Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBB 1000.00%
2 IWV 1000.00%
3 IWN 1000.00%
4 IWM 1000.00%
5 IWC 1000.00%
6 ITOT 1000.00%
7 IHE 1000.00%
8 BBP 1.65%
9 XPH 0.42%
10 PILL 0.30%
11 AGNG 0.25%
12 LNGR 0.23%
13 BTEC 0.20%
14 BIS 0.17%
15 ZBIO 0.17%
16 SMLV 0.08%
17 GBUY_old 0.05%
18 VTWV 0.05%
19 IBBQ 0.05%
20 GSSC 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Weiss Asset Management LP 7.46M (34.50%) 0.00
Increased by 0.00%
Sep 30, 23
2 Baupost Group LLC 7.42M (34.32%) 0.00
Increased by 0.00%
Sep 30, 23
3 Madison Avenue Partners, LP 7.01M (32.44%) 0.00
Increased by 0.00%
Sep 30, 23
4 BlackRock Inc 4.57M (21.13%) -514.28K
Decreased by -11.26%
Sep 30, 23
5 Vanguard Group Inc 3.84M (17.76%) -379.63K
Decreased by -9.89%
Sep 30, 23
6 Irenic Capital Management LP 2.76M (12.77%) 0.00
Increased by 0.00%
Sep 30, 23
7 Pictet Asset Manangement SA 2.01M (9.29%) 2.01M
Increased by +100.00%
Sep 30, 23
8 Park West Asset Management LLC 1.98M (9.18%) 262.50K
Increased by +13.24%
Sep 30, 23
9 Newtyn Management LLC 1.84M (8.52%) 201.10K
Increased by +10.92%
Sep 30, 23
10 State Street Corporation 1.47M (6.81%) -6.10K
Decreased by -0.41%
Sep 30, 23
11 Geode Capital Management, LLC 1.06M (4.91%) -104.48K
Decreased by -9.85%
Sep 30, 23
12 Oasis Management Co. Ltd 953.25K (4.41%) 306.98K
Increased by +32.20%
Sep 30, 23
13 D. E. Shaw & Co LP 689.56K (3.19%) -24.55K
Decreased by -3.56%
Sep 30, 23
14 Bank of America Corp 575.56K (2.66%) 90.14K
Increased by +15.66%
Sep 30, 23
15 Northern Trust Corp 556.39K (2.57%) -61.11K
Decreased by -10.98%
Sep 30, 23
16 JANE STREET GROUP, LLC 459.51K (2.13%) 33.09K
Increased by +7.20%
Sep 30, 23
17 Jacobs Levy Equity Management, Inc. 407.52K (1.89%) -190.04K
Decreased by -46.63%
Sep 30, 23
18 Charles Schwab Investment Management Inc 328.18K (1.52%) -75.28K
Decreased by -22.94%
Sep 30, 23
19 GSA Capital Partners LLP 325.99K (1.51%) 306.06K
Increased by +93.89%
Sep 30, 23
20 Jefferies Financial Group Inc 302.13K (1.40%) 2.13K
Increased by +0.70%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 1.36M (6.28%) 8.64K
Increased by +0.64%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.23M (5.68%) 0.00
Increased by 0.00%
Nov 30, 23
3 Pictet Biopharmaceutical Mother 1.02M (4.73%) 291.24K
Increased by +28.46%
Oct 13, 23
4 Vanguard Small Cap Index 953.07K (4.41%) 2.96K
Increased by +0.31%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 602.82K (2.79%) 1.71K
Increased by +0.28%
Nov 30, 23
6 Fidelity® Small Cap Index 544.68K (2.52%) 11.31K
Increased by +2.08%
Oct 31, 23
7 Vanguard Small Cap Growth Index Inv 534.10K (2.47%) 2.73K
Increased by +0.51%
Nov 30, 23
8 iShares Russell 2000 Value ETF 491.03K (2.27%) 915.00
Increased by +0.19%
Dec 29, 23
9 State St Russell Sm/Mid Cp® Indx NL Cl C 356.28K (1.65%) 0.00
Increased by 0.00%
Dec 31, 23
10 iShares Biotechnology ETF 347.12K (1.61%) -316.00
Decreased by -0.09%
Dec 29, 23
11 Delaware Healthcare I 208.78K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity® Extended Market Index 200.63K (0.93%) 0.00
Increased by 0.00%
Nov 30, 23
13 State St Russell Sm Cap® Indx SL Cl I 180.20K (0.83%) -26.40K
Decreased by -14.65%
Dec 31, 23
14 Vanguard Russell 2000 ETF 174.13K (0.81%) 3.27K
Increased by +1.88%
Nov 30, 23
15 NT R2000 Value Index Fund - NL 163.05K (0.75%) -12.01K
Decreased by -7.37%
Sep 30, 23
16 NT R2000 Index Fund - NL 161.68K (0.75%) -12.32K
Decreased by -7.62%
Sep 30, 23
17 Schwab US Small-Cap ETF™ 157.80K (0.73%) 69.00
Increased by +0.04%
Dec 30, 23
18 Vanguard Health Care ETF 141.93K (0.66%) -25.62K
Decreased by -18.05%
Nov 30, 23
19 Schwab Small Cap Index 130.34K (0.60%) 82.00
Increased by +0.06%
Nov 30, 23
20 NT R2000 Index Fund - DC - NL - 2 127.82K (0.59%) -9.59K
Decreased by -7.51%
Sep 30, 23