 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 3.35M (6.79%) 0.00
Increased by 0.00%
Jul 30, 25
2 Macquarie Small Cap Core I 2.08M (4.22%) 0.00
Increased by 0.00%
Jun 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 (4.04%) -12.37K
Decreased by -0.62%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.72M (3.48%) 10.55K
Increased by +0.61%
Jun 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 1.30M (2.63%) -38.64K
Decreased by -2.98%
Jun 30, 25
9 iShares Russell 2000 ETF 1.29M (2.62%) -20.93K
Decreased by -1.62%
Jul 30, 25
10 Stephens SMID Select Growth 1.13M (2.29%) -112.59K
Decreased by -9.98%
Jun 30, 25
11 Polar Capital Biotech S Inc 1.00M (2.03%) -175.00K
Decreased by -17.50%
Jun 30, 25
12 Vanguard Explorer Inv 905.65K (1.84%) -90.04K
Decreased by -9.94%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 867.28K (1.76%) 3.06K
Increased by +0.35%
Jun 30, 25
14 Vanguard Small Cap Value Index Inv 829.29K (1.68%) -30.53K
Decreased by -3.68%
Jun 30, 25
15 Congress Small Cap Growth Institutional 570.00K (1.16%) 0.00
Increased by 0.00%
Mar 31, 24
16 DFA US Small Cap Value I 559.90K (1.13%) 53.05K
Increased by +9.48%
Jun 30, 25
17 Pictet Biopharmaceutical Mother 547.40K (1.11%) 60.63K
Increased by +11.08%
Oct 15, 24
18 Loomis Sayles Small Cap Growth Instl 533.12K (1.08%) -9.38K
Decreased by -1.76%
Jun 30, 25
19 Fidelity Small Cap Index 508.87K (1.03%) 999.00
Increased by +0.20%
May 31, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 487.27K (0.99%) 270.00
Increased by +0.06%
Jul 31, 25