Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KONG 4.76%
2 XMHQ 4.28%
3 EQWM 4.28%
4 PINK 4.27%
5 BIOT_old 4.12%
6 GLRY 3.86%
7 FMTM 3.73%
8 PJP 3.72%
9 PBE 3.65%
10 NEWZ 3.55%
11 BBH 3.49%
12 HELX 3.45%
13 FTXH 3.43%
14 LFSC 3.18%
15 FBT 3.18%
16 SMRI 2.80%
17 SAWG 2.49%
18 FXH 2.49%
19 BUL 2.46%
20 FCPI 2.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 18.31M (45.73%) 18.31M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 5.33M (13.32%) -112.38K
Decreased by -2.11%
Jun 30, 25
3 Vanguard Group Inc 4.45M (11.11%) -8.29K
Decreased by -0.19%
Jun 30, 25
4 venBio Select Advisor LLC 2.37M (5.92%) -305.00K
Decreased by -12.87%
Jun 30, 25
5 State Street Corp 2.17M (5.41%) -63.20K
Decreased by -2.92%
Jun 30, 25
6 Renaissance Technologies Corp 2.12M (5.29%) 12.10K
Increased by +0.57%
Jun 30, 25
7 State Street Corporation 1.94M (4.83%) -12.06K
Decreased by -0.62%
Mar 31, 24
8 Citigroup Inc 1.63M (4.06%) 1.49M
Increased by +91.38%
Jun 30, 24
9 Wellington Management Company LLP 1.44M (3.60%) -583.48K
Decreased by -40.44%
Jun 30, 25
10 AQR Capital Management LLC 1.27M (3.18%) 364.71K
Increased by +28.65%
Jun 30, 25
11 Geode Capital Management, LLC 1.20M (3.00%) -23.63K
Decreased by -1.97%
Jun 30, 25
12 Amvescap Plc. 884.70K (2.21%) 419.59K
Increased by +47.43%
Jun 30, 25
13 LSV Asset Management 864.62K (2.16%) -37.70K
Decreased by -4.36%
Jun 30, 25
14 Genworth Financial Wealth Mgmt Inc 715.83K (1.79%) 197.38K
Increased by +27.57%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 573.73K (1.43%) -50.98K
Decreased by -8.89%
Jun 30, 25
16 Arrowstreet Capital Limited Partnership 542.45K (1.35%) -99.15K
Decreased by -18.28%
Dec 31, 24
17 Deerfield Management Co 540.63K (1.35%) 265.40K
Increased by +49.09%
Jun 30, 25
18 Pacer Advisors, INC. 509.74K (1.27%) -38.35K
Decreased by -7.52%
Jun 30, 25
19 Fuller & Thaler Asset Management Inc 491.13K (1.23%) -41.79K
Decreased by -8.51%
Mar 31, 25
20 Caisse De Depot Et Placement Du Quebec 482.78K (1.21%) 5.02K
Increased by +1.04%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.47M (3.67%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.42M (3.54%) -29.92K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.41M (3.52%) 1.06K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 1.10M (2.73%) -7.03K
Decreased by -0.64%
Jul 31, 25
5 Vanguard Health Care Inv 910.86K (2.27%) 0.00
Increased by 0.00%
Jun 30, 25
6 Federated Hermes Kaufmann Small Cap Grow 822.57K (2.05%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Small Cap Value Index Inv 704.76K (1.76%) 1.50K
Increased by +0.21%
Jul 31, 25
8 Fidelity® Contrafund® 584.70K (1.46%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Windsor Investor Shares 488.35K (1.22%) -40.43K
Decreased by -8.28%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 485.01K (1.21%) -209.76K
Decreased by -43.25%
Jul 31, 25
11 SPDR® S&P Biotech ETF 424.26K (1.06%) 945.00
Increased by +0.22%
Aug 31, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 406.73K (1.02%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 406.73K (1.02%) 0.00
Increased by 0.00%
Nov 30, 23
14 Invesco S&P MidCap Quality ETF 400.05K (1.00%) 83.00
Increased by +0.02%
Aug 29, 25
15 FullerThaler Behavioral Sm-Cp Eq R6 363.23K (0.91%) -99.40K
Decreased by -27.37%
Jun 30, 25
16 FullerThaler Behavioral Small-Cap Equity 363.23K (0.91%) -99.40K
Decreased by -27.37%
Jun 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 345.53K (0.86%) -8.65K
Decreased by -2.50%
Jul 31, 25
18 Fidelity Contrafund 317.44K (0.79%) -24.14K
Decreased by -7.61%
May 31, 25
19 VictoryShares Free Cash Flow ETF 270.59K (0.68%) 176.00
Increased by +0.07%
Aug 29, 25
20 T. Rowe Price Health Sciences 266.54K (0.67%) -6.81K
Decreased by -2.55%
Jan 31, 25