Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXH 2.26%
2 XHS 2.03%
3 MNTL 1.01%
4 RFV 0.95%
5 NSCS 0.86%
6 IHF 0.67%
7 SMDY 0.65%
8 FNK 0.61%
9 RYJ 0.56%
10 HSMV 0.55%
11 PAMC 0.52%
12 MMSC 0.47%
13 SIXL 0.43%
14 FNX 0.39%
15 RFG 0.35%
16 IJJ 0.27%
17 IVOV 0.26%
18 AIEQ 0.26%
19 HART 0.26%
20 IJK 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 11.66M (12.90%) 1.27M
Increased by +10.86%
Sep 30, 24
2 Vanguard Group Inc 8.89M (9.83%) -6.40K
Decreased by -0.07%
Sep 30, 24
3 BlackRock Inc 8.07M (8.92%) -144.69K
Decreased by -1.79%
Sep 30, 24
4 T. Rowe Price Investment Management,Inc. 6.12M (6.77%) -1.88M
Decreased by -30.66%
Sep 30, 24
5 Viking Global Investors LP 3.70M (4.09%) 464.56K
Increased by +12.55%
Sep 30, 24
6 William Blair Investment Management, LLC 3.63M (4.01%) 114.24K
Increased by +3.15%
Sep 30, 24
7 JPMorgan Chase & Co 3.13M (3.46%) 454.04K
Increased by +14.52%
Sep 30, 24
8 State Street Corp 2.82M (3.12%) 95.61K
Increased by +3.39%
Sep 30, 24
9 State Street Corporation 2.73M (3.02%) 81.68K
Increased by +2.99%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 2.70M (2.98%) -356.27K
Decreased by -13.21%
Sep 30, 24
11 Point72 Asset Management, L.P. 2.28M (2.52%) 12.47K
Increased by +0.55%
Sep 30, 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 Citadel Advisors Llc 2.25M (2.48%) -140.25K
Decreased by -6.24%
Sep 30, 24
15 FMR Inc 1.74M (1.93%) -311.46K
Decreased by -17.89%
Sep 30, 24
16 Geode Capital Management, LLC 1.61M (1.78%) 14.20K
Increased by +0.88%
Sep 30, 24
17 P2 Capital Partners, LLC 1.57M (1.74%) 60.00K
Increased by +3.82%
Sep 30, 24
18 Hawk Ridge Management LLC 1.33M (1.47%) -86.90K
Decreased by -6.53%
Sep 30, 23
19 Amvescap Plc. 1.32M (1.46%) -435.71K
Decreased by -33.06%
Sep 30, 24
20 Bank of New York Mellon Corp 1.25M (1.38%) 77.51K
Increased by +6.20%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 5.12M (5.67%) 758.60K
Increased by +14.80%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.02M (3.35%) 10.00K
Increased by +0.33%
Dec 31, 24
3 T. Rowe Price US Mid-Cap Growth Equity 2.99M (3.31%) -905.20K
Decreased by -30.24%
Sep 30, 24
4 T. Rowe Price Mid-Cap Growth 2.98M (3.30%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.76M (3.06%) 3.05K
Increased by +0.11%
Dec 31, 24
6 Vanguard Small Cap Index 2.25M (2.49%) 21.71K
Increased by +0.97%
Dec 31, 24
7 Vanguard Explorer Inv 2.03M (2.25%) 179.27K
Increased by +8.81%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 1.49M (1.65%) -14.26K
Decreased by -0.96%
Dec 31, 24
9 Fidelity Value 1.47M (1.62%) 626.90K
Increased by +42.76%
Nov 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.40M (1.55%) 7.94K
Increased by +0.57%
Dec 31, 24
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 Fidelity Select Health Care 850.00K (0.94%) -10.00K
Decreased by -1.18%
Dec 31, 23
14 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 804.30K (0.89%) 13.00K
Increased by +1.62%
Dec 31, 24
15 Invesco Discovery A 801.13K (0.89%) 4.57K
Increased by +0.57%
Feb 29, 24
16 Hartford MidCap Y 796.16K (0.88%) -7.48K
Decreased by -0.94%
Sep 30, 24
17 Invesco OFI Small Cap Growth 774.90K (0.86%) 87.64K
Increased by +11.31%
Dec 31, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 774.43K (0.86%) 21.46K
Increased by +2.77%
Dec 31, 24
19 Stephens SMID Select Growth 749.69K (0.83%) 1.73K
Increased by +0.23%
Sep 30, 24
20 DFA US Small Cap Value I 727.33K (0.80%) -38.76K
Decreased by -5.33%
Feb 29, 24