Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIOT_old 4.04%
2 UTRN 3.84%
3 GNOM 3.83%
4 FBT 3.12%
5 PBE 2.78%
6 GDOC 2.76%
7 EASI 2.70%
8 XBI 2.33%
9 ZBIO 1.91%
10 BIS 1.91%
11 BBP 1.54%
12 LABU 1.54%
13 SYNB 1.43%
14 BBH 1.35%
15 QQQN 1.30%
16 HTEC 1.22%
17 IBB 1.19%
18 IBBQ 1.18%
19 EQUL 1.17%
20 BMED 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.62M (12.67%) -114.85K
Decreased by -0.51%
Sep 30, 24
2 Vanguard Group Inc 19.37M (10.85%) 93.53K
Increased by +0.48%
Dec 31, 24
3 PRIMECAP Management Company 18.19M (10.19%) -678.26K
Decreased by -3.73%
Dec 31, 24
4 Dodge & Cox 14.75M (8.26%) 847.92K
Increased by +5.75%
Dec 31, 24
5 Capital Research Global Investors 12.99M (7.27%) 2.50M
Increased by +19.22%
Dec 31, 24
6 Viking Global Investors LP 9.75M (5.46%) 2.69M
Increased by +27.58%
Sep 30, 24
7 State Street Corp 8.82M (4.94%) -812.91K
Decreased by -9.21%
Sep 30, 24
8 State Street Corporation 6.90M (3.86%) 164.70K
Increased by +2.39%
Mar 31, 24
9 JPMorgan Chase & Co 5.62M (3.15%) 437.22K
Increased by +7.77%
Sep 30, 24
10 Barclays PLC 5.25M (2.94%) -34.37K
Decreased by -0.65%
Mar 31, 24
11 UBS Group AG 5.06M (2.83%) 4.96M
Increased by +98.17%
Mar 31, 24
12 Ameriprise Financial Inc 4.28M (2.40%) -419.84K
Decreased by -9.81%
Sep 30, 24
13 Baker Bros Advisors LP 3.81M (2.13%) 0.00
Increased by 0.00%
Sep 30, 23
14 NORGES BANK 3.57M (2.00%) -49.67K
Decreased by -1.39%
Dec 31, 24
15 Elliott Investment Management L.P. 3.50M (1.96%) 0.00
Increased by 0.00%
Jun 30, 24
16 Elliott Investment Management LP 3.50M (1.96%) 0.00
Increased by 0.00%
Sep 30, 24
17 Geode Capital Management, LLC 3.26M (1.83%) 60.69K
Increased by +1.86%
Sep 30, 24
18 HHG PLC 2.79M (1.56%) -634.20K
Decreased by -22.73%
Dec 31, 23
19 Bank of America Corp 2.79M (1.56%) 430.81K
Increased by +15.44%
Mar 31, 24
20 Bank of New York Mellon Corp 2.40M (1.34%) 79.96K
Increased by +3.33%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 9.77M (5.47%) 855.60K
Increased by +8.76%
Dec 31, 24
2 American Funds Growth Fund of Amer A 7.54M (4.22%) 2.57M
Increased by +34.04%
Dec 31, 24
3 Capital Group Growth Fnd of Amer Comp 7.54M (4.22%) 2.57M
Increased by +34.04%
Dec 31, 24
4 Vanguard PRIMECAP Inv 7.17M (4.01%) -105.72K
Decreased by -1.48%
Dec 31, 24
5 iShares Core S&P Mid-Cap ETF 6.22M (3.48%) -1.62K
Decreased by -0.03%
Jan 31, 25
6 Vanguard Total Stock Mkt Idx Inv 6.00M (3.36%) 5.42K
Increased by +0.09%
Dec 31, 24
7 Vanguard Capital Opportunity Inv 5.51M (3.09%) -39.91K
Decreased by -0.72%
Dec 31, 24
8 American Funds AMCAP A 4.49M (2.52%) -115.70K
Decreased by -2.57%
Dec 31, 24
9 Capital Group AMCAP Composite 4.49M (2.52%) -115.70K
Decreased by -2.57%
Dec 31, 24
10 VA CollegeAmerica Amcap 529A 4.49M (2.52%) -115.70K
Decreased by -2.57%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.89M (1.62%) 43.89K
Increased by +1.52%
Dec 31, 24
12 Aviva Investors GlConvtAbsRet I USD Acc 2.49M (1.40%) -133.34K
Decreased by -5.35%
Mar 31, 24
13 Vanguard Small Cap Index 2.42M (1.36%) 2.42M
Increased by +100.00%
Dec 31, 24
14 SPDR® S&P Biotech ETF 2.17M (1.21%) -49.26K
Decreased by -2.27%
Jan 31, 25
15 Vanguard Mid Cap Index Institutional 2.05M (1.15%) -2.01M
Decreased by -98.25%
Dec 31, 24
16 PRIMECAP Odyssey Aggressive Growth 1.86M (1.04%) -77.81K
Decreased by -4.18%
Dec 31, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 1.59M (0.89%) 45.37K
Increased by +2.86%
Dec 31, 24
18 Xtrackers S&P 500 Swap ETF 1C 1.51M (0.85%) -2.58K
Decreased by -0.17%
Dec 31, 23
19 Columbia Contrarian Core Inst 1.42M (0.80%) 206.77K
Increased by +14.53%
Dec 31, 24
20 Columbia Contrarian Large Cap Core 1.42M (0.80%) 1.42M
Increased by +100.00%
Dec 31, 24