Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWR 1000.00%
2 IBB 1000.00%
3 IWB 1000.00%
4 IWF 1000.00%
5 JKG 1000.00%
6 JKE 1000.00%
7 JKD 1000.00%
8 IYY 1000.00%
9 IYH 1000.00%
10 IWV 1000.00%
11 IWP 1000.00%
12 ILCB 1000.00%
13 ILCG 1000.00%
14 IMCB 1000.00%
15 IMCG 1000.00%
16 ITOT 1000.00%
17 IUSG 1000.00%
18 PBE 5.26%
19 IBRN 4.02%
20 GDOC 3.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.37M (13.78%) -110.74K
Decreased by -0.83%
Sep 30, 23
2 Vanguard Group Inc 9.56M (9.85%) -10.88K
Decreased by -0.11%
Sep 30, 23
3 State Street Corporation 3.84M (3.95%) -119.99K
Decreased by -3.13%
Sep 30, 23
4 Bellevue Group AG 2.58M (2.66%) -29.25K
Decreased by -1.13%
Sep 30, 23
5 Point72 Asset Management, L.P. 2.58M (2.66%) 2.47M
Increased by +95.68%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 1.92M (1.98%) 56.05K
Increased by +2.91%
Sep 30, 23
7 JPMorgan Chase & Co 1.81M (1.87%) -150.64K
Decreased by -8.32%
Sep 30, 23
8 HHG PLC 1.72M (1.77%) -191.79K
Decreased by -11.17%
Sep 30, 23
9 Renaissance Technologies Corp 1.59M (1.64%) -53.24K
Decreased by -3.35%
Sep 30, 23
10 Geode Capital Management, LLC 1.55M (1.60%) 31.22K
Increased by +2.01%
Sep 30, 23
11 Bank of New York Mellon Corp 1.54M (1.59%) -49.82K
Decreased by -3.24%
Sep 30, 23
12 Wellington Management Company LLP 1.33M (1.37%) -71.50K
Decreased by -5.38%
Sep 30, 23
13 Millennium Management LLC 1.27M (1.31%) 418.01K
Increased by +32.96%
Sep 30, 23
14 Rock Springs Capital Management LP 1.24M (1.27%) -43.50K
Decreased by -3.52%
Sep 30, 23
15 DSM Capital Partners LLC 1.22M (1.26%) 163.75K
Increased by +13.38%
Sep 30, 23
16 Armistice Capital, LLC 1.22M (1.25%) -433.63K
Decreased by -35.65%
Sep 30, 23
17 Deerfield Management Co 1.21M (1.25%) 0.00
Increased by 0.00%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 1.18M (1.22%) -150.18K
Decreased by -12.73%
Sep 30, 23
19 Brown Advisory Holdings Inc 1.09M (1.12%) -10.27K
Decreased by -0.94%
Sep 30, 23
20 Pictet Asset Manangement SA 1.04M (1.08%) 1.04M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.06M (3.16%) 3.99K
Increased by +0.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 3.00M (3.09%) 0.00
Increased by 0.00%
Nov 30, 23
3 BB Biotech AG Ord 2.55M (2.63%) -35.65K
Decreased by -1.40%
Sep 30, 23
4 Vanguard Small Cap Index 2.53M (2.61%) 10.95K
Increased by +0.43%
Nov 30, 23
5 Vanguard Small Cap Growth Index Inv 1.42M (1.46%) 8.84K
Increased by +0.62%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 1.41M (1.45%) 23.61K
Increased by +1.67%
Nov 30, 23
7 iShares MSCI USA Min Vol Factor ETF 884.08K (0.91%) 81.70K
Increased by +9.24%
Nov 30, 23
8 SPDR® S&P MIDCAP 400 ETF Trust 781.97K (0.81%) -6.73K
Decreased by -0.86%
Nov 30, 23
9 SPDR® S&P Biotech ETF 727.67K (0.75%) -3.57K
Decreased by -0.49%
Nov 30, 23
10 Eagle Mid-Cap Growth - Institutional 686.69K (0.71%) -133.00
Decreased by -0.02%
Sep 30, 23
11 iShares Biotechnology ETF 660.38K (0.68%) -419.00
Decreased by -0.06%
Nov 30, 23
12 Hartford MidCap Y 659.80K (0.68%) -2.33K
Decreased by -0.35%
Nov 30, 23
13 JPM US Mid Cap Growth-MA 658.69K (0.68%) 415.79K
Increased by +63.12%
Sep 30, 23
14 JPMorgan Mid Cap Growth I 658.69K (0.68%) 0.00
Increased by 0.00%
Oct 31, 23
15 American Century Heritage Inv 646.93K (0.67%) -194.58K
Decreased by -30.08%
Sep 30, 23
16 American Century US Opport. Mid Cap Gr 646.93K (0.67%) -194.58K
Decreased by -30.08%
Sep 30, 23
17 iShares S&P Mid-Cap 400 Growth ETF 601.70K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 553.75K (0.57%) 10.70K
Increased by +1.93%
Nov 30, 23
19 Carillon Eagle Mid Cap Growth A 532.97K (0.55%) -16.50K
Decreased by -3.10%
Sep 30, 23
20 Fidelity® Extended Market Index 519.39K (0.54%) 10.07K
Increased by +1.94%
Oct 31, 23