Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSIL 5.21%
2 MNTL 4.95%
3 PINK 4.71%
4 IBRN 4.22%
5 NEWZ 3.89%
6 FBT 3.26%
7 PBE 2.85%
8 BBH 2.82%
9 GDOC 2.70%
10 XBI 2.53%
11 JSMD 2.11%
12 INVN 2.08%
13 FRTY 2.07%
14 BBP 1.78%
15 BMED 1.64%
16 FTXH 1.60%
17 FTGS 1.60%
18 LABU 1.57%
19 BUL 1.54%
20 HAPY 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.68M (14.98%) -100.33K
Decreased by -0.68%
Mar 31, 25
2 Vanguard Group Inc 9.81M (10.01%) -134.82K
Decreased by -1.37%
Jun 30, 25
3 Dodge & Cox 5.57M (5.68%) 32.19K
Increased by +0.58%
Jun 30, 25
4 State Street Corp 4.86M (4.96%) -29.02K
Decreased by -0.60%
Mar 31, 25
5 State Street Corporation 3.99M (4.07%) -73.38K
Decreased by -1.84%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 3.09M (3.15%) 1.55M
Increased by +50.12%
Jun 30, 25
7 JPMorgan Chase & Co 2.67M (2.73%) 1.30M
Increased by +48.66%
Mar 31, 25
8 Point72 Asset Management, L.P. 2.58M (2.63%) 2.47M
Increased by +95.68%
Sep 30, 23
9 Citadel Advisors Llc 2.54M (2.59%) 773.52K
Increased by +30.48%
Dec 31, 24
10 Renaissance Technologies Corp 2.50M (2.55%) 13.30K
Increased by +0.53%
Mar 31, 25
11 Wellington Management Company LLP 2.03M (2.07%) -69.12K
Decreased by -3.41%
Jun 30, 25
12 Geode Capital Management, LLC 1.97M (2.01%) 94.69K
Increased by +4.81%
Mar 31, 25
13 Bellevue Group AG 1.82M (1.86%) 0.00
Increased by 0.00%
Jun 30, 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 UBS Asset Mgmt Americas Inc 1.39M (1.42%) 228.27K
Increased by +16.45%
Jun 30, 25
17 Millennium Management LLC 1.27M (1.29%) 418.01K
Increased by +32.96%
Sep 30, 23
18 BNP Paribas Investment Partners SA 1.26M (1.28%) 310.37K
Increased by +24.73%
Mar 31, 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 (4.04%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 3.22M (3.29%) -5.78K
Decreased by -0.18%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.20M (3.27%) 2.53K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.12M (3.18%) -71.50K
Decreased by -2.30%
Jul 31, 25
5 Vanguard Small Cap Index 2.40M (2.45%) -15.57K
Decreased by -0.65%
Jul 31, 25
6 BB Biotech AG Ord 1.82M (1.86%) -40.00K
Decreased by -2.20%
Dec 31, 24
7 Vanguard Small Cap Growth Index Inv 1.35M (1.38%) -3.15K
Decreased by -0.23%
Jul 31, 25
8 Vanguard Windsor Investor Shares 1.13M (1.16%) -2.80K
Decreased by -0.25%
Jun 30, 25
9 JPM US Mid Cap Growth-Composite 1.12M (1.14%) 543.28K
Increased by +48.69%
Jun 30, 25
10 JPMorgan Mid Cap Growth I 1.12M (1.14%) 84.25K
Increased by +7.55%
Jun 30, 25
11 T. Rowe Price Mid-Cap Value 1.07M (1.09%) -1.36K
Decreased by -0.13%
Jun 30, 25
12 T. Rowe Price US Mid-Cap Value Equity 1.07M (1.09%) 1.07M
Increased by +100.00%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.09%) -460.86K
Decreased by -43.31%
Jul 31, 25
14 SPDR® S&P Biotech ETF 944.74K (0.96%) 28.21K
Increased by +2.99%
Jul 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 758.09K (0.77%) -18.97K
Decreased by -2.50%
Jul 31, 25
16 JPMorgan Growth Advantage A 671.05K (0.68%) 671.05K
Increased by +100.00%
Jun 30, 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 iShares MSCI USA Min Vol Factor ETF 633.72K (0.65%) -1.25K
Decreased by -0.20%
Jul 31, 25