Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBRN 4.71%
2 PSIL 4.47%
3 MEDX 4.43%
4 SBIO 4.19%
5 FBT 3.63%
6 PSCH 3.32%
7 TYNE 3.26%
8 PBE 3.05%
9 SAMM 2.15%
10 GNRX 1.85%
11 SMCF 1.82%
12 KLDW 1.67%
13 XBI 1.61%
14 XSHQ 1.58%
15 MNTL 1.51%
16 LABU 1.42%
17 RNIN 1.19%
18 GRPZ 1.16%
19 SMCP 1.14%
20 BTEC 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.27M (18.35%) 300.33K
Increased by +1.06%
Dec 31, 25
2 Vanguard Group Inc 18.01M (11.69%) -172.15K
Decreased by -0.96%
Dec 31, 25
3 Baker Bros Advisors LP 10.01M (6.50%) 0.00
Increased by 0.00%
Mar 31, 26
4 State Street Corp 9.47M (6.15%) 932.51K
Increased by +9.84%
Dec 31, 25
5 State Street Corporation 9.00M (5.84%) -349.06K
Decreased by -3.88%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 9.00M (5.84%) -1.24M
Decreased by -13.77%
Dec 31, 25
7 Sarissa Capital Management LP 7.04M (4.57%) -7.00M
Decreased by -99.37%
Sep 30, 23
8 Renaissance Technologies Corp 6.16M (4.00%) -507.60K
Decreased by -8.24%
Mar 31, 26
9 American Century Companies Inc 5.96M (3.87%) 1.56M
Increased by +26.18%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 4.52M (2.93%) 109.59K
Increased by +2.42%
Mar 31, 26
11 COMMODORE CAPITAL LP 4.20M (2.73%) 650.00K
Increased by +15.48%
Mar 31, 26
12 JPMorgan Chase & Co 4.10M (2.66%) -1.08M
Decreased by -26.40%
Mar 31, 26
13 Geode Capital Management, LLC 4.08M (2.65%) 19.38K
Increased by +0.47%
Dec 31, 25
14 Pacer Advisors, INC. 3.46M (2.25%) -702.31K
Decreased by -20.28%
Dec 31, 24
15 UBS Group AG 3.04M (1.97%) 2.72M
Increased by +89.49%
Mar 31, 25
16 Wellington Management Company LLP 3.02M (1.96%) 2.65M
Increased by +87.58%
Dec 31, 25
17 Holocene Advisors, LP 2.85M (1.85%) 679.17K
Increased by +23.80%
Jun 30, 25
18 Goldman Sachs Group Inc 2.81M (1.82%) 879.01K
Increased by +31.33%
Dec 31, 23
19 Pictet Asset Manangement SA 2.73M (1.77%) -2.58M
Decreased by -94.37%
Mar 31, 24
20 Hardman Johnston Global Advisors LLC 2.67M (1.74%) -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 10.06M (6.53%) 2.13K
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 5.28M (3.43%) 29.62K
Increased by +0.56%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 5.16M (3.35%) -174.71K
Decreased by -3.39%
Sep 30, 24
4 Lord Abbett Floating Rate I 4.68M (3.03%) 4.68M
Increased by +100.00%
Mar 31, 26
5 Avantis US Small Cap Value ETF 3.96M (2.57%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Small Cap Index 3.85M (2.50%) 97.16K
Increased by +2.53%
Mar 31, 26
7 iShares Russell 2000 ETF 3.82M (2.48%) 32.20K
Increased by +0.84%
Apr 30, 26
8 State Street® SPDR® S&P® Biotech ETF 3.41M (2.21%) -24.23K
Decreased by -0.71%
Apr 30, 26
9 Pacer US Small Cap Cash Cows 100 ETF 2.98M (1.94%) -21.71K
Decreased by -0.73%
Feb 28, 25
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.64M (1.71%) -69.71K
Decreased by -2.64%
Mar 31, 25
11 First Trust NYSE Arca Biotech ETF 2.26M (1.46%) -10.51K
Decreased by -0.47%
Apr 30, 26
12 Vanguard Small Cap Growth Index Inv 2.16M (1.40%) 73.19K
Increased by +3.39%
Mar 31, 26
13 T. Rowe Price Integrated US SmCapGrEq 2.08M (1.35%) 1.04M
Increased by +50.00%
Dec 31, 24
14 SPDR® S&P Biotech ETF 1.97M (1.28%) 4.39K
Increased by +0.22%
Aug 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.85M (1.20%) 47.79K
Increased by +2.59%
Mar 31, 26
16 T. Rowe Price Mid-Cap Value 1.78M (1.15%) -526.70K
Decreased by -29.65%
Mar 31, 26
17 T. Rowe Price US Mid-Cap Value Equity 1.78M (1.15%) -1.96M
Decreased by -110.34%
Mar 31, 26
18 JPM US Mid Cap Growth-Composite 1.78M (1.15%) -326.24K
Decreased by -18.37%
Mar 31, 26
19 JPMorgan Mid Cap Growth I 1.78M (1.15%) -318.66K
Decreased by -17.94%
Mar 31, 26
20 Vanguard Capital Opportunity Inv 1.72M (1.12%) -11.20K
Decreased by -0.65%
Mar 31, 26