Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSIL 4.97%
2 MEDX 4.24%
3 IBRN 3.98%
4 PSCH 3.49%
5 FBT 3.44%
6 TYNE 3.26%
7 SBIO 3.21%
8 PBE 3.05%
9 SAMM 2.15%
10 GNRX 1.85%
11 MNTL 1.75%
12 KLDW 1.70%
13 XSHQ 1.38%
14 CAFG 1.33%
15 JSML 1.29%
16 XBI 1.18%
17 SMCP 1.14%
18 BTEC 1.11%
19 LGHT 1.08%
20 SHRT 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.41M (16.89%) -446.54K
Decreased by -1.63%
Mar 31, 25
2 Vanguard Group Inc 18.21M (11.23%) -283.51K
Decreased by -1.56%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 11.79M (7.27%) -468.20K
Decreased by -3.97%
Mar 31, 25
4 State Street Corporation 9.00M (5.55%) -349.06K
Decreased by -3.88%
Mar 31, 24
5 State Street Corp 8.02M (4.94%) -792.30K
Decreased by -9.88%
Mar 31, 25
6 Sarissa Capital Management LP 7.04M (4.34%) -7.00M
Decreased by -99.37%
Sep 30, 23
7 RTW INVESTMENTS, LLC 6.88M (4.24%) -673.14K
Decreased by -9.78%
Mar 31, 25
8 Renaissance Technologies Corp 5.74M (3.54%) 260.10K
Increased by +4.53%
Mar 31, 25
9 JPMorgan Chase & Co 5.23M (3.23%) 4.35M
Increased by +83.01%
Mar 31, 25
10 Baker Bros Advisors LP 4.48M (2.76%) 301.53K
Increased by +6.73%
Mar 31, 25
11 Geode Capital Management, LLC 3.94M (2.43%) 121.05K
Increased by +3.07%
Mar 31, 25
12 Deep Track Capital, LP 3.50M (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
13 American Century Companies Inc 3.47M (2.14%) 14.97K
Increased by +0.43%
Mar 31, 25
14 Pacer Advisors, INC. 3.46M (2.13%) -702.31K
Decreased by -20.28%
Dec 31, 24
15 Wellington Management Company LLP 3.10M (1.91%) -3.92M
Decreased by -126.44%
Mar 31, 25
16 PRIMECAP Management Company 3.00M (1.85%) -91.42K
Decreased by -3.04%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 2.99M (1.84%) -28.50K
Decreased by -0.95%
Mar 31, 25
18 Goldman Sachs Group Inc 2.81M (1.73%) 879.01K
Increased by +31.33%
Dec 31, 23
19 Pictet Asset Manangement SA 2.73M (1.68%) -2.58M
Decreased by -94.37%
Mar 31, 24
20 Hardman Johnston Global Advisors LLC 2.67M (1.65%) -2.80M
Decreased by -104.74%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.77M (6.02%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.20M (3.21%) 3.28K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.16M (3.18%) -174.71K
Decreased by -3.39%
Sep 30, 24
4 T. Rowe Price Mid-Cap Value 4.97M (3.06%) -224.35K
Decreased by -4.51%
Mar 31, 25
5 T. Rowe Price US Mid-Cap Value Equity 4.97M (3.06%) -228.19K
Decreased by -4.59%
Mar 31, 25
6 Vanguard Small Cap Index 4.10M (2.53%) 19.82K
Increased by +0.48%
May 31, 25
7 iShares Russell 2000 ETF 4.05M (2.49%) 0.00
Increased by 0.00%
May 31, 25
8 Pacer US Small Cap Cash Cows 100 ETF 2.98M (1.84%) -21.71K
Decreased by -0.73%
Feb 28, 25
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.64M (1.63%) -69.71K
Decreased by -2.64%
Mar 31, 25
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.64M (1.63%) -69.71K
Decreased by -2.64%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.56%) 24.13K
Increased by +0.95%
May 31, 25
12 Vanguard Small Cap Growth Index Inv 2.26M (1.39%) -15.19K
Decreased by -0.67%
May 31, 25
13 Avantis US Small Cap Value ETF 2.08M (1.29%) 0.00
Increased by 0.00%
May 31, 25
14 T. Rowe Price Integrated US SmCapGrEq 2.08M (1.28%) 1.04M
Increased by +50.00%
Dec 31, 24
15 Vanguard Capital Opportunity Inv 1.80M (1.11%) -12.40K
Decreased by -0.69%
Mar 31, 25
16 SPDR® S&P Biotech ETF 1.73M (1.07%) 10.23K
Increased by +0.59%
May 31, 25
17 Vanguard Health Care Inv 1.65M (1.02%) -2.77M
Decreased by -167.70%
Mar 31, 25
18 Fidelity Small Cap Index 1.61M (0.99%) 12.33K
Increased by +0.77%
Mar 31, 25
19 Fidelity® Small Cap Index 1.60M (0.99%) 43.57K
Increased by +2.73%
Oct 31, 23
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.48M (0.91%) 1.51K
Increased by +0.10%
Mar 28, 24