Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 1.03%
2 MNTL 0.88%
3 SMDY 0.65%
4 IHF 0.61%
5 NSCS 0.61%
6 RYJ 0.56%
7 HSMV 0.55%
8 PAMC 0.49%
9 SIXL 0.43%
10 JDOC 0.42%
11 IVOG 0.39%
12 RFG 0.36%
13 MMSC 0.31%
14 AIEQ 0.26%
15 HART 0.26%
16 MDYG 0.24%
17 IJK 0.24%
18 MDY 0.20%
19 IVOO 0.20%
20 MIDE 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 10.39M (11.49%) 2.47M
Increased by +23.82%
Jun 30, 24
2 Vanguard Group Inc 8.90M (9.84%) 41.41K
Increased by +0.47%
Jun 30, 24
3 BlackRock Inc 8.21M (9.08%) -17.99K
Decreased by -0.22%
Jun 30, 24
4 T. Rowe Price Investment Management,Inc. 8.00M (8.85%) -525.47K
Decreased by -6.57%
Jun 30, 24
5 William Blair Investment Management, LLC 3.52M (3.89%) 604.07K
Increased by +17.18%
Jun 30, 24
6 Viking Global Investors LP 3.24M (3.58%) 672.55K
Increased by +20.78%
Jun 30, 24
7 Dimensional Fund Advisors, Inc. 3.05M (3.38%) -117.93K
Decreased by -3.86%
Jun 30, 24
8 State Street Corporation 2.73M (3.02%) 81.68K
Increased by +2.99%
Mar 31, 24
9 State Street Corp 2.72M (3.01%) -7.50K
Decreased by -0.28%
Jun 30, 24
10 JPMorgan Chase & Co 2.67M (2.96%) -175.53K
Decreased by -6.57%
Jun 30, 24
11 Citadel Advisors Llc 2.39M (2.64%) 1.89M
Increased by +79.35%
Jun 30, 24
12 Point72 Asset Management, L.P. 2.27M (2.51%) 1.65M
Increased by +72.68%
Jun 30, 24
13 Durable Capital Partners LP 2.22M (2.45%) 821.42K
Increased by +37.04%
Jun 30, 24
14 FMR Inc 2.05M (2.27%) -3.33M
Decreased by -162.47%
Jun 30, 24
15 Amvescap Plc. 1.75M (1.94%) -1.53M
Decreased by -87.10%
Jun 30, 24
16 Geode Capital Management, LLC 1.60M (1.77%) 49.03K
Increased by +3.07%
Jun 30, 24
17 P2 Capital Partners, LLC 1.51M (1.67%) 210.00K
Increased by +13.91%
Jun 30, 24
18 Hawk Ridge Management LLC 1.33M (1.47%) -86.90K
Decreased by -6.53%
Sep 30, 23
19 Bank of New York Mellon Corp 1.25M (1.38%) 77.51K
Increased by +6.20%
Jun 30, 24
20 AllianceBernstein L.P. 1.25M (1.38%) -349.71K
Decreased by -28.01%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 5.12M (5.67%) 758.60K
Increased by +14.80%
Sep 30, 24
2 T. Rowe Price Mid-Cap Growth 2.99M (3.31%) -405.10K
Decreased by -13.53%
Sep 30, 24
3 T. Rowe Price US Mid-Cap Growth Equity 2.99M (3.31%) -905.20K
Decreased by -30.24%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 2.92M (3.23%) 1.58K
Increased by +0.05%
Oct 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.79M (3.08%) 2.25K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 2.21M (2.44%) -21.08K
Decreased by -0.95%
Sep 30, 24
7 Vanguard Explorer Inv 2.03M (2.25%) 179.27K
Increased by +8.81%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 1.50M (1.65%) -507.00
Decreased by -0.03%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (1.54%) -24.40K
Decreased by -1.75%
Sep 30, 24
10 JPM US Mid Cap Growth-Composite 1.05M (1.16%) 167.86K
Increased by +16.05%
Sep 30, 24
11 JPMorgan Mid Cap Growth I 1.05M (1.16%) 0.00
Increased by 0.00%
Sep 30, 24
12 JPM US Mid Cap Growth-MA 1.04M (1.15%) 656.00K
Increased by +63.16%
Sep 30, 23
13 Fidelity Select Health Care 850.00K (0.94%) -10.00K
Decreased by -1.18%
Dec 31, 23
14 Invesco Discovery A 801.13K (0.89%) 4.57K
Increased by +0.57%
Feb 29, 24
15 Hartford MidCap Y 796.16K (0.88%) -7.48K
Decreased by -0.94%
Sep 30, 24
16 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 791.30K (0.88%) -212.90K
Decreased by -26.91%
Sep 30, 24
17 Invesco OFI Small Cap Growth 774.90K (0.86%) 87.64K
Increased by +11.31%
Dec 31, 23
18 Stephens SMID Select Growth 749.69K (0.83%) 1.73K
Increased by +0.23%
Sep 30, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 741.18K (0.82%) 980.00
Increased by +0.13%
Sep 30, 24
20 DFA US Small Cap Value I 727.33K (0.80%) -38.76K
Decreased by -5.33%
Feb 29, 24