Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIOT_old 4.04%
2 GNOM 3.92%
3 UTRN 3.84%
4 FBT 3.02%
5 EASI 2.70%
6 GDOC 2.67%
7 PBE 2.65%
8 XBI 2.29%
9 ZBIO 1.91%
10 BIS 1.91%
11 LABU 1.62%
12 SYNB 1.54%
13 BBP 1.54%
14 QQQN 1.30%
15 BBH 1.29%
16 HTEC 1.27%
17 IBB 1.22%
18 EQUL 1.17%
19 IBBQ 1.17%
20 BMED 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.62M (12.63%) -114.85K
Decreased by -0.51%
Sep 30, 24
2 Vanguard Group Inc 19.28M (10.76%) 284.62K
Increased by +1.48%
Sep 30, 24
3 PRIMECAP Management Company 18.87M (10.53%) 77.35K
Increased by +0.41%
Sep 30, 24
4 Dodge & Cox 13.90M (7.76%) -32.17K
Decreased by -0.23%
Sep 30, 24
5 Capital Research Global Investors 10.49M (5.86%) 802.39K
Increased by +7.65%
Sep 30, 24
6 Viking Global Investors LP 9.75M (5.44%) 2.69M
Increased by +27.58%
Sep 30, 24
7 State Street Corp 8.82M (4.92%) -812.91K
Decreased by -9.21%
Sep 30, 24
8 State Street Corporation 6.90M (3.85%) 164.70K
Increased by +2.39%
Mar 31, 24
9 Barclays PLC 5.25M (2.93%) -34.37K
Decreased by -0.65%
Mar 31, 24
10 UBS Group AG 5.06M (2.82%) 4.96M
Increased by +98.17%
Mar 31, 24
11 Ameriprise Financial Inc 4.28M (2.39%) -419.84K
Decreased by -9.81%
Sep 30, 24
12 Baker Bros Advisors LP 3.81M (2.13%) 0.00
Increased by 0.00%
Sep 30, 23
13 NORGES BANK 3.62M (2.02%) 258.19K
Increased by +7.13%
Jun 30, 24
14 Elliott Investment Management L.P. 3.50M (1.95%) 0.00
Increased by 0.00%
Jun 30, 24
15 Elliott Investment Management LP 3.50M (1.95%) 0.00
Increased by 0.00%
Sep 30, 24
16 Geode Capital Management, LLC 3.26M (1.82%) 60.69K
Increased by +1.86%
Sep 30, 24
17 JPMorgan Chase & Co 2.81M (1.57%) 218.61K
Increased by +7.77%
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 Morgan Stanley - Brokerage Accounts 2.39M (1.34%) 373.03K
Increased by +15.58%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 8.91M (4.97%) 0.00
Increased by 0.00%
Sep 30, 24
2 American Funds Growth Fund of Amer A 7.54M (4.21%) 2.57M
Increased by +34.04%
Dec 31, 24
3 Vanguard PRIMECAP Inv 7.27M (4.06%) 200.00K
Increased by +2.75%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 6.21M (3.46%) 20.50K
Increased by +0.33%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 6.00M (3.35%) 5.42K
Increased by +0.09%
Dec 31, 24
6 Vanguard Capital Opportunity Inv 5.55M (3.10%) 63.00K
Increased by +1.14%
Sep 30, 24
7 Capital Group Growth Fnd of Amer Comp 4.97M (2.77%) 389.40K
Increased by +7.83%
Sep 30, 24
8 Capital Group AMCAP Composite 4.61M (2.57%) 314.33K
Increased by +6.82%
Sep 30, 24
9 VA CollegeAmerica Amcap 529A 4.49M (2.51%) -115.70K
Decreased by -2.57%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.89M (1.61%) 43.89K
Increased by +1.52%
Dec 31, 24
11 Aviva Investors GlConvtAbsRet I USD Acc 2.49M (1.39%) -133.34K
Decreased by -5.35%
Mar 31, 24
12 Vanguard Small Cap Index 2.42M (1.35%) 2.42M
Increased by +100.00%
Dec 31, 24
13 SPDR® S&P Biotech ETF 2.30M (1.29%) -41.05K
Decreased by -1.78%
Dec 31, 24
14 Vanguard Mid Cap Index Institutional 2.05M (1.14%) -2.01M
Decreased by -98.25%
Dec 31, 24
15 PRIMECAP Odyssey Aggressive Growth 1.94M (1.08%) -13.37K
Decreased by -0.69%
Sep 30, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 1.59M (0.89%) 45.37K
Increased by +2.86%
Dec 31, 24
17 PRIMECAP Odyssey Growth 1.53M (0.86%) -78.40K
Decreased by -5.11%
Sep 30, 24
18 Xtrackers S&P 500 Swap ETF 1C 1.51M (0.84%) -2.58K
Decreased by -0.17%
Dec 31, 23
19 Columbia Contrarian Core Inst 1.42M (0.79%) 206.77K
Increased by +14.53%
Dec 31, 24
20 Vanguard Small Cap Growth Index Inv 1.37M (0.77%) 1.37M
Increased by +100.00%
Dec 31, 24