Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BKIV 2.86%
2 HRTS 1.64%
3 XBI 1.27%
4 BTEC 1.21%
5 PAMC 1.14%
6 ESIX 0.95%
7 LABU 0.94%
8 FMED 0.79%
9 BBC 0.78%
10 MID 0.77%
11 MEDI 0.72%
12 VIOV 0.69%
13 FRTY 0.68%
14 SLYV 0.64%
15 VIOG 0.63%
16 IJS 0.63%
17 VIOO 0.62%
18 BBH 0.58%
19 SPSM 0.57%
20 IJR 0.56%

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 (5.66%) 4.87K
Increased by +0.07%
Jan 31, 24
2 Vanguard Health Care Inv 4.07M (3.45%) 0.00
Increased by 0.00%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 3.83M (3.25%) -1.89K
Decreased by -0.05%
Apr 29, 25
4 Vanguard US Total Market Shares ETF 3.75M (3.18%) 128.42K
Increased by +3.43%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.75M (3.18%) 13.12K
Increased by +0.35%
Mar 31, 25
6 Vanguard Small Cap Index 2.95M (2.50%) -66.60K
Decreased by -2.26%
Mar 31, 25
7 iShares Russell 2000 ETF 2.82M (2.39%) -22.85K
Decreased by -0.81%
Apr 29, 25
8 T. Rowe Price Mid-Cap Growth 1.98M (1.68%) -2.40K
Decreased by -0.12%
Mar 31, 25
9 T. Rowe Price US Mid-Cap Growth Equity 1.98M (1.68%) -3.20K
Decreased by -0.16%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.54%) 28.33K
Increased by +1.56%
Mar 31, 25
11 SPDR® S&P Biotech ETF 1.76M (1.49%) -30.83K
Decreased by -1.75%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 1.65M (1.40%) -40.53K
Decreased by -2.45%
Mar 31, 25
13 American Century Heritage Inv 1.54M (1.30%) -447.11K
Decreased by -29.12%
Sep 30, 23
14 American Century US Opport. Mid Cap Gr 1.54M (1.30%) -447.11K
Decreased by -29.12%
Sep 30, 23
15 T. Rowe Price US Small-Cap Core Equity 1.45M (1.23%) 216.74K
Increased by +14.95%
Dec 31, 24
16 T. Rowe Price Small-Cap Stock 1.45M (1.23%) -1.09K
Decreased by -0.07%
Jan 31, 25
17 T. Rowe Price Small-Cap Value 1.34M (1.13%) -287.00
Decreased by -0.02%
Mar 31, 25
18 Strategic Advisers Fidelity US TtlStk 1.26M (1.07%) 237.95K
Increased by +18.83%
Mar 31, 25
19 Fidelity Advisor Growth Opps M 1.24M (1.05%) 223.10K
Increased by +17.99%
Feb 28, 25
20 US Small-Cap Growth II Equity Comp 1.24M (1.05%) 52.81K
Increased by +4.26%
Mar 31, 24