Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBP 2.11%
2 QQQS 0.62%
3 AGNG 0.42%
4 SBIO 0.38%
5 XPH 0.37%
6 PILL 0.30%
7 LNGR 0.23%
8 IHE 0.23%
9 BIS 0.17%
10 ZBIO 0.17%
11 IWC 0.13%
12 BTEC 0.12%
13 IBB 0.07%
14 GBUY_old 0.05%
15 IBBQ 0.05%
16 GSSC 0.04%
17 AVSC 0.04%
18 RTLA 0.04%
19 SMLV 0.04%
20 BIB 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Madison Avenue Partners, LP 9.51M (43.54%) 0.00
Increased by 0.00%
Mar 31, 25
2 Weiss Asset Management LP 7.46M (34.14%) 0.00
Increased by 0.00%
Mar 31, 25
3 Newtyn Management LLC 4.76M (21.78%) 0.00
Increased by 0.00%
Mar 31, 25
4 Baupost Group LLC 4.20M (19.23%) -2.39M
Decreased by -57.00%
Jun 30, 24
5 BlackRock Inc 3.45M (15.80%) -260.97K
Decreased by -7.56%
Mar 31, 25
6 Irenic Capital Management LP 2.76M (12.64%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Group Inc 2.08M (9.52%) 69.92K
Increased by +3.36%
Mar 31, 25
8 Park West Asset Management LLC 1.80M (8.26%) 11.26K
Increased by +0.62%
Mar 31, 25
9 State Street Corporation 1.37M (6.27%) -21.53K
Decreased by -1.57%
Mar 31, 24
10 Oasis Management Co. Ltd 1.12M (5.12%) 3.17K
Increased by +0.28%
Mar 31, 25
11 State Street Corp 1.07M (4.88%) -155.69K
Decreased by -14.59%
Mar 31, 25
12 Camber Capital Management LLC 1.00M (4.58%) 0.00
Increased by 0.00%
Mar 31, 25
13 D. E. Shaw & Co LP 920.30K (4.21%) 86.36K
Increased by +9.38%
Mar 31, 25
14 Geode Capital Management, LLC 890.57K (4.08%) 27.77K
Increased by +3.12%
Mar 31, 25
15 Pictet Asset Manangement SA 684.89K (3.14%) -193.76K
Decreased by -28.29%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 643.84K (2.95%) 90.13K
Increased by +14.00%
Mar 31, 25
17 JPMorgan Chase & Co 533.76K (2.44%) 15.24K
Increased by +2.86%
Sep 30, 24
18 Nuveen Asset Management, LLC 495.73K (2.27%) 48.63K
Increased by +9.81%
Dec 31, 24
19 Bank of America Corp 463.23K (2.12%) -18.25K
Decreased by -3.94%
Mar 31, 25
20 Citadel Advisors Llc 438.71K (2.01%) 124.09K
Increased by +28.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.16M (5.32%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.07M (4.92%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 903.11K (4.13%) -17.11K
Decreased by -1.90%
Jul 31, 25
4 Pictet Biopharmaceutical Mother 652.30K (2.99%) -349.81K
Decreased by -53.63%
Oct 15, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 555.79K (2.54%) 3.07K
Increased by +0.55%
Jun 30, 25
6 Fidelity® Small Cap Index 544.68K (2.49%) 11.31K
Increased by +2.08%
Oct 31, 23
7 Vanguard Small Cap Index 411.69K (1.88%) -240.00
Decreased by -0.06%
Apr 30, 24
8 Fidelity Small Cap Index 375.01K (1.72%) 0.00
Increased by 0.00%
May 31, 25
9 iShares Russell 2000 Value ETF 336.22K (1.54%) 0.00
Increased by 0.00%
May 31, 25
10 State St Russell Sm/Mid Cp® Indx NL Cl C 330.21K (1.51%) 958.00
Increased by +0.29%
Apr 30, 25
11 State St Russell Sm/Mid Cp® Indx SL Cl I 330.21K (1.51%) 0.00
Increased by 0.00%
Jul 31, 25
12 CREF Stock R1 308.81K (1.41%) 0.00
Increased by 0.00%
Feb 28, 25
13 iShares Biotechnology ETF 283.56K (1.30%) 2.42K
Increased by +0.85%
Jul 31, 25
14 iShares Russell 2000 Growth ETF 270.50K (1.24%) 0.00
Increased by 0.00%
Jul 31, 25
15 Vanguard Small Cap Growth Index Inv 233.59K (1.07%) -1.12K
Decreased by -0.48%
Apr 30, 24
16 CREF Stock R3 217.64K (1.00%) -35.84K
Decreased by -16.47%
Apr 30, 25
17 BlackRock Global Equity Mkt Netrl Instl 215.03K (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
18 Delaware Healthcare I 208.78K (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
19 Macquarie Healthcare I 208.78K (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity® Extended Market Index 200.63K (0.92%) 0.00
Increased by 0.00%
Nov 30, 23