Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 1.81%
2 FXH 1.59%
3 NSCS 0.69%
4 SMDY 0.65%
5 RYJ 0.56%
6 MNTL 0.56%
7 HSMV 0.55%
8 PAMC 0.55%
9 AIEQ 0.54%
10 FNK 0.52%
11 RFV 0.51%
12 AUSF 0.48%
13 MMSC 0.45%
14 SIXL 0.43%
15 HART 0.41%
16 RFG 0.35%
17 FNX 0.34%
18 IHF 0.32%
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 (12.03%) -862.01K
Decreased by -7.93%
Mar 31, 25
2 Vanguard Group Inc 8.80M (9.74%) -78.68K
Decreased by -0.89%
Mar 31, 25
3 BlackRock Inc 8.36M (9.25%) -117.13K
Decreased by -1.40%
Mar 31, 25
4 FMR Inc 7.12M (7.88%) 888.14K
Increased by +12.48%
Mar 31, 25
5 JPMorgan Chase & Co 6.25M (6.92%) 908.09K
Increased by +14.52%
Sep 30, 24
6 William Blair Investment Management, LLC 4.40M (4.87%) 770.51K
Increased by +17.52%
Mar 31, 25
7 Viking Global Investors LP 3.70M (4.09%) 464.56K
Increased by +12.55%
Sep 30, 24
8 Sachem Head Capital Management LP 3.63M (4.02%) 2.31M
Increased by +63.41%
Mar 31, 25
9 State Street Corp 3.00M (3.32%) 46.32K
Increased by +1.54%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.93M (3.25%) -248.64K
Decreased by -8.47%
Mar 31, 25
11 State Street Corporation 2.73M (3.02%) 81.68K
Increased by +2.99%
Mar 31, 24
12 Hawk Ridge Management LLC 2.47M (2.74%) 2.01M
Increased by +81.40%
Mar 31, 25
13 Citigroup Inc 2.38M (2.63%) 2.33M
Increased by +98.09%
Mar 31, 25
14 Millennium Management LLC 2.26M (2.50%) 1.17M
Increased by +51.79%
Sep 30, 24
15 Durable Capital Partners LP 2.26M (2.49%) 37.27K
Increased by +1.65%
Sep 30, 24
16 Maverick Capital Ltd 2.25M (2.49%) 1.21M
Increased by +53.78%
Mar 31, 25
17 P2 Capital Partners, LLC 2.14M (2.37%) -52.10K
Decreased by -2.43%
Mar 31, 25
18 Madison Avenue Partners, LP 1.93M (2.13%) 1.93M
Increased by +100.00%
Dec 31, 24
19 Citadel Advisors Llc 1.90M (2.10%) -346.39K
Decreased by -18.23%
Dec 31, 24
20 Abrams Bison Investments, LLC 1.82M (2.01%) 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 (6.16%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 3.02M (3.34%) 0.00
Increased by 0.00%
May 31, 25
3 T. Rowe Price US Mid-Cap Growth Equity 2.98M (3.30%) -13.00K
Decreased by -0.44%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 2.84M (3.14%) 54.25K
Increased by +1.91%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 2.79M (3.08%) 2.25K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 2.22M (2.45%) 15.68K
Increased by +0.71%
Apr 30, 25
7 Fidelity Value 1.99M (2.20%) 175.70K
Increased by +8.83%
Apr 30, 25
8 T. Rowe Price Mid-Cap Growth 1.56M (1.73%) -1.42M
Decreased by -90.81%
Feb 28, 25
9 Vanguard Explorer Inv 1.50M (1.66%) -703.77K
Decreased by -46.99%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.60%) 1.67K
Increased by +0.12%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 1.43M (1.58%) 4.47K
Increased by +0.31%
Apr 30, 25
12 JPM US Mid Cap Growth-Composite 1.05M (1.16%) 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 Fidelity Select Health Care 850.00K (0.94%) -10.00K
Decreased by -1.18%
Dec 31, 23
16 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 804.30K (0.89%) 13.00K
Increased by +1.62%
Dec 31, 24
17 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 804.30K (0.89%) 13.00K
Increased by +1.62%
Dec 31, 24
18 Invesco Discovery A 801.13K (0.89%) 4.57K
Increased by +0.57%
Feb 29, 24
19 Hartford MidCap Y 796.16K (0.88%) -7.48K
Decreased by -0.94%
Sep 30, 24
20 Fidelity Small Cap Value Fund 784.32K (0.87%) -70.68K
Decreased by -9.01%
Mar 31, 25