Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDNA 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWN 1000.00%
7 IWM 1000.00%
8 ITOT 1000.00%
9 ISCV 1000.00%
10 ISCG 1000.00%
11 ISCB 1000.00%
12 IBB 1000.00%
13 GERM 3.37%
14 FBT 2.92%
15 PBE 2.45%
16 PSCH 1.52%
17 SIXS 1.14%
18 XBI 0.98%
19 BBC 0.87%
20 RZG 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.24M (17.38%) 2.06M
Increased by +9.69%
Sep 30, 23
2 Federated Hermes Inc 12.63M (10.33%) -26.64K
Decreased by -0.21%
Sep 30, 23
3 Vanguard Group Inc 9.15M (7.48%) 270.73K
Increased by +2.96%
Sep 30, 23
4 State Street Corporation 8.26M (6.76%) 467.82K
Increased by +5.67%
Sep 30, 23
5 Deep Track Capital, LP 6.76M (5.53%) 199.14K
Increased by +2.95%
Sep 30, 23
6 Chicago Capital, LLC 5.79M (4.74%) -18.73K
Decreased by -0.32%
Sep 30, 23
7 Dimensional Fund Advisors, Inc. 3.74M (3.06%) 199.42K
Increased by +5.33%
Sep 30, 23
8 Goldman Sachs Group Inc 2.95M (2.42%) -639.56K
Decreased by -21.66%
Sep 30, 23
9 Geode Capital Management, LLC 2.70M (2.21%) 183.44K
Increased by +6.79%
Sep 30, 23
10 Citadel Advisors Llc 2.60M (2.13%) 152.31K
Increased by +5.85%
Sep 30, 23
11 Blair William & Co 2.47M (2.02%) 15.06K
Increased by +0.61%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 2.04M (1.67%) -37.91K
Decreased by -1.86%
Sep 30, 23
13 Nuveen Asset Management, LLC 1.97M (1.62%) 993.28K
Increased by +50.32%
Sep 30, 23
14 Rock Springs Capital Management LP 1.81M (1.48%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fisher Asset Management, LLC 1.66M (1.36%) -2.24M
Decreased by -134.71%
Sep 30, 23
16 Renaissance Technologies Corp 1.64M (1.34%) -341.70K
Decreased by -20.90%
Sep 30, 23
17 Driehaus Capital Management LLC 1.62M (1.33%) 562.21K
Increased by +34.66%
Sep 30, 23
18 Northern Trust Corp 1.45M (1.18%) 23.62K
Increased by +1.63%
Sep 30, 23
19 Eventide Asset Management, LLC 1.43M (1.17%) 398.91K
Increased by +27.99%
Sep 30, 23
20 Bank of Montreal 1.37M (1.12%) 735.32K
Increased by +53.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.65M (7.08%) 3.81K
Increased by +0.04%
Dec 29, 23
2 Federated Hermes Kaufmann Growth 6.57M (5.38%) 0.00
Increased by 0.00%
Sep 30, 23
3 Federated Hermes Kaufmann R 6.57M (5.38%) 0.00
Increased by 0.00%
Sep 30, 23
4 Federated Hermes Kaufmann Small Cap A 5.85M (4.79%) 0.00
Increased by 0.00%
Sep 30, 23
5 Federated Hermes Kaufmann Small Cap Grow 5.85M (4.79%) 0.00
Increased by 0.00%
Sep 30, 23
6 SPDR® S&P Biotech ETF 4.79M (3.92%) -27.77K
Decreased by -0.58%
Dec 31, 23
7 Vanguard Total Stock Mkt Idx Inv 4.21M (3.45%) 7.66K
Increased by +0.18%
Nov 30, 23
8 iShares Russell 2000 ETF 3.44M (2.82%) 21.89K
Increased by +0.64%
Dec 29, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.84M (1.50%) 3.07K
Increased by +0.17%
Nov 30, 23
10 Eventide Healthcare & Life Sciences I 1.43M (1.17%) 398.91K
Increased by +27.99%
Sep 30, 23
11 Fidelity® Small Cap Index 1.25M (1.02%) 32.65K
Increased by +2.61%
Oct 31, 23
12 iShares S&P Small-Cap 600 Growth ETF 1.23M (1.01%) 0.00
Increased by 0.00%
Dec 29, 23
13 SPDR® Portfolio S&P 600 Sm Cap ETF 1.10M (0.90%) 4.98K
Increased by +0.45%
Dec 29, 23
14 Vanguard Tax-Managed Small Cap Adm 1.03M (0.84%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares Russell 2000 Growth ETF 966.59K (0.79%) 0.00
Increased by 0.00%
Dec 29, 23
16 iShares Biotechnology ETF 958.74K (0.78%) -874.00
Decreased by -0.09%
Dec 29, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 755.91K (0.62%) 31.70K
Increased by +4.19%
Dec 31, 23
18 Delaware Healthcare I 750.00K (0.61%) -10.00K
Decreased by -1.33%
Nov 30, 23
19 DFA US Small Cap I 738.03K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
20 SPDR® S&P 600 Small Cap Growth ETF 705.76K (0.58%) -18.40K
Decreased by -2.61%
Nov 30, 23