Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IBB 1000.00%
6 ISCB 1000.00%
7 ISCG 1000.00%
8 ISCV 1000.00%
9 ITOT 1000.00%
10 IWC 1000.00%
11 IWM 1000.00%
12 IWN 1000.00%
13 PINK 1.10%
14 PTH 0.73%
15 DWAS 0.40%
16 BTEC 0.30%
17 AFSM 0.29%
18 AVSC 0.10%
19 FSMD 0.06%
20 VTWV 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.92M (8.98%) 62.98K
Increased by +2.16%
Sep 30, 23
2 Vanguard Group Inc 2.00M (6.14%) 26.66K
Increased by +1.33%
Sep 30, 23
3 Millennium Management LLC 1.98M (6.08%) 1.02M
Increased by +51.49%
Sep 30, 23
4 Portolan Capital Management, LLC 1.68M (5.15%) 259.21K
Increased by +15.47%
Sep 30, 23
5 Camber Capital Management LLC 1.27M (3.92%) -2.15M
Decreased by -168.63%
Sep 30, 23
6 Gilder Gagnon Howe & CO LLC 1.23M (3.77%) -42.00K
Decreased by -3.42%
Sep 30, 23
7 Amvescap Plc. 1.10M (3.39%) 366.12K
Increased by +33.16%
Sep 30, 23
8 Lord, Abbett & Co LLC 1.02M (3.14%) 1.02M
Increased by +100.00%
Sep 30, 23
9 PURA VIDA INVESTMENTS, LLC 961.24K (2.95%) -140.82K
Decreased by -14.65%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 842.92K (2.59%) 147.37K
Increased by +17.48%
Sep 30, 23
11 FMR Inc 836.79K (2.57%) -1.30M
Decreased by -155.02%
Sep 30, 23
12 D. E. Shaw & Co LP 827.71K (2.54%) -196.76K
Decreased by -23.77%
Sep 30, 23
13 Ashford Capital Management Inc 798.02K (2.45%) -92.56K
Decreased by -11.60%
Sep 30, 23
14 Point72 Asset Management, L.P. 788.41K (2.42%) 486.87K
Increased by +61.75%
Sep 30, 23
15 Granahan Investment Management Inc.. 759.37K (2.33%) -419.15K
Decreased by -55.20%
Sep 30, 23
16 State Street Corporation 753.30K (2.31%) 21.83K
Increased by +2.90%
Sep 30, 23
17 Geode Capital Management, LLC 730.68K (2.24%) 22.61K
Increased by +3.09%
Sep 30, 23
18 Junked Platinum Investment Management Ltd 659.47K (2.03%) -56.53K
Decreased by -8.57%
Sep 30, 23
19 Ameriprise Financial Inc 635.71K (1.95%) -118.13K
Decreased by -18.58%
Sep 30, 23
20 Baillie Gifford & Co Limited. 631.90K (1.94%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.05M (3.24%) 0.00
Increased by 0.00%
Nov 30, 23
2 iShares Russell 2000 ETF 944.17K (2.90%) 6.02K
Increased by +0.64%
Dec 29, 23
3 Strategic Advisers® Small-Mid Cap 840.35K (2.58%) 57.71K
Increased by +6.87%
Oct 31, 23
4 Lord Abbett Developing Growth A 689.06K (2.12%) 220.78K
Increased by +32.04%
Nov 30, 23
5 FIAM Small Cap Core Composite 573.20K (1.76%) -82.10K
Decreased by -14.32%
Sep 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 496.76K (1.53%) 928.00
Increased by +0.19%
Nov 30, 23
7 CT American Smaller Coms(US) InstAccGBP 405.00K (1.24%) -13.85K
Decreased by -3.42%
Nov 30, 23
8 Baillie Gifford Global Discovery A Acc 388.66K (1.19%) -1.01K
Decreased by -0.26%
Oct 31, 23
9 Invesco Small Cap Equity A 361.06K (1.11%) 113.04K
Increased by +31.31%
Sep 30, 23
10 Invesco Small Cap Equity Composite 361.06K (1.11%) 113.04K
Increased by +31.31%
Sep 30, 23
11 FIAM Small Cap Core CIT Cl B 349.90K (1.08%) -223.30K
Decreased by -63.82%
Oct 31, 23
12 Fidelity® Small Cap Index 339.76K (1.04%) 9.15K
Increased by +2.69%
Oct 31, 23
13 Ashford Small Company Growth 305.48K (0.94%) -21.90K
Decreased by -7.17%
Sep 30, 23
14 Frontier Small Cap Growth 293.06K (0.90%) -112.47K
Decreased by -38.38%
Sep 30, 23
15 iShares Russell 2000 Value ETF 284.91K (0.88%) 531.00
Increased by +0.19%
Dec 29, 23
16 TIAA-CREF Quant Small-Cap Equity Instl 273.69K (0.84%) 33.68K
Increased by +12.31%
Nov 30, 23
17 iShares Biotechnology ETF 257.56K (0.79%) -235.00
Decreased by -0.09%
Dec 29, 23
18 Emerald Growth A 228.83K (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
19 JNL Multi-Manager Small Cap Growth A 223.60K (0.69%) -112.24K
Decreased by -50.20%
Sep 30, 23
20 LO Selection NextGen BioTech USD IA 216.11K (0.66%) -470.00
Decreased by -0.22%
Apr 30, 23