Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 2.56%
2 GNOM 1.78%
3 IBBJ 1.70%
4 IDNA 1.22%
5 BBC 1.18%
6 SBIO 1.06%
7 NIXT 0.73%
8 QQQS 0.62%
9 WCEO 0.59%
10 PSCH 0.53%
11 JMEE 0.29%
12 BTEC 0.29%
13 SLY 0.21%
14 XBI 0.21%
15 USVM 0.17%
16 IBBQ 0.17%
17 CSML 0.17%
18 LABU 0.15%
19 VIOV 0.14%
20 BSVO 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SB INVESTMENT ADVISERS (UK) LTD 16.68M (17.99%) 0.00
Increased by 0.00%
Dec 31, 24
2 BlackRock Inc 16.38M (17.66%) -58.32K
Decreased by -0.36%
Sep 30, 24
3 Vanguard Group Inc 13.13M (14.16%) -5.32K
Decreased by -0.04%
Dec 31, 24
4 State Street Corporation 7.07M (7.62%) 155.54K
Increased by +2.20%
Mar 31, 24
5 State Street Corp 5.63M (6.07%) 530.64K
Increased by +9.43%
Sep 30, 24
6 Orbimed Advisors, LLC 3.57M (3.85%) 1.25M
Increased by +35.07%
Sep 30, 24
7 AllianceBernstein L.P. 2.78M (3.00%) -116.69K
Decreased by -4.20%
Dec 31, 23
8 Baillie Gifford & Co Limited. 2.38M (2.57%) -1.54M
Decreased by -64.55%
Sep 30, 24
9 Geode Capital Management, LLC 2.19M (2.36%) 5.15K
Increased by +0.24%
Sep 30, 24
10 JPMorgan Chase & Co 2.17M (2.34%) -337.94K
Decreased by -15.55%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 1.92M (2.07%) 703.36K
Increased by +36.72%
Dec 31, 24
12 Bill & Melinda Gates Foundation 1.56M (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
13 American Century Companies Inc 1.46M (1.58%) -16.25K
Decreased by -1.11%
Sep 30, 23
14 Charles Schwab Investment Management Inc 1.25M (1.35%) 118.38K
Increased by +9.45%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.24M (1.33%) -3.01M
Decreased by -243.31%
Sep 30, 24
16 Renaissance Technologies Corp 1.18M (1.27%) -147.40K
Decreased by -12.47%
Sep 30, 24
17 Citigroup Inc 1.12M (1.21%) 918.71K
Increased by +81.68%
Mar 31, 24
18 Millennium Management LLC 1.10M (1.19%) -143.41K
Decreased by -12.98%
Sep 30, 24
19 Jefferies Financial Group Inc 1.09M (1.17%) 1.09M
Increased by +100.00%
Sep 30, 24
20 Baker Bros Advisors LP 1.08M (1.17%) 1.08M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.94M (6.40%) 24.25K
Increased by +0.41%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.44M (3.71%) 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 2.44M (2.63%) -18.55K
Decreased by -0.76%
Jan 31, 25
5 Scottish Mortgage Ord 2.36M (2.54%) -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 (1.69%) 0.00
Increased by 0.00%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.47%) -71.41K
Decreased by -5.25%
Dec 31, 24
9 SPDR® S&P Biotech ETF 1.29M (1.39%) -29.22K
Decreased by -2.27%
Jan 31, 25
10 iShares S&P Small-Cap 600 Value ETF 1.05M (1.13%) 0.00
Increased by 0.00%
Jan 31, 25
11 AB Small Cap Growth A 876.34K (0.94%) -13.54K
Decreased by -1.54%
Dec 31, 23
12 Fidelity Small Cap Index 857.59K (0.92%) -54.45K
Decreased by -6.35%
Nov 30, 24
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 855.92K (0.92%) 306.00
Increased by +0.04%
Jan 31, 25
14 iShares Russell 2000 Value ETF 825.56K (0.89%) 1.12K
Increased by +0.14%
Jan 31, 25
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%
Dec 31, 24
18 Artisan International Small-Mid Investor 606.02K (0.65%) 606.02K
Increased by +100.00%
Dec 31, 24
19 Artisan Non-U.S. Small-Mid Growth Comp 606.02K (0.65%) 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