Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 IWM 1000.00%
3 IWN 1000.00%
4 IWV 1000.00%
5 ITOT 1000.00%
6 IWC 1000.00%
7 JFWD 4.94%
8 QQQS 0.94%
9 BTEC 0.21%
10 ZBIO 0.19%
11 BIS 0.19%
12 GSSC 0.03%
13 HDG 0.00%
14 VTI 0.00%
15 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Advisors Inc. 11.53M (11.63%) -1.61M
Decreased by -14.00%
Sep 30, 23
2 Two Seas Capital LP 7.67M (7.74%) 4.73M
Increased by +61.66%
Sep 30, 23
3 Millennium Management LLC 5.79M (5.85%) 2.45M
Increased by +42.24%
Sep 30, 23
4 Vanguard Group Inc 4.74M (4.78%) 478.10K
Increased by +10.08%
Sep 30, 23
5 Bellevue Group AG 4.20M (4.24%) -4.00K
Decreased by -0.10%
Sep 30, 23
6 Meditor Group Ltd 3.79M (3.82%) 0.00
Increased by 0.00%
Dec 31, 23
7 Junked Platinum Investment Management Ltd 3.19M (3.22%) -280.12K
Decreased by -8.78%
Sep 30, 23
8 Point72 Asset Management, L.P. 3.10M (3.13%) -1.88M
Decreased by -60.60%
Sep 30, 23
9 Jacobs Levy Equity Management, Inc. 2.26M (2.28%) 1.84M
Increased by +81.11%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 2.10M (2.12%) 1.14M
Increased by +54.11%
Sep 30, 23
11 Parkman Healthcare Partners LLC 2.00M (2.01%) -135.24K
Decreased by -6.77%
Sep 30, 23
12 BlackRock Inc 1.97M (1.99%) 660.43K
Increased by +33.56%
Sep 30, 23
13 JPMorgan Chase & Co 1.86M (1.88%) 1.64M
Increased by +88.00%
Sep 30, 23
14 TANG CAPITAL MANAGEMENT LLC 1.85M (1.87%) 0.00
Increased by 0.00%
Sep 30, 23
15 Ikarian Capital, LLC 1.74M (1.75%) 32.03K
Increased by +1.84%
Sep 30, 23
16 Marshall Wace Asset Management Ltd 1.57M (1.59%) 1.26M
Increased by +79.93%
Sep 30, 23
17 Two Sigma Advisers, LLC 1.54M (1.55%) 851.27K
Increased by +55.41%
Sep 30, 23
18 Two Sigma Investments LLC 1.46M (1.47%) 281.09K
Increased by +19.28%
Sep 30, 23
19 Schonfeld Strategic Advisors LLC 1.23M (1.24%) -84.27K
Decreased by -6.84%
Sep 30, 23
20 Goldman Sachs Group Inc 1.18M (1.19%) 351.29K
Increased by +29.85%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Ultra Growth 4.68M (4.72%) 1.09M
Increased by +23.19%
Sep 30, 23
2 BB Biotech AG Ord 4.19M (4.23%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.69M (2.72%) 0.00
Increased by 0.00%
Nov 30, 23
4 Wasatch Small Cap Growth Investor 1.65M (1.67%) -2.41M
Decreased by -145.42%
Sep 30, 23
5 Wasatch Micro Cap 1.50M (1.51%) 374.30K
Increased by +25.03%
Sep 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 1.34M (1.36%) 19.31K
Increased by +1.44%
Nov 30, 23
7 Fidelity® Extended Market Index 692.51K (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
8 JPMorgan US Small Company L 620.33K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Explorer Inv 445.80K (0.45%) 0.00
Increased by 0.00%
Sep 30, 23
10 Renaissance Global Small Cap 403.56K (0.41%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard VIF Small Co Gr 282.90K (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
12 BlackRock Extended Mkt Composite 272.25K (0.27%) 108.87K
Increased by +39.99%
Sep 30, 23
13 BlackRock Extended Equity Market K 237.51K (0.24%) -478.00
Decreased by -0.20%
Dec 31, 23
14 iShares Micro-Cap ETF 195.82K (0.20%) 0.00
Increased by 0.00%
Dec 29, 23
15 Fidelity® Total Market Index 156.97K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
16 VY® JPMorgan Small Cap Core Equity S 149.43K (0.15%) -4.67K
Decreased by -3.12%
Nov 30, 23
17 Wasatch Global Opportunities Investor 146.16K (0.15%) 0.00
Increased by 0.00%
Sep 30, 23
18 Wasatch Long/Short Alpha Institutional 143.73K (0.15%) 98.61K
Increased by +68.61%
Sep 30, 23
19 Fidelity® Enhanced Small Cap ETF 133.23K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity® Small Cap Enhanced Index 133.23K (0.13%) 0.00
Increased by 0.00%
Dec 29, 23