Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 4.95%
2 PSIL 4.66%
3 NEWZ 3.94%
4 IBRN 3.88%
5 FBT 3.71%
6 PBE 2.76%
7 MCOW 2.53%
8 FTGS 2.43%
9 FGSI 2.43%
10 BBH 2.39%
11 SGRT 2.37%
12 INVN 2.24%
13 SMRI 2.21%
14 JSMD 2.11%
15 POWA 2.08%
16 FRTY 2.07%
17 BMED 2.05%
18 AMID 2.01%
19 HELX 2.00%
20 BUL 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.39M (13.48%) 555.01K
Increased by +4.15%
Mar 31, 26
2 Vanguard Group Inc 9.70M (9.77%) -6.26K
Decreased by -0.06%
Dec 31, 25
3 Dodge & Cox 5.46M (5.50%) -47.01K
Decreased by -0.86%
Mar 31, 26
4 JPMorgan Chase & Co 5.44M (5.48%) 241.71K
Increased by +4.44%
Mar 31, 26
5 AQR Capital Management LLC 4.94M (4.97%) 1.67M
Increased by +33.76%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 4.73M (4.76%) 4.73M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 4.51M (4.54%) 4.51M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 4.35M (4.39%) 111.84K
Increased by +2.57%
Mar 31, 26
9 State Street Corporation 3.99M (4.02%) -73.38K
Decreased by -1.84%
Mar 31, 24
10 Two Sigma Investments LLC 3.06M (3.08%) 2.08M
Increased by +67.82%
Mar 31, 26
11 Point72 Asset Management, L.P. 2.58M (2.60%) 2.47M
Increased by +95.68%
Sep 30, 23
12 Renaissance Technologies Corp 2.42M (2.44%) 180.10K
Increased by +7.45%
Mar 31, 26
13 Geode Capital Management, LLC 2.14M (2.15%) 77.39K
Increased by +3.62%
Mar 31, 26
14 Citadel Advisors Llc 2.05M (2.06%) 1.16M
Increased by +56.61%
Jun 30, 25
15 T. Rowe Price Associates, Inc. 1.87M (1.89%) -994.49K
Decreased by -53.12%
Dec 31, 25
16 Bellevue Group AG 1.70M (1.72%) -59.80K
Decreased by -3.51%
Dec 31, 25
17 BNP Paribas Investment Partners SA 1.49M (1.50%) 97.91K
Increased by +6.55%
Mar 31, 26
18 Wellington Management Company LLP 1.39M (1.40%) -355.02K
Decreased by -25.55%
Mar 31, 26
19 UBS Asset Mgmt Americas Inc 1.39M (1.40%) 228.27K
Increased by +16.45%
Jun 30, 25
20 Los Angeles Capital Management LLC 1.29M (1.30%) 88.52K
Increased by +6.86%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 3.96M (3.99%) 0.00
Increased by 0.00%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 3.40M (3.43%) 642.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 3.21M (3.23%) 7.76K
Increased by +0.24%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.20M (3.23%) 2.53K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.31M (2.33%) -4.62K
Decreased by -0.20%
Apr 30, 26
6 BB Biotech AG Ord 1.76M (1.77%) -60.00K
Decreased by -3.41%
Sep 30, 25
7 JPMorgan Growth Advantage A 1.46M (1.47%) 138.31K
Increased by +9.46%
Apr 30, 26
8 Vanguard Small Cap Growth Index Inv 1.30M (1.31%) -804.00
Decreased by -0.06%
Apr 30, 26
9 JPM US Mid Cap Growth-Composite 1.21M (1.22%) 132.21K
Increased by +10.95%
Mar 31, 26
10 JPMorgan Mid Cap Growth I 1.20M (1.21%) -6.45K
Decreased by -0.54%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.13M (1.14%) 11.43K
Increased by +1.01%
Apr 30, 26
12 SPDR® S&P Biotech ETF 944.74K (0.95%) 2.10K
Increased by +0.22%
Aug 31, 25
13 Vanguard Windsor Investor Shares 906.47K (0.91%) -28.75K
Decreased by -3.17%
Mar 31, 26
14 JPM US Growth Advantage-MA 862.93K (0.87%) 103.24K
Increased by +11.96%
Mar 31, 26
15 State Street® SPDR® S&P MIDCAP 400® ETF 759.30K (0.76%) 2.85K
Increased by +0.38%
Apr 30, 26
16 SPDR® S&P MIDCAP 400 ETF Trust 758.09K (0.76%) -18.97K
Decreased by -2.50%
Jul 31, 25
17 State Street® SPDR® S&P® Biotech ETF 723.86K (0.73%) -4.46K
Decreased by -0.62%
May 31, 26
18 iShares Biotechnology ETF 719.71K (0.72%) 10.37K
Increased by +1.44%
May 29, 26
19 JPM US Mid Cap Growth-MA 658.69K (0.66%) 415.79K
Increased by +63.12%
Sep 30, 23
20 American Century Heritage Inv 646.93K (0.65%) -194.58K
Decreased by -30.08%
Sep 30, 23