Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 IWM 1000.00%
3 IWC 1000.00%
4 ITOT 1000.00%
5 IBB 1000.00%
6 ISCB 1000.00%
7 ISCV 1000.00%
8 JKK 1000.00%
9 JKJ 1000.00%
10 IWV 1000.00%
11 IWO 1000.00%
12 PTH 1.66%
13 BBC 0.88%
14 DWAS 0.41%
15 ISMD 0.18%
16 GBUY_old 0.08%
17 BIB 0.05%
18 AVSC 0.04%
19 IBBQ 0.03%
20 VTWO 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 venBio Partners LLC 9.70M (46.55%) 0.00
Increased by 0.00%
Sep 30, 23
2 FMR Inc 5.59M (26.84%) -538.59K
Decreased by -9.63%
Sep 30, 23
3 Vivo Capital, LLC 4.22M (20.25%) 0.00
Increased by 0.00%
Sep 30, 23
4 Orbimed Advisors, LLC 2.87M (13.78%) 0.00
Increased by 0.00%
Sep 30, 23
5 BlackRock Inc 1.84M (8.84%) 54.26K
Increased by +2.94%
Sep 30, 23
6 Redmile Group, LLC 1.28M (6.16%) 0.00
Increased by 0.00%
Sep 30, 23
7 BRAIDWELL LP 1.25M (6.00%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Group Inc 1.01M (4.84%) 1.65K
Increased by +0.16%
Sep 30, 23
9 Logos Global Management LP 1.00M (4.80%) 0.00
Increased by 0.00%
Sep 30, 23
10 Cormorant Asset Management, LLC 612.08K (2.94%) 0.00
Increased by 0.00%
Sep 30, 23
11 Geode Capital Management, LLC 443.07K (2.13%) -1.23K
Decreased by -0.28%
Sep 30, 23
12 Citadel Advisors Llc 425.22K (2.04%) 222.93K
Increased by +52.43%
Sep 30, 23
13 State Street Corporation 389.36K (1.87%) 7.94K
Increased by +2.04%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 333.48K (1.60%) 90.64K
Increased by +27.18%
Sep 30, 23
15 Federated Hermes Inc 251.36K (1.21%) -3.61K
Decreased by -1.44%
Sep 30, 23
16 Renaissance Technologies Corp 212.50K (1.02%) 29.70K
Increased by +13.98%
Sep 30, 23
17 Northern Trust Corp 191.52K (0.92%) -1.18K
Decreased by -0.62%
Sep 30, 23
18 Los Angeles Capital Management LLC 146.68K (0.70%) 0.00
Increased by 0.00%
Sep 30, 23
19 Charles Schwab Investment Management Inc 140.73K (0.68%) -24.82K
Decreased by -17.63%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 134.74K (0.65%) 45.37K
Increased by +33.67%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Small Cap Growth 1.35M (6.46%) 564.89K
Increased by +41.98%
Oct 31, 23
2 Fidelity® Select Biotechnology 1.14M (5.45%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Small Cap Value 970.00K (4.66%) 0.00
Increased by 0.00%
Oct 31, 23
4 Fidelity Advisor® Biotechnology I 922.70K (4.43%) 0.00
Increased by 0.00%
Nov 30, 23
5 Biotech Growth Ord 910.00K (4.37%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fidelity Advisor® Growth Opps M 900.50K (4.32%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity® Series Small Cap Opps 856.84K (4.11%) 519.24K
Increased by +60.60%
Oct 31, 23
8 HBM Healthcare Investments AG Ord 854.04K (4.10%) 104.04K
Increased by +12.18%
Sep 30, 23
9 Vanguard Total Stock Mkt Idx Inv 831.58K (3.99%) 0.00
Increased by 0.00%
Nov 30, 23
10 iShares Russell 2000 ETF 727.93K (3.49%) 4.64K
Increased by +0.64%
Dec 29, 23
11 Fidelity® Small Cap Growth K6 475.80K (2.28%) 242.87K
Increased by +51.05%
Oct 31, 23
12 Fidelity® Stock Selector Small Cap 416.50K (2.00%) 266.70K
Increased by +64.03%
Oct 31, 23
13 Fidelity® Small Cap Stock 340.93K (1.64%) 0.00
Increased by 0.00%
Oct 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 285.12K (1.37%) 0.00
Increased by 0.00%
Nov 30, 23
15 iShares Russell 2000 Value ETF 260.64K (1.25%) 486.00
Increased by +0.19%
Dec 29, 23
16 Federated Hermes MDT SCC Institutional 230.83K (1.11%) -3.53K
Decreased by -1.53%
Sep 30, 23
17 Federated Hermes MDT Small Cap Core IS 230.83K (1.11%) -3.53K
Decreased by -1.53%
Sep 30, 23
18 Fidelity® Small Cap Index 207.68K (1.00%) 2.29K
Increased by +1.10%
Oct 31, 23
19 iShares Biotechnology ETF 170.18K (0.82%) -155.00
Decreased by -0.09%
Dec 29, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 156.03K (0.75%) 39.70K
Increased by +25.44%
Dec 31, 23