Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSIL 5.60%
2 MNTL 4.95%
3 NEWZ 3.94%
4 IBRN 3.42%
5 FBT 3.27%
6 PBE 2.56%
7 SGRT 2.34%
8 MCOW 2.25%
9 JSMD 2.11%
10 FRTY 2.07%
11 FTGS 1.99%
12 FGSI 1.98%
13 INVN 1.91%
14 POWA 1.79%
15 BBH 1.72%
16 BUL 1.64%
17 HELX 1.53%
18 HAPY 1.47%
19 DFNV 1.33%
20 ILDR 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.95M (13.08%) -1.73M
Decreased by -13.34%
Jun 30, 25
2 Vanguard Group Inc 9.81M (9.90%) -134.82K
Decreased by -1.37%
Jun 30, 25
3 Dodge & Cox 5.57M (5.62%) 32.19K
Increased by +0.58%
Jun 30, 25
4 State Street Corp 4.47M (4.51%) -393.85K
Decreased by -8.81%
Jun 30, 25
5 JPMorgan Chase & Co 4.26M (4.30%) 1.59M
Increased by +37.33%
Jun 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. 3.09M (3.12%) 1.55M
Increased by +50.12%
Jun 30, 25
8 Point72 Asset Management, L.P. 2.58M (2.60%) 2.47M
Increased by +95.68%
Sep 30, 23
9 Renaissance Technologies Corp 2.37M (2.39%) -136.30K
Decreased by -5.76%
Jun 30, 25
10 Citadel Advisors Llc 2.05M (2.07%) 1.16M
Increased by +56.61%
Jun 30, 25
11 Wellington Management Company LLP 2.03M (2.05%) -69.12K
Decreased by -3.41%
Jun 30, 25
12 Geode Capital Management, LLC 1.96M (1.98%) -10.49K
Decreased by -0.54%
Jun 30, 25
13 Bellevue Group AG 1.82M (1.84%) 0.00
Increased by 0.00%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 1.82M (1.84%) 301.51K
Increased by +16.57%
Jun 30, 25
15 AQR Capital Management LLC 1.51M (1.52%) 435.38K
Increased by +28.83%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 1.39M (1.40%) 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 (1.18%) -321.20K
Decreased by -27.50%
Jun 30, 25
19 BRAIDWELL LP 1.16M (1.17%) -31.50K
Decreased by -2.71%
Jun 30, 25
20 Pictet Asset Manangement SA 1.08M (1.09%) -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 (4.00%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 3.22M (3.25%) 0.00
Increased by 0.00%
Aug 31, 25
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 3.12M (3.14%) -71.50K
Decreased by -2.30%
Jul 31, 25
5 Vanguard Small Cap Index 2.40M (2.43%) -15.57K
Decreased by -0.65%
Jul 31, 25
6 BB Biotech AG Ord 1.82M (1.84%) -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 (1.14%) -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 (1.12%) -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 (1.07%) -460.86K
Decreased by -43.31%
Jul 31, 25
13 T. Rowe Price Mid-Cap Value 1.06M (1.07%) -1.60K
Decreased by -0.15%
Jul 31, 25
14 SPDR® S&P Biotech ETF 944.74K (0.95%) 2.10K
Increased by +0.22%
Aug 31, 25
15 JPMorgan Growth Advantage A 926.10K (0.93%) 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 (0.66%) 415.79K
Increased by +63.12%
Sep 30, 23
18 American Century Heritage Inv 646.93K (0.65%) -194.58K
Decreased by -30.08%
Sep 30, 23
19 American Century US Opport. Mid Cap Gr 646.93K (0.65%) -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