Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 JKG 1000.00%
3 JKE 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 IYH 1000.00%
7 IWV 1000.00%
8 IBB 1000.00%
9 ILCB 1000.00%
10 ILCG 1000.00%
11 IMCB 1000.00%
12 IMCG 1000.00%
13 IWR 1000.00%
14 IWP 1000.00%
15 ITOT 1000.00%
16 IWB 1000.00%
17 FCUS 4.37%
18 FRTY 4.07%
19 GNOM 3.88%
20 EKG 3.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.38M (8.94%) -58.10K
Decreased by -0.56%
Sep 30, 23
2 JPMorgan Chase & Co 7.56M (6.51%) 644.10K
Increased by +8.52%
Sep 30, 23
3 Fred Alger Management, LLC 6.96M (5.99%) -369.55K
Decreased by -5.31%
Sep 30, 23
4 BlackRock Inc 5.75M (4.96%) -263.84K
Decreased by -4.59%
Sep 30, 23
5 Samlyn Capital, LLC 4.40M (3.79%) 895.69K
Increased by +20.36%
Sep 30, 23
6 Millennium Management LLC 3.43M (2.96%) 2.72M
Increased by +79.33%
Sep 30, 23
7 Sofinnova Ventures 3.10M (2.67%) 0.00
Increased by 0.00%
Sep 30, 23
8 AllianceBernstein L.P. 3.08M (2.66%) 12.19K
Increased by +0.40%
Sep 30, 23
9 Kynam Capital Management, LP 3.00M (2.59%) 103.67K
Increased by +3.45%
Sep 30, 23
10 State Street Corporation 2.98M (2.56%) -130.94K
Decreased by -4.40%
Sep 30, 23
11 RTW INVESTMENTS, LLC 2.65M (2.28%) 40.00K
Increased by +1.51%
Sep 30, 23
12 Amvescap Plc. 2.53M (2.18%) 865.40K
Increased by +34.21%
Sep 30, 23
13 Eversept Partners, LLC 2.49M (2.15%) 78.85K
Increased by +3.16%
Sep 30, 23
14 Farallon Capital Management, L.L.C. 2.28M (1.96%) 953.70K
Increased by +41.87%
Sep 30, 23
15 Ameriprise Financial Inc 2.20M (1.89%) -143.98K
Decreased by -6.55%
Sep 30, 23
16 FMR Inc 2.06M (1.78%) -271.77K
Decreased by -13.17%
Sep 30, 23
17 American Century Companies Inc 1.65M (1.42%) 887.41K
Increased by +53.64%
Sep 30, 23
18 Geode Capital Management, LLC 1.64M (1.42%) -11.56K
Decreased by -0.70%
Sep 30, 23
19 Principal Financial Group Inc 1.59M (1.37%) 120.22K
Increased by +7.56%
Sep 30, 23
20 ING Investment Management LLC 1.42M (1.22%) 474.82K
Increased by +33.50%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.44M (2.97%) 4.68K
Increased by +0.14%
Nov 30, 23
2 Vanguard Small Cap Index 2.82M (2.43%) 13.04K
Increased by +0.46%
Nov 30, 23
3 JPM US Mid Cap Growth-MA 1.61M (1.39%) 1.07M
Increased by +66.15%
Sep 30, 23
4 JPMorgan Mid Cap Growth I 1.61M (1.38%) -6.04K
Decreased by -0.38%
Nov 30, 23
5 Vanguard Small Cap Growth Index Inv 1.58M (1.36%) 9.37K
Increased by +0.59%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.35%) 25.13K
Increased by +1.61%
Nov 30, 23
7 Alger Small Cap Focus Composite 1.53M (1.32%) 0.00
Increased by 0.00%
Oct 31, 23
8 Alger Small Cap Focus I 1.53M (1.32%) 0.00
Increased by 0.00%
Oct 31, 23
9 SPDR® S&P Biotech ETF 1.37M (1.18%) -7.94K
Decreased by -0.58%
Dec 31, 23
10 JPMorgan Growth Advantage A 1.35M (1.16%) 0.00
Increased by 0.00%
Nov 30, 23
11 JPM Global Healthcare C (acc) USD 1.28M (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
12 Alger Spectra A 1.22M (1.05%) -31.49K
Decreased by -2.59%
Oct 31, 23
13 Alger Spectra Composite 1.22M (1.05%) -31.49K
Decreased by -2.59%
Oct 31, 23
14 CS (Lux) Digital Health Equity SB USD 950.00K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
15 CREF Stock R1 943.16K (0.81%) 20.00K
Increased by +2.12%
Nov 30, 23
16 Columbia Acorn Inst 913.08K (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
17 AB Small Cap Growth A 840.82K (0.72%) -16.27K
Decreased by -1.93%
Nov 30, 23
18 iShares Biotechnology ETF 820.40K (0.71%) -748.00
Decreased by -0.09%
Dec 29, 23
19 JPMorgan Small Cap Growth A 787.07K (0.68%) 3.93K
Increased by +0.50%
Nov 30, 23
20 American Century Heritage Inv 777.38K (0.67%) 777.38K
Increased by +100.00%
Sep 30, 23