Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SBIO 3.05%
2 BKIV 2.86%
3 TMED 2.50%
4 HRTS 1.56%
5 PAMC 1.40%
6 TCAF 1.34%
7 FMED 1.27%
8 XBI 1.22%
9 BTEC 1.21%
10 GDOC 0.95%
11 ESIX 0.95%
12 BBC 0.87%
13 MID 0.77%
14 LABU 0.74%
15 MEDI 0.72%
16 FNY 0.70%
17 VIOV 0.69%
18 FRTY 0.68%
19 SLYV 0.64%
20 VIOG 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 17.60M (14.46%) 7.65M
Increased by +43.44%
Jun 30, 25
2 BlackRock Inc 15.68M (12.88%) 114.09K
Increased by +0.73%
Jun 30, 25
3 Vanguard Group Inc 11.98M (9.84%) 134.29K
Increased by +1.12%
Jun 30, 25
4 FMR Inc 11.27M (9.26%) 951.38K
Increased by +8.44%
Jun 30, 25
5 Wellington Management Company LLP 7.83M (6.43%) -161.06K
Decreased by -2.06%
Jun 30, 25
6 State Street Corp 6.37M (5.24%) 287.75K
Increased by +4.52%
Jun 30, 25
7 Darwin Global Management, Ltd. 4.58M (3.76%) 4.58M
Increased by +100.00%
Jun 30, 24
8 State Street Corporation 4.52M (3.71%) -1.37M
Decreased by -30.37%
Mar 31, 24
9 Deep Track Capital, LP 3.65M (3.00%) 576.15K
Increased by +15.78%
Jun 30, 25
10 UBS Group AG 3.07M (2.52%) 936.45K
Increased by +30.50%
Jun 30, 25
11 Geode Capital Management, LLC 2.99M (2.46%) 56.96K
Increased by +1.90%
Jun 30, 25
12 Vestal Point Capital LP 2.98M (2.44%) 384.47K
Increased by +12.92%
Jun 30, 25
13 Polar Capital Holdings PLC 2.80M (2.30%) 342.66K
Increased by +12.24%
Jun 30, 25
14 RTW INVESTMENTS, LLC 2.72M (2.24%) 0.00
Increased by 0.00%
Jun 30, 25
15 Bank of America Corp 2.65M (2.17%) -57.31K
Decreased by -2.17%
Jun 30, 25
16 HHG PLC 2.57M (2.11%) 75.08K
Increased by +2.92%
Dec 31, 23
17 American Century Companies Inc 2.23M (1.83%) -499.06K
Decreased by -22.42%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 2.21M (1.82%) 301.63K
Increased by +13.64%
Jun 30, 24
19 Boxer Capital LLC 2.10M (1.73%) 0.00
Increased by 0.00%
Sep 30, 24
20 Marshall Wace Asset Management Ltd 2.03M (1.67%) -124.52K
Decreased by -6.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.66M (5.47%) 4.87K
Increased by +0.07%
Jan 31, 24
2 Vanguard Health Care Inv 4.07M (3.34%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 3.89M (3.19%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 3.75M (3.08%) 128.42K
Increased by +3.43%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.72M (3.06%) -77.64K
Decreased by -2.08%
Jul 31, 25
6 Vanguard Small Cap Index 2.90M (2.38%) -19.00K
Decreased by -0.66%
Jul 31, 25
7 iShares Russell 2000 ETF 2.81M (2.31%) 0.00
Increased by 0.00%
Aug 31, 25
8 T. Rowe Price Mid-Cap Growth 2.50M (2.05%) 245.40K
Increased by +9.83%
Jul 31, 25
9 T. Rowe Price Capital Appreciation 2.44M (2.00%) -556.00
Decreased by -0.02%
Jul 31, 25
10 T. Rowe Price US Mid-Cap Growth Equity 2.25M (1.85%) 267.30K
Increased by +11.88%
Jun 30, 25
11 T. Rowe Price Small-Cap Value 2.10M (1.72%) -4.81K
Decreased by -0.23%
Jul 31, 25
12 SPDR® S&P Biotech ETF 2.07M (1.70%) 4.61K
Increased by +0.22%
Aug 31, 25
13 Strategic Advisers Fidelity US TtlStk 2.01M (1.65%) 551.03K
Increased by +27.38%
Jul 31, 25
14 Fidelity Advisor Growth Opps M 1.90M (1.56%) 136.90K
Increased by +7.19%
Jul 31, 25
15 T. Rowe Price US Small-Cap Core Equity 1.72M (1.41%) 783.72K
Increased by +45.60%
Jun 30, 25
16 T. Rowe Price Small-Cap Stock 1.72M (1.41%) -1.39K
Decreased by -0.08%
Jul 31, 25
17 Vanguard Small Cap Growth Index Inv 1.63M (1.34%) -5.92K
Decreased by -0.36%
Jul 31, 25
18 American Century Heritage Inv 1.54M (1.26%) -447.11K
Decreased by -29.12%
Sep 30, 23
19 American Century US Opport. Mid Cap Gr 1.54M (1.26%) -447.11K
Decreased by -29.12%
Sep 30, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.05%) -560.09K
Decreased by -43.69%
Jul 31, 25