Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXH 2.10%
2 XHS 1.94%
3 NSCS 0.69%
4 FNK 0.68%
5 SMDY 0.65%
6 RYJ 0.56%
7 HSMV 0.55%
8 AIEQ 0.54%
9 RFV 0.53%
10 PAMC 0.53%
11 MNTL 0.53%
12 AUSF 0.48%
13 HART 0.47%
14 MMSC 0.45%
15 SIXL 0.43%
16 RFG 0.35%
17 FNX 0.34%
18 IHF 0.33%
19 IJK 0.24%
20 MDYG 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.74M (9.64%) -66.01K
Decreased by -0.76%
Jun 30, 25
2 Wellington Management Company LLP 8.43M (9.30%) -2.44M
Decreased by -28.97%
Jun 30, 25
3 BlackRock Inc 8.36M (9.23%) -117.13K
Decreased by -1.40%
Mar 31, 25
4 FMR Inc 7.12M (7.85%) 888.14K
Increased by +12.48%
Mar 31, 25
5 JPMorgan Chase & Co 6.25M (6.90%) 908.09K
Increased by +14.52%
Sep 30, 24
6 William Blair Investment Management, LLC 4.40M (4.85%) 770.51K
Increased by +17.52%
Mar 31, 25
7 Sachem Head Capital Management LP 4.21M (4.65%) 580.00K
Increased by +13.76%
Jun 30, 25
8 Viking Global Investors LP 3.70M (4.08%) 464.56K
Increased by +12.55%
Sep 30, 24
9 Abrams Bison Investments, LLC 3.58M (3.95%) 1.76M
Increased by +49.16%
Jun 30, 25
10 State Street Corp 3.00M (3.31%) 46.32K
Increased by +1.54%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 2.87M (3.16%) -69.04K
Decreased by -2.41%
Jun 30, 25
12 Hawk Ridge Management LLC 2.81M (3.10%) 332.24K
Increased by +11.84%
Jun 30, 25
13 State Street Corporation 2.73M (3.01%) 81.68K
Increased by +2.99%
Mar 31, 24
14 Khrom Capital Management, LLC 2.48M (2.74%) 893.68K
Increased by +36.02%
Jun 30, 25
15 Citigroup Inc 2.38M (2.62%) 2.33M
Increased by +98.09%
Mar 31, 25
16 Millennium Management LLC 2.26M (2.50%) 1.17M
Increased by +51.79%
Sep 30, 24
17 Durable Capital Partners LP 2.26M (2.49%) 37.27K
Increased by +1.65%
Sep 30, 24
18 Maverick Capital Ltd 2.25M (2.48%) 1.21M
Increased by +53.78%
Mar 31, 25
19 P2 Capital Partners, LLC 2.14M (2.36%) 0.00
Increased by 0.00%
Jun 30, 25
20 Madison Avenue Partners, LP 1.93M (2.12%) 1.93M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 5.57M (6.14%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 3.00M (3.31%) -5.39K
Decreased by -0.18%
Jul 31, 25
3 T. Rowe Price US Mid-Cap Growth Equity 2.98M (3.29%) -13.00K
Decreased by -0.44%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 2.85M (3.15%) 11.70K
Increased by +0.41%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 2.79M (3.07%) 2.25K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 2.14M (2.36%) -86.16K
Decreased by -4.03%
Jun 30, 25
7 Fidelity Value 2.09M (2.31%) 133.19K
Increased by +6.37%
Jun 30, 25
8 T. Rowe Price Mid-Cap Growth 1.56M (1.72%) -1.42M
Decreased by -90.81%
Feb 28, 25
9 Vanguard Explorer Inv 1.50M (1.65%) -703.77K
Decreased by -46.99%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.57%) -31.38K
Decreased by -2.20%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 1.36M (1.51%) -66.38K
Decreased by -4.87%
Jun 30, 25
12 JPM US Mid Cap Growth-Composite 1.05M (1.15%) 167.86K
Increased by +16.05%
Sep 30, 24
13 JPM US Mid Cap Growth-MA 1.04M (1.15%) 656.00K
Increased by +63.16%
Sep 30, 23
14 Stephens SMID Select Growth 915.86K (1.01%) 166.17K
Increased by +18.14%
Dec 31, 24
15 First Trust Health Care AlphaDEX® ETF 868.94K (0.96%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Select Health Care 850.00K (0.94%) -10.00K
Decreased by -1.18%
Dec 31, 23
17 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 804.30K (0.89%) 13.00K
Increased by +1.62%
Dec 31, 24
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 804.30K (0.89%) 13.00K
Increased by +1.62%
Dec 31, 24
19 Invesco Discovery A 801.13K (0.88%) 4.57K
Increased by +0.57%
Feb 29, 24
20 Hartford MidCap Y 796.16K (0.88%) -7.48K
Decreased by -0.94%
Sep 30, 24