Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.18%
2 IDNA 4.01%
3 FBT 3.75%
4 JSMD 3.18%
5 PBE 2.76%
6 XBI 2.41%
7 SMRI 2.10%
8 BIS 2.09%
9 ZBIO 2.09%
10 MRND 2.09%
11 BBH 2.08%
12 SAGP 1.91%
13 BBP 1.86%
14 RSPH 1.65%
15 HTEC 1.64%
16 QGRO 1.55%
17 WTV 1.55%
18 QQQN 1.54%
19 LABU 1.54%
20 IBB 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baker Bros Advisors LP 30.74M (19.09%) 487.00
Increased by +0.00%
Mar 31, 25
2 Vanguard Group Inc 20.00M (12.42%) 417.35K
Increased by +2.09%
Mar 31, 25
3 BlackRock Inc 17.43M (10.82%) 922.62K
Increased by +5.29%
Mar 31, 25
4 Dodge & Cox 14.86M (9.23%) -55.30K
Decreased by -0.37%
Mar 31, 25
5 State Street Corp 10.04M (6.23%) 4.32K
Increased by +0.04%
Mar 31, 25
6 State Street Corporation 9.90M (6.15%) -220.62K
Decreased by -2.23%
Mar 31, 24
7 AQR Capital Management LLC 6.74M (4.18%) 3.23M
Increased by +48.00%
Mar 31, 25
8 Geode Capital Management, LLC 4.21M (2.61%) 167.91K
Increased by +3.99%
Mar 31, 25
9 Renaissance Technologies Corp 3.71M (2.30%) -377.20K
Decreased by -10.17%
Mar 31, 25
10 LSV Asset Management 3.64M (2.26%) 170.48K
Increased by +4.69%
Mar 31, 25
11 Amvescap Plc. 3.17M (1.97%) 120.54K
Increased by +3.80%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 3.03M (1.88%) 192.77K
Increased by +6.36%
Mar 31, 25
13 Amundi 2.82M (1.75%) -231.04K
Decreased by -8.19%
Mar 31, 24
14 Pacer Advisors, INC. 2.69M (1.67%) 1.67M
Increased by +61.90%
Jun 30, 24
15 Jacobs Levy Equity Management, Inc. 2.51M (1.56%) 429.17K
Increased by +17.07%
Mar 31, 24
16 Acadian Asset Management LLC 2.51M (1.56%) 2.00M
Increased by +79.64%
Mar 31, 25
17 Goldman Sachs Group Inc 2.36M (1.46%) 181.26K
Increased by +7.69%
Dec 31, 23
18 Man Group PLC 2.10M (1.30%) -277.78K
Decreased by -13.24%
Mar 31, 24
19 Bellevue Group AG 2.09M (1.30%) -65.70K
Decreased by -3.14%
Mar 31, 25
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 (6.03%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.28M (3.28%) 82.91K
Increased by +1.57%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 5.21M (3.24%) -78.48K
Decreased by -1.51%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.54M (2.82%) 71.82K
Increased by +1.58%
Apr 30, 25
5 Vanguard Small Cap Index 4.13M (2.56%) 24.29K
Increased by +0.59%
Apr 30, 25
6 Pacer US Cash Cows 100 ETF 2.67M (1.66%) 942.00
Increased by +0.04%
Jun 28, 24
7 Vanguard Small Cap Growth Index Inv 2.30M (1.43%) -3.82K
Decreased by -0.17%
Apr 30, 25
8 SPDR® S&P 500 ETF Trust 2.20M (1.37%) 4.95K
Increased by +0.22%
Apr 30, 24
9 Fidelity® 500 Index 2.17M (1.35%) 13.79K
Increased by +0.64%
Nov 30, 23
10 BB Biotech AG Ord 2.15M (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
11 Invesco S&P 500® Equal Weight ETF 2.04M (1.27%) 6.80K
Increased by +0.33%
May 30, 25
12 Fidelity 500 Index 2.02M (1.25%) 2.49K
Increased by +0.12%
Apr 30, 25
13 SPDR® S&P 500 ETF 1.99M (1.24%) -29.14K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 1.94M (1.21%) -10.15K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.92M (1.19%) -8.55K
Decreased by -0.45%
May 31, 25
16 iShares Core S&P 500 ETF 1.86M (1.15%) 0.00
Increased by 0.00%
May 31, 25
17 SPDR® S&P Biotech ETF 1.84M (1.14%) 10.86K
Increased by +0.59%
May 31, 25
18 Vanguard Mid Cap Index Institutional 1.66M (1.03%) 5.56K
Increased by +0.33%
Feb 28, 25
19 iShares MSCI USA Min Vol Factor ETF 1.49M (0.92%) 0.00
Increased by 0.00%
May 31, 25
20 Health Care Select Sector SPDR® ETF 1.35M (0.84%) -1.76K
Decreased by -0.13%
Apr 30, 24