Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HRTS 3.50%
2 BKIV 2.86%
3 XBI 1.79%
4 BTEC 1.21%
5 FMED 1.16%
6 LABU 1.13%
7 ESIX 0.95%
8 BBH 0.93%
9 BBC 0.84%
10 MEDI 0.79%
11 MID 0.77%
12 VIOV 0.69%
13 FRTY 0.68%
14 IBBQ 0.66%
15 SLYV 0.64%
16 VIOG 0.63%
17 IJS 0.63%
18 VIOO 0.62%
19 IBB 0.61%
20 PAMC 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.67M (12.50%) 2.26M
Increased by +15.39%
Jun 30, 24
2 FMR Inc 12.09M (10.30%) 571.13K
Increased by +4.72%
Sep 30, 24
3 Vanguard Group Inc 11.76M (10.02%) 323.91K
Increased by +2.75%
Sep 30, 24
4 T. Rowe Price Investment Management,Inc. 9.69M (8.25%) 1.55M
Increased by +16.01%
Sep 30, 24
5 Wellington Management Company LLP 7.51M (6.40%) 3.53M
Increased by +46.98%
Jun 30, 24
6 State Street Corp 6.55M (5.58%) 2.03M
Increased by +30.97%
Jun 30, 24
7 Darwin Global Management, Ltd. 4.58M (3.90%) 4.58M
Increased by +100.00%
Jun 30, 24
8 State Street Corporation 4.52M (3.85%) -1.37M
Decreased by -30.37%
Mar 31, 24
9 Bank of America Corp 4.38M (3.73%) -396.86K
Decreased by -9.06%
Jun 30, 24
10 Geode Capital Management, LLC 2.74M (2.33%) 491.48K
Increased by +17.95%
Jun 30, 24
11 RTW INVESTMENTS, LLC 2.72M (2.32%) 196.08K
Increased by +7.21%
Jun 30, 24
12 HHG PLC 2.57M (2.19%) 75.08K
Increased by +2.92%
Dec 31, 23
13 Polar Capital Holdings PLC 2.45M (2.09%) 849.09K
Increased by +34.59%
Jun 30, 24
14 T. Rowe Price Associates, Inc. 2.36M (2.01%) -572.61K
Decreased by -24.28%
Jun 30, 24
15 American Century Companies Inc 2.23M (1.90%) -499.06K
Decreased by -22.42%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 2.21M (1.88%) 301.63K
Increased by +13.64%
Jun 30, 24
17 Boxer Capital LLC 2.10M (1.79%) 0.00
Increased by 0.00%
Sep 30, 24
18 Vestal Point Capital LP 2.08M (1.77%) -75.00K
Decreased by -3.61%
Jun 30, 24
19 Armistice Capital, LLC 2.07M (1.76%) 540.30K
Increased by +26.15%
Jun 30, 24
20 AllianceBernstein L.P. 1.88M (1.60%) 109.10K
Increased by +5.81%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.66M (5.68%) 4.87K
Increased by +0.07%
Jan 31, 24
2 Vanguard Health Care Inv 4.07M (3.46%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.73M (3.18%) -16.29K
Decreased by -0.44%
Oct 31, 24
4 iShares Core S&P Mid-Cap ETF 3.70M (3.15%) 2.00K
Increased by +0.05%
Oct 31, 24
5 Vanguard Small Cap Index 2.95M (2.51%) 5.76K
Increased by +0.20%
Oct 31, 24
6 iShares Russell 2000 ETF 2.94M (2.50%) -6.61K
Decreased by -0.22%
Oct 31, 24
7 SPDR® S&P Biotech ETF 2.30M (1.96%) -33.26K
Decreased by -1.45%
Oct 31, 24
8 T. Rowe Price Mid-Cap Growth 1.99M (1.70%) -4.20K
Decreased by -0.21%
Sep 30, 24
9 T. Rowe Price US Mid-Cap Growth Equity 1.99M (1.70%) 188.63K
Increased by +9.46%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.50%) 7.64K
Increased by +0.43%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 1.62M (1.38%) -1.98K
Decreased by -0.12%
Oct 31, 24
12 American Century Heritage Inv 1.54M (1.31%) -447.11K
Decreased by -29.12%
Sep 30, 23
13 American Century US Opport. Mid Cap Gr 1.54M (1.31%) -447.11K
Decreased by -29.12%
Sep 30, 23
14 T. Rowe Price Small-Cap Value 1.25M (1.06%) -38.51K
Decreased by -3.08%
Sep 30, 24
15 US Small-Cap Growth II Equity Comp 1.24M (1.06%) 52.81K
Increased by +4.26%
Mar 31, 24
16 T. Rowe Price Small-Cap Stock 1.23M (1.05%) 83.10K
Increased by +6.74%
Sep 30, 24
17 T. Rowe Price US Small-Cap Core Equity 1.23M (1.05%) 298.09K
Increased by +24.18%
Sep 30, 24
18 Fidelity Select Health Care 1.16M (0.99%) -80.00K
Decreased by -6.90%
Sep 30, 24
19 Fidelity Small Cap Index 1.14M (0.97%) -28.39K
Decreased by -2.48%
Aug 31, 24
20 Fidelity Advisor® Health Care I 1.14M (0.97%) 60.00K
Increased by +5.26%
Nov 30, 23