Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 RFLR 0.01%
3 IWO 0.00%
4 IWM 0.00%
5 RSSL 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 (6.62%) 75.73K
Increased by +0.91%
Dec 31, 24
2 Perceptive Advisors LLC 6.48M (5.16%) -800.00K
Decreased by -12.34%
Dec 31, 24
3 Vanguard Group Inc 6.22M (4.95%) 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 (3.03%) 3.80M
Increased by +100.00%
Mar 31, 24
6 Millennium Management LLC 3.76M (3.00%) -1.79M
Decreased by -47.55%
Dec 31, 24
7 AIGH Capital Management, LLC 3.44M (2.74%) 3.44M
Increased by +100.00%
Dec 31, 23
8 Geode Capital Management, LLC 3.00M (2.39%) 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 (2.15%) -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 (1.62%) 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 (1.17%) -1.55M
Decreased by -105.90%
Dec 31, 24
18 J. Goldman & Co LP 1.38M (1.10%) -227.05K
Decreased by -16.45%
Mar 31, 24
19 Alpine Partners VI, LLC 1.22M (0.97%) 570.14K
Increased by +46.73%
Dec 31, 24
20 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 1.22M (0.97%) 398.14K
Increased by +32.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.89M (3.10%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 3.71M (2.95%) -43.58K
Decreased by -1.17%
Feb 28, 25
3 Fidelity Small Cap Index 1.37M (1.09%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.00%) 0.00
Increased by 0.00%
Feb 28, 25
5 Xtrackers MSCI World Swap ETF 1C 1.04M (0.83%) 0.00
Increased by 0.00%
Feb 28, 25
6 iShares Russell 2000 Growth ETF 876.94K (0.70%) -1.03K
Decreased by -0.12%
Feb 28, 25
7 Vanguard Consumer Staples ETF 816.93K (0.65%) 88.14K
Increased by +10.79%
Nov 30, 23
8 Fidelity Extended Market Index 717.77K (0.57%) -10.90K
Decreased by -1.52%
Jan 31, 25
9 State St Russell Sm Cap® Indx SL Cl I 627.20K (0.50%) 0.00
Increased by 0.00%
Feb 28, 25
10 Vanguard Russell 2000 ETF 604.09K (0.48%) 14.09K
Increased by +2.33%
Feb 28, 25
11 SPDR® Russell 2000 US Small Cap ETF 383.42K (0.31%) -5.00K
Decreased by -1.30%
Feb 28, 25
12 iShares Russell 2000 Value ETF 327.75K (0.26%) -2.49K
Decreased by -0.76%
Feb 28, 25
13 Schwab Small Cap Index 310.25K (0.25%) 0.00
Increased by 0.00%
Feb 28, 25
14 iShares Micro-Cap ETF 298.87K (0.24%) 0.00
Increased by 0.00%
Feb 28, 25
15 NT R2000 Index Fund - NL 286.58K (0.23%) -53.24K
Decreased by -18.58%
Dec 31, 24
16 Fidelity® Extended Market Index 280.87K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
17 iShares Russell 2000 Small-Cap Idx Instl 263.38K (0.21%) 0.00
Increased by 0.00%
Feb 28, 25
18 NT R2000 Growth Index Fund - NL 248.32K (0.20%) 0.00
Increased by 0.00%
Dec 31, 24
19 NT R2000 Index Fund - DC - NL - 2 233.80K (0.19%) -38.31K
Decreased by -16.39%
Dec 31, 24
20 Fidelity Total Market Index 232.69K (0.19%) -1.00K
Decreased by -0.43%
Jan 31, 25