Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBE 4.95%
2 PSIL 4.54%
3 IBRN 4.31%
4 MNTL 4.25%
5 NEWZ 3.22%
6 JSMD 2.72%
7 FBT 2.64%
8 XBI 2.63%
9 INVN 2.37%
10 BBH 2.18%
11 GDOC 2.14%
12 FRTY 2.07%
13 LABU 1.93%
14 FTGS 1.69%
15 PINK 1.64%
16 BMED 1.64%
17 BBP 1.52%
18 BUL 1.45%
19 HAPY 1.42%
20 EQUL 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.78M (15.01%) 526.67K
Increased by +3.56%
Dec 31, 24
2 Vanguard Group Inc 10.12M (10.27%) 122.68K
Increased by +1.21%
Dec 31, 24
3 State Street Corp 4.89M (4.96%) -257.16K
Decreased by -5.26%
Dec 31, 24
4 State Street Corporation 3.99M (4.05%) -73.38K
Decreased by -1.84%
Mar 31, 24
5 Dodge & Cox 3.02M (3.06%) 1.73M
Increased by +57.31%
Dec 31, 24
6 Point72 Asset Management, L.P. 2.58M (2.62%) 2.47M
Increased by +95.68%
Sep 30, 23
7 Citadel Advisors Llc 2.54M (2.58%) 773.52K
Increased by +30.48%
Dec 31, 24
8 Renaissance Technologies Corp 2.49M (2.53%) -85.15K
Decreased by -3.42%
Dec 31, 24
9 AQR Capital Management LLC 1.90M (1.93%) 53.61K
Increased by +2.83%
Dec 31, 24
10 Geode Capital Management, LLC 1.88M (1.90%) 15.83K
Increased by +0.84%
Dec 31, 24
11 Bellevue Group AG 1.82M (1.85%) -43.80K
Decreased by -2.41%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 1.57M (1.60%) 223.92K
Increased by +14.23%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 1.49M (1.51%) -184.66K
Decreased by -12.39%
Dec 31, 24
14 Wellington Management Company LLP 1.46M (1.48%) 739.20K
Increased by +50.72%
Dec 31, 24
15 JPMorgan Chase & Co 1.37M (1.39%) -1.62M
Decreased by -118.49%
Dec 31, 24
16 Deerfield Management Co 1.32M (1.34%) 625.59K
Increased by +47.52%
Sep 30, 24
17 Millennium Management LLC 1.27M (1.29%) 418.01K
Increased by +32.96%
Sep 30, 23
18 Pictet Asset Manangement SA 1.08M (1.10%) -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 (1.00%) -33.35K
Decreased by -3.39%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.29M (3.34%) 2.46K
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.19M (3.24%) 1.79K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 2.58M (2.62%) 2.10K
Increased by +0.08%
Feb 28, 25
4 Dodge & Cox Stock I 2.07M (2.10%) 1.37M
Increased by +66.17%
Dec 31, 24
5 BB Biotech AG Ord 1.82M (1.85%) -40.00K
Decreased by -2.20%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.56%) 4.87K
Increased by +0.32%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 1.45M (1.47%) -6.01K
Decreased by -0.41%
Feb 28, 25
8 SPDR® S&P Biotech ETF 1.11M (1.13%) -6.77K
Decreased by -0.61%
Feb 28, 25
9 SPDR® S&P MIDCAP 400 ETF Trust 817.96K (0.83%) 7.78K
Increased by +0.95%
Feb 28, 25
10 Vanguard Windsor Investor Shares 734.14K (0.75%) 734.14K
Increased by +100.00%
Dec 31, 24
11 JPM US Mid Cap Growth-MA 658.69K (0.67%) 415.79K
Increased by +63.12%
Sep 30, 23
12 American Century Heritage Inv 646.93K (0.66%) -194.58K
Decreased by -30.08%
Sep 30, 23
13 American Century US Opport. Mid Cap Gr 646.93K (0.66%) -194.58K
Decreased by -30.08%
Sep 30, 23
14 iShares MSCI USA Min Vol Factor ETF 627.68K (0.64%) -992.00
Decreased by -0.16%
Feb 28, 25
15 iShares S&P Mid-Cap 400 Growth ETF 623.42K (0.63%) 0.00
Increased by 0.00%
Feb 28, 25
16 Hartford MidCap Y 612.65K (0.62%) -47.14K
Decreased by -7.70%
Dec 31, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 605.08K (0.61%) 300.00
Increased by +0.05%
Feb 28, 25
18 iShares Biotechnology ETF 585.38K (0.59%) -22.41K
Decreased by -3.83%
Feb 28, 25
19 iShares Russell Mid-Cap Growth ETF 574.24K (0.58%) -2.72K
Decreased by -0.47%
Feb 28, 25
20 T. Rowe Price Health Sciences 564.13K (0.57%) 22.23K
Increased by +3.94%
Jan 31, 25