Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBE 5.55%
2 IBRN 4.98%
3 PSIL 4.79%
4 MNTL 4.71%
5 FBT 4.20%
6 NEWZ 3.45%
7 XBI 2.92%
8 BBH 2.59%
9 JSMD 2.58%
10 GDOC 2.42%
11 INVN 2.37%
12 FRTY 2.07%
13 LABU 1.87%
14 BBP 1.75%
15 FTGS 1.60%
16 PINK 1.58%
17 FTXH 1.54%
18 HAPY 1.48%
19 BMED 1.46%
20 BUL 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.78M (15.12%) 526.67K
Increased by +3.56%
Dec 31, 24
2 Vanguard Group Inc 10.12M (10.35%) 122.68K
Increased by +1.21%
Dec 31, 24
3 State Street Corp 4.89M (5.00%) -257.16K
Decreased by -5.26%
Dec 31, 24
4 State Street Corporation 3.99M (4.08%) -73.38K
Decreased by -1.84%
Mar 31, 24
5 Dodge & Cox 3.02M (3.08%) 1.73M
Increased by +57.31%
Dec 31, 24
6 Point72 Asset Management, L.P. 2.58M (2.64%) 2.47M
Increased by +95.68%
Sep 30, 23
7 Citadel Advisors Llc 2.54M (2.60%) 773.52K
Increased by +30.48%
Dec 31, 24
8 Renaissance Technologies Corp 2.49M (2.55%) -85.15K
Decreased by -3.42%
Dec 31, 24
9 AQR Capital Management LLC 1.90M (1.94%) 53.61K
Increased by +2.83%
Dec 31, 24
10 Geode Capital Management, LLC 1.88M (1.92%) 15.83K
Increased by +0.84%
Dec 31, 24
11 Bellevue Group AG 1.82M (1.86%) -43.80K
Decreased by -2.41%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 1.57M (1.61%) 223.92K
Increased by +14.23%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 1.49M (1.52%) -184.66K
Decreased by -12.39%
Dec 31, 24
14 Wellington Management Company LLP 1.46M (1.49%) 739.20K
Increased by +50.72%
Dec 31, 24
15 JPMorgan Chase & Co 1.37M (1.40%) -1.62M
Decreased by -118.49%
Dec 31, 24
16 Deerfield Management Co 1.32M (1.35%) 625.59K
Increased by +47.52%
Sep 30, 24
17 Millennium Management LLC 1.27M (1.30%) 418.01K
Increased by +32.96%
Sep 30, 23
18 Pictet Asset Manangement SA 1.08M (1.11%) -131.86K
Decreased by -12.19%
Mar 31, 24
19 UBS Asset Mgmt Americas Inc 1.07M (1.09%) 175.88K
Increased by +16.44%
Dec 31, 24
20 Goldman Sachs Group Inc 983.80K (1.01%) -33.35K
Decreased by -3.39%
Dec 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%) -1.59K
Decreased by -0.05%
Apr 29, 25
3 Vanguard US Total Market Shares ETF 3.20M (3.28%) 2.53K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.15M (3.23%) -35.76K
Decreased by -1.13%
Mar 31, 25
5 Vanguard Small Cap Index 2.49M (2.55%) -96.46K
Decreased by -3.88%
Mar 31, 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 1.53M (1.57%) -4.48K
Decreased by -0.29%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 1.40M (1.43%) -56.75K
Decreased by -4.07%
Mar 31, 25
9 SPDR® S&P Biotech ETF 1.18M (1.21%) -20.73K
Decreased by -1.75%
Apr 30, 25
10 Vanguard Windsor Investor Shares 1.14M (1.16%) 402.44K
Increased by +35.41%
Mar 31, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 796.08K (0.81%) -21.88K
Decreased by -2.75%
Mar 31, 25
12 JPM US Mid Cap Growth-MA 658.69K (0.67%) 415.79K
Increased by +63.12%
Sep 30, 23
13 American Century Heritage Inv 646.93K (0.66%) -194.58K
Decreased by -30.08%
Sep 30, 23
14 American Century US Opport. Mid Cap Gr 646.93K (0.66%) -194.58K
Decreased by -30.08%
Sep 30, 23
15 iShares MSCI USA Min Vol Factor ETF 640.83K (0.66%) 1.49K
Increased by +0.23%
Apr 30, 25
16 BNP Paribas Health Cr Innovtr Cl Cap 632.50K (0.65%) 42.47K
Increased by +6.71%
Mar 31, 25
17 Hartford MidCap Y 612.65K (0.63%) -47.14K
Decreased by -7.70%
Dec 31, 23
18 iShares Biotechnology ETF 610.50K (0.62%) 1.40K
Increased by +0.23%
Apr 30, 25
19 T. Rowe Price Health Sciences 599.40K (0.61%) 1.77K
Increased by +0.29%
Mar 31, 25
20 iShares Russell Mid-Cap Growth ETF 585.95K (0.60%) -1.04K
Decreased by -0.18%
Apr 30, 25