Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITOT 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 ISCV 1000.00%
5 IWM 1000.00%
6 JKK 1000.00%
7 JKJ 1000.00%
8 IWV 1000.00%
9 IWO 1000.00%
10 IBB 1000.00%
11 IWN 1000.00%
12 IDNA 1000.00%
13 GERM 3.35%
14 XBI 0.90%
15 TINY 0.76%
16 BBC 0.64%
17 LABU 0.34%
18 PSM 0.17%
19 IBBQ 0.17%
20 BTEC 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.55M (10.94%) 978.87K
Increased by +8.47%
Sep 30, 23
2 State Street Corporation 10.17M (9.64%) -1.50M
Decreased by -14.79%
Sep 30, 23
3 BlackRock Inc 7.07M (6.69%) 72.11K
Increased by +1.02%
Sep 30, 23
4 Shah Capital Management 6.33M (6.00%) -8.88M
Decreased by -140.30%
Sep 30, 23
5 Millennium Management LLC 2.56M (2.42%) 2.49M
Increased by +97.56%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 2.28M (2.15%) 194.69K
Increased by +8.56%
Sep 30, 23
7 Geode Capital Management, LLC 1.86M (1.76%) 117.97K
Increased by +6.34%
Sep 30, 23
8 Citigroup Inc 1.56M (1.48%) 1.10M
Increased by +70.37%
Sep 30, 23
9 Balyasny Asset Management LLC 1.38M (1.31%) 1.38M
Increased by +100.00%
Sep 30, 23
10 Bank of America Corp 1.12M (1.06%) -1.07M
Decreased by -95.32%
Sep 30, 23
11 Deep Track Capital, LP 1.00M (0.95%) 1.00M
Increased by +100.00%
Sep 30, 23
12 Rafferty Asset Management, LLC 992.47K (0.94%) -119.60K
Decreased by -12.05%
Sep 30, 23
13 TSP Capital Management Group/LLC 966.35K (0.92%) 598.60K
Increased by +61.94%
Sep 30, 23
14 Northern Trust Corp 865.78K (0.82%) -4.13K
Decreased by -0.48%
Sep 30, 23
15 Charles Schwab Investment Management Inc 703.35K (0.67%) 51.27K
Increased by +7.29%
Sep 30, 23
16 Rock Springs Capital Management LP 647.70K (0.61%) 111.00K
Increased by +17.14%
Sep 30, 23
17 BNP Paribas Arbitrage, SA 583.10K (0.55%) 157.94K
Increased by +27.09%
Sep 30, 23
18 Goldman Sachs Group Inc 565.85K (0.54%) 28.96K
Increased by +5.12%
Sep 30, 23
19 Barclays PLC 553.79K (0.52%) 12.23K
Increased by +2.21%
Sep 30, 23
20 Federated Hermes Inc 461.83K (0.44%) 240.51K
Increased by +52.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 SPDR® S&P Biotech ETF 14.38M (13.62%) -121.74K
Decreased by -0.85%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 2.85M (2.69%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Russell 2000 ETF 2.53M (2.40%) 16.13K
Increased by +0.64%
Dec 29, 23
4 Vanguard Small Cap Index 2.31M (2.19%) 7.13K
Increased by +0.31%
Nov 30, 23
5 Direxion Daily S&P Biotech Bull 3X ETF 1.72M (1.62%) 62.82K
Increased by +3.66%
Dec 28, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.28%) 41.44K
Increased by +3.06%
Nov 30, 23
7 Vanguard Strategic Equity Inv 1.33M (1.26%) 211.12K
Increased by +15.84%
Sep 30, 23
8 Vanguard Small Cap Growth Index Inv 1.30M (1.23%) 6.62K
Increased by +0.51%
Nov 30, 23
9 Vanguard Explorer Inv 867.38K (0.82%) 336.46K
Increased by +38.79%
Sep 30, 23
10 Fidelity® Small Cap Index 840.87K (0.80%) 25.49K
Increased by +3.03%
Oct 31, 23
11 iShares Biotechnology ETF 828.40K (0.78%) -755.00
Decreased by -0.09%
Dec 29, 23
12 iShares Russell 2000 Growth ETF 694.84K (0.66%) 0.00
Increased by 0.00%
Dec 29, 23
13 State St Russell Sm/Mid Cp® Indx NL Cl C 645.42K (0.61%) 0.00
Increased by 0.00%
Nov 30, 23
14 Schwab US Small-Cap ETF™ 540.53K (0.51%) 240.00
Increased by +0.04%
Dec 30, 23
15 Fidelity® Extended Market Index 504.13K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
16 PIMCO RAE US Small Instl 395.84K (0.37%) 29.61K
Increased by +7.48%
Sep 30, 23
17 Vanguard Market Neutral I 374.31K (0.35%) 183.05K
Increased by +48.90%
Sep 30, 23
18 State St Russell Sm Cap® Indx SL Cl I 320.90K (0.30%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Health Care ETF 307.23K (0.29%) 25.56K
Increased by +8.32%
Nov 30, 23
20 Vanguard Russell 2000 ETF 268.05K (0.25%) 4.91K
Increased by +1.83%
Nov 30, 23