Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARB 4.93%
2 EVNT 4.70%
3 ZBIO 2.25%
4 BIS 2.25%
5 MRND 2.05%
6 CHNA 1.41%
7 VOT 0.98%
8 VHT 0.54%
9 VXF 0.48%
10 VO 0.47%
11 VUG 0.15%
12 VONG 0.14%
13 VV 0.08%
14 BKLC 0.07%
15 VTHR 0.07%
16 VTI 0.07%
17 VONE 0.07%
18 CPI 0.02%
19 CHEP 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baker Bros Advisors LP 44.55M (34.32%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 13.32M (10.26%) 5.38K
Increased by +0.04%
Sep 30, 23
3 Pentwater Capital Management LP 12.88M (9.92%) 3.25M
Increased by +25.24%
Sep 30, 23
4 BlackRock Inc 12.05M (9.28%) 9.93K
Increased by +0.08%
Sep 30, 23
5 PRIMECAP Management Company 6.26M (4.82%) 222.99K
Increased by +3.56%
Sep 30, 23
6 State Street Corporation 3.36M (2.59%) 25.20K
Increased by +0.75%
Sep 30, 23
7 Millennium Management LLC 3.07M (2.36%) 1.43M
Increased by +46.72%
Sep 30, 23
8 Citadel Advisors Llc 2.43M (1.87%) 1.67M
Increased by +68.64%
Sep 30, 23
9 Capital World Investors 2.36M (1.82%) -6.72M
Decreased by -284.85%
Sep 30, 23
10 Balyasny Asset Management LLC 2.28M (1.76%) 1.58M
Increased by +69.45%
Sep 30, 23
11 JPMorgan Chase & Co 2.26M (1.74%) 154.61K
Increased by +6.85%
Sep 30, 23
12 Geode Capital Management, LLC 2.12M (1.63%) 60.05K
Increased by +2.83%
Sep 30, 23
13 Capital Research & Mgmt Co - Division 3 1.84M (1.41%) -4.58M
Decreased by -249.64%
Sep 30, 23
14 Barclays PLC 1.78M (1.37%) -290.05K
Decreased by -16.30%
Sep 30, 23
15 venBio Select Advisor LLC 1.76M (1.36%) 0.00
Increased by 0.00%
Sep 30, 23
16 Tudor Investment Corp Et AL 1.17M (0.90%) 831.32K
Increased by +70.97%
Sep 30, 23
17 Hudson Bay Capital Management LP 1.14M (0.88%) 836.13K
Increased by +73.38%
Sep 30, 23
18 Test Hedge Fund Mgmt 1.13M (0.87%) 480.03K
Increased by +42.31%
Sep 30, 23
19 PSquared Asset Management AG 1.05M (0.81%) 530.64K
Increased by +50.51%
Sep 30, 23
20 FMR Inc 1.04M (0.80%) -330.30K
Decreased by -31.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.41M (3.40%) 8.79K
Increased by +0.20%
Nov 30, 23
2 Invesco QQQ Trust 3.31M (2.55%) -16.30K
Decreased by -0.49%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.20M (2.46%) 3.26K
Increased by +0.10%
Nov 30, 23
4 Vanguard Capital Opportunity Inv 2.38M (1.84%) 109.58K
Increased by +4.60%
Sep 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 2.03M (1.57%) 32.21K
Increased by +1.58%
Nov 30, 23
6 American Funds Growth Fund of Amer A 1.67M (1.29%) -4.94M
Decreased by -294.82%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 1.67M (1.29%) -4.94M
Decreased by -294.82%
Sep 30, 23
8 PRIMECAP Odyssey Aggressive Growth 1.49M (1.15%) 3.45K
Increased by +0.23%
Sep 30, 23
9 American Funds New Perspective A 1.48M (1.14%) -777.28K
Decreased by -52.39%
Sep 30, 23
10 Capital Group New Perspective Comp 1.48M (1.14%) -777.28K
Decreased by -52.39%
Sep 30, 23
11 BlackRock Event Driven Equity Instl 1.47M (1.13%) 39.23K
Increased by +2.67%
Nov 30, 23
12 iShares Biotechnology ETF 1.28M (0.98%) -811.00
Decreased by -0.06%
Nov 30, 23
13 Vanguard PRIMECAP Inv 1.25M (0.96%) 77.06K
Increased by +6.15%
Sep 30, 23
14 Vanguard Growth Index Investor 1.24M (0.96%) 7.07K
Increased by +0.57%
Nov 30, 23
15 Vanguard Mid-Cap Growth ETF 979.34K (0.75%) 3.07K
Increased by +0.31%
Nov 30, 23
16 PRIMECAP Odyssey Growth 936.25K (0.72%) 32.80K
Increased by +3.50%
Sep 30, 23
17 iShares MSCI USA Min Vol Factor ETF 831.99K (0.64%) -707.00
Decreased by -0.08%
Nov 30, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 807.95K (0.62%) 15.70K
Increased by +1.94%
Nov 30, 23
19 The Merger Fund A 797.68K (0.61%) 250.17K
Increased by +31.36%
Sep 30, 23
20 Fidelity® Extended Market Index 759.05K (0.58%) 10.00K
Increased by +1.32%
Nov 30, 23