Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 5.02%
2 PSIL 4.43%
3 IBRN 4.39%
4 FBT 4.39%
5 NEWZ 3.60%
6 BBH 2.90%
7 PBE 2.75%
8 GDOC 2.56%
9 XBI 2.48%
10 INVN 2.21%
11 JSMD 2.08%
12 FRTY 2.07%
13 BBP 1.92%
14 BMED 1.63%
15 FTXH 1.62%
16 FTGS 1.60%
17 LABU 1.59%
18 BUL 1.54%
19 HAPY 1.44%
20 IBB 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.68M (15.02%) -100.33K
Decreased by -0.68%
Mar 31, 25
2 Vanguard Group Inc 9.94M (10.17%) -177.75K
Decreased by -1.79%
Mar 31, 25
3 Dodge & Cox 5.53M (5.66%) 2.52M
Increased by +45.50%
Mar 31, 25
4 State Street Corp 4.86M (4.97%) -29.02K
Decreased by -0.60%
Mar 31, 25
5 State Street Corporation 3.99M (4.08%) -73.38K
Decreased by -1.84%
Mar 31, 24
6 JPMorgan Chase & Co 2.67M (2.73%) 1.30M
Increased by +48.66%
Mar 31, 25
7 Point72 Asset Management, L.P. 2.58M (2.64%) 2.47M
Increased by +95.68%
Sep 30, 23
8 Citadel Advisors Llc 2.54M (2.60%) 773.52K
Increased by +30.48%
Dec 31, 24
9 Renaissance Technologies Corp 2.50M (2.56%) 13.30K
Increased by +0.53%
Mar 31, 25
10 Wellington Management Company LLP 2.10M (2.15%) 640.56K
Increased by +30.53%
Mar 31, 25
11 Geode Capital Management, LLC 1.97M (2.01%) 94.69K
Increased by +4.81%
Mar 31, 25
12 Bellevue Group AG 1.82M (1.86%) 0.00
Increased by 0.00%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 1.54M (1.57%) 49.09K
Increased by +3.19%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 1.52M (1.55%) -55.06K
Decreased by -3.63%
Mar 31, 25
15 Deerfield Management Co 1.49M (1.52%) 627.00K
Increased by +42.11%
Mar 31, 25
16 Millennium Management LLC 1.27M (1.30%) 418.01K
Increased by +32.96%
Sep 30, 23
17 BNP Paribas Investment Partners SA 1.26M (1.28%) 310.37K
Increased by +24.73%
Mar 31, 25
18 BRAIDWELL LP 1.19M (1.22%) 290.13K
Increased by +24.34%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 1.16M (1.19%) 89.27K
Increased by +7.70%
Mar 31, 25
20 Pictet Asset Manangement SA 1.08M (1.11%) -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 (4.05%) 1.89M
Increased by +47.78%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 3.24M (3.31%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.20M (3.28%) 48.87K
Increased by +1.53%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 3.20M (3.28%) 2.53K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.50M (2.56%) 14.59K
Increased by +0.58%
Apr 30, 25
6 BB Biotech AG Ord 1.82M (1.86%) -40.00K
Decreased by -2.20%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.58%) 8.59K
Increased by +0.56%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 1.39M (1.43%) -1.60K
Decreased by -0.12%
Apr 30, 25
9 SPDR® S&P Biotech ETF 1.14M (1.17%) 6.75K
Increased by +0.59%
May 31, 25
10 Vanguard Windsor Investor Shares 1.14M (1.16%) 402.44K
Increased by +35.41%
Mar 31, 25
11 JPMorgan Mid Cap Growth I 789.72K (0.81%) 217.26K
Increased by +27.51%
Apr 30, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 787.34K (0.81%) -8.73K
Decreased by -1.11%
Apr 30, 25
13 JPM US Mid Cap Growth-MA 658.69K (0.67%) 415.79K
Increased by +63.12%
Sep 30, 23
14 American Century Heritage Inv 646.93K (0.66%) -194.58K
Decreased by -30.08%
Sep 30, 23
15 American Century US Opport. Mid Cap Gr 646.93K (0.66%) -194.58K
Decreased by -30.08%
Sep 30, 23
16 iShares MSCI USA Min Vol Factor ETF 637.11K (0.65%) 0.00
Increased by 0.00%
May 31, 25
17 BNP Paribas Health Cr Innovtr Cl Cap 632.53K (0.65%) 31.00
Increased by +0.00%
Apr 30, 25
18 Hartford MidCap Y 612.65K (0.63%) -47.14K
Decreased by -7.70%
Dec 31, 23
19 T. Rowe Price Health Sciences 599.40K (0.61%) 1.77K
Increased by +0.29%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 587.72K (0.60%) 14.80K
Increased by +2.52%
May 31, 25