Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSIL 7.59%
2 SBIO 4.66%
3 MEDX 4.64%
4 IBRN 4.28%
5 FBT 3.95%
6 PSCH 3.54%
7 SAMM 3.50%
8 TYNE 3.26%
9 PBE 3.05%
10 MNTL 1.93%
11 KLDW 1.93%
12 GNRX 1.85%
13 CAFG 1.50%
14 JSMD 1.30%
15 GRPZ 1.29%
16 FSGS 1.23%
17 RNSC 1.23%
18 XBI 1.22%
19 SMCP 1.14%
20 FTXH 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.85M (18.09%) -425.53K
Decreased by -1.53%
Dec 31, 24
2 Vanguard Group Inc 18.50M (12.01%) -475.45K
Decreased by -2.57%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 12.26M (7.96%) -742.16K
Decreased by -6.06%
Dec 31, 24
4 State Street Corporation 9.00M (5.85%) -349.06K
Decreased by -3.88%
Mar 31, 24
5 State Street Corp 8.81M (5.72%) -370.42K
Decreased by -4.20%
Dec 31, 24
6 RTW INVESTMENTS, LLC 7.56M (4.91%) 903.80K
Increased by +11.96%
Dec 31, 24
7 Sarissa Capital Management LP 7.04M (4.57%) -7.00M
Decreased by -99.37%
Sep 30, 23
8 Wellington Management Company LLP 7.01M (4.55%) -5.65M
Decreased by -80.51%
Dec 31, 24
9 Renaissance Technologies Corp 5.48M (3.56%) 57.70K
Increased by +1.05%
Dec 31, 24
10 Baker Bros Advisors LP 4.18M (2.72%) 0.00
Increased by 0.00%
Dec 31, 24
11 Geode Capital Management, LLC 3.82M (2.48%) -55.28K
Decreased by -1.45%
Dec 31, 24
12 Deep Track Capital, LP 3.50M (2.27%) 0.00
Increased by 0.00%
Sep 30, 24
13 Pacer Advisors, INC. 3.46M (2.25%) -702.31K
Decreased by -20.28%
Dec 31, 24
14 American Century Companies Inc 3.45M (2.24%) 209.74K
Increased by +6.08%
Dec 31, 24
15 PRIMECAP Management Company 3.10M (2.01%) -201.60K
Decreased by -6.51%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 3.02M (1.96%) 128.70K
Increased by +4.26%
Dec 31, 24
17 Goldman Sachs Group Inc 2.81M (1.82%) 879.01K
Increased by +31.33%
Dec 31, 23
18 Pictet Asset Manangement SA 2.73M (1.77%) -2.58M
Decreased by -94.37%
Mar 31, 24
19 Hardman Johnston Global Advisors LLC 2.67M (1.74%) -2.80M
Decreased by -104.74%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 2.57M (1.67%) -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 10.31M (6.70%) -2.20K
Decreased by -0.02%
Feb 28, 25
2 T. Rowe Price US Mid-Cap Value Equity 5.20M (3.38%) -424.23K
Decreased by -8.16%
Dec 31, 24
3 T. Rowe Price Mid-Cap Value 5.20M (3.37%) -3.84K
Decreased by -0.07%
Jan 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.13M (3.33%) 3.21K
Increased by +0.06%
Feb 28, 25
5 Vanguard Health Care Inv 4.42M (2.87%) -4.18M
Decreased by -94.50%
Dec 31, 24
6 iShares Russell 2000 ETF 4.15M (2.69%) -48.76K
Decreased by -1.18%
Feb 28, 25
7 Vanguard Small Cap Index 4.13M (2.68%) 3.36K
Increased by +0.08%
Feb 28, 25
8 Pacer US Small Cap Cash Cows 100 ETF 2.98M (1.94%) -21.71K
Decreased by -0.73%
Feb 28, 25
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.71M (1.76%) -255.62K
Decreased by -9.43%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.60%) 3.38K
Increased by +0.14%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 2.32M (1.51%) -12.54K
Decreased by -0.54%
Feb 28, 25
12 SPDR® S&P Biotech ETF 2.23M (1.45%) -13.55K
Decreased by -0.61%
Feb 28, 25
13 T. Rowe Price Integrated US SmCapGrEq 2.08M (1.35%) 1.04M
Increased by +50.00%
Dec 31, 24
14 Avantis US Small Cap Value ETF 2.08M (1.35%) 0.00
Increased by 0.00%
Feb 28, 25
15 Vanguard Capital Opportunity Inv 1.81M (1.18%) -25.00K
Decreased by -1.38%
Dec 31, 24
16 Fidelity Small Cap Index 1.62M (1.05%) -41.04K
Decreased by -2.54%
Dec 31, 24
17 Fidelity® Small Cap Index 1.60M (1.04%) 43.57K
Increased by +2.73%
Oct 31, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 1.48M (0.96%) 1.51K
Increased by +0.10%
Mar 28, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.44M (0.93%) -1.60K
Decreased by -0.11%
Feb 28, 25
20 iShares Russell 2000 Growth ETF 1.43M (0.93%) -1.69K
Decreased by -0.12%
Feb 28, 25