Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 2.04%
2 IBRN 1.67%
3 SBIO 0.63%
4 DWAS 0.43%
5 XBI 0.28%
6 IWC 0.19%
7 LABU 0.18%
8 BTEC 0.14%
9 IBB 0.08%
10 RFLR 0.08%
11 IBBQ 0.07%
12 BIB 0.05%
13 IWN 0.04%
14 VTWV 0.04%
15 AVSC 0.04%
16 VTWO 0.03%
17 IWM 0.03%
18 RSSL 0.02%
19 SMLF 0.02%
20 SCHA 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 7.30M (8.87%) 3.66M
Increased by +50.09%
Mar 31, 24
2 BlackRock Inc 6.55M (7.96%) -188.65K
Decreased by -2.88%
Dec 31, 24
3 Vanguard Group Inc 4.68M (5.69%) -59.73K
Decreased by -1.28%
Dec 31, 24
4 State Street Corp 2.41M (2.93%) -654.02K
Decreased by -27.12%
Dec 31, 24
5 Geode Capital Management, LLC 1.87M (2.28%) -8.28K
Decreased by -0.44%
Dec 31, 24
6 Susquehanna International Group, LLP 1.13M (1.38%) 896.32K
Increased by +78.99%
Dec 31, 24
7 Nwam, LLC 913.05K (1.11%) 2.58K
Increased by +0.28%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 904.16K (1.10%) 185.60K
Increased by +20.53%
Dec 31, 24
9 Jupiter Asset Management Limited 804.64K (0.98%) 700.81K
Increased by +87.10%
Mar 31, 24
10 Two Sigma Investments LLC 776.90K (0.94%) -53.72K
Decreased by -6.92%
Dec 31, 24
11 Northern Trust Corp 706.90K (0.86%) 10.94K
Increased by +1.55%
Dec 31, 24
12 Charles Schwab Investment Management Inc 677.22K (0.82%) 11.24K
Increased by +1.66%
Dec 31, 24
13 Amvescap Plc. 615.05K (0.75%) 590.64K
Increased by +96.03%
Dec 31, 24
14 Citigroup Inc 571.64K (0.69%) 468.96K
Increased by +82.04%
Mar 31, 24
15 Goldman Sachs Group Inc 538.54K (0.65%) -123.56K
Decreased by -22.94%
Dec 31, 24
16 Two Sigma Advisers, LLC 490.60K (0.60%) -2.90K
Decreased by -0.59%
Dec 31, 24
17 Pier Capital, LLC 441.92K (0.54%) 441.92K
Increased by +100.00%
Dec 31, 24
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 OZ Management LLC 370.10K (0.45%) -300.00
Decreased by -0.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.53M (3.08%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 2.53M (3.08%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.85M (2.25%) 313.00
Increased by +0.02%
Apr 30, 25
4 SPDR® S&P Biotech ETF 1.52M (1.85%) -26.66K
Decreased by -1.75%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.60%) 33.85K
Increased by +2.57%
Mar 31, 25
6 Fidelity Small Cap Index 750.11K (0.91%) 0.00
Increased by 0.00%
Feb 28, 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 526.35K (0.64%) -1.78K
Decreased by -0.34%
Apr 30, 25
9 iShares Biotechnology ETF 519.39K (0.63%) 1.19K
Increased by +0.23%
Apr 30, 25
10 Fidelity Extended Market Index 471.60K (0.57%) 9.09K
Increased by +1.93%
Mar 31, 25
11 Fidelity® Extended Market Index 433.19K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
12 State St Russell Sm/Mid Cp® Indx NL Cl C 413.80K (0.50%) -19.40K
Decreased by -4.69%
Mar 31, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 413.80K (0.50%) -19.40K
Decreased by -4.69%
Mar 31, 25
14 Schwab US Small-Cap ETF™ 407.48K (0.50%) -203.00
Decreased by -0.05%
Apr 30, 25
15 CREF Stock R1 400.28K (0.49%) 275.08K
Increased by +68.72%
Jul 31, 24
16 Vanguard Russell 2000 ETF 350.66K (0.43%) 7.67K
Increased by +2.19%
Mar 31, 25
17 Vanguard Health Care ETF 265.29K (0.32%) -1.49K
Decreased by -0.56%
Mar 31, 25
18 State St Russell Sm Cap® Indx SL Cl I 261.00K (0.32%) 0.00
Increased by 0.00%
Mar 31, 25
19 Invesco Dorsey Wright SmallCap Momt ETF 249.62K (0.30%) 0.00
Increased by 0.00%
Apr 30, 25
20 Invesco Dorsey Wright Healthcare MomtETF 245.54K (0.30%) 398.00
Increased by +0.16%
Apr 30, 25