Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BKIV 2.86%
2 SBIO 2.65%
3 HRTS 1.74%
4 XBI 1.54%
5 BTEC 1.21%
6 LABU 0.97%
7 ESIX 0.95%
8 FMED 0.87%
9 BBC 0.86%
10 TCAF 0.82%
11 MID 0.77%
12 MEDI 0.72%
13 PAMC 0.69%
14 VIOV 0.69%
15 FRTY 0.68%
16 SLYV 0.64%
17 VIOG 0.63%
18 IJS 0.63%
19 VIOO 0.62%
20 HART 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 17.60M (14.78%) 7.65M
Increased by +43.44%
Jun 30, 25
2 BlackRock Inc 15.56M (13.07%) 94.40K
Increased by +0.61%
Mar 31, 25
3 Vanguard Group Inc 11.98M (10.06%) 134.29K
Increased by +1.12%
Jun 30, 25
4 FMR Inc 10.32M (8.66%) -478.56K
Decreased by -4.64%
Mar 31, 25
5 Wellington Management Company LLP 7.83M (6.57%) -161.06K
Decreased by -2.06%
Jun 30, 25
6 State Street Corp 6.09M (5.11%) -82.34K
Decreased by -1.35%
Mar 31, 25
7 Darwin Global Management, Ltd. 4.58M (3.84%) 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 3.65M (3.06%) 576.15K
Increased by +15.78%
Jun 30, 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%
Jun 30, 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 (2.06%) 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 UBS Group AG 2.13M (1.79%) 932.22K
Increased by +43.68%
Mar 31, 25
19 Boxer Capital LLC 2.10M (1.76%) 0.00
Increased by 0.00%
Sep 30, 24
20 Marshall Wace Asset Management Ltd 2.03M (1.70%) -124.52K
Decreased by -6.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.66M (5.60%) 4.87K
Increased by +0.07%
Jan 31, 24
2 Vanguard Health Care Inv 4.07M (3.42%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 3.89M (3.27%) -6.99K
Decreased by -0.18%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 3.75M (3.15%) 128.42K
Increased by +3.43%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.72M (3.13%) -77.64K
Decreased by -2.08%
Jul 31, 25
6 Vanguard Small Cap Index 2.90M (2.44%) -19.00K
Decreased by -0.66%
Jul 31, 25
7 iShares Russell 2000 ETF 2.75M (2.31%) -52.19K
Decreased by -1.90%
Jul 31, 25
8 T. Rowe Price Capital Appreciation 2.44M (2.05%) 41.02K
Increased by +1.68%
Jun 30, 25
9 T. Rowe Price Mid-Cap Growth 2.25M (1.89%) 268.00K
Increased by +11.91%
Jun 30, 25
10 T. Rowe Price US Mid-Cap Growth Equity 2.25M (1.89%) 267.30K
Increased by +11.88%
Jun 30, 25
11 T. Rowe Price Small-Cap Value 2.10M (1.77%) 288.91K
Increased by +13.74%
Jun 30, 25
12 SPDR® S&P Biotech ETF 2.07M (1.74%) 61.77K
Increased by +2.99%
Jul 31, 25
13 Fidelity Advisor Growth Opps M 1.77M (1.48%) 340.60K
Increased by +19.27%
Jun 30, 25
14 T. Rowe Price Small-Cap Stock 1.72M (1.44%) 43.13K
Increased by +2.51%
Jun 30, 25
15 T. Rowe Price US Small-Cap Core Equity 1.72M (1.44%) 783.72K
Increased by +45.60%
Jun 30, 25
16 Vanguard Small Cap Growth Index Inv 1.63M (1.37%) -5.92K
Decreased by -0.36%
Jul 31, 25
17 American Century Heritage Inv 1.54M (1.29%) -447.11K
Decreased by -29.12%
Sep 30, 23
18 American Century US Opport. Mid Cap Gr 1.54M (1.29%) -447.11K
Decreased by -29.12%
Sep 30, 23
19 Strategic Advisers Fidelity US TtlStk 1.46M (1.23%) 41.11K
Increased by +2.81%
Jun 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.08%) -560.09K
Decreased by -43.69%
Jul 31, 25