Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 6.92%
2 BKIV 6.18%
3 BBH 4.39%
4 HELX 4.03%
5 FCUS 3.96%
6 FBT 3.13%
7 XBI 3.08%
8 FXH 2.79%
9 IBB 2.56%
10 IBBQ 2.42%
11 LFSC 2.26%
12 BBP 2.20%
13 BTEC 2.19%
14 GVIP 2.05%
15 LABU 1.94%
16 BIB 1.56%
17 QQQJ 1.55%
18 BMED 1.37%
19 PINK 1.31%
20 IWO 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.64M (9.26%) -623.63K
Decreased by -3.53%
Jun 30, 25
2 BlackRock Inc 16.05M (8.43%) 15.94K
Increased by +0.10%
Mar 31, 25
3 Darwin Global Management, Ltd. 15.40M (8.08%) 2.44M
Increased by +15.83%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 11.23M (5.90%) -1.69M
Decreased by -15.07%
Jun 30, 25
5 Capital Research & Mgmt Co - Division 3 7.48M (3.93%) 280.37K
Increased by +3.75%
Jun 30, 25
6 JPMorgan Chase & Co 6.35M (3.34%) 3.07M
Increased by +48.28%
Mar 31, 25
7 State Street Corporation 5.91M (3.10%) -24.81K
Decreased by -0.42%
Mar 31, 24
8 State Street Corp 5.75M (3.02%) -358.86K
Decreased by -6.24%
Mar 31, 25
9 Baker Bros Advisors LP 5.38M (2.83%) 373.76K
Increased by +6.95%
Mar 31, 25
10 Deep Track Capital, LP 4.78M (2.51%) -566.32K
Decreased by -11.84%
Mar 31, 24
11 Geode Capital Management, LLC 4.29M (2.25%) 201.59K
Increased by +4.70%
Mar 31, 25
12 Adage Capital Partners Gp LLC 3.45M (1.81%) 1.80M
Increased by +52.20%
Mar 31, 25
13 D. E. Shaw & Co LP 3.42M (1.80%) 2.69M
Increased by +78.53%
Jun 30, 25
14 FMR Inc 3.39M (1.78%) -1.46M
Decreased by -43.07%
Mar 31, 25
15 Artisan Partners Limited Partnership 3.31M (1.74%) 97.07K
Increased by +2.93%
Jun 30, 25
16 RTW INVESTMENTS, LLC 3.08M (1.62%) 70.00K
Increased by +2.27%
Jun 30, 25
17 Ameriprise Financial Inc 2.95M (1.55%) 101.53K
Increased by +3.44%
Mar 31, 25
18 Suvretta Capital Management, LLC 2.52M (1.32%) 498.80K
Increased by +19.78%
Jun 30, 24
19 AllianceBernstein L.P. 2.42M (1.27%) 59.95K
Increased by +2.47%
Mar 31, 25
20 Fidelity International Ltd 2.39M (1.25%) -247.96K
Decreased by -10.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.75M (3.02%) -128.70K
Decreased by -2.24%
Jul 31, 25
2 JPMorgan Large Cap Growth I 5.53M (2.90%) 5.53M
Increased by +100.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 5.46M (2.87%) 368.94K
Increased by +6.76%
Sep 30, 24
4 American Funds Growth Fund of Amer A 4.74M (2.49%) 196.69K
Increased by +4.15%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 4.74M (2.49%) 196.69K
Increased by +4.15%
Jun 30, 25
6 Vanguard Small Cap Index 4.42M (2.32%) -28.14K
Decreased by -0.64%
Jul 31, 25
7 iShares Russell 2000 ETF 4.32M (2.27%) 0.00
Increased by 0.00%
May 31, 25
8 T. Rowe Price New Horizons 3.62M (1.90%) -526.30K
Decreased by -14.56%
Jun 30, 25
9 US Small-Cap Growth II Equity Comp 3.62M (1.90%) -996.88K
Decreased by -27.57%
Jun 30, 25
10 BioPharma Credit Ord 3.17M (1.66%) 838.84K
Increased by +26.48%
Dec 31, 24
11 Vanguard Small Cap Growth Index Inv 2.49M (1.31%) -5.21K
Decreased by -0.21%
Jul 31, 25
12 Bellevue Healthcare Ord 2.41M (1.27%) -805.59K
Decreased by -33.39%
Nov 30, 23
13 T. Rowe Price Health Sciences 2.41M (1.27%) -30.91K
Decreased by -1.28%
Jun 30, 25
14 Delaware US Small Cap Core Equity (SMA) 2.21M (1.16%) -428.38K
Decreased by -19.42%
Mar 31, 24
15 Macquarie US Small Cap Core Equity 2.21M (1.16%) -428.38K
Decreased by -19.42%
Mar 31, 24
16 Pictet-Biotech P USD 2.03M (1.06%) -9.62K
Decreased by -0.47%
Jul 31, 23
17 T. Rowe Price Small-Cap Value 1.96M (1.03%) -4.10K
Decreased by -0.21%
Sep 30, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 1.96M (1.03%) -851.00K
Decreased by -43.46%
Jul 31, 25
19 American Funds SMALLCAP World A 1.84M (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
20 T. Rowe Price Integrated US SmCapGrEq 1.76M (0.92%) 757.66K
Increased by +43.02%
Dec 31, 24