Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 2.56%
2 GNOM 1.88%
3 IBBJ 1.70%
4 IDNA 1.37%
5 BBC 1.26%
6 SBIO 1.16%
7 NIXT 0.76%
8 QQQS 0.65%
9 PSCH 0.60%
10 WCEO 0.59%
11 JMEE 0.29%
12 BTEC 0.29%
13 XBI 0.22%
14 SLY 0.21%
15 USVM 0.17%
16 IBBQ 0.17%
17 CSML 0.17%
18 LABU 0.15%
19 IJS 0.14%
20 BSVO 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SB INVESTMENT ADVISERS (UK) LTD 16.68M (18.03%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 16.38M (17.70%) -58.32K
Decreased by -0.36%
Sep 30, 24
3 Vanguard Group Inc 13.14M (14.20%) 286.74K
Increased by +2.18%
Sep 30, 24
4 State Street Corporation 7.07M (7.64%) 155.54K
Increased by +2.20%
Mar 31, 24
5 State Street Corp 5.63M (6.08%) 530.64K
Increased by +9.43%
Sep 30, 24
6 Orbimed Advisors, LLC 3.57M (3.86%) 1.25M
Increased by +35.07%
Sep 30, 24
7 AllianceBernstein L.P. 2.78M (3.01%) -116.69K
Decreased by -4.20%
Dec 31, 23
8 Baillie Gifford & Co Limited. 2.38M (2.58%) -1.54M
Decreased by -64.55%
Sep 30, 24
9 Geode Capital Management, LLC 2.19M (2.37%) 5.15K
Increased by +0.24%
Sep 30, 24
10 Bill & Melinda Gates Foundation 1.56M (1.69%) 0.00
Increased by 0.00%
Sep 30, 24
11 American Century Companies Inc 1.46M (1.58%) -16.25K
Decreased by -1.11%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.24M (1.34%) -3.01M
Decreased by -243.31%
Sep 30, 24
13 Dimensional Fund Advisors, Inc. 1.21M (1.31%) 574.62K
Increased by +47.41%
Sep 30, 24
14 Renaissance Technologies Corp 1.18M (1.28%) -147.40K
Decreased by -12.47%
Sep 30, 24
15 Charles Schwab Investment Management Inc 1.13M (1.23%) 136.09K
Increased by +12.00%
Sep 30, 24
16 Citigroup Inc 1.12M (1.22%) 918.71K
Increased by +81.68%
Mar 31, 24
17 Millennium Management LLC 1.10M (1.19%) -143.41K
Decreased by -12.98%
Sep 30, 24
18 JPMorgan Chase & Co 1.09M (1.17%) -168.97K
Decreased by -15.55%
Sep 30, 24
19 Jefferies Financial Group Inc 1.09M (1.17%) 1.09M
Increased by +100.00%
Sep 30, 24
20 Barclays PLC 1.01M (1.10%) 569.99K
Increased by +56.17%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.95M (6.43%) 3.05K
Increased by +0.05%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.44M (3.72%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Small Cap Index 2.81M (3.03%) 44.12K
Increased by +1.57%
Dec 31, 24
4 iShares Russell 2000 ETF 2.42M (2.61%) -9.28K
Decreased by -0.38%
Dec 31, 24
5 Scottish Mortgage Ord 2.36M (2.55%) -1.27M
Decreased by -53.83%
Sep 30, 24
6 Vanguard Small Cap Growth Index Inv 1.59M (1.71%) 65.80K
Increased by +4.15%
Dec 31, 24
7 Biotech Growth Ord 1.57M (1.70%) 314.70K
Increased by +20.03%
Sep 30, 24
8 SPDR® S&P Biotech ETF 1.37M (1.48%) -24.35K
Decreased by -1.78%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.47%) -71.41K
Decreased by -5.25%
Dec 31, 24
10 iShares S&P Small-Cap 600 Value ETF 1.01M (1.09%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity Small Cap Index 912.04K (0.99%) 5.31K
Increased by +0.58%
Oct 31, 24
12 AB Small Cap Growth A 876.34K (0.95%) -13.54K
Decreased by -1.54%
Dec 31, 23
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 849.80K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
14 iShares Russell 2000 Value ETF 842.99K (0.91%) -23.60K
Decreased by -2.80%
Dec 31, 24
15 Fidelity® Small Cap Index 804.19K (0.87%) 22.86K
Increased by +2.84%
Oct 31, 23
16 SPDR® Portfolio S&P 600 Sm Cap ETF 765.76K (0.83%) 0.00
Increased by 0.00%
Apr 30, 24
17 Vanguard Strategic Equity Inv 611.48K (0.66%) 0.00
Increased by 0.00%
Sep 30, 24
18 Artisan International Small-Mid Investor 606.02K (0.66%) 606.02K
Increased by +100.00%
Dec 31, 24
19 Artisan Non-U.S. Small-Mid Growth Comp 606.02K (0.66%) 606.02K
Increased by +100.00%
Dec 31, 24
20 Vanguard Tax-Managed Small Cap Adm 600.37K (0.65%) -54.43K
Decreased by -9.07%
Dec 31, 24