Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWV 1000.00%
3 IWO 1000.00%
4 IWM 1000.00%
5 IWC 1000.00%
6 ITOT 1000.00%
7 ISCV 1000.00%
8 IBB 1000.00%
9 ISCG 1000.00%
10 JKK 1000.00%
11 JKJ 1000.00%
12 CNCR 1.90%
13 CHNA 1.44%
14 CSML 0.36%
15 BTEC 0.20%
16 ZBIO 0.16%
17 BIS 0.16%
18 GSSC 0.06%
19 IBBQ 0.05%
20 AVSC 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.47M (9.05%) -58.42K
Decreased by -2.36%
Sep 30, 23
2 Vanguard Group Inc 2.23M (8.17%) 4.90K
Increased by +0.22%
Sep 30, 23
3 Sofinnova Ventures 2.19M (8.03%) 0.00
Increased by 0.00%
Sep 30, 23
4 Polar Capital Holdings PLC 2.10M (7.70%) 0.00
Increased by 0.00%
Sep 30, 23
5 D. E. Shaw & Co LP 1.35M (4.94%) 73.81K
Increased by +5.47%
Sep 30, 23
6 Acadian Asset Management LLC 811.26K (2.97%) 783.03K
Increased by +96.52%
Sep 30, 23
7 State Street Corporation 741.10K (2.71%) -3.51K
Decreased by -0.47%
Sep 30, 23
8 Geode Capital Management, LLC 710.83K (2.60%) -831.00
Decreased by -0.12%
Sep 30, 23
9 Jacobs Levy Equity Management, Inc. 530.44K (1.94%) -34.09K
Decreased by -6.43%
Sep 30, 23
10 Citadel Advisors Llc 414.31K (1.52%) 382.79K
Increased by +92.39%
Sep 30, 23
11 Goldman Sachs Group Inc 389.35K (1.43%) -13.30K
Decreased by -3.42%
Sep 30, 23
12 Nuveen Asset Management, LLC 358.40K (1.31%) -66.43K
Decreased by -18.54%
Sep 30, 23
13 Millennium Management LLC 346.92K (1.27%) 17.35K
Increased by +5.00%
Sep 30, 23
14 Northern Trust Corp 323.19K (1.18%) -5.33K
Decreased by -1.65%
Sep 30, 23
15 Los Angeles Capital Management LLC 303.92K (1.11%) 32.99K
Increased by +10.86%
Sep 30, 23
16 Prudential Financial Inc 285.85K (1.05%) 35.90K
Increased by +12.56%
Sep 30, 23
17 Charles Schwab Investment Management Inc 249.44K (0.91%) -7.65K
Decreased by -3.07%
Sep 30, 23
18 AQR Capital Management LLC 245.48K (0.90%) 45.98K
Increased by +18.73%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 241.59K (0.88%) 112.09K
Increased by +46.40%
Sep 30, 23
20 Renaissance Technologies Corp 237.09K (0.87%) 20.89K
Increased by +8.81%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 HBM Healthcare Investments AG Ord 3.30M (12.07%) 0.00
Increased by 0.00%
Sep 30, 23
2 Polar Capital Biotech S Inc 1.73M (6.31%) -25.00K
Decreased by -1.45%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.16M (4.24%) 0.00
Increased by 0.00%
Nov 30, 23
4 iShares Russell 2000 ETF 1.00M (3.66%) 6.36K
Increased by +0.64%
Dec 29, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 467.25K (1.71%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity® Small Cap Index 356.43K (1.30%) 9.18K
Increased by +2.57%
Oct 31, 23
7 Victory Science & Technology 299.43K (1.10%) 29.54K
Increased by +9.86%
Sep 30, 23
8 iShares Biotechnology ETF 255.36K (0.93%) -233.00
Decreased by -0.09%
Dec 29, 23
9 CREF Stock R1 248.57K (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
10 State St Russell Sm/Mid Cp® Indx NL Cl C 219.89K (0.80%) 0.00
Increased by 0.00%
Dec 31, 23
11 iShares Russell 2000 Value ETF 181.55K (0.66%) 339.00
Increased by +0.19%
Dec 29, 23
12 SEI Small Cap F (SIMT) 169.44K (0.62%) 0.00
Increased by 0.00%
Dec 31, 23
13 iShares Russell 2000 Growth ETF 157.50K (0.58%) 0.00
Increased by 0.00%
Dec 29, 23
14 Fidelity® Extended Market Index 153.06K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Strategic Small-Cap Equity Inv 143.16K (0.52%) 0.00
Increased by 0.00%
Sep 30, 23
16 DFA US Micro Cap I 136.67K (0.50%) 12.53K
Increased by +9.17%
Nov 30, 23
17 State St Russell Sm Cap® Indx SL Cl I 133.28K (0.49%) 0.00
Increased by 0.00%
Dec 31, 23
18 Schwab US Small-Cap ETF™ 131.13K (0.48%) 57.00
Increased by +0.04%
Dec 30, 23
19 Vanguard Health Care ETF 118.54K (0.43%) -1.14K
Decreased by -0.96%
Nov 30, 23
20 Vanguard Russell 2000 ETF 114.04K (0.42%) 3.93K
Increased by +3.45%
Nov 30, 23