Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSIL 6.10%
2 MNTL 4.95%
3 NEWZ 3.94%
4 IBRN 3.76%
5 FBT 3.54%
6 PINK 3.28%
7 GDOC 2.84%
8 PBE 2.72%
9 BBH 2.53%
10 POWA 2.28%
11 INVN 2.20%
12 JSMD 2.11%
13 FRTY 2.07%
14 FXH 1.90%
15 BBP 1.82%
16 XBI 1.81%
17 FTGS 1.60%
18 HELX 1.60%
19 BUL 1.54%
20 HAPY 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.95M (13.15%) -1.73M
Decreased by -13.34%
Jun 30, 25
2 Vanguard Group Inc 9.81M (9.95%) -134.82K
Decreased by -1.37%
Jun 30, 25
3 Dodge & Cox 5.57M (5.65%) 32.19K
Increased by +0.58%
Jun 30, 25
4 State Street Corp 4.47M (4.53%) -393.85K
Decreased by -8.81%
Jun 30, 25
5 JPMorgan Chase & Co 4.26M (4.33%) 1.59M
Increased by +37.33%
Jun 30, 25
6 State Street Corporation 3.99M (4.05%) -73.38K
Decreased by -1.84%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 3.09M (3.13%) 1.55M
Increased by +50.12%
Jun 30, 25
8 Point72 Asset Management, L.P. 2.58M (2.62%) 2.47M
Increased by +95.68%
Sep 30, 23
9 Renaissance Technologies Corp 2.37M (2.40%) -136.30K
Decreased by -5.76%
Jun 30, 25
10 Citadel Advisors Llc 2.05M (2.08%) 1.16M
Increased by +56.61%
Jun 30, 25
11 Wellington Management Company LLP 2.03M (2.06%) -69.12K
Decreased by -3.41%
Jun 30, 25
12 Geode Capital Management, LLC 1.96M (1.99%) -10.49K
Decreased by -0.54%
Jun 30, 25
13 Bellevue Group AG 1.82M (1.85%) 0.00
Increased by 0.00%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 1.82M (1.85%) 301.51K
Increased by +16.57%
Jun 30, 25
15 AQR Capital Management LLC 1.51M (1.53%) 435.38K
Increased by +28.83%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 1.39M (1.41%) 228.27K
Increased by +16.45%
Jun 30, 25
17 Millennium Management LLC 1.19M (1.21%) 617.63K
Increased by +51.72%
Jun 30, 25
18 Deerfield Management Co 1.17M (1.19%) -321.20K
Decreased by -27.50%
Jun 30, 25
19 BRAIDWELL LP 1.16M (1.18%) -31.50K
Decreased by -2.71%
Jun 30, 25
20 Pictet Asset Manangement SA 1.08M (1.10%) -131.86K
Decreased by -12.19%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 3.96M (4.02%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 3.22M (3.27%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 3.20M (3.25%) 2.53K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.12M (3.16%) -71.50K
Decreased by -2.30%
Jul 31, 25
5 Vanguard Small Cap Index 2.40M (2.44%) -15.57K
Decreased by -0.65%
Jul 31, 25
6 BB Biotech AG Ord 1.82M (1.85%) -40.00K
Decreased by -2.20%
Dec 31, 24
7 Vanguard Small Cap Growth Index Inv 1.35M (1.37%) -3.15K
Decreased by -0.23%
Jul 31, 25
8 Vanguard Windsor Investor Shares 1.13M (1.15%) -2.80K
Decreased by -0.25%
Jun 30, 25
9 JPM US Mid Cap Growth-Composite 1.12M (1.13%) 543.28K
Increased by +48.69%
Jun 30, 25
10 JPMorgan Mid Cap Growth I 1.11M (1.13%) -3.53K
Decreased by -0.32%
Jul 31, 25
11 T. Rowe Price US Mid-Cap Value Equity 1.07M (1.08%) 1.07M
Increased by +100.00%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.08%) -460.86K
Decreased by -43.31%
Jul 31, 25
13 T. Rowe Price Mid-Cap Value 1.06M (1.08%) -1.60K
Decreased by -0.15%
Jul 31, 25
14 SPDR® S&P Biotech ETF 944.74K (0.96%) 2.10K
Increased by +0.22%
Aug 31, 25
15 JPMorgan Growth Advantage A 926.10K (0.94%) 255.05K
Increased by +27.54%
Jul 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 758.09K (0.77%) -18.97K
Decreased by -2.50%
Jul 31, 25
17 JPM US Mid Cap Growth-MA 658.69K (0.67%) 415.79K
Increased by +63.12%
Sep 30, 23
18 American Century Heritage Inv 646.93K (0.66%) -194.58K
Decreased by -30.08%
Sep 30, 23
19 American Century US Opport. Mid Cap Gr 646.93K (0.66%) -194.58K
Decreased by -30.08%
Sep 30, 23
20 Hartford MidCap Y 612.65K (0.62%) -47.14K
Decreased by -7.70%
Dec 31, 23