Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSIL 6.48%
2 MEDX 4.09%
3 SBIO 3.97%
4 IBRN 3.80%
5 FBT 3.34%
6 PSCH 3.29%
7 TYNE 3.26%
8 SAMM 3.16%
9 PBE 3.05%
10 GNRX 1.85%
11 MNTL 1.68%
12 KLDW 1.64%
13 CAFG 1.37%
14 GRPZ 1.15%
15 SMCP 1.14%
16 LGHT 1.12%
17 BTEC 1.11%
18 JSMD 1.11%
19 XBI 1.04%
20 FTXH 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.85M (17.40%) -425.53K
Decreased by -1.53%
Dec 31, 24
2 Vanguard Group Inc 18.50M (11.56%) -475.45K
Decreased by -2.57%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 12.26M (7.66%) -742.16K
Decreased by -6.06%
Dec 31, 24
4 State Street Corporation 9.00M (5.63%) -349.06K
Decreased by -3.88%
Mar 31, 24
5 State Street Corp 8.81M (5.51%) -370.42K
Decreased by -4.20%
Dec 31, 24
6 RTW INVESTMENTS, LLC 7.56M (4.72%) 903.80K
Increased by +11.96%
Dec 31, 24
7 Sarissa Capital Management LP 7.04M (4.40%) -7.00M
Decreased by -99.37%
Sep 30, 23
8 Wellington Management Company LLP 7.01M (4.38%) -5.65M
Decreased by -80.51%
Dec 31, 24
9 Renaissance Technologies Corp 5.48M (3.42%) 57.70K
Increased by +1.05%
Dec 31, 24
10 Baker Bros Advisors LP 4.18M (2.61%) 0.00
Increased by 0.00%
Dec 31, 24
11 Geode Capital Management, LLC 3.82M (2.39%) -55.28K
Decreased by -1.45%
Dec 31, 24
12 Deep Track Capital, LP 3.50M (2.19%) 0.00
Increased by 0.00%
Sep 30, 24
13 Pacer Advisors, INC. 3.46M (2.16%) -702.31K
Decreased by -20.28%
Dec 31, 24
14 American Century Companies Inc 3.45M (2.16%) 209.74K
Increased by +6.08%
Dec 31, 24
15 PRIMECAP Management Company 3.10M (1.93%) -201.60K
Decreased by -6.51%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 3.02M (1.89%) 128.70K
Increased by +4.26%
Dec 31, 24
17 Goldman Sachs Group Inc 2.81M (1.75%) 879.01K
Increased by +31.33%
Dec 31, 23
18 Pictet Asset Manangement SA 2.73M (1.71%) -2.58M
Decreased by -94.37%
Mar 31, 24
19 Hardman Johnston Global Advisors LLC 2.67M (1.67%) -2.80M
Decreased by -104.74%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 2.57M (1.61%) -1.66M
Decreased by -64.68%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.06M (6.28%) 5.73K
Increased by +0.06%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Value Equity 5.20M (3.25%) -424.23K
Decreased by -8.16%
Dec 31, 24
3 T. Rowe Price Mid-Cap Value 5.20M (3.25%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 5.16M (3.22%) -174.71K
Decreased by -3.39%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.13M (3.21%) 3.21K
Increased by +0.06%
Feb 28, 25
6 Vanguard Health Care Inv 4.42M (2.76%) -4.18M
Decreased by -94.50%
Dec 31, 24
7 iShares Russell 2000 ETF 4.24M (2.65%) -36.74K
Decreased by -0.87%
Mar 31, 25
8 Vanguard Small Cap Index 4.13M (2.58%) 3.36K
Increased by +0.08%
Feb 28, 25
9 Pacer US Small Cap Cash Cows 100 ETF 2.98M (1.87%) -21.71K
Decreased by -0.73%
Feb 28, 25
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.71M (1.69%) -255.62K
Decreased by -9.43%
Dec 31, 24
11 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.71M (1.69%) -255.62K
Decreased by -9.43%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.54%) 3.38K
Increased by +0.14%
Feb 28, 25
13 Vanguard Small Cap Growth Index Inv 2.32M (1.45%) -12.54K
Decreased by -0.54%
Feb 28, 25
14 T. Rowe Price Integrated US SmCapGrEq 2.08M (1.30%) 1.04M
Increased by +50.00%
Dec 31, 24
15 Avantis US Small Cap Value ETF 2.03M (1.27%) -4.11K
Decreased by -0.20%
Mar 29, 25
16 SPDR® S&P Biotech ETF 1.83M (1.14%) -36.55K
Decreased by -2.00%
Mar 31, 25
17 Vanguard Capital Opportunity Inv 1.81M (1.13%) -25.00K
Decreased by -1.38%
Dec 31, 24
18 Fidelity® Small Cap Index 1.60M (1.00%) 43.57K
Increased by +2.73%
Oct 31, 23
19 Fidelity Small Cap Index 1.59M (0.99%) -29.75K
Decreased by -1.87%
Jan 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.48M (0.92%) 1.51K
Increased by +0.10%
Mar 28, 24