Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCFE 4.50%
2 XHS 2.07%
3 LSEQ 2.03%
4 FXH 2.03%
5 PSCH 1.33%
6 FNK 0.81%
7 NSCS 0.69%
8 SMDY 0.65%
9 PAMC 0.61%
10 FYT 0.61%
11 NIXT 0.56%
12 RZV 0.56%
13 RYJ 0.56%
14 HSMV 0.55%
15 AIEQ 0.54%
16 MNTL 0.53%
17 RFV 0.51%
18 AUSF 0.48%
19 HART 0.47%
20 MMSC 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.16M (10.70%) 796.31K
Increased by +8.70%
Jun 30, 25
2 Vanguard Group Inc 8.74M (10.21%) -66.01K
Decreased by -0.76%
Jun 30, 25
3 Wellington Management Company LLP 8.43M (9.85%) -2.44M
Decreased by -28.97%
Jun 30, 25
4 JPMorgan Chase & Co 6.25M (7.31%) 908.09K
Increased by +14.52%
Sep 30, 24
5 FMR Inc 5.96M (6.96%) -1.16M
Decreased by -19.48%
Jun 30, 25
6 William Blair Investment Management, LLC 4.40M (5.14%) 770.51K
Increased by +17.52%
Mar 31, 25
7 Sachem Head Capital Management LP 4.21M (4.93%) 580.00K
Increased by +13.76%
Jun 30, 25
8 UBS Group AG 3.99M (4.66%) 2.82M
Increased by +70.65%
Jun 30, 25
9 Viking Global Investors LP 3.70M (4.33%) 464.56K
Increased by +12.55%
Sep 30, 24
10 Abrams Bison Investments, LLC 3.58M (4.18%) 1.76M
Increased by +49.16%
Jun 30, 25
11 State Street Corp 3.10M (3.62%) 95.67K
Increased by +3.09%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 2.87M (3.35%) -69.04K
Decreased by -2.41%
Jun 30, 25
13 Hawk Ridge Management LLC 2.81M (3.28%) 332.24K
Increased by +11.84%
Jun 30, 25
14 State Street Corporation 2.73M (3.19%) 81.68K
Increased by +2.99%
Mar 31, 24
15 Maverick Capital Ltd 2.55M (2.98%) 306.31K
Increased by +12.00%
Jun 30, 25
16 Khrom Capital Management, LLC 2.48M (2.90%) 893.68K
Increased by +36.02%
Jun 30, 25
17 Citigroup Inc 2.38M (2.78%) 2.33M
Increased by +98.09%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 2.30M (2.69%) 1.44M
Increased by +62.73%
Jun 30, 25
19 Millennium Management LLC 2.26M (2.64%) 1.17M
Increased by +51.79%
Sep 30, 24
20 Durable Capital Partners LP 2.26M (2.64%) 37.27K
Increased by +1.65%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 5.57M (6.51%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 3.00M (3.50%) 0.00
Increased by 0.00%
Aug 31, 25
3 T. Rowe Price US Mid-Cap Growth Equity 2.98M (3.48%) -13.00K
Decreased by -0.44%
Dec 31, 24
4 Vanguard US Total Market Shares ETF 2.79M (3.26%) 2.25K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.76M (3.22%) -92.85K
Decreased by -3.37%
Jul 31, 25
6 Fidelity Value 2.36M (2.76%) 267.38K
Increased by +11.34%
Jul 31, 25
7 Vanguard Small Cap Index 2.12M (2.48%) -14.19K
Decreased by -0.67%
Jul 31, 25
8 T. Rowe Price Mid-Cap Growth 1.56M (1.82%) -1.42M
Decreased by -90.81%
Feb 28, 25
9 Vanguard Explorer Inv 1.50M (1.75%) -703.77K
Decreased by -46.99%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 1.36M (1.59%) -1.20K
Decreased by -0.09%
Jul 31, 25
11 JPM US Mid Cap Growth-Composite 1.05M (1.22%) 167.86K
Increased by +16.05%
Sep 30, 24
12 JPM US Mid Cap Growth-MA 1.04M (1.21%) 656.00K
Increased by +63.16%
Sep 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 990.22K (1.16%) -434.52K
Decreased by -43.88%
Jul 31, 25
14 Stephens SMID Select Growth 915.86K (1.07%) 166.17K
Increased by +18.14%
Dec 31, 24
15 First Trust Health Care AlphaDEX® ETF 858.77K (1.00%) -5.08K
Decreased by -0.59%
Aug 28, 25
16 Fidelity Select Health Care 850.00K (0.99%) -10.00K
Decreased by -1.18%
Dec 31, 23
17 Fidelity Value Strategies 832.80K (0.97%) 86.48K
Increased by +10.38%
Jul 31, 25
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 804.30K (0.94%) 13.00K
Increased by +1.62%
Dec 31, 24
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 804.30K (0.94%) 13.00K
Increased by +1.62%
Dec 31, 24
20 Fidelity US All Cap Series F 801.90K (0.94%) 253.00K
Increased by +31.55%
Jun 30, 25