Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 4.95%
2 PSIL 4.88%
3 PINK 4.48%
4 IBRN 4.18%
5 NEWZ 3.78%
6 FBT 3.27%
7 PBE 2.82%
8 BBH 2.75%
9 GDOC 2.71%
10 XBI 2.52%
11 INVN 2.21%
12 FRTY 2.07%
13 JSMD 2.02%
14 BBP 1.85%
15 BMED 1.71%
16 LABU 1.70%
17 FTXH 1.64%
18 FTGS 1.60%
19 BUL 1.54%
20 HAPY 1.47%

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 9.94M (10.14%) -177.75K
Decreased by -1.79%
Mar 31, 25
3 Dodge & Cox 5.53M (5.65%) 2.52M
Increased by +45.50%
Mar 31, 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 JPMorgan Chase & Co 2.67M (2.73%) 1.30M
Increased by +48.66%
Mar 31, 25
7 Point72 Asset Management, L.P. 2.58M (2.63%) 2.47M
Increased by +95.68%
Sep 30, 23
8 Citadel Advisors Llc 2.54M (2.59%) 773.52K
Increased by +30.48%
Dec 31, 24
9 Renaissance Technologies Corp 2.50M (2.55%) 13.30K
Increased by +0.53%
Mar 31, 25
10 Wellington Management Company LLP 2.10M (2.14%) 640.56K
Increased by +30.53%
Mar 31, 25
11 Geode Capital Management, LLC 1.97M (2.01%) 94.69K
Increased by +4.81%
Mar 31, 25
12 Bellevue Group AG 1.82M (1.86%) 0.00
Increased by 0.00%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 1.54M (1.57%) 49.09K
Increased by +3.19%
Mar 31, 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 Millennium Management LLC 1.27M (1.29%) 418.01K
Increased by +32.96%
Sep 30, 23
17 BNP Paribas Investment Partners SA 1.26M (1.28%) 310.37K
Increased by +24.73%
Mar 31, 25
18 BRAIDWELL LP 1.19M (1.22%) 290.13K
Increased by +24.34%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 1.16M (1.18%) 89.27K
Increased by +7.70%
Mar 31, 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 3.23M (3.29%) 1.68K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.20M (3.27%) 1.98K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.20M (3.27%) 2.53K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 2.51M (2.57%) 11.83K
Increased by +0.47%
May 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 1.56M (1.59%) 12.49K
Increased by +0.80%
May 31, 25
8 Vanguard Small Cap Growth Index Inv 1.38M (1.41%) -8.97K
Decreased by -0.65%
May 31, 25
9 Vanguard Windsor Investor Shares 1.14M (1.16%) 402.44K
Increased by +35.41%
Mar 31, 25
10 JPM US Mid Cap Growth-Composite 1.12M (1.14%) 543.28K
Increased by +48.69%
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 JPMorgan Mid Cap Growth I 1.03M (1.05%) 241.77K
Increased by +23.44%
May 31, 25
14 SPDR® S&P Biotech ETF 945.11K (0.96%) -15.47K
Decreased by -1.64%
Jun 30, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 777.05K (0.79%) 7.24K
Increased by +0.93%
Jun 30, 25
16 JPM US Mid Cap Growth-MA 658.69K (0.67%) 415.79K
Increased by +63.12%
Sep 30, 23
17 American Century Heritage Inv 646.93K (0.66%) -194.58K
Decreased by -30.08%
Sep 30, 23
18 American Century US Opport. Mid Cap Gr 646.93K (0.66%) -194.58K
Decreased by -30.08%
Sep 30, 23
19 iShares MSCI USA Min Vol Factor ETF 630.68K (0.64%) -992.00
Decreased by -0.16%
Jun 30, 25
20 T. Rowe Price Health Sciences 621.66K (0.63%) -18.91K
Decreased by -3.04%
Jun 30, 25