Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBE 4.57%
2 BIOT_old 4.12%
3 FTXH 3.81%
4 NEWZ 3.55%
5 FBT 3.38%
6 GLRY 2.95%
7 KONG 2.72%
8 XBI 2.57%
9 PJP 2.46%
10 GINX 2.34%
11 XOVR 2.29%
12 ENTR 2.29%
13 VNSE 2.29%
14 FXH 2.26%
15 FCUS 2.10%
16 SRHQ 2.10%
17 PAMC 2.08%
18 FTGS 2.07%
19 SMRI 2.01%
20 XMMO 2.01%

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 1.46M (3.53%) 2.58K
Increased by +0.18%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.41M (3.41%) 1.06K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.41M (3.40%) 2.17K
Increased by +0.15%
Feb 28, 25
4 Vanguard Small Cap Index 1.14M (2.76%) 924.00
Increased by +0.08%
Feb 28, 25
5 Vanguard Health Care Inv 903.47K (2.19%) 60.87K
Increased by +6.74%
Dec 31, 24
6 Federated Hermes Kaufmann Small Cap Grow 822.57K (1.99%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Small Cap Value Index Inv 750.75K (1.82%) -2.59K
Decreased by -0.34%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 678.68K (1.64%) 2.38K
Increased by +0.35%
Feb 28, 25
9 Fidelity® Contrafund® 584.70K (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
10 FullerThaler Behavioral Sm-Cp Eq R6 501.33K (1.21%) -34.60K
Decreased by -6.90%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Equity 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 Fidelity Contrafund 435.18K (1.05%) 89.29K
Increased by +20.52%
Feb 28, 25
14 SPDR® S&P Biotech ETF 427.29K (1.03%) -8.55K
Decreased by -2.00%
Mar 31, 25
15 Fuller & Thaler Behavioral Sm-Cp Eq R6 406.73K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
16 Fuller & Thaler Behavioral Small-Cap Eq 406.73K (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 360.69K (0.87%) 3.44K
Increased by +0.96%
Feb 28, 25
18 iShares Biotechnology ETF 281.38K (0.68%) -3.59K
Decreased by -1.28%
Mar 31, 25
19 iShares S&P Mid-Cap 400 Growth ETF 274.37K (0.66%) 309.00
Increased by +0.11%
Mar 31, 25
20 T. Rowe Price Health Sciences 266.54K (0.64%) -6.81K
Decreased by -2.55%
Jan 31, 25