Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBE 3.38%
2 PTH 2.20%
3 IBRN 1.90%
4 SBIO 0.54%
5 DWAS 0.43%
6 XBI 0.27%
7 IWC 0.18%
8 LABU 0.17%
9 BTEC 0.14%
10 VFMO 0.11%
11 IBB 0.09%
12 RFLR 0.08%
13 IBBQ 0.07%
14 BIB 0.05%
15 IWN 0.04%
16 AVSC 0.04%
17 VTWV 0.03%
18 IWM 0.03%
19 RSSL 0.02%
20 SMLF 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 7.30M (8.84%) 3.66M
Increased by +50.09%
Mar 31, 24
2 BlackRock Inc 6.70M (8.12%) 151.57K
Increased by +2.26%
Mar 31, 25
3 Vanguard Group Inc 4.90M (5.94%) 221.80K
Increased by +4.52%
Mar 31, 25
4 State Street Corp 3.21M (3.89%) 802.33K
Increased by +24.96%
Mar 31, 25
5 Geode Capital Management, LLC 1.96M (2.38%) 89.89K
Increased by +4.57%
Mar 31, 25
6 Nwam, LLC 1.00M (1.21%) 87.30K
Increased by +8.73%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 864.73K (1.05%) -39.43K
Decreased by -4.56%
Mar 31, 25
8 Two Sigma Investments LLC 860.10K (1.04%) 83.20K
Increased by +9.67%
Mar 31, 25
9 Jupiter Asset Management Limited 804.64K (0.98%) 700.81K
Increased by +87.10%
Mar 31, 24
10 Susquehanna International Group, LLP 787.10K (0.95%) -347.64K
Decreased by -44.17%
Mar 31, 25
11 Northern Trust Corp 734.73K (0.89%) 27.83K
Increased by +3.79%
Mar 31, 25
12 Charles Schwab Investment Management Inc 669.91K (0.81%) -7.30K
Decreased by -1.09%
Mar 31, 25
13 Citigroup Inc 571.64K (0.69%) 468.96K
Increased by +82.04%
Mar 31, 24
14 Amvescap Plc. 554.35K (0.67%) -60.69K
Decreased by -10.95%
Mar 31, 25
15 LPL Financial Corp 546.63K (0.66%) 452.72K
Increased by +82.82%
Mar 31, 25
16 Two Sigma Advisers, LLC 508.20K (0.62%) 17.60K
Increased by +3.46%
Mar 31, 25
17 Pier Capital, LLC 455.43K (0.55%) 13.51K
Increased by +2.97%
Mar 31, 25
18 UBS Group AG 418.76K (0.51%) 288.71K
Increased by +68.94%
Dec 31, 24
19 Essential Planning, LLC. 413.09K (0.50%) 413.09K
Increased by +100.00%
Dec 31, 24
20 Goldman Sachs Group Inc 411.66K (0.50%) -126.88K
Decreased by -30.82%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.55M (3.09%) 16.92K
Increased by +0.66%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.53M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.87M (2.27%) 0.00
Increased by 0.00%
May 31, 25
4 SPDR® S&P Biotech ETF 1.47M (1.78%) 8.68K
Increased by +0.59%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.60%) 2.01K
Increased by +0.15%
Apr 30, 25
6 Fidelity Small Cap Index 751.25K (0.91%) 1.14K
Increased by +0.15%
Mar 31, 25
7 Fidelity® Small Cap Index 714.45K (0.87%) 47.49K
Increased by +6.65%
Oct 31, 23
8 iShares Russell 2000 Value ETF 507.79K (0.62%) 0.00
Increased by 0.00%
May 31, 25
9 iShares Biotechnology ETF 487.32K (0.59%) 0.00
Increased by 0.00%
May 31, 25
10 Fidelity Extended Market Index 479.67K (0.58%) 8.08K
Increased by +1.68%
Apr 30, 25
11 Fidelity® Extended Market Index 433.19K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
12 State St Russell Sm/Mid Cp® Indx SL Cl I 421.33K (0.51%) 5.20K
Increased by +1.23%
May 31, 25
13 State St Russell Sm/Mid Cp® Indx NL Cl C 416.13K (0.50%) 2.33K
Increased by +0.56%
Apr 30, 25
14 Schwab US Small-Cap ETF™ 405.91K (0.49%) -1.07K
Decreased by -0.26%
May 31, 25
15 CREF Stock R1 400.28K (0.49%) 275.08K
Increased by +68.72%
Jul 31, 24
16 Vanguard Russell 2000 ETF 374.37K (0.45%) 23.72K
Increased by +6.34%
Apr 30, 25
17 Vanguard Health Care ETF 262.78K (0.32%) -2.51K
Decreased by -0.96%
Apr 30, 25
18 State St Russell Sm Cap® Indx SL Cl I 261.00K (0.32%) 0.00
Increased by 0.00%
May 31, 25
19 Invesco Dorsey Wright SmallCap Momt ETF 243.77K (0.30%) 0.00
Increased by 0.00%
May 30, 25
20 Invesco Dorsey Wright Healthcare MomtETF 242.83K (0.29%) 0.00
Increased by 0.00%
May 30, 25