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 (15.47%) 0.00
Increased by 0.00%
Mar 31, 25
2 Social Capital Group LLC 11.57M (14.51%) -1.70M
Decreased by -14.69%
Sep 30, 23
3 Morgan Stanley - Brokerage Accounts 10.34M (12.96%) -3.64M
Decreased by -35.18%
Mar 31, 25
4 BlackRock Inc 6.76M (8.48%) 27.65K
Increased by +0.41%
Mar 31, 25
5 Vanguard Group Inc 5.21M (6.53%) -63.88K
Decreased by -1.23%
Mar 31, 25
6 Geode Capital Management, LLC 2.32M (2.91%) 90.34K
Increased by +3.89%
Mar 31, 25
7 Bleichroeder LP 2.00M (2.51%) 0.00
Increased by 0.00%
Mar 31, 25
8 State Street Corp 1.73M (2.16%) -11.54K
Decreased by -0.67%
Mar 31, 25
9 Brown University 1.00M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
10 State Street Corporation 942.60K (1.18%) -38.79K
Decreased by -4.12%
Mar 31, 24
11 Northern Trust Corp 907.22K (1.14%) 16.31K
Increased by +1.80%
Mar 31, 25
12 Hennion & Walsh Asset Management Inc 844.28K (1.06%) 275.63K
Increased by +32.65%
Mar 31, 25
13 Charles Schwab Investment Management Inc 825.65K (1.04%) 65.86K
Increased by +7.98%
Mar 31, 25
14 Bank of America Corp 752.83K (0.94%) 213.60K
Increased by +28.37%
Mar 31, 25
15 Nuveen Asset Management, LLC 266.37K (0.33%) 39.22K
Increased by +14.72%
Dec 31, 24
16 Nuveen, LLC 266.37K (0.33%) 266.37K
Increased by +100.00%
Mar 31, 25
17 UBS Group AG 248.43K (0.31%) -9.79K
Decreased by -3.94%
Mar 31, 25
18 FMR Inc 244.11K (0.31%) 241.76K
Increased by +99.04%
Mar 31, 24
19 Bank of New York Mellon Corp 239.67K (0.30%) 9.90K
Increased by +4.13%
Mar 31, 25
20 Goldman Sachs Group Inc 217.97K (0.27%) -74.03K
Decreased by -33.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NUMC B0-B 3.43M (4.30%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.97M (3.72%) 0.00
Increased by 0.00%
May 31, 25
3 iShares Russell 2000 ETF 2.58M (3.23%) 0.00
Increased by 0.00%
May 31, 25
4 Morgan Stanley Growth 1.84M (2.30%) -1.09M
Decreased by -59.13%
Mar 31, 25
5 Morgan Stanley Growth SMA 1.84M (2.30%) -1.09M
Decreased by -59.13%
Mar 31, 25
6 Morgan Stanley Inst Growth I 1.83M (2.30%) -1.09M
Decreased by -59.48%
Mar 31, 25
7 MS INVF US Growth I 1.50M (1.88%) -854.27K
Decreased by -56.95%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.72%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity Small Cap Index 1.13M (1.42%) 31.71K
Increased by +2.81%
Apr 30, 25
10 GBM104 A 1.00M (1.25%) 0.00
Increased by 0.00%
May 31, 25
11 GBM104 B 1.00M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
12 BrighthouseI Morgan Stanley Discovery B 849.35K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
13 iShares Russell 2000 Growth ETF 799.54K (1.00%) 0.00
Increased by 0.00%
May 31, 25
14 Morgan Stanley Insight 795.26K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
15 Morgan Stanley Insight A 795.26K (1.00%) 0.00
Increased by 0.00%
Jan 31, 25
16 Morgan Stanley Insight I 795.26K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
17 GBM103 A 750.00K (0.94%) 0.00
Increased by 0.00%
May 31, 25
18 GBM103 B 750.00K (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
19 Morgan Stanley Discovery 733.30K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
20 Morgan Stanley Inst Discovery I 733.30K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25