Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBRN 3.92%
2 PJP 2.91%
3 XPH 2.13%
4 PILL 1.48%
5 PSCH 1.27%
6 SIXS 1.05%
7 ROSC 0.93%
8 IHE 0.82%
9 CAFG 0.67%
10 QQQS 0.57%
11 MMSC 0.54%
12 DSMC 0.50%
13 BRNY 0.47%
14 SIXL 0.43%
15 SQLV 0.43%
16 AFSM 0.34%
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 9.68M (19.98%) -313.38K
Decreased by -3.24%
Mar 31, 25
2 Vanguard Group Inc 6.16M (12.71%) 13.13K
Increased by +0.21%
Mar 31, 25
3 Armistice Capital, LLC 5.20M (10.72%) 360.00K
Increased by +6.93%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.90M (5.99%) 25.18K
Increased by +0.87%
Mar 31, 25
5 Macquarie Group Ltd 2.70M (5.57%) 70.76K
Increased by +2.62%
Mar 31, 25
6 State Street Corp 2.15M (4.43%) -42.85K
Decreased by -2.00%
Mar 31, 25
7 State Street Corporation 2.04M (4.21%) -23.68K
Decreased by -1.16%
Mar 31, 24
8 Stephens Inv Mgmt Group LLC 1.74M (3.59%) -13.59K
Decreased by -0.78%
Mar 31, 25
9 Pacer Advisors, INC. 1.60M (3.30%) -155.43K
Decreased by -9.73%
Dec 31, 24
10 Renaissance Technologies Corp 1.59M (3.27%) -13.00K
Decreased by -0.82%
Mar 31, 25
11 Loomis, Sayles & Company LP 1.44M (2.97%) -26.38K
Decreased by -1.83%
Mar 31, 25
12 GW&K Investment Management, LLC 1.38M (2.85%) 176.09K
Increased by +12.74%
Mar 31, 25
13 Polar Capital Holdings PLC 1.36M (2.81%) -325.59K
Decreased by -23.90%
Mar 31, 25
14 Geode Capital Management, LLC 1.33M (2.74%) -183.95K
Decreased by -13.87%
Mar 31, 25
15 Woodline Partners LP 1.29M (2.66%) 1.29M
Increased by +100.00%
Mar 31, 24
16 American Century Companies Inc 1.14M (2.34%) -5.39K
Decreased by -0.48%
Mar 31, 25
17 Congress Asset Management Company, LLP 1.03M (2.13%) 111.33K
Increased by +10.79%
Mar 31, 24
18 Pictet Asset Manangement SA 990.04K (2.04%) -56.05K
Decreased by -5.66%
Mar 31, 24
19 Aristotle Capital Boston, LLC 872.69K (1.80%) -203.18K
Decreased by -23.28%
Mar 31, 25
20 Goldman Sachs Group Inc 824.15K (1.70%) -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 (6.91%) -3.13K
Decreased by -0.09%
Apr 30, 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 Macquarie Small Cap Core I 2.05M (4.24%) 58.38K
Increased by +2.84%
Mar 31, 25
5 Delaware Small Cap Core I 2.00M (4.12%) -12.37K
Decreased by -0.62%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.71M (3.52%) 34.57K
Increased by +2.02%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 1.68M (3.46%) 1.91K
Increased by +0.11%
Sep 30, 24
8 Vanguard Small Cap Index 1.33M (2.75%) 6.21K
Increased by +0.47%
Apr 30, 25
9 Polar Capital Biotech S Inc 1.25M (2.58%) 0.00
Increased by 0.00%
Mar 31, 25
10 Stephens SMID Select Growth 1.24M (2.56%) 0.00
Increased by 0.00%
Mar 31, 25
11 iShares Russell 2000 ETF 1.24M (2.55%) 209.00
Increased by +0.02%
Apr 30, 25
12 Vanguard Explorer Inv 995.69K (2.05%) 41.81K
Increased by +4.20%
Mar 31, 25
13 Avantis US Small Cap Value ETF 869.61K (1.79%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Small Cap Value Index Inv 860.53K (1.78%) 2.70K
Increased by +0.31%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 858.23K (1.77%) 1.01K
Increased by +0.12%
Apr 30, 25
16 Loomis Sayles Small Cap Growth Instl 634.15K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
17 Congress Small Cap Growth Institutional 570.00K (1.18%) 0.00
Increased by 0.00%
Mar 31, 24
18 Pictet Biopharmaceutical Mother 547.40K (1.13%) 60.63K
Increased by +11.08%
Oct 15, 24
19 Fidelity Small Cap Index 494.84K (1.02%) 1.61K
Increased by +0.33%
Feb 28, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 483.83K (1.00%) 0.00
Increased by 0.00%
Apr 30, 24