Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.18%
2 IDNA 3.99%
3 JSMD 3.18%
4 FBT 2.88%
5 XBI 2.41%
6 PBE 2.39%
7 BIS 2.09%
8 ZBIO 2.09%
9 MRND 2.09%
10 SMRI 1.99%
11 LABU 1.67%
12 SAGP 1.66%
13 BBH 1.64%
14 QGRO 1.55%
15 BBP 1.55%
16 QQQN 1.54%
17 HTEC 1.51%
18 RYH 1.48%
19 WTV 1.46%
20 RSPH 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baker Bros Advisors LP 30.74M (19.05%) 446.00
Increased by +0.00%
Dec 31, 24
2 Vanguard Group Inc 19.58M (12.14%) -802.28K
Decreased by -4.10%
Dec 31, 24
3 BlackRock Inc 16.51M (10.23%) -567.29K
Decreased by -3.44%
Dec 31, 24
4 Dodge & Cox 14.92M (9.25%) -356.46K
Decreased by -2.39%
Dec 31, 24
5 State Street Corp 10.03M (6.22%) -520.14K
Decreased by -5.19%
Dec 31, 24
6 State Street Corporation 9.90M (6.14%) -220.62K
Decreased by -2.23%
Mar 31, 24
7 Renaissance Technologies Corp 4.09M (2.53%) -413.61K
Decreased by -10.12%
Dec 31, 24
8 Geode Capital Management, LLC 4.04M (2.50%) 103.91K
Increased by +2.57%
Dec 31, 24
9 AQR Capital Management LLC 3.50M (2.17%) 801.09K
Increased by +22.87%
Dec 31, 24
10 LSV Asset Management 3.47M (2.15%) 544.08K
Increased by +15.69%
Dec 31, 24
11 Amvescap Plc. 3.05M (1.89%) -526.43K
Decreased by -17.27%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 2.84M (1.76%) 690.78K
Increased by +24.35%
Dec 31, 24
13 Amundi 2.82M (1.75%) -231.04K
Decreased by -8.19%
Mar 31, 24
14 Acadian Asset Management LLC 2.78M (1.72%) -234.49K
Decreased by -8.43%
Mar 31, 24
15 Pacer Advisors, INC. 2.69M (1.67%) 1.67M
Increased by +61.90%
Jun 30, 24
16 Jacobs Levy Equity Management, Inc. 2.51M (1.56%) 429.17K
Increased by +17.07%
Mar 31, 24
17 Goldman Sachs Group Inc 2.36M (1.46%) 181.26K
Increased by +7.69%
Dec 31, 23
18 Bellevue Group AG 2.16M (1.34%) 6.93K
Increased by +0.32%
Dec 31, 24
19 Man Group PLC 2.10M (1.30%) -277.78K
Decreased by -13.24%
Mar 31, 24
20 Millennium Management LLC 2.01M (1.25%) 626.15K
Increased by +31.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 9.71M (6.02%) -9.70K
Decreased by -0.10%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.87M (3.02%) 7.25K
Increased by +0.15%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 4.43M (2.75%) 33.60K
Increased by +0.76%
Feb 28, 25
4 Pacer US Cash Cows 100 ETF 2.67M (1.66%) 942.00
Increased by +0.04%
Jun 28, 24
5 SPDR® S&P 500 ETF Trust 2.20M (1.36%) 4.95K
Increased by +0.22%
Apr 30, 24
6 Fidelity® 500 Index 2.17M (1.34%) 13.79K
Increased by +0.64%
Nov 30, 23
7 BB Biotech AG Ord 2.15M (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
8 Invesco S&P 500® Equal Weight ETF 2.11M (1.31%) 2.40K
Increased by +0.11%
Feb 28, 25
9 Fidelity 500 Index 1.99M (1.24%) 8.80K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 1.98M (1.23%) -14.66K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P Biotech ETF 1.97M (1.22%) -11.98K
Decreased by -0.61%
Feb 28, 25
12 Vanguard Small Cap Index 1.97M (1.22%) 1.60K
Increased by +0.08%
Feb 28, 25
13 iShares Core S&P 500 ETF 1.88M (1.16%) -94.00
Decreased by -0.01%
Feb 28, 25
14 Vanguard Mid Cap Index Institutional 1.66M (1.03%) 5.56K
Increased by +0.33%
Feb 28, 25
15 iShares MSCI USA Min Vol Factor ETF 1.46M (0.91%) -2.32K
Decreased by -0.16%
Feb 28, 25
16 Health Care Select Sector SPDR® ETF 1.35M (0.84%) -1.76K
Decreased by -0.13%
Apr 30, 24
17 Dodge & Cox Balanced Composite 1.29M (0.80%) 0.00
Increased by 0.00%
Dec 31, 24
18 Dodge & Cox Balanced I 1.29M (0.80%) 0.00
Increased by 0.00%
Dec 31, 24
19 Vanguard Mid-Cap Growth ETF 1.20M (0.75%) 1.50K
Increased by +0.12%
Aug 31, 24
20 The Health Care Select Sector SPDR® ETF 1.17M (0.72%) 15.33K
Increased by +1.31%
Feb 28, 25