Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBE 4.85%
2 UTRN 4.18%
3 IDNA 3.67%
4 BRNY 3.64%
5 FBT 3.22%
6 JSMD 3.18%
7 FMTM 2.98%
8 VLLU 2.94%
9 SAWG 2.65%
10 BBH 2.38%
11 BUL 2.35%
12 FTXH 2.27%
13 FXH 2.18%
14 QVAL 2.17%
15 VFLO 2.12%
16 ZBIO 2.09%
17 BIS 2.09%
18 MRND 2.09%
19 SAGP 2.05%
20 FTGS 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baker Bros Advisors LP 30.74M (18.32%) 421.00
Increased by +0.00%
Mar 31, 26
2 Vanguard Group Inc 19.91M (11.86%) -40.19K
Decreased by -0.20%
Dec 31, 25
3 BlackRock Inc 18.33M (10.92%) 433.63K
Increased by +2.37%
Dec 31, 25
4 Dodge & Cox 12.25M (7.30%) -1.01M
Decreased by -8.24%
Mar 31, 26
5 State Street Corporation 9.90M (5.90%) -220.62K
Decreased by -2.23%
Mar 31, 24
6 State Street Corp 9.66M (5.75%) -20.39K
Decreased by -0.21%
Dec 31, 25
7 AQR Capital Management LLC 6.72M (4.00%) -1.20M
Decreased by -17.91%
Dec 31, 25
8 Geode Capital Management, LLC 4.99M (2.98%) 506.84K
Increased by +10.15%
Dec 31, 25
9 LSV Asset Management 3.92M (2.34%) -13.70K
Decreased by -0.35%
Mar 31, 26
10 Amvescap Plc. 3.87M (2.31%) 396.98K
Increased by +10.26%
Mar 31, 26
11 Renaissance Technologies Corp 3.65M (2.18%) -326.80K
Decreased by -8.95%
Mar 31, 26
12 Arrowstreet Capital Limited Partnership 3.09M (1.84%) -9.49K
Decreased by -0.31%
Dec 31, 25
13 Amundi 2.82M (1.68%) -231.04K
Decreased by -8.19%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 2.66M (1.59%) 23.09K
Increased by +0.87%
Dec 31, 25
15 Robeco Institutional Asset Management BV 2.51M (1.50%) 33.59K
Increased by +1.34%
Mar 31, 26
16 Goldman Sachs Group Inc 2.36M (1.40%) 181.26K
Increased by +7.69%
Dec 31, 23
17 Los Angeles Capital Management LLC 2.29M (1.36%) 527.70K
Increased by +23.06%
Dec 31, 25
18 Jacobs Levy Equity Management, Inc. 2.28M (1.36%) 540.52K
Increased by +23.66%
Dec 31, 25
19 Millennium Management LLC 2.01M (1.20%) 626.15K
Increased by +31.13%
Sep 30, 23
20 Mizuho Securities USA Inc 2.01M (1.20%) 2.00M
Increased by +99.29%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 8.28M (4.93%) -705.99K
Decreased by -8.52%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 5.38M (3.20%) 107.81K
Increased by +2.00%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 5.21M (3.10%) -78.48K
Decreased by -1.51%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.57M (2.72%) 36.39K
Increased by +0.80%
May 31, 25
5 Vanguard 500 Index Investor 4.26M (2.54%) 15.80K
Increased by +0.37%
Mar 31, 26
6 Vanguard Small Cap Index 3.91M (2.33%) 115.59K
Increased by +2.96%
Mar 31, 26
7 Vanguard Health Care Inv 2.37M (1.41%) 1.96M
Increased by +82.89%
Mar 31, 26
8 SPDR® S&P 500 ETF Trust 2.20M (1.31%) 4.95K
Increased by +0.22%
Apr 30, 24
9 Vanguard Small Cap Growth Index Inv 2.19M (1.30%) 82.26K
Increased by +3.76%
Mar 31, 26
10 Fidelity® 500 Index 2.17M (1.29%) 13.79K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.16M (1.29%) 6.37K
Increased by +0.29%
Apr 30, 26
12 Fidelity 500 Index 2.13M (1.27%) 36.20K
Increased by +1.70%
Mar 31, 26
13 SPDR® S&P 500 ETF 1.99M (1.19%) -29.14K
Decreased by -1.46%
Mar 31, 25
14 State Street® SPDR® S&P 500® ETF 1.98M (1.18%) 6.50K
Increased by +0.33%
Apr 30, 26
15 SPDR® S&P 500® ETF Trust 1.94M (1.16%) -10.15K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.94M (1.15%) 23.78K
Increased by +1.23%
Aug 31, 25
17 Invesco S&P 500® Equal Weight ETF 1.78M (1.06%) -533.00
Decreased by -0.03%
Apr 30, 26
18 SPDR® S&P Biotech ETF 1.70M (1.02%) 3.80K
Increased by +0.22%
Aug 31, 25
19 Vanguard Mid Cap Index Institutional 1.66M (0.99%) 5.56K
Increased by +0.33%
Feb 28, 25
20 VictoryShares Free Cash Flow ETF 1.49M (0.89%) 1.97K
Increased by +0.13%
Apr 30, 26