Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 1.27%
2 XHE 0.65%
3 BTEC 0.10%
4 RFLR 0.07%
5 FESM 0.05%
6 VTWG 0.02%
7 BBSC 0.02%
8 IHI 0.02%
9 RSSL 0.01%
10 JKK 0.01%
11 ISCG 0.01%
12 VTWO 0.01%
13 VHT 0.01%
14 VBK 0.01%
15 UWM 0.01%
16 IWO 0.01%
17 SCHA 0.01%
18 URTY 0.01%
19 ISCB 0.01%
20 JKJ 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 6.26M (13.13%) 49.00K
Increased by +0.78%
Jun 30, 25
2 AllianceBernstein L.P. 4.31M (9.04%) 884.61K
Increased by +20.53%
Sep 30, 23
3 BlackRock Inc 3.77M (7.90%) -116.84K
Decreased by -3.10%
Jun 30, 25
4 William Blair Investment Management, LLC 3.10M (6.50%) 39.28K
Increased by +1.27%
Jun 30, 25
5 Vanguard Group Inc 2.73M (5.71%) 20.22K
Increased by +0.74%
Jun 30, 25
6 Perceptive Advisors LLC 2.30M (4.83%) 1.05M
Increased by +45.75%
Mar 31, 24
7 Gagnon Securities LLC 2.25M (4.72%) 503.61K
Increased by +22.38%
Jun 30, 25
8 JPMorgan Chase & Co 1.78M (3.73%) -71.78K
Decreased by -4.04%
Jun 30, 25
9 Atlantic Trust Group, LLC 1.69M (3.54%) -606.00K
Decreased by -35.91%
Jun 30, 25
10 Emerald Advisers, LLC 1.56M (3.28%) 114.30K
Increased by +7.32%
Mar 31, 24
11 Millennium Management LLC 1.52M (3.18%) 1.07M
Increased by +70.68%
Jun 30, 25
12 TimesSquare Capital Management, LLC 1.38M (2.90%) -364.99K
Decreased by -26.37%
Mar 31, 24
13 Point72 Asset Management, L.P. 1.25M (2.63%) -165.92K
Decreased by -13.25%
Sep 30, 23
14 State Street Corporation 1.25M (2.62%) -164.66K
Decreased by -13.17%
Mar 31, 24
15 Emerald Mutual Fund Advisers Trust 1.23M (2.58%) 45.19K
Increased by +3.68%
Mar 31, 24
16 Loomis, Sayles & Company LP 1.13M (2.36%) -109.33K
Decreased by -9.70%
Sep 30, 23
17 Geode Capital Management, LLC 1.12M (2.35%) 32.44K
Increased by +2.90%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 1.02M (2.14%) -512.71K
Decreased by -50.29%
Jun 30, 25
19 State Street Corp 985.99K (2.07%) 3.20K
Increased by +0.32%
Jun 30, 25
20 Deutsche Bank AG 925.54K (1.94%) -358.63K
Decreased by -38.75%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.46M (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.43M (2.99%) -31.46K
Decreased by -2.20%
Jul 31, 25
3 iShares Russell 2000 ETF 1.16M (2.42%) 0.00
Increased by 0.00%
Aug 31, 25
4 UBS: US Equity Small Cap Growth 1.14M (2.40%) 0.00
Increased by 0.00%
Sep 30, 23
5 William Blair Small Cap Growth I 1.07M (2.24%) 6.82K
Increased by +0.64%
Jul 31, 25
6 First Eagle Small Cap Opportunity I 917.56K (1.92%) 124.61K
Increased by +13.58%
Jul 31, 25
7 Xtrackers S&P 500 Swap ETF 1C 890.00K (1.87%) 0.00
Increased by 0.00%
Oct 31, 24
8 First Eagle US Small Cap Strategy 797.21K (1.67%) 365.13K
Increased by +45.80%
Jun 30, 25
9 Xtrackers MSCI World Swap ETF 1C 788.48K (1.65%) 0.00
Increased by 0.00%
Jul 31, 25
10 Buffalo Small Cap 677.73K (1.42%) 0.00
Increased by 0.00%
Mar 31, 24
11 Emerald Growth A 645.80K (1.35%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Small Cap Index 588.50K (1.23%) 1.40K
Increased by +0.24%
Aug 31, 24
13 JPMorgan US Small Company L 546.72K (1.15%) -12.10K
Decreased by -2.21%
Jul 31, 25
14 Empower Small Cap Growth/TimesSquare SP 545.92K (1.14%) 0.00
Increased by 0.00%
Mar 31, 24
15 Buffalo Small Growth Cap 526.92K (1.10%) -150.81K
Decreased by -28.62%
Jun 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 484.53K (1.02%) -220.79K
Decreased by -45.57%
Jul 31, 25
17 Fidelity Small Cap Index 478.83K (1.00%) -14.33K
Decreased by -2.99%
Jun 30, 25
18 Candriam Eqs L Life Care V USD Acc 454.94K (0.95%) 0.00
Increased by 0.00%
May 31, 24
19 Fidelity® Small Cap Index 435.39K (0.91%) 12.54K
Increased by +2.88%
Oct 31, 23
20 Principal SmallCap Growth I Instl 434.91K (0.91%) 110.00
Increased by +0.03%
Mar 31, 24