Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.32%
2 IBRN 3.53%
3 FBT 2.75%
4 PBE 2.52%
5 MNTL 2.43%
6 LFSC 2.28%
7 SBIO 2.25%
8 CAFG 1.94%
9 ASCE 1.60%
10 PSCH 1.49%
11 PTH 1.40%
12 SPIT 1.38%
13 BBP 1.30%
14 RZG 1.06%
15 XBI 1.01%
16 GRPZ 0.98%
17 LIVR 0.91%
18 ZBIO 0.81%
19 BIS 0.81%
20 FSML 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baker Bros Advisors LP 42.90M (33.88%) 0.00
Increased by 0.00%
Dec 31, 25
2 BlackRock Inc 20.27M (16.01%) -383.77K
Decreased by -1.89%
Sep 30, 25
3 Vanguard Group Inc 15.15M (11.97%) -25.41K
Decreased by -0.17%
Dec 31, 25
4 State Street Corp 7.26M (5.73%) 1.08M
Increased by +14.85%
Sep 30, 25
5 RTW INVESTMENTS, LLC 7.14M (5.64%) 0.00
Increased by 0.00%
Dec 31, 25
6 State Street Corporation 6.00M (4.74%) -463.62K
Decreased by -7.73%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 4.11M (3.25%) -568.94K
Decreased by -13.84%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 4.00M (3.16%) -1.18M
Decreased by -29.48%
Mar 31, 24
9 Point72 Asset Management, L.P. 3.38M (2.67%) 1.89M
Increased by +55.99%
Dec 31, 25
10 Geode Capital Management, LLC 3.24M (2.56%) 106.81K
Increased by +3.30%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 2.92M (2.31%) 122.84K
Increased by +4.21%
Dec 31, 25
12 Palo Alto Investors, LLC 2.48M (1.96%) 17.35K
Increased by +0.70%
Dec 31, 25
13 SG Americas Securities, LLC 2.48M (1.96%) 1.97M
Increased by +79.18%
Dec 31, 24
14 FMR Inc 2.37M (1.87%) -1.63M
Decreased by -68.73%
Jun 30, 24
15 Marshall Wace Asset Management Ltd 2.36M (1.86%) 389.17K
Increased by +16.50%
Sep 30, 25
16 Rockefeller Capital Management L.P. 2.33M (1.84%) 1.19M
Increased by +51.13%
Jun 30, 25
17 First Trust Advisors L.P. 2.27M (1.79%) 326.88K
Increased by +14.40%
Dec 31, 25
18 Goldman Sachs Group Inc 2.18M (1.72%) -701.69K
Decreased by -32.21%
Mar 31, 25
19 Millennium Management LLC 2.05M (1.62%) -884.60K
Decreased by -43.09%
Sep 30, 24
20 BRAIDWELL LP 2.03M (1.60%) -346.63K
Decreased by -17.06%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.52M (5.94%) 2.79K
Increased by +0.04%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 4.04M (3.19%) 26.05K
Increased by +0.65%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 3.89M (3.07%) 4.42K
Increased by +0.11%
Sep 30, 24
4 State Street® SPDR® S&P® Biotech ETF 3.57M (2.82%) 209.92K
Increased by +5.88%
Mar 31, 26
5 iShares Russell 2000 ETF 3.06M (2.42%) -25.00K
Decreased by -0.82%
Mar 31, 26
6 First Trust NYSE Arca Biotech ETF 3.01M (2.38%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Small Cap Index 2.95M (2.33%) 67.55K
Increased by +2.29%
Mar 31, 26
8 Fidelity® Growth Company 1.70M (1.34%) 57.80K
Increased by +3.41%
Nov 30, 23
9 Vanguard Small Cap Growth Index Inv 1.65M (1.30%) 47.65K
Increased by +2.89%
Mar 31, 26
10 SPDR® S&P Biotech ETF 1.54M (1.21%) 3.42K
Increased by +0.22%
Aug 31, 25
11 T. Rowe Price New Horizons 1.53M (1.21%) -176.30K
Decreased by -11.53%
Mar 31, 24
12 US Small-Cap Growth II Equity Comp 1.53M (1.21%) -176.30K
Decreased by -11.53%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.40M (1.11%) 34.45K
Increased by +2.46%
Mar 31, 26
14 iShares Biotechnology ETF 1.25M (0.99%) 2.60K
Increased by +0.21%
Mar 31, 26
15 Fidelity Small Cap Index 1.20M (0.95%) -15.88K
Decreased by -1.32%
Jan 31, 26
16 T. Rowe Price Health Sciences 1.20M (0.94%) -68.81K
Decreased by -5.76%
Dec 31, 23
17 Fidelity® Small Cap Index 1.17M (0.92%) 31.83K
Increased by +2.73%
Oct 31, 23
18 State Street SPDR Port S&P 600 Sm CpETF 1.13M (0.89%) -594.00
Decreased by -0.05%
Mar 31, 26
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.10M (0.87%) 13.13K
Increased by +1.19%
Aug 29, 25
20 iShares S&P Small-Cap 600 Growth ETF 1.08M (0.85%) 0.00
Increased by 0.00%
Mar 31, 26