Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWV 1000.00%
3 IWO 1000.00%
4 IWN 1000.00%
5 IWM 1000.00%
6 IWC 1000.00%
7 ITOT 1000.00%
8 ISCV 1000.00%
9 ISCG 1000.00%
10 IBB 1000.00%
11 JKK 1000.00%
12 JKJ 1000.00%
13 FDM 1.37%
14 CHNA 1.20%
15 CNCR 1.04%
16 BBC 1.03%
17 CSML 0.19%
18 BTEC 0.16%
19 LABU 0.16%
20 IBBQ 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 MPM Oncology Impact Management LP 7.65M (31.85%) 0.00
Increased by 0.00%
Sep 30, 23
2 CHI Advisors LLC 3.41M (14.22%) 0.00
Increased by 0.00%
Sep 30, 23
3 Bvf Inc 3.20M (13.31%) 0.00
Increased by 0.00%
Sep 30, 23
4 Franklin Resources Inc 2.89M (12.04%) 556.69K
Increased by +19.26%
Sep 30, 23
5 BlackRock Inc 2.24M (9.31%) 132.22K
Increased by +5.91%
Sep 30, 23
6 BRAIDWELL LP 1.91M (7.95%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Group Inc 1.69M (7.03%) -338.87K
Decreased by -20.07%
Sep 30, 23
8 American International Group Inc 1.24M (5.15%) 423.00
Increased by +0.03%
Sep 30, 23
9 Nextech Invest AG 1.22M (5.09%) 0.00
Increased by 0.00%
Sep 30, 23
10 Adage Capital Partners Gp LLC 1.15M (4.79%) 0.00
Increased by 0.00%
Sep 30, 23
11 Boxer Capital LLC 1.07M (4.47%) 0.00
Increased by 0.00%
Sep 30, 23
12 Citadel Advisors Llc 1.07M (4.44%) 8.70K
Increased by +0.82%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 798.72K (3.33%) 276.05K
Increased by +34.56%
Sep 30, 23
14 Rubric Capital Management LP 626.93K (2.61%) 0.00
Increased by 0.00%
Sep 30, 23
15 TANG CAPITAL MANAGEMENT LLC 621.14K (2.59%) 171.14K
Increased by +27.55%
Sep 30, 23
16 Assenagon Asset Management SA 609.11K (2.54%) 482.23K
Increased by +79.17%
Sep 30, 23
17 Geode Capital Management, LLC 590.82K (2.46%) 78.48K
Increased by +13.28%
Sep 30, 23
18 Orbimed Advisors, LLC 544.85K (2.27%) 0.00
Increased by 0.00%
Sep 30, 23
19 State Street Corporation 521.90K (2.17%) -325.00
Decreased by -0.06%
Sep 30, 23
20 Kennedy Capital Management Inc 489.45K (2.04%) -52.48K
Decreased by -10.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Biotechnology Discv A(acc)USD 1.63M (6.81%) 172.20K
Increased by +10.53%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 922.53K (3.84%) 0.00
Increased by 0.00%
Nov 30, 23
3 Franklin Small Cap Growth Adv 799.70K (3.33%) 44.20K
Increased by +5.53%
Nov 30, 23
4 Franklin Biotechnology Discovery A 754.32K (3.14%) 74.20K
Increased by +9.84%
Nov 30, 23
5 Franklin US Small Cap Growth Equity 673.90K (2.81%) 246.40K
Increased by +36.56%
Sep 30, 23
6 iShares Russell 2000 ETF 654.88K (2.73%) 4.17K
Increased by +0.64%
Dec 29, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 563.57K (2.35%) 1.50K
Increased by +0.27%
Nov 30, 23
8 Xtrackers S&P 500 Swap ETF 1C 310.12K (1.29%) 310.12K
Increased by +100.00%
Nov 30, 23
9 iShares Russell 2000 Value ETF 262.19K (1.09%) 12.82K
Increased by +4.89%
Dec 29, 23
10 Fidelity® Small Cap Index 230.17K (0.96%) 5.94K
Increased by +2.58%
Oct 31, 23
11 iShares Biotechnology ETF 205.80K (0.86%) -188.00
Decreased by -0.09%
Dec 29, 23
12 Fidelity® Extended Market Index 183.15K (0.76%) 0.00
Increased by 0.00%
Nov 30, 23
13 Kennedy Extended Small Cap 160.94K (0.67%) -800.00
Decreased by -0.50%
Sep 30, 23
14 DFA US Targeted Value I 155.68K (0.65%) 2.02K
Increased by +1.30%
Nov 30, 23
15 Kennedy Micro Cap 153.84K (0.64%) -2.52K
Decreased by -1.63%
Dec 31, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 152.94K (0.64%) 11.80K
Increased by +7.72%
Dec 31, 23
17 Schwab US Small-Cap ETF™ 152.42K (0.63%) 66.00
Increased by +0.04%
Dec 30, 23
18 Kennedy Small Cap Growth 149.57K (0.62%) 11.26K
Increased by +7.53%
Sep 30, 23
19 DFA US Micro Cap I 134.59K (0.56%) 7.98K
Increased by +5.93%
Nov 30, 23
20 Dimensional US Targeted Value ETF 128.73K (0.54%) 0.00
Increased by 0.00%
Dec 29, 23