Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDHT 1.29%
2 XHS 1.27%
3 EDOC 0.92%
4 PSCH 0.75%
5 FMED 0.67%
6 RZG 0.53%
7 SSLY 0.51%
8 PTH 0.45%
9 SQLV 0.43%
10 WMCR 0.43%
11 FYC 0.38%
12 XSHQ 0.33%
13 QSML 0.27%
14 SLYG 0.22%
15 FYX 0.21%
16 VIOG 0.20%
17 IHF 0.18%
18 JPSE 0.17%
19 IJT 0.16%
20 SLY 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.28M (16.73%) -151.03K
Decreased by -2.40%
Mar 31, 25
2 Vanguard Group Inc 4.90M (13.05%) 213.03K
Increased by +4.35%
Mar 31, 25
3 State Street Corporation 1.61M (4.28%) 58.87K
Increased by +3.67%
Mar 31, 24
4 State Street Corp 1.60M (4.26%) -66.21K
Decreased by -4.14%
Mar 31, 25
5 FMR Inc 1.53M (4.07%) 277.12K
Increased by +18.12%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 1.12M (2.98%) 72.23K
Increased by +6.46%
Mar 31, 25
7 Geode Capital Management, LLC 1.07M (2.84%) 50.37K
Increased by +4.72%
Mar 31, 25
8 325 Capital LLC 886.92K (2.36%) 0.00
Increased by 0.00%
Mar 31, 25
9 Steel Peak Wealth Management LLC 568.18K (1.51%) 26.19K
Increased by +4.61%
Mar 31, 25
10 Charles Schwab Investment Management Inc 499.53K (1.33%) 28.20K
Increased by +5.65%
Mar 31, 25
11 Northern Trust Corp 460.80K (1.23%) -6.38K
Decreased by -1.38%
Mar 31, 25
12 NorthCrest Asset Management, LLC 448.91K (1.20%) 10.00
Increased by +0.00%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 343.31K (0.91%) -69.11K
Decreased by -20.13%
Mar 31, 25
14 Loomis, Sayles & Company LP 319.67K (0.85%) -202.44K
Decreased by -63.33%
Dec 31, 24
15 Fort Washington Investment Advisors Inc 299.80K (0.80%) -200.56K
Decreased by -66.90%
Sep 30, 24
16 Royce & Associates, LP 290.71K (0.77%) 35.16K
Increased by +12.09%
Mar 31, 25
17 Citadel Advisors Llc 280.30K (0.75%) 280.30K
Increased by +100.00%
Mar 31, 25
18 Royal Bank of Canada 278.62K (0.74%) 17.03K
Increased by +6.11%
Mar 31, 25
19 Goldman Sachs Group Inc 277.28K (0.74%) -84.88K
Decreased by -30.61%
Mar 31, 25
20 Amvescap Plc. 258.52K (0.69%) 16.72K
Increased by +6.47%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.49M (6.64%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.49M (3.97%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.35M (3.59%) 1.39K
Increased by +0.10%
Sep 30, 24
4 Vanguard Small Cap Index 1.13M (3.01%) 7.88K
Increased by +0.70%
Apr 30, 25
5 iShares Russell 2000 ETF 1.08M (2.89%) 0.00
Increased by 0.00%
May 31, 25
6 Fidelity Select Health Care 740.00K (1.97%) 77.26K
Increased by +10.44%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 651.47K (1.73%) 837.00
Increased by +0.13%
Apr 30, 25
8 Vanguard Small Cap Growth Index Inv 629.11K (1.68%) 963.00
Increased by +0.15%
Apr 30, 25
9 Fidelity Small Cap Index 431.20K (1.15%) 3.35K
Increased by +0.78%
Mar 31, 25
10 Fidelity Advisor Health Care I 428.00K (1.14%) 49.55K
Increased by +11.58%
Apr 30, 25
11 Fidelity Small Cap Growth 391.23K (1.04%) -104.49K
Decreased by -26.71%
Dec 31, 24
12 SPDR® Portfolio S&P 600 Sm Cap ETF 373.22K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
13 iShares Russell 2000 Growth ETF 371.81K (0.99%) 0.00
Increased by 0.00%
May 31, 25
14 iShares S&P Small-Cap 600 Growth ETF 370.86K (0.99%) 0.00
Increased by 0.00%
May 31, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 351.76K (0.94%) 0.00
Increased by 0.00%
May 30, 25
16 Fidelity Select Health Care Svcs Port 344.90K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity VIP Mid Cap Initial 325.87K (0.87%) 0.00
Increased by 0.00%
Feb 28, 25
18 Loomis Sayles Small Cap Growth Instl 303.91K (0.81%) 62.21K
Increased by +20.47%
Sep 30, 24
19 Fort Washington Small Company Equity 295.42K (0.79%) -200.74K
Decreased by -67.95%
Sep 30, 24
20 Small Company Equity - FTWA 295.42K (0.79%) -200.74K
Decreased by -67.95%
Sep 30, 24