Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBE 4.47%
2 BIOT_old 4.12%
3 FTXH 3.62%
4 NEWZ 3.55%
5 FBT 3.23%
6 KONG 2.93%
7 HELX 2.92%
8 XBI 2.52%
9 GLRY 2.52%
10 PJP 2.45%
11 XMHQ 2.43%
12 GINX 2.34%
13 FCUS 2.10%
14 SRHQ 2.10%
15 FXH 2.09%
16 PAMC 2.01%
17 BBP 1.91%
18 XOVR 1.87%
19 ENTR 1.87%
20 QVAL 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 18.31M (44.03%) 18.31M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 5.45M (13.09%) 87.76K
Increased by +1.61%
Mar 31, 25
3 Vanguard Group Inc 4.46M (10.72%) 15.31K
Increased by +0.34%
Mar 31, 25
4 venBio Select Advisor LLC 2.67M (6.43%) -85.30K
Decreased by -3.19%
Mar 31, 25
5 State Street Corp 2.23M (5.36%) 30.71K
Increased by +1.38%
Mar 31, 25
6 Renaissance Technologies Corp 2.11M (5.07%) 17.60K
Increased by +0.84%
Mar 31, 25
7 Wellington Management Company LLP 2.03M (4.87%) -437.48K
Decreased by -21.59%
Mar 31, 25
8 State Street Corporation 1.94M (4.65%) -12.06K
Decreased by -0.62%
Mar 31, 24
9 Citigroup Inc 1.63M (3.91%) 1.49M
Increased by +91.38%
Jun 30, 24
10 Geode Capital Management, LLC 1.22M (2.94%) 85.70K
Increased by +7.00%
Mar 31, 25
11 FMR Inc 1.14M (2.75%) -326.80K
Decreased by -28.55%
Mar 31, 25
12 AQR Capital Management LLC 908.45K (2.18%) -67.00K
Decreased by -7.37%
Mar 31, 25
13 LSV Asset Management 902.32K (2.17%) -6.40K
Decreased by -0.71%
Mar 31, 25
14 AllianceBernstein L.P. 709.04K (1.70%) 157.36K
Increased by +22.19%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 624.71K (1.50%) 4.14K
Increased by +0.66%
Mar 31, 25
16 Pacer Advisors, INC. 548.09K (1.32%) -49.54K
Decreased by -9.04%
Mar 31, 25
17 Arrowstreet Capital Limited Partnership 542.45K (1.30%) -99.15K
Decreased by -18.28%
Dec 31, 24
18 Genworth Financial Wealth Mgmt Inc 518.45K (1.25%) 89.29K
Increased by +17.22%
Mar 31, 25
19 Fuller & Thaler Asset Management Inc 491.13K (1.18%) -41.79K
Decreased by -8.51%
Mar 31, 25
20 Caisse De Depot Et Placement Du Quebec 477.76K (1.15%) 87.66K
Increased by +18.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.45M (3.49%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.44M (3.46%) 22.72K
Increased by +1.58%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.41M (3.39%) 1.06K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 1.13M (2.71%) 6.66K
Increased by +0.59%
Apr 30, 25
5 Vanguard Health Care Inv 910.86K (2.19%) 7.39K
Increased by +0.81%
Mar 31, 25
6 Federated Hermes Kaufmann Small Cap Grow 822.57K (1.98%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Small Cap Value Index Inv 728.89K (1.75%) 2.30K
Increased by +0.32%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 690.54K (1.66%) 3.64K
Increased by +0.53%
Apr 30, 25
9 Fidelity® Contrafund® 584.70K (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
10 FullerThaler Behavioral Small-Cap Equity 501.33K (1.21%) -34.60K
Decreased by -6.90%
Dec 31, 24
11 Vanguard Windsor Investor Shares 488.35K (1.17%) -40.43K
Decreased by -8.28%
Sep 30, 24
12 FullerThaler Behavioral Sm-Cp Eq R6 462.63K (1.11%) -38.70K
Decreased by -8.37%
Mar 31, 25
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 405.06K (0.97%) 2.39K
Increased by +0.59%
May 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 352.54K (0.85%) -3.92K
Decreased by -1.11%
Apr 30, 25
17 Fidelity Contrafund 341.58K (0.82%) 50.20K
Increased by +14.70%
Apr 30, 25
18 T. Rowe Price Health Sciences 266.54K (0.64%) -6.81K
Decreased by -2.55%
Jan 31, 25
19 iShares Biotechnology ETF 260.63K (0.63%) 0.00
Increased by 0.00%
May 31, 25
20 iShares S&P Mid-Cap 400 Growth ETF 258.68K (0.62%) 0.00
Increased by 0.00%
May 31, 25