Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXH 2.05%
2 XHS 1.73%
3 NSCS 0.87%
4 MNTL 0.73%
5 RFV 0.72%
6 FNK 0.66%
7 SMDY 0.65%
8 RYJ 0.56%
9 HSMV 0.55%
10 PAMC 0.55%
11 AIEQ 0.54%
12 HART 0.51%
13 AUSF 0.48%
14 MMSC 0.45%
15 SIXL 0.43%
16 IHF 0.35%
17 RFG 0.35%
18 FNX 0.34%
19 IJK 0.24%
20 MDYG 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 11.73M (12.98%) 76.49K
Increased by +0.65%
Dec 31, 24
2 Vanguard Group Inc 8.88M (9.82%) -10.99K
Decreased by -0.12%
Dec 31, 24
3 BlackRock Inc 8.48M (9.38%) 410.23K
Increased by +4.84%
Dec 31, 24
4 JPMorgan Chase & Co 6.25M (6.92%) 908.09K
Increased by +14.52%
Sep 30, 24
5 FMR Inc 6.23M (6.89%) 4.49M
Increased by +72.06%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 6.12M (6.76%) -5.90K
Decreased by -0.10%
Dec 31, 24
7 Viking Global Investors LP 3.70M (4.09%) 464.56K
Increased by +12.55%
Sep 30, 24
8 William Blair Investment Management, LLC 3.63M (4.01%) -1.66K
Decreased by -0.05%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 3.18M (3.52%) 486.39K
Increased by +15.28%
Dec 31, 24
10 State Street Corp 2.95M (3.27%) 133.87K
Increased by +4.53%
Dec 31, 24
11 State Street Corporation 2.73M (3.02%) 81.68K
Increased by +2.99%
Mar 31, 24
12 Millennium Management LLC 2.26M (2.50%) 1.17M
Increased by +51.79%
Sep 30, 24
13 Durable Capital Partners LP 2.26M (2.49%) 37.27K
Increased by +1.65%
Sep 30, 24
14 P2 Capital Partners, LLC 2.19M (2.43%) 624.29K
Increased by +28.45%
Dec 31, 24
15 Madison Avenue Partners, LP 1.93M (2.13%) 1.93M
Increased by +100.00%
Dec 31, 24
16 Citadel Advisors Llc 1.90M (2.10%) -346.39K
Decreased by -18.23%
Dec 31, 24
17 Geode Capital Management, LLC 1.61M (1.78%) -2.37K
Decreased by -0.15%
Dec 31, 24
18 Stephens Inv Mgmt Group LLC 1.48M (1.63%) 294.21K
Increased by +19.94%
Dec 31, 24
19 Point72 Asset Management, L.P. 1.47M (1.63%) -808.59K
Decreased by -54.85%
Dec 31, 24
20 Hawk Ridge Management LLC 1.33M (1.47%) -86.90K
Decreased by -6.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 5.57M (6.16%) 443.42K
Increased by +7.96%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 3.03M (3.35%) 990.00
Increased by +0.03%
Mar 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 2.77M (3.07%) 1.91K
Increased by +0.07%
Feb 28, 25
5 Vanguard Small Cap Index 2.25M (2.49%) 1.83K
Increased by +0.08%
Feb 28, 25
6 Vanguard Explorer Inv 2.20M (2.43%) 166.68K
Increased by +7.57%
Dec 31, 24
7 T. Rowe Price Mid-Cap Growth 1.56M (1.73%) -1.42M
Decreased by -90.81%
Feb 28, 25
8 Vanguard Small Cap Value Index Inv 1.48M (1.64%) -4.67K
Decreased by -0.31%
Feb 28, 25
9 Fidelity Value 1.43M (1.58%) -201.01K
Decreased by -14.06%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.41M (1.56%) 4.63K
Increased by +0.33%
Feb 28, 25
11 JPM US Mid Cap Growth-Composite 1.05M (1.16%) 167.86K
Increased by +16.05%
Sep 30, 24
12 JPM US Mid Cap Growth-MA 1.04M (1.15%) 656.00K
Increased by +63.16%
Sep 30, 23
13 Stephens SMID Select Growth 915.86K (1.01%) 166.17K
Increased by +18.14%
Dec 31, 24
14 Fidelity Select Health Care 850.00K (0.94%) -10.00K
Decreased by -1.18%
Dec 31, 23
15 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 804.30K (0.89%) 13.00K
Increased by +1.62%
Dec 31, 24
16 Invesco Discovery A 801.13K (0.89%) 4.57K
Increased by +0.57%
Feb 29, 24
17 Hartford MidCap Y 796.16K (0.88%) -7.48K
Decreased by -0.94%
Sep 30, 24
18 Fidelity Small Cap Value Fund 775.00K (0.86%) 125.00K
Increased by +16.13%
Jan 31, 25
19 Invesco OFI Small Cap Growth 774.90K (0.86%) 87.64K
Increased by +11.31%
Dec 31, 23
20 SPDR® S&P MIDCAP 400 ETF Trust 750.42K (0.83%) 7.16K
Increased by +0.95%
Feb 28, 25