Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BKIV 2.86%
2 HRTS 2.25%
3 XBI 1.49%
4 BTEC 1.21%
5 PAMC 1.14%
6 LABU 1.04%
7 BBC 1.00%
8 ESIX 0.95%
9 FMED 0.94%
10 MID 0.77%
11 VIOV 0.69%
12 FRTY 0.68%
13 SLYV 0.64%
14 VIOG 0.63%
15 IJS 0.63%
16 VIOO 0.62%
17 BBH 0.58%
18 SPSM 0.57%
19 IJR 0.56%
20 IBB 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.47M (13.13%) 216.54K
Increased by +1.40%
Dec 31, 24
2 Vanguard Group Inc 11.92M (10.11%) 154.22K
Increased by +1.29%
Dec 31, 24
3 FMR Inc 10.79M (9.16%) -1.30M
Decreased by -12.04%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 10.75M (9.12%) 1.06M
Increased by +9.88%
Dec 31, 24
5 Wellington Management Company LLP 7.89M (6.69%) 113.73K
Increased by +1.44%
Dec 31, 24
6 State Street Corp 6.17M (5.23%) -290.98K
Decreased by -4.72%
Dec 31, 24
7 Darwin Global Management, Ltd. 4.58M (3.88%) 4.58M
Increased by +100.00%
Jun 30, 24
8 State Street Corporation 4.52M (3.84%) -1.37M
Decreased by -30.37%
Mar 31, 24
9 Bank of America Corp 4.38M (3.72%) -396.86K
Decreased by -9.06%
Jun 30, 24
10 Geode Capital Management, LLC 2.84M (2.41%) -7.25K
Decreased by -0.26%
Dec 31, 24
11 RTW INVESTMENTS, LLC 2.72M (2.31%) 0.00
Increased by 0.00%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 2.63M (2.23%) -539.86K
Decreased by -20.57%
Dec 31, 24
13 HHG PLC 2.57M (2.18%) 75.08K
Increased by +2.92%
Dec 31, 23
14 Deep Track Capital, LP 2.50M (2.12%) 1.87M
Increased by +74.80%
Dec 31, 24
15 Vestal Point Capital LP 2.35M (1.99%) 850.00K
Increased by +36.17%
Dec 31, 24
16 American Century Companies Inc 2.23M (1.89%) -499.06K
Decreased by -22.42%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 2.21M (1.88%) 301.63K
Increased by +13.64%
Jun 30, 24
18 Polar Capital Holdings PLC 2.20M (1.86%) -141.13K
Decreased by -6.42%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 2.15M (1.83%) 279.61K
Increased by +12.99%
Dec 31, 24
20 Boxer Capital LLC 2.10M (1.78%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.66M (5.65%) 4.87K
Increased by +0.07%
Jan 31, 24
2 Vanguard Health Care Inv 4.07M (3.45%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 3.85M (3.27%) 7.04K
Increased by +0.18%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.74M (3.17%) 2.52K
Increased by +0.07%
Feb 28, 25
5 Vanguard Small Cap Index 3.01M (2.56%) 2.46K
Increased by +0.08%
Feb 28, 25
6 iShares Russell 2000 ETF 3.00M (2.55%) -26.02K
Decreased by -0.87%
Mar 31, 25
7 T. Rowe Price US Mid-Cap Growth Equity 1.99M (1.69%) -8.70K
Decreased by -0.44%
Dec 31, 24
8 T. Rowe Price Mid-Cap Growth 1.99M (1.68%) 0.00
Increased by 0.00%
Feb 28, 25
9 SPDR® S&P Biotech ETF 1.81M (1.53%) -19.36K
Decreased by -1.07%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.79M (1.52%) 5.00K
Increased by +0.28%
Feb 28, 25
11 Vanguard Small Cap Growth Index Inv 1.69M (1.44%) -9.28K
Decreased by -0.55%
Feb 28, 25
12 American Century Heritage Inv 1.54M (1.30%) -447.11K
Decreased by -29.12%
Sep 30, 23
13 American Century US Opport. Mid Cap Gr 1.54M (1.30%) -447.11K
Decreased by -29.12%
Sep 30, 23
14 T. Rowe Price US Small-Cap Core Equity 1.45M (1.23%) 216.74K
Increased by +14.95%
Dec 31, 24
15 T. Rowe Price Small-Cap Stock 1.45M (1.23%) -1.09K
Decreased by -0.07%
Jan 31, 25
16 T. Rowe Price Small-Cap Value 1.34M (1.13%) 41.00K
Increased by +3.07%
Feb 28, 25
17 Fidelity Advisor Growth Opps M 1.24M (1.05%) 223.10K
Increased by +17.99%
Feb 28, 25
18 US Small-Cap Growth II Equity Comp 1.24M (1.05%) 52.81K
Increased by +4.26%
Mar 31, 24
19 Fidelity Select Health Care 1.16M (0.98%) -80.00K
Decreased by -6.90%
Sep 30, 24
20 Fidelity Advisor® Health Care I 1.14M (0.97%) 60.00K
Increased by +5.26%
Nov 30, 23