Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWM 1000.00%
7 IBRN 1000.00%
8 ISCB 1000.00%
9 ISCG 1000.00%
10 ISCV 1000.00%
11 ITOT 1000.00%
12 IWN 0.03%
13 AVSC 0.02%
14 RYLD 0.02%
15 FHLC 0.02%
16 UWM 0.01%
17 URTY 0.01%
18 HDG 0.01%
19 HKND 0.01%
20 DFAS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cormorant Asset Management, LLC 2.35M (14.67%) 0.00
Increased by 0.00%
Sep 30, 23
2 FMR Inc 2.11M (13.18%) -456.08K
Decreased by -21.58%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 1.77M (11.05%) 81.02K
Increased by +4.57%
Sep 30, 23
4 Farallon Capital Management, L.L.C. 1.56M (9.73%) 560.50K
Increased by +35.92%
Sep 30, 23
5 Polar Capital Holdings PLC 1.00M (6.24%) 1.00M
Increased by +100.00%
Sep 30, 23
6 Point72 Asset Management, L.P. 825.00K (5.14%) 0.00
Increased by 0.00%
Sep 30, 23
7 BlackRock Inc 785.84K (4.90%) 45.23K
Increased by +5.76%
Sep 30, 23
8 Vanguard Group Inc 781.07K (4.87%) 113.87K
Increased by +14.58%
Sep 30, 23
9 Integral Health Asset Management, LLC 760.00K (4.74%) 162.00K
Increased by +21.32%
Sep 30, 23
10 JPMorgan Chase & Co 533.50K (3.33%) -33.80K
Decreased by -6.34%
Sep 30, 23
11 Ikarian Capital, LLC 514.10K (3.21%) 9.85K
Increased by +1.92%
Sep 30, 23
12 Parkman Healthcare Partners LLC 355.96K (2.22%) 14.37K
Increased by +4.04%
Sep 30, 23
13 Geode Capital Management, LLC 331.69K (2.07%) 1.98K
Increased by +0.60%
Sep 30, 23
14 Prosight Management, LP 321.15K (2.00%) -413.74K
Decreased by -128.83%
Sep 30, 23
15 State Street Corporation 293.87K (1.83%) -618.00
Decreased by -0.21%
Sep 30, 23
16 UBS O'Connor LLC 262.26K (1.64%) 0.00
Increased by 0.00%
Sep 30, 23
17 CIBC Global Asset Management Inc 144.57K (0.90%) 0.00
Increased by 0.00%
Sep 30, 23
18 Northern Trust Corp 136.91K (0.85%) 2.76K
Increased by +2.02%
Sep 30, 23
19 TD Asset Management Inc 121.42K (0.76%) 72.81K
Increased by +59.97%
Sep 30, 23
20 BOOTHBAY FUND MANAGEMENT, LLC 112.61K (0.70%) 9.85K
Increased by +8.74%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 HBM Healthcare Investments AG Ord 1.35M (8.41%) -32.03K
Decreased by -2.38%
Sep 30, 23
2 Polar Capital Biotech S Inc 975.00K (6.08%) -25.00K
Decreased by -2.56%
Nov 30, 23
3 US Small-Cap Growth II Equity Comp 765.90K (4.78%) 765.90K
Increased by +100.00%
Jun 30, 23
4 T. Rowe Price New Horizons 765.63K (4.77%) -263.00
Decreased by -0.03%
Sep 30, 23
5 T. Rowe Price Health Sciences 686.12K (4.28%) 56.72K
Increased by +8.27%
Sep 30, 23
6 Fidelity Global Innovators Cl F 549.43K (3.43%) 998.00
Increased by +0.18%
Sep 30, 23
7 Fidelity® Select Biotechnology 549.31K (3.43%) -40.08K
Decreased by -7.30%
Nov 30, 23
8 Fidelity Advisor® Biotechnology I 476.92K (2.97%) -94.61K
Decreased by -19.84%
Nov 30, 23
9 Vanguard Total Stock Mkt Idx Inv 454.80K (2.84%) 0.00
Increased by 0.00%
Nov 30, 23
10 iShares Russell 2000 ETF 403.05K (2.51%) 2.58K
Increased by +0.64%
Dec 29, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 221.40K (1.38%) 0.00
Increased by 0.00%
Nov 30, 23
12 JPMorgan US Small Company L 202.25K (1.26%) 0.00
Increased by 0.00%
Nov 30, 23
13 Renaissance Global Health Care 144.57K (0.90%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fidelity® Small Cap Index 143.52K (0.90%) 2.07K
Increased by +1.44%
Oct 31, 23
15 State St Russell Sm/Mid Cp® Indx NL Cl C 96.90K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
16 T. Rowe Price New Horizons Tr-Z 93.51K (0.58%) -42.00
Decreased by -0.04%
Sep 30, 23
17 Fidelity® Extended Market Index 84.64K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
18 iShares Russell 2000 Value ETF 84.23K (0.53%) 156.00
Increased by +0.19%
Dec 29, 23
19 Fidelity Glb Innovtr Ccy Netrl Cl F 69.57K (0.43%) -2.09K
Decreased by -3.00%
Sep 30, 23
20 State St Russell Sm Cap® Indx SL Cl I 56.90K (0.35%) 0.00
Increased by 0.00%
Nov 30, 23