Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBE 4.60%
2 BIOT_old 4.12%
3 FTXH 3.68%
4 NEWZ 3.55%
5 GLRY 2.99%
6 KONG 2.84%
7 FBT 2.84%
8 XBI 2.68%
9 PJP 2.42%
10 GINX 2.34%
11 VNSE 2.27%
12 SRHQ 2.13%
13 ENTR 2.11%
14 XOVR 2.11%
15 FCUS 2.10%
16 PAMC 2.08%
17 XMMO 2.03%
18 SMRI 1.99%
19 FXH 1.96%
20 FTGS 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 18.31M (44.32%) 18.31M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 5.36M (12.97%) 40.94K
Increased by +0.76%
Dec 31, 24
3 Vanguard Group Inc 4.44M (10.75%) 32.21K
Increased by +0.73%
Dec 31, 24
4 venBio Select Advisor LLC 2.76M (6.68%) -98.59K
Decreased by -3.57%
Dec 31, 24
5 Wellington Management Company LLP 2.46M (5.96%) -706.96K
Decreased by -28.69%
Dec 31, 24
6 State Street Corp 2.20M (5.32%) -38.23K
Decreased by -1.74%
Dec 31, 24
7 Renaissance Technologies Corp 2.09M (5.06%) -66.00K
Decreased by -3.16%
Dec 31, 24
8 State Street Corporation 1.94M (4.68%) -12.06K
Decreased by -0.62%
Mar 31, 24
9 Citigroup Inc 1.63M (3.93%) 1.49M
Increased by +91.38%
Jun 30, 24
10 FMR Inc 1.47M (3.56%) 393.78K
Increased by +26.76%
Dec 31, 24
11 Geode Capital Management, LLC 1.14M (2.75%) 44.28K
Increased by +3.89%
Dec 31, 24
12 AQR Capital Management LLC 975.44K (2.36%) 7.71K
Increased by +0.79%
Dec 31, 24
13 LSV Asset Management 908.72K (2.20%) -60.74K
Decreased by -6.68%
Dec 31, 24
14 AllianceBernstein L.P. 709.04K (1.72%) 157.36K
Increased by +22.19%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 620.57K (1.50%) -466.00
Decreased by -0.08%
Dec 31, 24
16 Pacer Advisors, INC. 597.63K (1.45%) 30.93K
Increased by +5.18%
Dec 31, 24
17 Arrowstreet Capital Limited Partnership 542.45K (1.31%) -99.15K
Decreased by -18.28%
Dec 31, 24
18 Fuller & Thaler Asset Management Inc 532.91K (1.29%) -35.48K
Decreased by -6.66%
Dec 31, 24
19 Northern Trust Corp 488.85K (1.18%) 110.30K
Increased by +22.56%
Dec 31, 24
20 Farallon Capital Management, L.L.C. 476.00K (1.15%) 476.00K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.45M (3.51%) 1.08K
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.41M (3.40%) 2.17K
Increased by +0.15%
Feb 28, 25
3 Vanguard Small Cap Index 1.14M (2.76%) 924.00
Increased by +0.08%
Feb 28, 25
4 Vanguard Health Care Inv 903.47K (2.19%) 60.87K
Increased by +6.74%
Dec 31, 24
5 Federated Hermes Kaufmann Small Cap Grow 822.57K (1.99%) 0.00
Increased by 0.00%
Sep 30, 23
6 Vanguard Small Cap Value Index Inv 750.75K (1.82%) -2.59K
Decreased by -0.34%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 678.68K (1.64%) 2.38K
Increased by +0.35%
Feb 28, 25
8 Fidelity® Contrafund® 584.70K (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
9 Pacer US Cash Cows 100 ETF 568.87K (1.38%) 832.00
Increased by +0.15%
Feb 28, 25
10 FullerThaler Behavioral Small-Cap Equity 535.93K (1.30%) -6.40K
Decreased by -1.19%
Sep 30, 24
11 FullerThaler Behavioral Sm-Cp Eq R6 501.33K (1.21%) -34.60K
Decreased by -6.90%
Dec 31, 24
12 Vanguard Windsor Investor Shares 488.35K (1.18%) -40.43K
Decreased by -8.28%
Sep 30, 24
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 406.73K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 406.73K (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
15 SPDR® S&P Biotech ETF 394.74K (0.96%) -2.40K
Decreased by -0.61%
Feb 28, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 360.69K (0.87%) 3.44K
Increased by +0.96%
Feb 28, 25
17 Fidelity Contrafund 345.90K (0.84%) 43.80K
Increased by +12.66%
Jan 31, 25
18 AB Intl Health Care AX USD 297.94K (0.72%) 1.28K
Increased by +0.43%
Jan 31, 25
19 iShares S&P Mid-Cap 400 Growth ETF 274.90K (0.67%) 0.00
Increased by 0.00%
Feb 28, 25
20 T. Rowe Price Health Sciences 266.54K (0.64%) -6.81K
Decreased by -2.55%
Jan 31, 25