Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.18%
2 IDNA 3.99%
3 FBT 3.79%
4 JSMD 3.18%
5 PBE 2.88%
6 XBI 2.41%
7 BBH 2.19%
8 ZBIO 2.09%
9 BIS 2.09%
10 MRND 2.09%
11 SMRI 1.98%
12 SAGP 1.89%
13 BBP 1.79%
14 RSPH 1.68%
15 IBB 1.66%
16 HTEC 1.61%
17 LABU 1.57%
18 FXH 1.56%
19 QGRO 1.55%
20 VFLO 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baker Bros Advisors LP 30.74M (18.89%) 487.00
Increased by +0.00%
Mar 31, 25
2 Vanguard Group Inc 20.00M (12.29%) 417.35K
Increased by +2.09%
Mar 31, 25
3 BlackRock Inc 17.43M (10.72%) 922.62K
Increased by +5.29%
Mar 31, 25
4 Dodge & Cox 14.86M (9.14%) -55.30K
Decreased by -0.37%
Mar 31, 25
5 State Street Corp 10.04M (6.17%) 4.32K
Increased by +0.04%
Mar 31, 25
6 State Street Corporation 9.90M (6.08%) -220.62K
Decreased by -2.23%
Mar 31, 24
7 AQR Capital Management LLC 6.74M (4.14%) 3.23M
Increased by +48.00%
Mar 31, 25
8 Geode Capital Management, LLC 4.21M (2.59%) 167.91K
Increased by +3.99%
Mar 31, 25
9 Renaissance Technologies Corp 3.71M (2.28%) -377.20K
Decreased by -10.17%
Mar 31, 25
10 LSV Asset Management 3.64M (2.24%) 170.48K
Increased by +4.69%
Mar 31, 25
11 Amvescap Plc. 3.17M (1.95%) 120.54K
Increased by +3.80%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 3.03M (1.86%) 192.77K
Increased by +6.36%
Mar 31, 25
13 Amundi 2.82M (1.73%) -231.04K
Decreased by -8.19%
Mar 31, 24
14 Pacer Advisors, INC. 2.69M (1.65%) 1.67M
Increased by +61.90%
Jun 30, 24
15 Jacobs Levy Equity Management, Inc. 2.51M (1.55%) 429.17K
Increased by +17.07%
Mar 31, 24
16 Acadian Asset Management LLC 2.51M (1.54%) 2.00M
Increased by +79.64%
Mar 31, 25
17 Robeco Institutional Asset Management BV 2.39M (1.47%) 995.20K
Increased by +41.70%
Jun 30, 25
18 Goldman Sachs Group Inc 2.36M (1.45%) 181.26K
Increased by +7.69%
Dec 31, 23
19 Man Group PLC 2.10M (1.29%) -277.78K
Decreased by -13.24%
Mar 31, 24
20 Bellevue Group AG 2.09M (1.29%) -65.70K
Decreased by -3.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 9.43M (5.80%) -272.00K
Decreased by -2.88%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.29M (3.25%) 3.35K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.21M (3.20%) -78.48K
Decreased by -1.51%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.57M (2.81%) 36.39K
Increased by +0.80%
May 31, 25
5 Vanguard Small Cap Index 4.15M (2.55%) 19.39K
Increased by +0.47%
May 31, 25
6 Pacer US Cash Cows 100 ETF 2.67M (1.64%) 942.00
Increased by +0.04%
Jun 28, 24
7 Vanguard Small Cap Growth Index Inv 2.29M (1.41%) -12.12K
Decreased by -0.53%
May 31, 25
8 SPDR® S&P 500 ETF Trust 2.20M (1.35%) 4.95K
Increased by +0.22%
Apr 30, 24
9 Fidelity® 500 Index 2.17M (1.33%) 13.79K
Increased by +0.64%
Nov 30, 23
10 BB Biotech AG Ord 2.15M (1.32%) 0.00
Increased by 0.00%
Dec 31, 24
11 Invesco S&P 500® Equal Weight ETF 2.08M (1.28%) 24.39K
Increased by +1.17%
Jun 30, 25
12 Fidelity 500 Index 2.03M (1.25%) 8.74K
Increased by +0.43%
May 31, 25
13 SPDR® S&P 500 ETF 1.99M (1.23%) -29.14K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 1.94M (1.19%) -10.15K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.93M (1.19%) -6.84K
Decreased by -0.35%
Jun 30, 25
16 iShares Core S&P 500 ETF 1.90M (1.17%) 3.04K
Increased by +0.16%
Jun 30, 25
17 SPDR® S&P Biotech ETF 1.70M (1.05%) -27.85K
Decreased by -1.63%
Jun 30, 25
18 Vanguard Mid Cap Index Institutional 1.66M (1.02%) 5.56K
Increased by +0.33%
Feb 28, 25
19 iShares MSCI USA Min Vol Factor ETF 1.47M (0.90%) -2.32K
Decreased by -0.16%
Jun 30, 25
20 Health Care Select Sector SPDR® ETF 1.35M (0.83%) -1.76K
Decreased by -0.13%
Apr 30, 24