Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 ISCB 1000.00%
3 ISCG 1000.00%
4 ITOT 1000.00%
5 IWB 1000.00%
6 IWF 1000.00%
7 IWP 1000.00%
8 IWR 1000.00%
9 IWV 1000.00%
10 IYH 1000.00%
11 JKJ 1000.00%
12 MID 2.28%
13 LABU 1.62%
14 SBIO 1.42%
15 DWAS 1.15%
16 XBI 1.12%
17 PTH 1.10%
18 BBC 0.92%
19 FORH 0.65%
20 IWO 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 15.00M (17.00%) 28.52K
Increased by +0.19%
Sep 30, 23
2 BlackRock Inc 7.13M (8.08%) 235.99K
Increased by +3.31%
Sep 30, 23
3 State Street Corporation 6.41M (7.26%) 1.59M
Increased by +24.83%
Sep 30, 23
4 Vanguard Group Inc 5.28M (5.99%) 172.00K
Increased by +3.25%
Sep 30, 23
5 Viking Global Investors LP 4.57M (5.18%) 1.03M
Increased by +22.50%
Sep 30, 23
6 AllianceBernstein L.P. 3.55M (4.02%) 588.51K
Increased by +16.58%
Sep 30, 23
7 American Century Companies Inc 2.20M (2.49%) 822.16K
Increased by +37.33%
Sep 30, 23
8 Balyasny Asset Management LLC 2.12M (2.40%) 1.51M
Increased by +71.00%
Sep 30, 23
9 Geode Capital Management, LLC 2.03M (2.30%) 180.35K
Increased by +8.90%
Sep 30, 23
10 Boxer Capital LLC 2.00M (2.27%) 0.00
Increased by 0.00%
Sep 30, 23
11 Millennium Management LLC 1.59M (1.80%) -230.43K
Decreased by -14.47%
Sep 30, 23
12 Deerfield Management Co 1.28M (1.45%) 154.00K
Increased by +12.04%
Sep 30, 23
13 Wasatch Advisors Inc. 963.26K (1.09%) -746.21K
Decreased by -77.47%
Sep 30, 23
14 Northern Trust Corp 927.56K (1.05%) 15.87K
Increased by +1.71%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 890.68K (1.01%) -430.30K
Decreased by -48.31%
Sep 30, 23
16 Amvescap Plc. 864.59K (0.98%) 38.70K
Increased by +4.48%
Sep 30, 23
17 Integral Health Asset Management, LLC 800.00K (0.91%) 70.00K
Increased by +8.75%
Sep 30, 23
18 Charles Schwab Investment Management Inc 765.32K (0.87%) 505.58K
Increased by +66.06%
Sep 30, 23
19 Eventide Asset Management, LLC 750.00K (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
20 Bank of America Corp 692.27K (0.78%) 287.51K
Increased by +41.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 4.30M (4.87%) 24.30K
Increased by +0.57%
Nov 30, 23
2 SPDR® S&P Biotech ETF 3.67M (4.15%) -21.24K
Decreased by -0.58%
Dec 31, 23
3 Fidelity® Growth Company 3.33M (3.77%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 2.81M (3.19%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Russell 2000 ETF 2.58M (2.92%) 16.38K
Increased by +0.64%
Dec 29, 23
6 American Century Heritage Inv 1.93M (2.18%) 730.77K
Increased by +37.95%
Sep 30, 23
7 American Century US Opport. Mid Cap Gr 1.93M (2.18%) 730.77K
Increased by +37.95%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.62%) 2.58K
Increased by +0.18%
Nov 30, 23
9 Fidelity® Growth Company K6 1.27M (1.44%) -24.16K
Decreased by -1.90%
Nov 30, 23
10 AB Small Cap Growth A 1.22M (1.38%) -23.62K
Decreased by -1.93%
Nov 30, 23
11 UBS: US Equity Small Cap Growth 1.08M (1.23%) 1.08M
Increased by +100.00%
Sep 30, 23
12 Fidelity® Series Growth Company 1.03M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Small Cap Index 926.56K (1.05%) 24.98K
Increased by +2.70%
Oct 31, 23
14 iShares Russell 2000 Growth ETF 853.33K (0.97%) 0.00
Increased by 0.00%
Dec 29, 23
15 Eventide Healthcare & Life Sciences I 750.00K (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
16 Fidelity Advisor® Biotechnology I 705.59K (0.80%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity® Series Small Cap Opps 696.20K (0.79%) 0.00
Increased by 0.00%
Oct 31, 23
18 MEDICAL BioHealth EUR Acc 690.09K (0.78%) -20.89K
Decreased by -3.03%
Sep 30, 23
19 Fidelity® Small Cap Growth 687.18K (0.78%) -834.00
Decreased by -0.12%
Oct 31, 23
20 AB Discovery Growth A 674.92K (0.76%) -12.81K
Decreased by -1.90%
Nov 30, 23