Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 IWB 1000.00%
3 IWF 1000.00%
4 IUSG 1000.00%
5 ITOT 1000.00%
6 IWP 1000.00%
7 ISCG 1000.00%
8 ISCB 1000.00%
9 IWD 1000.00%
10 IWR 1000.00%
11 IDNA 1000.00%
12 IBB 1000.00%
13 IWS 1000.00%
14 IWV 1000.00%
15 IYH 1000.00%
16 IYY 1000.00%
17 JKJ 1000.00%
18 ADPV 4.01%
19 FBT 3.33%
20 PBE 2.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 37.03M (13.24%) 1.64M
Increased by +4.42%
Sep 30, 23
2 Vanguard Group Inc 32.07M (11.47%) -757.70K
Decreased by -2.36%
Sep 30, 23
3 Farallon Capital Management, L.L.C. 25.86M (9.25%) 0.00
Increased by 0.00%
Sep 30, 23
4 Renaissance Technologies Corp 15.22M (5.44%) 569.33K
Increased by +3.74%
Sep 30, 23
5 State Street Corporation 12.38M (4.43%) -510.54K
Decreased by -4.12%
Sep 30, 23
6 JPMorgan Chase & Co 7.65M (2.73%) -47.45K
Decreased by -0.62%
Sep 30, 23
7 Geode Capital Management, LLC 5.07M (1.81%) 41.24K
Increased by +0.81%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 4.59M (1.64%) -122.25K
Decreased by -2.66%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 4.47M (1.60%) -475.99K
Decreased by -10.64%
Sep 30, 23
10 Stephens Inv Mgmt Group LLC 4.20M (1.50%) 31.73K
Increased by +0.76%
Sep 30, 23
11 Nuveen Asset Management, LLC 3.85M (1.38%) 344.22K
Increased by +8.93%
Sep 30, 23
12 Charles Schwab Investment Management Inc 3.34M (1.19%) 58.32K
Increased by +1.75%
Sep 30, 23
13 Jacobs Levy Equity Management, Inc. 3.30M (1.18%) -77.56K
Decreased by -2.35%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 3.14M (1.12%) 551.07K
Increased by +17.56%
Sep 30, 23
15 Meditor Group Ltd 3.14M (1.12%) -2.00M
Decreased by -63.65%
Sep 30, 23
16 Bank of New York Mellon Corp 3.04M (1.09%) -89.19K
Decreased by -2.93%
Sep 30, 23
17 FMR Inc 2.88M (1.03%) 246.60K
Increased by +8.55%
Sep 30, 23
18 First Trust Advisors L.P. 2.66M (0.95%) -1.40M
Decreased by -52.48%
Sep 30, 23
19 Fuller & Thaler Asset Management Inc 2.56M (0.92%) -12.54K
Decreased by -0.49%
Sep 30, 23
20 Bellevue Group AG 2.38M (0.85%) -158.07K
Decreased by -6.65%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.98M (3.57%) 13.72K
Increased by +0.14%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 9.44M (3.37%) -1.71K
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 8.25M (2.95%) 36.35K
Increased by +0.44%
Nov 30, 23
4 Vanguard Small Cap Growth Index Inv 4.62M (1.65%) 29.50K
Increased by +0.64%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 4.59M (1.64%) 77.05K
Increased by +1.68%
Nov 30, 23
6 SPDR® S&P Biotech ETF 3.62M (1.29%) -20.97K
Decreased by -0.58%
Dec 31, 23
7 JPM US Mid Cap Growth-MA 3.16M (1.13%) 2.00M
Increased by +63.18%
Sep 30, 23
8 JPMorgan Mid Cap Growth I 3.15M (1.13%) -11.84K
Decreased by -0.38%
Nov 30, 23
9 Vanguard Explorer Inv 2.84M (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
10 SPDR® S&P MIDCAP 400 ETF Trust 2.55M (0.91%) -21.95K
Decreased by -0.86%
Nov 30, 23
11 Stephens SMID Select Growth 2.38M (0.85%) -83.22K
Decreased by -3.49%
Dec 31, 23
12 BB Biotech AG Ord 2.37M (0.85%) -155.28K
Decreased by -6.55%
Sep 30, 23
13 iShares Biotechnology ETF 2.25M (0.80%) -2.05K
Decreased by -0.09%
Dec 29, 23
14 iShares S&P Mid-Cap 400 Growth ETF 2.06M (0.73%) -3.51K
Decreased by -0.17%
Dec 29, 23
15 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.05M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
16 Fuller & Thaler Behavioral Small-Cap Eq 2.05M (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 1.85M (0.66%) 10.90K
Increased by +0.59%
Dec 31, 23
18 First Trust NYSE Arca Biotech ETF 1.79M (0.64%) -146.00
Decreased by -0.01%
Dec 28, 23
19 Fidelity® Extended Market Index 1.72M (0.62%) 28.20K
Increased by +1.64%
Nov 30, 23
20 T. Rowe Price Health Sciences 1.70M (0.61%) -362.80K
Decreased by -21.38%
Sep 30, 23