Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBB 0.00%
2 IWC 0.00%
3 IWN 0.00%
4 IWM 0.00%
5 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Perceptive Advisors LLC 12.59M (27.21%) 0.00
Increased by 0.00%
Mar 31, 25
2 Cercano Management LLC 7.17M (15.50%) 0.00
Increased by 0.00%
Mar 31, 25
3 Madrona Venture Group, LLC 6.02M (13.01%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 2.80M (6.05%) -270.07K
Decreased by -9.65%
Mar 31, 25
5 Vanguard Group Inc 2.77M (5.99%) -5.74K
Decreased by -0.21%
Mar 31, 25
6 Comprehensive Financial Management LLC 2.21M (4.77%) 0.00
Increased by 0.00%
Mar 31, 25
7 Amazon.com Inc 1.46M (3.15%) 0.00
Increased by 0.00%
Jun 30, 25
8 AH Equity Partners LSV II, L.L.C. 1.36M (2.93%) 0.00
Increased by 0.00%
Sep 30, 23
9 Geode Capital Management, LLC 1.15M (2.49%) 8.48K
Increased by +0.74%
Mar 31, 25
10 Bain Capital Life Sciences Investors, LLC 1.07M (2.32%) -686.58K
Decreased by -64.02%
Mar 31, 25
11 Clarius Group, LLC 1.06M (2.29%) 193.87K
Increased by +18.28%
Jun 30, 25
12 State Street Corporation 938.05K (2.03%) -520.00
Decreased by -0.06%
Mar 31, 24
13 State Street Corp 910.83K (1.97%) -19.70K
Decreased by -2.16%
Mar 31, 25
14 Tikvah Management LLC 726.89K (1.57%) 0.00
Increased by 0.00%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 659.92K (1.43%) -110.44K
Decreased by -16.73%
Mar 31, 25
16 Botty Investors LLC 606.13K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
17 Northern Trust Corp 491.05K (1.06%) 16.23K
Increased by +3.31%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 393.61K (0.85%) -6.88K
Decreased by -1.75%
Dec 31, 24
19 Wexford Capital LP 325.24K (0.70%) 96.89K
Increased by +29.79%
Dec 31, 24
20 Renaissance Technologies Corp 300.46K (0.65%) 50.23K
Increased by +16.72%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.75M (3.77%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 670.13K (1.45%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Biotechnology ETF 509.58K (1.10%) 518.00
Increased by +0.10%
Nov 27, 24
4 Fidelity Small Cap Index 481.06K (1.04%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity® Small Cap Index 448.16K (0.97%) 4.09K
Increased by +0.91%
Oct 31, 23
6 BlackRock Health Sciences Opps Inv A 298.96K (0.65%) -9.75K
Decreased by -3.26%
Jun 30, 24
7 Fidelity® Extended Market Index 257.51K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Extended Market Index 256.55K (0.55%) -670.00
Decreased by -0.26%
Jun 30, 25
9 State St Russell Sm/Mid Cp® Indx NL Cl C 251.64K (0.54%) 0.00
Increased by 0.00%
Apr 30, 25
10 State St Russell Sm/Mid Cp® Indx SL Cl I 251.64K (0.54%) 0.00
Increased by 0.00%
May 31, 25
11 Vanguard Russell 2000 ETF 243.67K (0.53%) 2.17K
Increased by +0.89%
May 31, 25
12 iShares Russell 2000 ETF 199.56K (0.43%) -49.98K
Decreased by -25.05%
Jun 30, 25
13 State St Russell Sm Cap® Indx SL Cl I 195.13K (0.42%) 0.00
Increased by 0.00%
May 31, 25
14 DFA US Targeted Value I 161.13K (0.35%) 0.00
Increased by 0.00%
Jun 30, 25
15 iShares Core S&P Total US Stock Mkt ETF 140.49K (0.30%) 126.00
Increased by +0.09%
Feb 28, 25
16 Vanguard Health Care ETF 126.68K (0.27%) -246.00
Decreased by -0.19%
Mar 31, 24
17 NT R2000 Index Fund - NL 124.68K (0.27%) 21.61K
Increased by +17.33%
Mar 31, 25
18 Dimensional US Targeted Value ETF 119.83K (0.26%) 0.00
Increased by 0.00%
Jul 31, 25
19 Schwab Small Cap Index 115.23K (0.25%) 0.00
Increased by 0.00%
May 31, 25
20 BlackRock Extended Mkt Composite 107.10K (0.23%) 883.00
Increased by +0.82%
Sep 30, 23