Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXH 2.20%
2 XHS 2.02%
3 FNK 0.69%
4 NSCS 0.69%
5 SMDY 0.65%
6 RYJ 0.56%
7 HSMV 0.55%
8 PAMC 0.55%
9 RFV 0.55%
10 AIEQ 0.54%
11 MNTL 0.53%
12 HART 0.49%
13 AUSF 0.48%
14 MMSC 0.45%
15 SIXL 0.43%
16 IHF 0.37%
17 RFG 0.35%
18 FNX 0.35%
19 IJK 0.24%
20 MDYG 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 10.87M (12.27%) -862.01K
Decreased by -7.93%
Mar 31, 25
2 Vanguard Group Inc 8.80M (9.93%) -78.68K
Decreased by -0.89%
Mar 31, 25
3 BlackRock Inc 8.36M (9.43%) -117.13K
Decreased by -1.40%
Mar 31, 25
4 FMR Inc 7.12M (8.03%) 888.14K
Increased by +12.48%
Mar 31, 25
5 JPMorgan Chase & Co 6.25M (7.05%) 908.09K
Increased by +14.52%
Sep 30, 24
6 William Blair Investment Management, LLC 4.40M (4.96%) 770.51K
Increased by +17.52%
Mar 31, 25
7 Viking Global Investors LP 3.70M (4.18%) 464.56K
Increased by +12.55%
Sep 30, 24
8 Sachem Head Capital Management LP 3.63M (4.10%) 2.31M
Increased by +63.41%
Mar 31, 25
9 State Street Corp 3.00M (3.38%) 46.32K
Increased by +1.54%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.93M (3.31%) -248.64K
Decreased by -8.47%
Mar 31, 25
11 State Street Corporation 2.73M (3.08%) 81.68K
Increased by +2.99%
Mar 31, 24
12 Hawk Ridge Management LLC 2.47M (2.79%) 2.01M
Increased by +81.40%
Mar 31, 25
13 Citigroup Inc 2.38M (2.68%) 2.33M
Increased by +98.09%
Mar 31, 25
14 Millennium Management LLC 2.26M (2.55%) 1.17M
Increased by +51.79%
Sep 30, 24
15 Durable Capital Partners LP 2.26M (2.54%) 37.27K
Increased by +1.65%
Sep 30, 24
16 Maverick Capital Ltd 2.25M (2.53%) 1.21M
Increased by +53.78%
Mar 31, 25
17 P2 Capital Partners, LLC 2.14M (2.42%) -52.10K
Decreased by -2.43%
Mar 31, 25
18 Madison Avenue Partners, LP 1.93M (2.17%) 1.93M
Increased by +100.00%
Dec 31, 24
19 Citadel Advisors Llc 1.90M (2.14%) -346.39K
Decreased by -18.23%
Dec 31, 24
20 Abrams Bison Investments, LLC 1.82M (2.05%) 1.82M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 5.57M (6.28%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 3.01M (3.39%) 196.00
Increased by +0.01%
Jul 30, 25
3 T. Rowe Price US Mid-Cap Growth Equity 2.98M (3.36%) -13.00K
Decreased by -0.44%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 2.85M (3.22%) 11.70K
Increased by +0.41%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 2.79M (3.14%) 2.25K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 2.14M (2.41%) -86.16K
Decreased by -4.03%
Jun 30, 25
7 Fidelity Value 2.09M (2.36%) 133.19K
Increased by +6.37%
Jun 30, 25
8 T. Rowe Price Mid-Cap Growth 1.56M (1.76%) -1.42M
Decreased by -90.81%
Feb 28, 25
9 Vanguard Explorer Inv 1.50M (1.69%) -703.77K
Decreased by -46.99%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.61%) -31.38K
Decreased by -2.20%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 1.36M (1.54%) -66.38K
Decreased by -4.87%
Jun 30, 25
12 JPM US Mid Cap Growth-Composite 1.05M (1.18%) 167.86K
Increased by +16.05%
Sep 30, 24
13 JPM US Mid Cap Growth-MA 1.04M (1.17%) 656.00K
Increased by +63.16%
Sep 30, 23
14 Stephens SMID Select Growth 915.86K (1.03%) 166.17K
Increased by +18.14%
Dec 31, 24
15 First Trust Health Care AlphaDEX® ETF 868.94K (0.98%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Select Health Care 850.00K (0.96%) -10.00K
Decreased by -1.18%
Dec 31, 23
17 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 804.30K (0.91%) 13.00K
Increased by +1.62%
Dec 31, 24
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 804.30K (0.91%) 13.00K
Increased by +1.62%
Dec 31, 24
19 Invesco Discovery A 801.13K (0.90%) 4.57K
Increased by +0.57%
Feb 29, 24
20 Hartford MidCap Y 796.16K (0.90%) -7.48K
Decreased by -0.94%
Sep 30, 24