Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXH 3.88%
2 LSEQ 2.03%
3 HELS 1.81%
4 CCFE 1.76%
5 XHS 1.74%
6 RZV 1.60%
7 PSCH 1.15%
8 FYT 1.02%
9 FNK 0.81%
10 WCEO 0.80%
11 HGRO 0.72%
12 NSCS 0.69%
13 SMDY 0.65%
14 PAMC 0.61%
15 NIXT 0.56%
16 RYJ 0.56%
17 HSMV 0.55%
18 AIEQ 0.54%
19 MNTL 0.53%
20 FYX 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 11.77M (13.83%) 2.35M
Increased by +19.97%
Dec 31, 25
2 BlackRock Inc 11.40M (13.39%) 375.41K
Increased by +3.29%
Dec 31, 25
3 Vanguard Group Inc 9.35M (10.98%) -66.09K
Decreased by -0.71%
Dec 31, 25
4 JPMorgan Chase & Co 6.25M (7.34%) 908.09K
Increased by +14.52%
Sep 30, 24
5 FMR Inc 5.42M (6.36%) -669.89K
Decreased by -12.36%
Dec 31, 25
6 Khrom Capital Management, LLC 5.19M (6.10%) -2.16M
Decreased by -41.51%
Mar 31, 26
7 The Goldman Sachs Group Inc 4.73M (5.55%) 3.82M
Increased by +80.69%
Dec 31, 25
8 Deerfield Management Co 4.52M (5.31%) 3.33M
Increased by +73.69%
Dec 31, 25
9 William Blair Investment Management, LLC 4.40M (5.17%) 770.51K
Increased by +17.52%
Mar 31, 25
10 Abrams Bison Investments, LLC 4.38M (5.14%) 0.00
Increased by 0.00%
Dec 31, 25
11 Sachem Head Capital Management LP 4.21M (4.95%) 580.00K
Increased by +13.76%
Jun 30, 25
12 Viking Global Investors LP 3.70M (4.35%) 464.56K
Increased by +12.55%
Sep 30, 24
13 Jefferies Financial Group Inc 3.38M (3.97%) 3.38M
Increased by +100.00%
Dec 31, 25
14 Invenomic Capital Management, LP 3.31M (3.89%) 1.38M
Increased by +41.53%
Dec 31, 25
15 State Street Corp 3.29M (3.87%) 104.72K
Increased by +3.18%
Dec 31, 25
16 Maverick Capital Ltd 3.01M (3.53%) 453.27K
Increased by +15.08%
Sep 30, 25
17 UBS Group AG 2.83M (3.33%) 855.77K
Increased by +30.20%
Mar 31, 26
18 State Street Corporation 2.73M (3.21%) 81.68K
Increased by +2.99%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 2.58M (3.03%) -202.89K
Decreased by -7.86%
Mar 31, 26
20 Hawk Ridge Management LLC 2.38M (2.79%) -426.37K
Decreased by -17.92%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 6.39M (7.51%) -2.43M
Decreased by -37.95%
Mar 31, 26
2 iShares Core S&P Small-Cap ETF 5.62M (6.61%) 1.25K
Increased by +0.02%
Apr 30, 26
3 Fidelity Value 3.11M (3.66%) 103.90K
Increased by +3.34%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 3.00M (3.52%) 0.00
Increased by 0.00%
Aug 31, 25
5 T. Rowe Price US Mid-Cap Growth Equity 2.98M (3.50%) -13.00K
Decreased by -0.44%
Dec 31, 24
6 Vanguard Total Stock Mkt Idx Inv 2.95M (3.46%) 183.27K
Increased by +6.22%
Mar 31, 26
7 Vanguard US Total Market Shares ETF 2.79M (3.27%) 2.25K
Increased by +0.08%
Sep 30, 24
8 Vanguard Small Cap Index 2.13M (2.50%) 142.17K
Increased by +6.67%
Mar 31, 26
9 Avantis US Small Cap Value ETF 1.64M (1.93%) 0.00
Increased by 0.00%
Apr 30, 26
10 T. Rowe Price Mid-Cap Growth 1.56M (1.83%) -1.42M
Decreased by -90.81%
Feb 28, 25
11 Vanguard Explorer Inv 1.50M (1.76%) -703.77K
Decreased by -46.99%
Mar 31, 25
12 Invenomic Institutional 1.47M (1.73%) 661.02K
Increased by +44.91%
Jan 31, 26
13 First Trust Health Care AlphaDEX® ETF 1.38M (1.62%) 0.00
Increased by 0.00%
Mar 31, 26
14 Vanguard Small Cap Value Index Inv 1.36M (1.59%) 76.86K
Increased by +5.67%
Mar 31, 26
15 JPM US Mid Cap Growth-Composite 1.05M (1.23%) 167.86K
Increased by +16.05%
Sep 30, 24
16 JPM US Mid Cap Growth-MA 1.04M (1.22%) 656.00K
Increased by +63.16%
Sep 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.21%) 27.59K
Increased by +2.67%
Mar 31, 26
18 Schwab Fundamental U.S. Small CompanyETF 990.65K (1.16%) 2.08K
Increased by +0.21%
Apr 30, 26
19 Stephens SMID Select Growth 915.86K (1.08%) 166.17K
Increased by +18.14%
Dec 31, 24
20 iShares S&P Small-Cap 600 Value ETF 859.15K (1.01%) -1.51K
Decreased by -0.18%
Apr 30, 26