Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BKIV 2.86%
2 SBIO 2.69%
3 HRTS 1.60%
4 XBI 1.44%
5 BTEC 1.21%
6 PAMC 1.14%
7 ESIX 0.95%
8 LABU 0.90%
9 BBC 0.87%
10 FMED 0.80%
11 MID 0.77%
12 MEDI 0.72%
13 VIOV 0.69%
14 FRTY 0.68%
15 SLYV 0.64%
16 VIOG 0.63%
17 IJS 0.63%
18 VIOO 0.62%
19 BBH 0.58%
20 SPSM 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.56M (13.10%) 94.40K
Increased by +0.61%
Mar 31, 25
2 Vanguard Group Inc 11.85M (9.97%) -66.27K
Decreased by -0.56%
Mar 31, 25
3 FMR Inc 10.32M (8.68%) -478.56K
Decreased by -4.64%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 9.96M (8.38%) -796.87K
Decreased by -8.00%
Mar 31, 25
5 Wellington Management Company LLP 7.99M (6.72%) 100.04K
Increased by +1.25%
Mar 31, 25
6 State Street Corp 6.09M (5.12%) -82.34K
Decreased by -1.35%
Mar 31, 25
7 Darwin Global Management, Ltd. 4.58M (3.85%) 4.58M
Increased by +100.00%
Jun 30, 24
8 State Street Corporation 4.52M (3.80%) -1.37M
Decreased by -30.37%
Mar 31, 24
9 Deep Track Capital, LP 3.07M (2.59%) 573.85K
Increased by +18.67%
Mar 31, 25
10 Geode Capital Management, LLC 2.94M (2.47%) 96.15K
Increased by +3.27%
Mar 31, 25
11 RTW INVESTMENTS, LLC 2.72M (2.29%) 0.00
Increased by 0.00%
Mar 31, 25
12 Bank of America Corp 2.70M (2.27%) 2.48M
Increased by +91.89%
Mar 31, 25
13 Vestal Point Capital LP 2.59M (2.18%) 240.53K
Increased by +9.29%
Mar 31, 25
14 HHG PLC 2.57M (2.16%) 75.08K
Increased by +2.92%
Dec 31, 23
15 Polar Capital Holdings PLC 2.46M (2.07%) 259.02K
Increased by +10.55%
Mar 31, 25
16 American Century Companies Inc 2.23M (1.87%) -499.06K
Decreased by -22.42%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 2.21M (1.86%) 301.63K
Increased by +13.64%
Jun 30, 24
18 Boxer Capital LLC 2.10M (1.77%) 0.00
Increased by 0.00%
Sep 30, 24
19 Marshall Wace Asset Management Ltd 2.03M (1.71%) -124.52K
Decreased by -6.14%
Mar 31, 25
20 T. Rowe Price Associates, Inc. 1.99M (1.68%) -631.18K
Decreased by -31.66%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.66M (5.61%) 4.87K
Increased by +0.07%
Jan 31, 24
2 Vanguard Health Care Inv 4.07M (3.42%) 0.00
Increased by 0.00%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 3.83M (3.23%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.79M (3.19%) 2.96K
Increased by +0.08%
May 31, 25
5 Vanguard US Total Market Shares ETF 3.75M (3.16%) 128.42K
Increased by +3.43%
Sep 30, 24
6 Vanguard Small Cap Index 2.98M (2.51%) 14.94K
Increased by +0.50%
May 31, 25
7 iShares Russell 2000 ETF 2.86M (2.41%) 0.00
Increased by 0.00%
May 31, 25
8 T. Rowe Price Mid-Cap Growth 1.98M (1.67%) -2.40K
Decreased by -0.12%
Mar 31, 25
9 T. Rowe Price US Mid-Cap Growth Equity 1.98M (1.67%) -3.20K
Decreased by -0.16%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.84M (1.54%) 12.96K
Increased by +0.71%
May 31, 25
11 SPDR® S&P Biotech ETF 1.70M (1.43%) 10.04K
Increased by +0.59%
May 31, 25
12 Vanguard Small Cap Growth Index Inv 1.64M (1.38%) -8.09K
Decreased by -0.49%
May 31, 25
13 American Century Heritage Inv 1.54M (1.29%) -447.11K
Decreased by -29.12%
Sep 30, 23
14 American Century US Opport. Mid Cap Gr 1.54M (1.29%) -447.11K
Decreased by -29.12%
Sep 30, 23
15 T. Rowe Price US Small-Cap Core Equity 1.45M (1.22%) 216.74K
Increased by +14.95%
Dec 31, 24
16 Strategic Advisers Fidelity US TtlStk 1.36M (1.14%) 92.70K
Increased by +6.83%
Apr 30, 25
17 T. Rowe Price Small-Cap Value 1.34M (1.12%) -287.00
Decreased by -0.02%
Mar 31, 25
18 Polar Capital Biotech S Inc 1.25M (1.05%) 250.00K
Increased by +20.00%
Apr 30, 25
19 Fidelity Advisor Growth Opps M 1.24M (1.04%) 0.00
Increased by 0.00%
Apr 30, 25
20 US Small-Cap Growth II Equity Comp 1.24M (1.04%) 52.81K
Increased by +4.26%
Mar 31, 24