Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IUSV 1000.00%
2 JKG 1000.00%
3 IBB 1000.00%
4 JKE 1000.00%
5 ILCB 1000.00%
6 ILCG 1000.00%
7 IMCB 1000.00%
8 IWD 1000.00%
9 IWB 1000.00%
10 IUSG 1000.00%
11 IMCG 1000.00%
12 JKD 1000.00%
13 ITOT 1000.00%
14 IYY 1000.00%
15 IYH 1000.00%
16 IWV 1000.00%
17 IWS 1000.00%
18 IWR 1000.00%
19 PBE 4.63%
20 BIOT_old 4.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PRIMECAP Management Company 18.41M (9.84%) 22.92K
Increased by +0.12%
Sep 30, 23
2 Vanguard Group Inc 17.70M (9.47%) -40.50K
Decreased by -0.23%
Sep 30, 23
3 BlackRock Inc 14.61M (7.81%) 591.72K
Increased by +4.05%
Sep 30, 23
4 Dodge & Cox 14.15M (7.57%) -136.80K
Decreased by -0.97%
Sep 30, 23
5 State Street Corporation 6.46M (3.45%) 505.05K
Increased by +7.82%
Sep 30, 23
6 Capital Research Global Investors 6.02M (3.22%) -738.06K
Decreased by -12.26%
Sep 30, 23
7 Barclays PLC 5.57M (2.98%) 2.91M
Increased by +52.25%
Sep 30, 23
8 Ameriprise Financial Inc 5.16M (2.76%) 275.44K
Increased by +5.33%
Sep 30, 23
9 Viking Global Investors LP 4.22M (2.25%) 58.67K
Increased by +1.39%
Sep 30, 23
10 venBio Select Advisor LLC 3.85M (2.06%) -150.00K
Decreased by -3.90%
Sep 30, 23
11 Baker Bros Advisors LP 3.81M (2.04%) 0.00
Increased by 0.00%
Sep 30, 23
12 HHG PLC 3.42M (1.83%) 34.89K
Increased by +1.02%
Sep 30, 23
13 Nomura Holdings Inc 2.84M (1.52%) 2.84M
Increased by +100.00%
Sep 30, 23
14 Geode Capital Management, LLC 2.76M (1.48%) 51.41K
Increased by +1.86%
Sep 30, 23
15 JPMorgan Chase & Co 2.62M (1.40%) 7.51K
Increased by +0.29%
Sep 30, 23
16 Bank of America Corp 2.40M (1.28%) -1.26M
Decreased by -52.81%
Sep 30, 23
17 Bank of New York Mellon Corp 2.40M (1.28%) 207.66K
Increased by +8.67%
Sep 30, 23
18 Parnassus Investments, LLC 2.34M (1.25%) 0.00
Increased by 0.00%
Sep 30, 23
19 Pictet Asset Manangement SA 1.94M (1.04%) 1.94M
Increased by +100.00%
Sep 30, 23
20 Palo Alto Investors, LLC 1.83M (0.98%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 8.91M (4.77%) 8.87M
Increased by +99.50%
Sep 30, 23
2 Vanguard PRIMECAP Inv 6.70M (3.58%) 21.20K
Increased by +0.32%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 5.90M (3.16%) 7.48K
Increased by +0.13%
Nov 30, 23
4 Vanguard Capital Opportunity Inv 5.37M (2.87%) 2.00K
Increased by +0.04%
Sep 30, 23
5 Capital Group AMCAP Composite 4.64M (2.48%) -658.34K
Decreased by -14.18%
Sep 30, 23
6 VA CollegeAmerica Amcap 529A 4.64M (2.48%) -658.34K
Decreased by -14.18%
Sep 30, 23
7 Vanguard Mid Cap Index Institutional 4.28M (2.29%) 4.95K
Increased by +0.12%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 2.72M (1.46%) 54.77K
Increased by +2.01%
Nov 30, 23
9 PRIMECAP Odyssey Aggressive Growth 1.94M (1.04%) 2.44K
Increased by +0.13%
Sep 30, 23
10 PRIMECAP Odyssey Growth 1.71M (0.91%) 2.26K
Increased by +0.13%
Sep 30, 23
11 Vanguard Growth Index Investor 1.66M (0.89%) 8.59K
Increased by +0.52%
Nov 30, 23
12 Xtrackers S&P 500 Swap ETF 1C 1.51M (0.81%) 11.86K
Increased by +0.78%
Nov 30, 23
13 iShares Biotechnology ETF 1.38M (0.74%) -1.26K
Decreased by -0.09%
Dec 29, 23
14 Parnassus Mid-Cap 1.36M (0.73%) 0.00
Increased by 0.00%
Oct 31, 23
15 Janus Henderson Enterprise D 1.32M (0.71%) -4.47K
Decreased by -0.34%
Sep 30, 23
16 Janus Inst Mid Cap Growth CF 1.32M (0.71%) -4.47K
Decreased by -0.34%
Sep 30, 23
17 Vanguard Mid-Cap Growth ETF 1.31M (0.70%) 4.09K
Increased by +0.31%
Nov 30, 23
18 iShares MSCI USA Min Vol Factor ETF 1.11M (0.60%) -326.00
Decreased by -0.03%
Dec 29, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.11M (0.59%) 33.90K
Increased by +3.05%
Dec 31, 23
20 R-co Valor C EUR 1.08M (0.58%) 144.72K
Increased by +13.46%
Nov 30, 23