Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 1.97%
2 MOON 1.90%
3 QQQS 1.05%
4 CNCR 0.92%
5 BBC 0.89%
6 CHNA 0.86%
7 FRTY 0.81%
8 INNO 0.75%
9 IDNA 0.72%
10 DWAS 0.66%
11 BTEC 0.50%
12 CSML 0.42%
13 BBP 0.42%
14 AVSC 0.36%
15 BIS 0.36%
16 ZBIO 0.36%
17 FYC 0.31%
18 CANC 0.27%
19 LABU 0.21%
20 XBI 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.78M (9.91%) 243.44K
Increased by +0.88%
Mar 31, 25
2 Mhr Fund Management Llc 24.42M (8.71%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 24.31M (8.67%) 838.54K
Increased by +3.45%
Mar 31, 25
4 Perceptive Advisors LLC 12.71M (4.53%) -9.40M
Decreased by -73.95%
Mar 31, 25
5 State Street Corp 11.04M (3.94%) -1.21M
Decreased by -10.94%
Mar 31, 25
6 State Street Corporation 10.40M (3.71%) -6.02M
Decreased by -57.89%
Mar 31, 24
7 Long Focus Capital Management, LLC 9.25M (3.30%) 4.12M
Increased by +44.52%
Mar 31, 25
8 Hood River Capital Management LLC 9.22M (3.29%) 224.47K
Increased by +2.44%
Mar 31, 25
9 Millennium Management LLC 7.82M (2.79%) 4.24M
Increased by +54.21%
Sep 30, 23
10 Soleus Capital Management, L.P. 7.79M (2.78%) 1.23M
Increased by +15.74%
Mar 31, 25
11 Geode Capital Management, LLC 5.97M (2.13%) 96.88K
Increased by +1.62%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 5.83M (2.08%) -26.82K
Decreased by -0.46%
Dec 31, 24
13 UBS Asset Mgmt Americas Inc 5.78M (2.06%) 3.87M
Increased by +66.98%
Mar 31, 25
14 Goldman Sachs Group Inc 5.57M (1.99%) 1.46M
Increased by +26.24%
Mar 31, 25
15 Invenomic Capital Management, LP 5.49M (1.96%) 5.49M
Increased by +100.00%
Mar 31, 25
16 Macquarie Group Ltd 4.79M (1.71%) 40.30K
Increased by +0.84%
Mar 31, 25
17 Orbimed Advisors, LLC 4.71M (1.68%) 0.00
Increased by 0.00%
Dec 31, 23
18 Principal Financial Group Inc 4.69M (1.67%) 1.05M
Increased by +22.31%
Mar 31, 25
19 Artisan Partners Limited Partnership 4.41M (1.57%) -134.46K
Decreased by -3.05%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 4.02M (1.43%) 58.53K
Increased by +1.46%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.90M (3.17%) 250.00K
Increased by +2.81%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 8.71M (3.11%) 762.45K
Increased by +8.75%
Sep 30, 24
3 Vanguard Small Cap Index 6.89M (2.46%) 49.56K
Increased by +0.72%
Apr 30, 25
4 iShares Russell 2000 ETF 6.79M (2.42%) 1.15K
Increased by +0.02%
Apr 30, 25
5 Hood River Small-Cap Growth Instl 5.10M (1.82%) 0.00
Increased by 0.00%
Mar 31, 25
6 SPDR® S&P Biotech ETF 5.04M (1.80%) -73.76K
Decreased by -1.46%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 4.45M (1.59%) 13.91K
Increased by +0.31%
Apr 30, 25
8 Macquarie Small Cap Core I 4.02M (1.44%) 114.39K
Increased by +2.84%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 3.55M (1.27%) 5.33K
Increased by +0.15%
Apr 30, 25
10 Pictet-Biotech P USD 2.96M (1.06%) 881.30K
Increased by +29.79%
Jul 31, 23
11 Worldwide Healthcare Ord 2.86M (1.02%) 0.00
Increased by 0.00%
Jan 31, 24
12 Fidelity Small Cap Index 2.73M (0.98%) 24.59K
Increased by +0.90%
Feb 28, 25
13 Delaware Small Cap Core I 2.61M (0.93%) 1.84M
Increased by +70.54%
Sep 30, 24
14 iShares Russell 2000 Growth ETF 2.44M (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity® Small Cap Index 2.21M (0.79%) 60.38K
Increased by +2.73%
Oct 31, 23
16 iShares Russell 2000 Value ETF 2.20M (0.78%) 0.00
Increased by 0.00%
Apr 30, 24
17 Principal SmallCap R5 2.09M (0.75%) 29.30K
Increased by +1.40%
Apr 30, 25
18 Principal U.S. Small Cap Equity 2.07M (0.74%) 377.20K
Increased by +18.26%
Mar 31, 25
19 Pictet-Global Megatrend Sel I USD 1.82M (0.65%) 548.34K
Increased by +30.15%
Jul 31, 23
20 Artisan Small Cap Investor 1.76M (0.63%) -126.75K
Decreased by -7.20%
Mar 31, 25