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 1.75%
6 RZV 1.62%
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 BlackRock Inc 11.69M (13.73%) 288.47K
Increased by +2.47%
Mar 31, 26
2 Vanguard Group Inc 9.35M (10.98%) -66.09K
Decreased by -0.71%
Dec 31, 25
3 Wellington Management Company LLP 9.07M (10.66%) -2.70M
Decreased by -29.77%
Mar 31, 26
4 FMR Inc 6.87M (8.07%) 1.45M
Increased by +21.11%
Mar 31, 26
5 JPMorgan Chase & Co 6.25M (7.34%) 908.09K
Increased by +14.52%
Sep 30, 24
6 Khrom Capital Management, LLC 5.19M (6.10%) -2.16M
Decreased by -41.51%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 5.06M (5.94%) 5.06M
Increased by +100.00%
Mar 31, 26
8 Deerfield Management Co 4.52M (5.31%) 0.00
Increased by 0.00%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 4.49M (5.28%) 2.96M
Increased by +65.97%
Mar 31, 26
10 William Blair Investment Management, LLC 4.40M (5.17%) 770.51K
Increased by +17.52%
Mar 31, 25
11 Abrams Bison Investments, LLC 4.38M (5.14%) 0.00
Increased by 0.00%
Mar 31, 26
12 Sachem Head Capital Management LP 4.21M (4.95%) 580.00K
Increased by +13.76%
Jun 30, 25
13 Vanguard Capital Management, LLC 4.15M (4.88%) 4.15M
Increased by +100.00%
Mar 31, 26
14 Viking Global Investors LP 3.70M (4.35%) 464.56K
Increased by +12.55%
Sep 30, 24
15 Jefferies Financial Group Inc 3.61M (4.24%) 232.07K
Increased by +6.43%
Mar 31, 26
16 Invenomic Capital Management, LP 3.31M (3.89%) 1.38M
Increased by +41.53%
Dec 31, 25
17 State Street Corp 3.22M (3.78%) -75.20K
Decreased by -2.34%
Mar 31, 26
18 Maverick Capital Ltd 3.01M (3.53%) 453.27K
Increased by +15.08%
Sep 30, 25
19 UBS Group AG 2.83M (3.33%) 855.77K
Increased by +30.20%
Mar 31, 26
20 State Street Corporation 2.73M (3.21%) 81.68K
Increased by +2.99%
Mar 31, 24

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 5.59M (6.57%) 2.11K
Increased by +0.04%
May 29, 26
3 iShares Core S&P Mid-Cap ETF 3.00M (3.52%) 0.00
Increased by 0.00%
Aug 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 2.98M (3.50%) -13.00K
Decreased by -0.44%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.96M (3.47%) 9.85K
Increased by +0.33%
Apr 30, 26
6 Fidelity Value 2.84M (3.34%) -272.67K
Decreased by -9.60%
Apr 30, 26
7 Vanguard US Total Market Shares ETF 2.79M (3.27%) 2.25K
Increased by +0.08%
Sep 30, 24
8 Avantis US Small Cap Value ETF 2.46M (2.89%) 0.00
Increased by 0.00%
May 30, 26
9 Vanguard Small Cap Index 2.12M (2.49%) -8.41K
Decreased by -0.40%
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 1.37M (1.60%) 10.18K
Increased by +0.75%
Apr 30, 26
15 JPM US Mid Cap Growth-Composite 1.05M (1.23%) 167.86K
Increased by +16.05%
Sep 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.22%) 8.52K
Increased by +0.82%
Apr 30, 26
17 JPM US Mid Cap Growth-MA 1.04M (1.22%) 656.00K
Increased by +63.16%
Sep 30, 23
18 Stephens SMID Select Growth 915.86K (1.08%) 166.17K
Increased by +18.14%
Dec 31, 24
19 iShares S&P Small-Cap 600 Value ETF 883.44K (1.04%) 0.00
Increased by 0.00%
May 29, 26
20 Schwab Fundamental U.S. Small CompanyETF 856.32K (1.01%) -346.00
Decreased by -0.04%
May 30, 26