Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBRN 4.21%
2 PJP 2.90%
3 XPH 2.17%
4 PILL 1.69%
5 PSCH 1.26%
6 SIXS 1.05%
7 ROSC 0.92%
8 IHE 0.84%
9 CAFG 0.66%
10 QQQS 0.58%
11 MMSC 0.55%
12 DSMC 0.51%
13 BRNY 0.47%
14 SIXL 0.43%
15 SQLV 0.42%
16 AFSM 0.35%
17 QSML 0.28%
18 SSLY 0.28%
19 ROGS 0.28%
20 EES 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.00M (20.47%) -69.00K
Decreased by -0.69%
Dec 31, 24
2 Vanguard Group Inc 6.15M (12.59%) 22.85K
Increased by +0.37%
Dec 31, 24
3 Armistice Capital, LLC 4.84M (9.90%) -260.00K
Decreased by -5.38%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 2.88M (5.89%) -3.96K
Decreased by -0.14%
Dec 31, 24
5 Macquarie Group Ltd 2.63M (5.38%) -2.99K
Decreased by -0.11%
Dec 31, 24
6 State Street Corp 2.19M (4.48%) 31.78K
Increased by +1.45%
Dec 31, 24
7 State Street Corporation 2.04M (4.17%) -23.68K
Decreased by -1.16%
Mar 31, 24
8 Stephens Inv Mgmt Group LLC 1.74M (3.56%) -13.59K
Decreased by -0.78%
Mar 31, 25
9 Polar Capital Holdings PLC 1.69M (3.46%) -250.00K
Decreased by -14.81%
Dec 31, 24
10 Renaissance Technologies Corp 1.60M (3.27%) -129.90K
Decreased by -8.13%
Dec 31, 24
11 Pacer Advisors, INC. 1.60M (3.27%) -155.43K
Decreased by -9.73%
Dec 31, 24
12 Geode Capital Management, LLC 1.51M (3.09%) 28.52K
Increased by +1.89%
Dec 31, 24
13 Loomis, Sayles & Company LP 1.47M (3.00%) -49.10K
Decreased by -3.35%
Dec 31, 24
14 Woodline Partners LP 1.29M (2.64%) 1.29M
Increased by +100.00%
Mar 31, 24
15 GW&K Investment Management, LLC 1.21M (2.47%) -31.66K
Decreased by -2.62%
Dec 31, 24
16 American Century Companies Inc 1.14M (2.34%) 95.78K
Increased by +8.40%
Dec 31, 24
17 Aristotle Capital Boston, LLC 1.08M (2.20%) -118.36K
Decreased by -11.00%
Dec 31, 24
18 Congress Asset Management Company, LLP 1.03M (2.11%) 111.33K
Increased by +10.79%
Mar 31, 24
19 Pictet Asset Manangement SA 990.04K (2.03%) -56.05K
Decreased by -5.66%
Mar 31, 24
20 Goldman Sachs Group Inc 933.95K (1.91%) 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 3.35M (6.86%) -3.13K
Decreased by -0.09%
Apr 30, 25
2 Delaware US Small Cap Core Equity (SMA) 2.06M (4.22%) -24.13K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 2.06M (4.22%) -24.13K
Decreased by -1.17%
Mar 31, 24
4 Macquarie Small Cap Core I 2.05M (4.21%) 58.38K
Increased by +2.84%
Mar 31, 25
5 Delaware Small Cap Core I 2.00M (4.09%) -12.37K
Decreased by -0.62%
Sep 30, 24
6 Vanguard US Total Market Shares ETF 1.68M (3.43%) 1.91K
Increased by +0.11%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.67M (3.42%) 8.11K
Increased by +0.48%
Mar 31, 25
8 Vanguard Small Cap Index 1.33M (2.72%) -13.09K
Decreased by -0.99%
Mar 31, 25
9 Polar Capital Biotech S Inc 1.25M (2.56%) 0.00
Increased by 0.00%
Mar 31, 25
10 Stephens SMID Select Growth 1.24M (2.54%) 0.00
Increased by 0.00%
Mar 31, 25
11 iShares Russell 2000 ETF 1.24M (2.53%) -10.03K
Decreased by -0.81%
Apr 29, 25
12 Vanguard Explorer Inv 995.69K (2.04%) 41.81K
Increased by +4.20%
Mar 31, 25
13 Avantis US Small Cap Value ETF 869.61K (1.78%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Small Cap Value Index Inv 857.83K (1.76%) -23.51K
Decreased by -2.74%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 857.21K (1.76%) 23.13K
Increased by +2.70%
Mar 31, 25
16 Loomis Sayles Small Cap Growth Instl 634.15K (1.30%) 0.00
Increased by 0.00%
Mar 31, 25
17 Congress Small Cap Growth Institutional 570.00K (1.17%) 0.00
Increased by 0.00%
Mar 31, 24
18 Pictet Biopharmaceutical Mother 547.40K (1.12%) 60.63K
Increased by +11.08%
Oct 15, 24
19 Fidelity Small Cap Index 494.84K (1.01%) 1.61K
Increased by +0.33%
Feb 28, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 483.83K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24