Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SBIO 0.10%
2 VTWG 0.01%
3 VTWO 0.01%
4 IWO 0.00%
5 IWM 0.00%
6 IWN 0.00%
7 VXF 0.00%
8 IWV 0.00%
9 VTHR 0.00%
10 VTI 0.00%
11 VTWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Suvretta Capital Management, LLC 12.34M (13.23%) 0.00
Increased by 0.00%
Mar 31, 25
2 Social Capital Group LLC 11.57M (12.41%) -1.70M
Decreased by -14.69%
Sep 30, 23
3 Morgan Stanley - Brokerage Accounts 10.34M (11.08%) -3.64M
Decreased by -35.18%
Mar 31, 25
4 BlackRock Inc 6.76M (7.25%) 27.65K
Increased by +0.41%
Mar 31, 25
5 Vanguard Group Inc 5.21M (5.59%) -63.88K
Decreased by -1.23%
Mar 31, 25
6 Geode Capital Management, LLC 2.32M (2.49%) 90.34K
Increased by +3.89%
Mar 31, 25
7 Bleichroeder LP 2.00M (2.14%) 0.00
Increased by 0.00%
Mar 31, 25
8 State Street Corp 1.73M (1.85%) -11.54K
Decreased by -0.67%
Mar 31, 25
9 Brown University 1.00M (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
10 State Street Corporation 942.60K (1.01%) -38.79K
Decreased by -4.12%
Mar 31, 24
11 Northern Trust Corp 907.22K (0.97%) 16.31K
Increased by +1.80%
Mar 31, 25
12 Hennion & Walsh Asset Management Inc 844.28K (0.91%) 275.63K
Increased by +32.65%
Mar 31, 25
13 Charles Schwab Investment Management Inc 825.65K (0.89%) 65.86K
Increased by +7.98%
Mar 31, 25
14 Bank of America Corp 752.83K (0.81%) 213.60K
Increased by +28.37%
Mar 31, 25
15 Marshall Wace Asset Management Ltd 464.81K (0.50%) 464.81K
Increased by +100.00%
Jun 30, 25
16 Nuveen Asset Management, LLC 266.37K (0.29%) 39.22K
Increased by +14.72%
Dec 31, 24
17 Nuveen, LLC 266.37K (0.29%) 266.37K
Increased by +100.00%
Mar 31, 25
18 UBS Group AG 248.43K (0.27%) -9.79K
Decreased by -3.94%
Mar 31, 25
19 FMR Inc 244.11K (0.26%) 241.76K
Increased by +99.04%
Mar 31, 24
20 Bank of New York Mellon Corp 239.67K (0.26%) 9.90K
Increased by +4.13%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NUMC B0-B 3.43M (3.68%) 0.00
Increased by 0.00%
Jul 31, 25
2 iShares Russell 2000 ETF 2.58M (2.76%) 0.00
Increased by 0.00%
May 31, 25
3 Morgan Stanley Growth 1.84M (1.97%) -1.09M
Decreased by -59.13%
Mar 31, 25
4 Morgan Stanley Growth SMA 1.84M (1.97%) -1.09M
Decreased by -59.13%
Mar 31, 25
5 Morgan Stanley Inst Growth I 1.83M (1.97%) -1.09M
Decreased by -59.48%
Mar 31, 25
6 MS INVF US Growth I 1.50M (1.61%) -854.27K
Decreased by -56.95%
Mar 31, 25
7 Fidelity Small Cap Index 1.13M (1.21%) 0.00
Increased by 0.00%
May 31, 25
8 GBM104 A 1.00M (1.07%) 0.00
Increased by 0.00%
Jul 31, 25
9 GBM104 B 1.00M (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 993.29K (1.06%) -382.17K
Decreased by -38.48%
Jul 31, 25
11 BrighthouseI Morgan Stanley Discovery B 849.35K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
12 iShares Russell 2000 Growth ETF 799.54K (0.86%) 0.00
Increased by 0.00%
May 31, 25
13 Morgan Stanley Insight 795.26K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
14 Morgan Stanley Insight A 795.26K (0.85%) 0.00
Increased by 0.00%
Jan 31, 25
15 Morgan Stanley Insight I 795.26K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
16 GBM103 A 750.00K (0.80%) 0.00
Increased by 0.00%
Jul 31, 25
17 GBM103 B 750.00K (0.80%) 0.00
Increased by 0.00%
Mar 31, 25
18 Morgan Stanley Discovery 733.30K (0.79%) 0.00
Increased by 0.00%
Jun 30, 25
19 Morgan Stanley Inst Discovery I 733.30K (0.79%) 0.00
Increased by 0.00%
Jun 30, 25
20 GBM102 A 700.00K (0.75%) 0.00
Increased by 0.00%
Jul 31, 25