Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBE 3.31%
2 PTH 2.21%
3 IBRN 1.69%
4 SBIO 0.47%
5 DWAS 0.43%
6 XBI 0.21%
7 IWC 0.21%
8 BTEC 0.14%
9 LABU 0.13%
10 VFMO 0.10%
11 IBB 0.09%
12 RFLR 0.08%
13 IBBQ 0.07%
14 VTWG 0.07%
15 IWO 0.06%
16 BIB 0.05%
17 ESML 0.05%
18 IWN 0.04%
19 VTWO 0.04%
20 AVSC 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 7.30M (8.79%) 3.66M
Increased by +50.09%
Mar 31, 24
2 BlackRock Inc 6.70M (8.07%) 151.57K
Increased by +2.26%
Mar 31, 25
3 Vanguard Group Inc 5.11M (6.15%) 204.62K
Increased by +4.01%
Jun 30, 25
4 State Street Corp 3.21M (3.87%) 802.33K
Increased by +24.96%
Mar 31, 25
5 Geode Capital Management, LLC 1.96M (2.37%) 89.89K
Increased by +4.57%
Mar 31, 25
6 Nwam, LLC 1.00M (1.20%) 87.30K
Increased by +8.73%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 864.73K (1.04%) -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 (0.97%) 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 (0.88%) 27.83K
Increased by +3.79%
Mar 31, 25
12 Charles Schwab Investment Management Inc 709.62K (0.85%) 39.70K
Increased by +5.60%
Jun 30, 25
13 UBS Group AG 608.02K (0.73%) 189.26K
Increased by +31.13%
Mar 31, 25
14 Citigroup Inc 571.64K (0.69%) 468.96K
Increased by +82.04%
Mar 31, 24
15 Amvescap Plc. 554.35K (0.67%) -60.69K
Decreased by -10.95%
Mar 31, 25
16 LPL Financial Corp 546.63K (0.66%) 452.72K
Increased by +82.82%
Mar 31, 25
17 Two Sigma Advisers, LLC 508.20K (0.61%) 17.60K
Increased by +3.46%
Mar 31, 25
18 Pier Capital, LLC 424.15K (0.51%) -31.28K
Decreased by -7.37%
Jun 30, 25
19 Essential Planning, LLC. 413.09K (0.50%) 413.09K
Increased by +100.00%
Dec 31, 24
20 Private Advisor Group, LLC 399.23K (0.48%) 184.50K
Increased by +46.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.59M (3.12%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 2.53M (3.05%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.98M (2.38%) -37.59K
Decreased by -1.90%
Jul 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.61%) 5.31K
Increased by +0.40%
Jun 30, 25
5 SPDR® S&P Biotech ETF 1.12M (1.35%) 33.57K
Increased by +2.99%
Jul 31, 25
6 Invesco Biotechnology & Genome ETF 826.28K (0.99%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fidelity Small Cap Index 761.58K (0.92%) -31.00
Decreased by -0.00%
May 31, 25
8 iShares Russell 2000 Growth ETF 737.08K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity® Small Cap Index 714.45K (0.86%) 47.49K
Increased by +6.65%
Oct 31, 23
10 iShares Biotechnology ETF 509.07K (0.61%) 4.35K
Increased by +0.86%
Jul 31, 25
11 iShares Russell 2000 Value ETF 507.79K (0.61%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity Extended Market Index 465.56K (0.56%) -1.22K
Decreased by -0.26%
Jun 30, 25
13 Fidelity® Extended Market Index 433.19K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Russell 2000 ETF 425.64K (0.51%) 47.90K
Increased by +11.25%
Jun 30, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 421.33K (0.51%) 0.00
Increased by 0.00%
Jul 31, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 416.13K (0.50%) 2.33K
Increased by +0.56%
Apr 30, 25
17 Schwab US Small-Cap ETF™ 403.01K (0.49%) -203.00
Decreased by -0.05%
Jul 31, 25
18 CREF Stock R1 400.28K (0.48%) 275.08K
Increased by +68.72%
Jul 31, 24
19 State St Russell Sm Cap® Indx SL Cl I 302.40K (0.36%) 0.00
Increased by 0.00%
Jul 31, 25
20 Vanguard Health Care ETF 263.62K (0.32%) -93.00
Decreased by -0.04%
Jun 30, 25