Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSIL 5.25%
2 MNTL 4.95%
3 IBRN 4.41%
4 FBT 3.97%
5 NEWZ 3.94%
6 PBE 3.37%
7 POWA 2.59%
8 BBH 2.42%
9 SGRT 2.37%
10 FTGS 2.36%
11 FGSI 2.36%
12 SMRI 2.27%
13 MCOW 2.25%
14 INVN 2.20%
15 JSMD 2.11%
16 FRTY 2.07%
17 HELX 1.96%
18 BUL 1.96%
19 BBP 1.67%
20 BMED 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.83M (12.93%) 124.37K
Increased by +0.97%
Dec 31, 25
2 Vanguard Group Inc 9.70M (9.77%) -6.26K
Decreased by -0.06%
Dec 31, 25
3 Dodge & Cox 5.46M (5.50%) -47.01K
Decreased by -0.86%
Mar 31, 26
4 JPMorgan Chase & Co 5.44M (5.48%) 241.71K
Increased by +4.44%
Mar 31, 26
5 State Street Corp 4.24M (4.27%) -103.80K
Decreased by -2.45%
Dec 31, 25
6 State Street Corporation 3.99M (4.02%) -73.38K
Decreased by -1.84%
Mar 31, 24
7 AQR Capital Management LLC 3.27M (3.30%) 498.06K
Increased by +15.22%
Dec 31, 25
8 Point72 Asset Management, L.P. 2.58M (2.60%) 2.47M
Increased by +95.68%
Sep 30, 23
9 Renaissance Technologies Corp 2.42M (2.44%) 180.10K
Increased by +7.45%
Mar 31, 26
10 Geode Capital Management, LLC 2.06M (2.07%) 34.46K
Increased by +1.67%
Dec 31, 25
11 Citadel Advisors Llc 2.05M (2.06%) 1.16M
Increased by +56.61%
Jun 30, 25
12 T. Rowe Price Associates, Inc. 1.87M (1.89%) -994.49K
Decreased by -53.12%
Dec 31, 25
13 Wellington Management Company LLP 1.74M (1.76%) -67.20K
Decreased by -3.85%
Dec 31, 25
14 Bellevue Group AG 1.70M (1.72%) -59.80K
Decreased by -3.51%
Dec 31, 25
15 UBS Asset Mgmt Americas Inc 1.39M (1.40%) 228.27K
Increased by +16.45%
Jun 30, 25
16 Los Angeles Capital Management LLC 1.29M (1.30%) 88.52K
Increased by +6.86%
Dec 31, 25
17 Northern Trust Corp 1.24M (1.25%) 21.65K
Increased by +1.74%
Mar 31, 26
18 UBS Group AG 1.22M (1.23%) 237.51K
Increased by +19.45%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 1.21M (1.22%) -617.56K
Decreased by -51.06%
Dec 31, 25
20 Deerfield Management Co 1.18M (1.19%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 3.96M (3.99%) 0.00
Increased by 0.00%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 3.39M (3.42%) -1.71K
Decreased by -0.05%
Apr 30, 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 3.20M (3.22%) 50.24K
Increased by +1.57%
Mar 31, 26
5 Vanguard Small Cap Index 2.32M (2.33%) 52.43K
Increased by +2.26%
Mar 31, 26
6 BB Biotech AG Ord 1.76M (1.77%) -60.00K
Decreased by -3.41%
Sep 30, 25
7 JPMorgan Growth Advantage A 1.32M (1.33%) 150.12K
Increased by +11.34%
Mar 31, 26
8 Vanguard Small Cap Growth Index Inv 1.30M (1.31%) 40.20K
Increased by +3.10%
Mar 31, 26
9 JPM US Mid Cap Growth-Composite 1.21M (1.22%) 132.21K
Increased by +10.95%
Mar 31, 26
10 JPMorgan Mid Cap Growth I 1.21M (1.22%) 136.09K
Increased by +11.27%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.13%) 35.57K
Increased by +3.17%
Mar 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 906.47K (0.91%) -28.75K
Decreased by -3.17%
Mar 31, 26
14 JPM US Growth Advantage-MA 862.93K (0.87%) 103.24K
Increased by +11.96%
Mar 31, 26
15 SPDR® S&P MIDCAP 400 ETF Trust 758.09K (0.76%) -18.97K
Decreased by -2.50%
Jul 31, 25
16 State Street® SPDR® S&P MIDCAP 400® ETF 756.45K (0.76%) 25.43K
Increased by +3.36%
Mar 31, 26
17 State Street® SPDR® S&P® Biotech ETF 731.16K (0.74%) -5.20K
Decreased by -0.71%
Apr 30, 26
18 iShares Biotechnology ETF 723.33K (0.73%) 10.12K
Increased by +1.40%
Apr 30, 26
19 JPM US Mid Cap Growth-MA 658.69K (0.66%) 415.79K
Increased by +63.12%
Sep 30, 23
20 American Century Heritage Inv 646.93K (0.65%) -194.58K
Decreased by -30.08%
Sep 30, 23