Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSIL 5.47%
2 MNTL 4.95%
3 NEWZ 3.94%
4 FBT 3.42%
5 IBRN 3.36%
6 PBE 2.84%
7 SGRT 2.37%
8 MCOW 2.25%
9 JSMD 2.11%
10 FRTY 2.07%
11 FGSI 1.99%
12 FTGS 1.97%
13 INVN 1.88%
14 POWA 1.85%
15 BBH 1.75%
16 BUL 1.65%
17 HELX 1.61%
18 HAPY 1.47%
19 ILDR 1.33%
20 EQUL 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.71M (12.83%) -248.53K
Decreased by -1.96%
Sep 30, 25
2 Vanguard Group Inc 9.70M (9.79%) -6.26K
Decreased by -0.06%
Dec 31, 25
3 JPMorgan Chase & Co 9.46M (9.55%) 5.20M
Increased by +54.95%
Sep 30, 25
4 Dodge & Cox 5.51M (5.56%) -48.58K
Decreased by -0.88%
Dec 31, 25
5 State Street Corp 4.35M (4.39%) -121.79K
Decreased by -2.80%
Sep 30, 25
6 State Street Corporation 3.99M (4.03%) -73.38K
Decreased by -1.84%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 2.87M (2.89%) -219.73K
Decreased by -7.66%
Sep 30, 25
8 AQR Capital Management LLC 2.77M (2.80%) 1.26M
Increased by +45.56%
Sep 30, 25
9 Point72 Asset Management, L.P. 2.58M (2.60%) 2.47M
Increased by +95.68%
Sep 30, 23
10 Renaissance Technologies Corp 2.24M (2.26%) -179.50K
Decreased by -8.02%
Dec 31, 25
11 Citadel Advisors Llc 2.05M (2.07%) 1.16M
Increased by +56.61%
Jun 30, 25
12 Geode Capital Management, LLC 2.02M (2.04%) 65.56K
Increased by +3.24%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 1.83M (1.84%) 7.19K
Increased by +0.39%
Sep 30, 25
14 Wellington Management Company LLP 1.74M (1.76%) -67.20K
Decreased by -3.85%
Dec 31, 25
15 Bellevue Group AG 1.70M (1.72%) -59.80K
Decreased by -3.51%
Dec 31, 25
16 UBS Asset Mgmt Americas Inc 1.39M (1.40%) 228.27K
Increased by +16.45%
Jun 30, 25
17 Los Angeles Capital Management LLC 1.20M (1.21%) 458.11K
Increased by +38.09%
Sep 30, 25
18 Deerfield Management Co 1.18M (1.20%) 0.00
Increased by 0.00%
Dec 31, 25
19 BRAIDWELL LP 1.16M (1.17%) -31.50K
Decreased by -2.71%
Jun 30, 25
20 NORGES BANK 1.15M (1.16%) 174.04K
Increased by +15.17%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 3.96M (4.00%) 0.00
Increased by 0.00%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 3.22M (3.25%) 30.24K
Increased by +0.94%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 3.20M (3.23%) 2.53K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.14M (3.17%) 6.86K
Increased by +0.22%
Jan 31, 26
5 Vanguard Small Cap Index 2.26M (2.28%) -292.00
Decreased by -0.01%
Jan 31, 26
6 BB Biotech AG Ord 1.76M (1.78%) -60.00K
Decreased by -3.41%
Sep 30, 25
7 Vanguard Small Cap Growth Index Inv 1.25M (1.27%) -21.00K
Decreased by -1.67%
Jan 31, 26
8 JPMorgan Growth Advantage A 1.18M (1.19%) -32.01K
Decreased by -2.71%
Jan 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.09%) 3.17K
Increased by +0.29%
Jan 31, 26
10 JPM US Mid Cap Growth-Composite 1.08M (1.09%) -25.14K
Decreased by -2.34%
Dec 31, 25
11 JPMorgan Mid Cap Growth I 1.07M (1.08%) -3.87K
Decreased by -0.36%
Jan 31, 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 935.22K (0.94%) -27.55K
Decreased by -2.95%
Dec 31, 25
14 JPM US Growth Advantage-MA 759.69K (0.77%) 97.76K
Increased by +12.87%
Dec 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 758.09K (0.77%) -18.97K
Decreased by -2.50%
Jul 31, 25
16 iShares Biotechnology ETF 726.31K (0.73%) 0.00
Increased by 0.00%
Feb 28, 26
17 State Street® SPDR® S&P MIDCAP 400® ETF 723.23K (0.73%) -25.99K
Decreased by -3.59%
Jan 31, 26
18 JPM US Mid Cap Growth-MA 658.69K (0.66%) 415.79K
Increased by +63.12%
Sep 30, 23
19 American Century Heritage Inv 646.93K (0.65%) -194.58K
Decreased by -30.08%
Sep 30, 23
20 American Century US Opport. Mid Cap Gr 646.93K (0.65%) -194.58K
Decreased by -30.08%
Sep 30, 23