Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 2.56%
2 IBBJ 1.70%
3 IDNA 0.88%
4 BBC 0.78%
5 WCEO 0.59%
6 QQQS 0.55%
7 NIXT 0.54%
8 GNOM 0.46%
9 SBIO 0.36%
10 JMEE 0.29%
11 BTEC 0.29%
12 PSCH 0.29%
13 SLY 0.21%
14 USVM 0.17%
15 XBI 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 (17.64%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 16.54M (17.49%) 78.61K
Increased by +0.48%
Mar 31, 25
3 Vanguard Group Inc 13.23M (13.99%) 419.56K
Increased by +3.17%
Jun 30, 25
4 State Street Corporation 7.07M (7.47%) 155.54K
Increased by +2.20%
Mar 31, 24
5 State Street Corp 5.73M (6.06%) 652.43K
Increased by +11.39%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 3.01M (3.18%) 323.54K
Increased by +10.76%
Jun 30, 25
7 AllianceBernstein L.P. 2.78M (2.94%) -116.69K
Decreased by -4.20%
Dec 31, 23
8 Baillie Gifford & Co Limited. 2.38M (2.52%) -1.54M
Decreased by -64.55%
Sep 30, 24
9 Geode Capital Management, LLC 2.30M (2.43%) 98.43K
Increased by +4.29%
Mar 31, 25
10 Orbimed Advisors, LLC 2.25M (2.38%) -970.37K
Decreased by -43.16%
Mar 31, 25
11 FMR Inc 2.22M (2.34%) 2.21M
Increased by +99.68%
Mar 31, 25
12 JPMorgan Chase & Co 1.81M (1.91%) -365.64K
Decreased by -20.23%
Dec 31, 24
13 Millennium Management LLC 1.72M (1.81%) 610.37K
Increased by +35.59%
Dec 31, 24
14 Citadel Advisors Llc 1.62M (1.71%) 1.35M
Increased by +83.23%
Mar 31, 25
15 Bill & Melinda Gates Foundation 1.56M (1.65%) 0.00
Increased by 0.00%
Sep 30, 24
16 American Century Companies Inc 1.46M (1.55%) -16.25K
Decreased by -1.11%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.42M (1.51%) 300.54K
Increased by +21.10%
Mar 31, 25
18 Charles Schwab Investment Management Inc 1.29M (1.37%) -81.86K
Decreased by -6.33%
Jun 30, 25
19 Goldman Sachs Group Inc 1.29M (1.36%) 547.46K
Increased by +42.43%
Jun 30, 25
20 Citigroup Inc 1.12M (1.19%) 918.71K
Increased by +81.68%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.56M (5.88%) 994.00
Increased by +0.02%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.51M (3.71%) -77.78K
Decreased by -2.22%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.46M (3.66%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 2.68M (2.84%) -16.21K
Decreased by -0.60%
Jul 31, 25
5 Scottish Mortgage Ord 2.36M (2.50%) -1.27M
Decreased by -53.83%
Sep 30, 24
6 iShares Russell 2000 ETF 2.12M (2.24%) -40.32K
Decreased by -1.90%
Jul 31, 25
7 SPDR® S&P Biotech ETF 1.61M (1.70%) 48.11K
Increased by +2.99%
Jul 31, 25
8 Vanguard Small Cap Growth Index Inv 1.50M (1.59%) -576.00
Decreased by -0.04%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.08%) -442.82K
Decreased by -43.21%
Jul 31, 25
10 Fidelity Small Cap Index 918.48K (0.97%) -7.69K
Decreased by -0.84%
May 31, 25
11 Biotech Growth Ord 911.93K (0.96%) 367.13K
Increased by +40.26%
Mar 31, 25
12 AB Small Cap Growth A 876.34K (0.93%) -13.54K
Decreased by -1.54%
Dec 31, 23
13 iShares S&P Small-Cap 600 Value ETF 869.22K (0.92%) -928.00
Decreased by -0.11%
Jul 31, 25
14 International Biotechnology Ord 840.43K (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
15 Strategic Advisers Fidelity US TtlStk 830.45K (0.88%) 363.47K
Increased by +43.77%
Jun 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 821.70K (0.87%) 447.00
Increased by +0.05%
Jul 31, 25
17 Fidelity® Small Cap Index 804.19K (0.85%) 22.86K
Increased by +2.84%
Oct 31, 23
18 iShares Russell 2000 Value ETF 786.61K (0.83%) 584.00
Increased by +0.07%
Jul 31, 25
19 DFA US Targeted Value I 775.85K (0.82%) 0.00
Increased by 0.00%
Jun 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 765.76K (0.81%) 0.00
Increased by 0.00%
Apr 30, 24