Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 RFLR 0.01%
3 IWO 0.00%
4 RSSL 0.00%
5 IWM 0.00%
6 UWM 0.00%
7 URTY 0.00%
8 IWN 0.00%
9 HDG 0.00%
10 AVSC 0.00%
11 VTHR 0.00%
12 VTI 0.00%
13 VTWG 0.00%
14 VTWO 0.00%
15 VTWV 0.00%
16 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.31M (6.61%) 75.73K
Increased by +0.91%
Dec 31, 24
2 Perceptive Advisors LLC 6.48M (5.15%) -800.00K
Decreased by -12.34%
Dec 31, 24
3 Vanguard Group Inc 6.22M (4.94%) 19.06K
Increased by +0.31%
Dec 31, 24
4 MPM Oncology Impact Management LP 4.29M (3.41%) 4.29M
Increased by +100.00%
Dec 31, 24
5 Octagon Capital Advisors LP 3.80M (3.02%) 3.80M
Increased by +100.00%
Mar 31, 24
6 Millennium Management LLC 3.76M (2.99%) -1.79M
Decreased by -47.55%
Dec 31, 24
7 AIGH Capital Management, LLC 3.44M (2.73%) 3.44M
Increased by +100.00%
Dec 31, 23
8 Geode Capital Management, LLC 3.00M (2.38%) 57.61K
Increased by +1.92%
Dec 31, 24
9 Awm Investment Company Inc 2.75M (2.19%) 2.75M
Increased by +100.00%
Dec 31, 23
10 Rosalind Advisors, Inc. 2.69M (2.14%) -1.50K
Decreased by -0.06%
Sep 30, 24
11 MAVEN SECURITIES Ltd 2.39M (1.90%) 2.39M
Increased by +100.00%
Dec 31, 23
12 HHG PLC 2.37M (1.89%) 2.37M
Increased by +100.00%
Dec 31, 23
13 Adage Capital Partners Gp LLC 2.30M (1.83%) -5.56M
Decreased by -241.79%
Dec 31, 24
14 State Street Corp 2.28M (1.81%) 206.97K
Increased by +9.08%
Dec 31, 24
15 Altium Capital Management, LP 2.03M (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
16 LAURION CAPITAL MANAGEMENT LP 1.70M (1.35%) 1.70M
Increased by +100.00%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 1.46M (1.16%) -1.55M
Decreased by -105.90%
Dec 31, 24
18 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 1.42M (1.13%) 206.61K
Increased by +14.52%
Mar 31, 25
19 J. Goldman & Co LP 1.38M (1.10%) -227.05K
Decreased by -16.45%
Mar 31, 24
20 Oppenheimer & Co Inc 1.33M (1.05%) 204.66K
Increased by +15.44%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.89M (3.09%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 3.89M (3.09%) -1.00
Decreased by -0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 3.54M (2.81%) 597.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.37M (1.09%) 115.29K
Increased by +8.39%
Mar 31, 25
5 Fidelity Small Cap Index 1.35M (1.07%) 0.00
Increased by 0.00%
Feb 28, 25
6 Xtrackers MSCI World Swap ETF 1C 1.04M (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
7 iShares Russell 2000 Growth ETF 873.84K (0.69%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Consumer Staples ETF 816.93K (0.65%) 88.14K
Increased by +10.79%
Nov 30, 23
9 Fidelity Extended Market Index 724.21K (0.58%) 10.98K
Increased by +1.52%
Mar 31, 25
10 State St Russell Sm Cap® Indx SL Cl I 627.20K (0.50%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Russell 2000 ETF 617.92K (0.49%) 13.83K
Increased by +2.24%
Mar 31, 25
12 SPDR® Russell 2000 US Small Cap ETF 343.41K (0.27%) -40.00K
Decreased by -11.65%
Mar 31, 25
13 iShares Russell 2000 Value ETF 332.94K (0.26%) -1.13K
Decreased by -0.34%
Apr 30, 25
14 NT R2000 Index Fund - NL 315.15K (0.25%) 28.57K
Increased by +9.07%
Mar 31, 25
15 Schwab Small Cap Index 310.25K (0.25%) 0.00
Increased by 0.00%
Mar 31, 25
16 iShares Micro-Cap ETF 286.42K (0.23%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity® Extended Market Index 280.87K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
18 iShares Russell 2000 Small-Cap Idx Instl 263.38K (0.21%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT R2000 Index Fund - DC - NL - 2 251.77K (0.20%) 17.97K
Increased by +7.14%
Mar 31, 25
20 NT R2000 Index Fund - DC - NL - 3 251.77K (0.20%) 17.97K
Increased by +7.14%
Mar 31, 25