| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWV | 1000.00% |
| 2 | IBB | 1000.00% |
| 3 | JKK | 1000.00% |
| 4 | ISCB | 1000.00% |
| 5 | ISCG | 1000.00% |
| 6 | ISCV | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IUSG | 1000.00% |
| 9 | JKJ | 1000.00% |
| 10 | IYY | 1000.00% |
| 11 | IWM | 1000.00% |
| 12 | IWO | 1000.00% |
| 13 | GNOM | 4.22% |
| 14 | PBE | 2.87% |
| 15 | HTEC | 1.88% |
| 16 | XBI | 1.64% |
| 17 | RFG | 1.22% |
| 18 | BBC | 1.03% |
| 19 | SMDY | 1.00% |
| 20 | BTEC | 0.99% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 12.84M (12.46%) | 28.34K Increased by +0.22% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 10.86M (10.53%) | -113.42K Decreased by -1.04% | Sep 30, 23 |
| 3 | State Street Corporation | 5.86M (5.69%) | 355.39K Increased by +6.06% | Sep 30, 23 |
| 4 | FMR Inc | 4.31M (4.18%) | 1.58M Increased by +36.77% | Sep 30, 23 |
| 5 | JPMorgan Chase & Co | 2.78M (2.70%) | -97.82K Decreased by -3.51% | Sep 30, 23 |
| 6 | Amvescap Plc. | 2.44M (2.37%) | 214.62K Increased by +8.78% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 2.22M (2.15%) | 65.20K Increased by +2.94% | Sep 30, 23 |
| 8 | Rokos Capital Management LLP | 1.68M (1.63%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Credit Suisse First Boston (CSFB) | 1.53M (1.48%) | 98.11K Increased by +6.42% | Sep 30, 23 |
| 10 | Northern Trust Corp | 1.27M (1.23%) | -31.68K Decreased by -2.50% | Sep 30, 23 |
| 11 | Bank of America Corp | 1.11M (1.07%) | 723.47K Increased by +65.46% | Sep 30, 23 |
| 12 | First Manhattan Co. LLC | 1.10M (1.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | Avidity Partners Management LP | 1.06M (1.03%) | 138.90K Increased by +13.06% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 990.63K (0.96%) | -44.44K Decreased by -4.49% | Sep 30, 23 |
| 15 | Aquilo Capital Management, LLC | 908.47K (0.88%) | 50.00K Increased by +5.50% | Sep 30, 23 |
| 16 | Charles Schwab Investment Management Inc | 844.99K (0.82%) | -300.07K Decreased by -35.51% | Sep 30, 23 |
| 17 | Capital Research & Mgmt Co - Division 3 | 822.93K (0.80%) | 822.93K Increased by +100.00% | Sep 30, 23 |
| 18 | Western Financial Corp/CA | 820.24K (0.80%) | -70.00 Decreased by -0.01% | Sep 30, 23 |
| 19 | UBS Asset Mgmt Americas Inc | 740.88K (0.72%) | 203.92K Increased by +27.52% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 735.43K (0.71%) | 193.81K Increased by +26.35% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.25M (3.16%) | -589.00 Decreased by -0.02% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 3.24M (3.14%) | 4.99K Increased by +0.15% | Nov 30, 23 |
| 3 | SPDR® S&P Biotech ETF | 3.24M (3.14%) | -18.76K Decreased by -0.58% | Dec 31, 23 |
| 4 | iShares Russell 2000 ETF | 2.70M (2.62%) | 17.16K Increased by +0.64% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 2.64M (2.56%) | 8.09K Increased by +0.31% | Nov 30, 23 |
| 6 | Invesco Global Multi Cap Growth | 2.00M (1.94%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Invesco Global Opportunities A | 1.80M (1.75%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.53M (1.49%) | 14.92K Increased by +0.97% | Nov 30, 23 |
| 9 | Vanguard Small Cap Growth Index Inv | 1.48M (1.43%) | 7.51K Increased by +0.51% | Nov 30, 23 |
| 10 | CS (Lux) Digital Health Equity SB USD | 1.10M (1.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Small Cap Index | 977.82K (0.95%) | 29.52K Increased by +3.02% | Oct 31, 23 |
| 12 | JPMorgan Small Cap Growth A | 944.21K (0.92%) | 4.71K Increased by +0.50% | Nov 30, 23 |
| 13 | iShares Russell 2000 Growth ETF | 899.66K (0.87%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 858.37K (0.83%) | -7.39K Decreased by -0.86% | Nov 30, 23 |
| 15 | Fidelity® Select Biotechnology | 854.63K (0.83%) | -188.97K Decreased by -22.11% | Nov 30, 23 |
| 16 | American Funds SMALLCAP World A | 822.93K (0.80%) | 822.93K Increased by +100.00% | Sep 30, 23 |
| 17 | iShares Biotechnology ETF | 754.78K (0.73%) | -688.00 Decreased by -0.09% | Dec 29, 23 |
| 18 | iShares S&P Mid-Cap 400 Growth ETF | 706.95K (0.69%) | -2.72K Decreased by -0.38% | Dec 29, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 581.87K (0.56%) | -2.90K Decreased by -0.50% | Dec 31, 23 |
| 20 | Fidelity® Extended Market Index | 577.07K (0.56%) | 6.42K Increased by +1.11% | Nov 30, 23 |