Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 2.56%
2 IBBJ 1.70%
3 IDNA 0.73%
4 BBC 0.69%
5 GNOM 0.61%
6 SBIO 0.61%
7 WCEO 0.59%
8 QQQS 0.55%
9 NIXT 0.54%
10 PSCH 0.34%
11 JMEE 0.29%
12 BTEC 0.29%
13 XBI 0.21%
14 SLY 0.21%
15 USVM 0.17%
16 IBBQ 0.17%
17 CSML 0.17%
18 BSVO 0.13%
19 QSML 0.13%
20 LABU 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SB INVESTMENT ADVISERS (UK) LTD 16.68M (17.75%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 16.54M (17.60%) 78.61K
Increased by +0.48%
Mar 31, 25
3 Vanguard Group Inc 12.81M (13.63%) -323.13K
Decreased by -2.52%
Mar 31, 25
4 State Street Corporation 7.07M (7.52%) 155.54K
Increased by +2.20%
Mar 31, 24
5 State Street Corp 5.73M (6.09%) 652.43K
Increased by +11.39%
Mar 31, 25
6 AllianceBernstein L.P. 2.78M (2.96%) -116.69K
Decreased by -4.20%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 2.68M (2.86%) 768.95K
Increased by +28.64%
Mar 31, 25
8 Baillie Gifford & Co Limited. 2.38M (2.54%) -1.54M
Decreased by -64.55%
Sep 30, 24
9 Geode Capital Management, LLC 2.30M (2.44%) 98.43K
Increased by +4.29%
Mar 31, 25
10 Orbimed Advisors, LLC 2.25M (2.39%) -970.37K
Decreased by -43.16%
Mar 31, 25
11 FMR Inc 2.22M (2.36%) 2.21M
Increased by +99.68%
Mar 31, 25
12 JPMorgan Chase & Co 1.81M (1.92%) -365.64K
Decreased by -20.23%
Dec 31, 24
13 Millennium Management LLC 1.72M (1.83%) 610.37K
Increased by +35.59%
Dec 31, 24
14 Bill & Melinda Gates Foundation 1.56M (1.66%) 0.00
Increased by 0.00%
Sep 30, 24
15 American Century Companies Inc 1.46M (1.56%) -16.25K
Decreased by -1.11%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 1.42M (1.52%) 300.54K
Increased by +21.10%
Mar 31, 25
17 Charles Schwab Investment Management Inc 1.37M (1.46%) 122.22K
Increased by +8.89%
Mar 31, 25
18 Citigroup Inc 1.12M (1.20%) 918.71K
Increased by +81.68%
Mar 31, 24
19 Renaissance Technologies Corp 1.12M (1.19%) -117.20K
Decreased by -10.46%
Mar 31, 25
20 Jefferies Financial Group Inc 1.09M (1.15%) 1.09M
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.61M (5.97%) -5.94K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.59M (3.82%) 145.00K
Increased by +4.04%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.46M (3.68%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 2.76M (2.94%) 27.80K
Increased by +1.01%
Apr 30, 25
5 Scottish Mortgage Ord 2.36M (2.51%) -1.27M
Decreased by -53.83%
Sep 30, 24
6 iShares Russell 2000 ETF 2.23M (2.37%) 377.00
Increased by +0.02%
Apr 30, 25
7 SPDR® S&P Biotech ETF 2.05M (2.18%) -29.95K
Decreased by -1.46%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 1.53M (1.63%) 2.07K
Increased by +0.13%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.54%) 2.87K
Increased by +0.20%
Apr 30, 25
10 Biotech Growth Ord 1.20M (1.27%) -23.20K
Decreased by -1.94%
Dec 31, 24
11 iShares S&P Small-Cap 600 Value ETF 905.78K (0.96%) 928.00
Increased by +0.10%
Apr 30, 25
12 Fidelity Small Cap Index 890.77K (0.95%) 14.11K
Increased by +1.58%
Feb 28, 25
13 AB Small Cap Growth A 876.34K (0.93%) -13.54K
Decreased by -1.54%
Dec 31, 23
14 iShares Russell 2000 Value ETF 860.19K (0.92%) -2.92K
Decreased by -0.34%
Apr 30, 25
15 International Biotechnology Ord 840.43K (0.89%) 219.71K
Increased by +26.14%
Mar 31, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 818.48K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity® Small Cap Index 804.19K (0.86%) 22.86K
Increased by +2.84%
Oct 31, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 765.76K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
19 Fidelity Stock Selector Small Cap 697.80K (0.74%) 0.00
Increased by 0.00%
Feb 28, 25
20 DFA US Targeted Value I 655.64K (0.70%) 231.31K
Increased by +35.28%
Mar 31, 25