Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 1.97%
2 MOON 1.90%
3 BBP 1.81%
4 IDNA 1.51%
5 CNCR 0.92%
6 BBC 0.89%
7 CHNA 0.86%
8 FRTY 0.81%
9 INNO 0.75%
10 WDNA 0.74%
11 DWAS 0.66%
12 QQQS 0.61%
13 CANC 0.60%
14 BTEC 0.50%
15 CSML 0.42%
16 AVSC 0.36%
17 ZBIO 0.36%
18 BIS 0.36%
19 FYC 0.31%
20 XBI 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.78M (9.15%) 243.44K
Increased by +0.88%
Mar 31, 25
2 Mhr Fund Management Llc 24.42M (8.04%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 24.31M (8.01%) 838.54K
Increased by +3.45%
Mar 31, 25
4 Perceptive Advisors LLC 12.71M (4.19%) -9.40M
Decreased by -73.95%
Mar 31, 25
5 State Street Corp 11.04M (3.64%) -1.21M
Decreased by -10.94%
Mar 31, 25
6 State Street Corporation 10.40M (3.43%) -6.02M
Decreased by -57.89%
Mar 31, 24
7 Long Focus Capital Management, LLC 9.25M (3.05%) 4.12M
Increased by +44.52%
Mar 31, 25
8 Hood River Capital Management LLC 9.22M (3.04%) 224.47K
Increased by +2.44%
Mar 31, 25
9 Millennium Management LLC 7.82M (2.58%) 4.24M
Increased by +54.21%
Sep 30, 23
10 Soleus Capital Management, L.P. 7.79M (2.56%) 1.23M
Increased by +15.74%
Mar 31, 25
11 Geode Capital Management, LLC 5.97M (1.97%) 96.88K
Increased by +1.62%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 5.83M (1.92%) -26.82K
Decreased by -0.46%
Dec 31, 24
13 UBS Asset Mgmt Americas Inc 5.78M (1.90%) 3.87M
Increased by +66.98%
Mar 31, 25
14 Goldman Sachs Group Inc 5.57M (1.84%) 1.46M
Increased by +26.24%
Mar 31, 25
15 Invenomic Capital Management, LP 5.49M (1.81%) 5.49M
Increased by +100.00%
Mar 31, 25
16 Macquarie Group Ltd 4.79M (1.58%) 40.30K
Increased by +0.84%
Mar 31, 25
17 Orbimed Advisors, LLC 4.71M (1.55%) 0.00
Increased by 0.00%
Dec 31, 23
18 Principal Financial Group Inc 4.69M (1.55%) 1.05M
Increased by +22.31%
Mar 31, 25
19 Artisan Partners Limited Partnership 4.41M (1.45%) -134.46K
Decreased by -3.05%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 4.02M (1.32%) 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 10.46M (3.45%) 1.56M
Increased by +14.93%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 8.71M (2.87%) 762.45K
Increased by +8.75%
Sep 30, 24
3 iShares Russell 2000 ETF 6.05M (1.99%) -115.08K
Decreased by -1.90%
Jul 31, 25
4 Hood River Small-Cap Growth Instl 5.10M (1.68%) 0.00
Increased by 0.00%
Mar 31, 25
5 Macquarie Small Cap Core I 4.08M (1.34%) 56.67K
Increased by +1.39%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 3.93M (1.30%) 352.07K
Increased by +8.95%
Jun 30, 25
7 Vanguard Small Cap Index 3.67M (1.21%) -3.24M
Decreased by -88.32%
Jun 30, 25
8 SPDR® S&P Biotech ETF 3.56M (1.17%) 106.60K
Increased by +2.99%
Jul 31, 25
9 Invenomic Institutional 3.28M (1.08%) 3.28M
Increased by +100.00%
Apr 30, 25
10 Pictet-Biotech P USD 2.96M (0.97%) 881.30K
Increased by +29.79%
Jul 31, 23
11 Worldwide Healthcare Ord 2.86M (0.94%) 0.00
Increased by 0.00%
Jan 31, 24
12 Fidelity Small Cap Index 2.78M (0.91%) -15.07K
Decreased by -0.54%
May 31, 25
13 Delaware Small Cap Core I 2.61M (0.86%) 1.84M
Increased by +70.54%
Sep 30, 24
14 iShares Russell 2000 Growth ETF 2.37M (0.78%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Small Cap Value Index Inv 2.34M (0.77%) -2.10M
Decreased by -89.75%
Jun 30, 25
16 Fidelity® Small Cap Index 2.21M (0.73%) 60.38K
Increased by +2.73%
Oct 31, 23
17 iShares Russell 2000 Value ETF 2.21M (0.73%) 1.64K
Increased by +0.07%
Jul 31, 25
18 Principal SmallCap R5 2.19M (0.72%) 134.60K
Increased by +6.14%
Jun 30, 25
19 Principal U.S. Small Cap Equity 2.19M (0.72%) 125.10K
Increased by +5.71%
Jun 30, 25
20 Pictet-Global Megatrend Sel I USD 1.82M (0.60%) 548.34K
Increased by +30.15%
Jul 31, 23