Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHS 1.21%
2 FDHT 1.08%
3 EDOC 0.80%
4 HEAL 0.80%
5 PSCH 0.73%
6 FMED 0.62%
7 SSLY 0.51%
8 RZG 0.46%
9 PTH 0.45%
10 SQLV 0.43%
11 WMCR 0.43%
12 FYC 0.38%
13 XSHQ 0.33%
14 QSML 0.27%
15 SLYG 0.22%
16 FYX 0.21%
17 JPSE 0.17%
18 IHF 0.17%
19 VIOG 0.15%
20 SLY 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.28M (14.90%) -151.03K
Decreased by -2.40%
Mar 31, 25
2 Vanguard Group Inc 4.90M (11.62%) 213.03K
Increased by +4.35%
Mar 31, 25
3 State Street Corporation 1.61M (3.81%) 58.87K
Increased by +3.67%
Mar 31, 24
4 State Street Corp 1.60M (3.79%) -66.21K
Decreased by -4.14%
Mar 31, 25
5 FMR Inc 1.53M (3.63%) 277.12K
Increased by +18.12%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 1.12M (2.65%) 72.23K
Increased by +6.46%
Mar 31, 25
7 Geode Capital Management, LLC 1.07M (2.53%) 50.37K
Increased by +4.72%
Mar 31, 25
8 325 Capital LLC 886.92K (2.10%) 0.00
Increased by 0.00%
Mar 31, 25
9 Steel Peak Wealth Management LLC 538.18K (1.28%) -30.00K
Decreased by -5.57%
Jun 30, 25
10 Charles Schwab Investment Management Inc 499.53K (1.18%) 28.20K
Increased by +5.65%
Mar 31, 25
11 Northern Trust Corp 460.80K (1.09%) -6.38K
Decreased by -1.38%
Mar 31, 25
12 NorthCrest Asset Management, LLC 448.91K (1.06%) 10.00
Increased by +0.00%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 343.31K (0.81%) -69.11K
Decreased by -20.13%
Mar 31, 25
14 Loomis, Sayles & Company LP 319.67K (0.76%) -202.44K
Decreased by -63.33%
Dec 31, 24
15 Fort Washington Investment Advisors Inc 299.80K (0.71%) -200.56K
Decreased by -66.90%
Sep 30, 24
16 Amvescap Plc. 292.04K (0.69%) 33.52K
Increased by +11.48%
Mar 31, 25
17 Royce & Associates, LP 290.71K (0.69%) 35.16K
Increased by +12.09%
Mar 31, 25
18 Citadel Advisors Llc 280.30K (0.66%) 280.30K
Increased by +100.00%
Mar 31, 25
19 Royal Bank of Canada 278.62K (0.66%) 17.03K
Increased by +6.11%
Mar 31, 25
20 Goldman Sachs Group Inc 277.28K (0.66%) -84.88K
Decreased by -30.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.48M (5.87%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.49M (3.54%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.35M (3.20%) 1.39K
Increased by +0.10%
Sep 30, 24
4 Vanguard Small Cap Index 1.10M (2.60%) -38.41K
Decreased by -3.51%
Jun 30, 25
5 iShares Russell 2000 ETF 985.50K (2.34%) -15.93K
Decreased by -1.62%
Jul 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 639.08K (1.52%) -17.03K
Decreased by -2.66%
Jun 30, 25
7 Vanguard Small Cap Growth Index Inv 617.43K (1.46%) -3.38K
Decreased by -0.55%
Jun 30, 25
8 Fidelity Select Health Care 600.00K (1.42%) 0.00
Increased by 0.00%
Jun 30, 25
9 Fidelity Small Cap Index 438.10K (1.04%) 753.00
Increased by +0.17%
May 31, 25
10 Fidelity Small Cap Growth 391.23K (0.93%) -104.49K
Decreased by -26.71%
Dec 31, 24
11 SPDR® Portfolio S&P 600 Sm Cap ETF 373.22K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
12 iShares S&P Small-Cap 600 Growth ETF 363.42K (0.86%) -404.00
Decreased by -0.11%
Jul 30, 25
13 iShares Russell 2000 Growth ETF 360.43K (0.85%) -896.00
Decreased by -0.25%
Jul 30, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 359.81K (0.85%) 201.00
Increased by +0.06%
Jul 31, 25
15 Fidelity Advisor Health Care I 330.00K (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity VIP Mid Cap Initial 325.87K (0.77%) 0.00
Increased by 0.00%
Feb 28, 25
17 Loomis Sayles Small Cap Growth Instl 303.91K (0.72%) 62.21K
Increased by +20.47%
Sep 30, 24
18 Fort Washington Small Company Equity 295.42K (0.70%) -200.74K
Decreased by -67.95%
Sep 30, 24
19 Small Company Equity - FTWA 295.42K (0.70%) -200.74K
Decreased by -67.95%
Sep 30, 24
20 Vanguard Tax-Managed Small Cap Adm 274.34K (0.65%) 7.07K
Increased by +2.58%
Jun 30, 25