Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 4.32%
2 HEAL 4.31%
3 AZTD 4.17%
4 EDOC 4.16%
5 JSML 4.01%
6 SMLL 3.67%
7 FFTY 3.31%
8 EKG 3.25%
9 COWG 2.93%
10 NEWZ 2.78%
11 LGHT 2.74%
12 FXH 2.38%
13 RJMG 2.27%
14 FCUS 1.86%
15 JSMD 1.81%
16 FMED 1.43%
17 HAPY 1.38%
18 SMDY 1.37%
19 IHF 1.31%
20 XITK 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.93M (9.16%) 872.73K
Increased by +7.32%
Dec 31, 24
2 Vanguard Group Inc 11.20M (8.60%) 485.10K
Increased by +4.33%
Dec 31, 24
3 FMR Inc 9.41M (7.22%) 2.57M
Increased by +27.33%
Dec 31, 24
4 William Blair Investment Management, LLC 6.23M (4.78%) -244.28K
Decreased by -3.92%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 5.34M (4.10%) -8.51M
Decreased by -159.50%
Sep 30, 24
6 ClearBridge Advisors, LLC 5.12M (3.93%) -198.87K
Decreased by -3.88%
Dec 31, 24
7 Baillie Gifford & Co Limited. 4.94M (3.79%) -415.49K
Decreased by -8.40%
Dec 31, 24
8 State Street Corp 3.89M (2.98%) 193.07K
Increased by +4.97%
Dec 31, 24
9 State Street Corporation 3.54M (2.72%) 161.24K
Increased by +4.55%
Mar 31, 24
10 T. Rowe Price Investment Management,Inc. 3.08M (2.36%) -505.19K
Decreased by -16.42%
Dec 31, 24
11 Geode Capital Management, LLC 2.95M (2.27%) 95.46K
Increased by +3.23%
Dec 31, 24
12 Durable Capital Partners LP 2.89M (2.22%) -4.93M
Decreased by -170.74%
Dec 31, 24
13 Loomis, Sayles & Company LP 2.33M (1.79%) 62.37K
Increased by +2.67%
Dec 31, 24
14 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.15M (1.65%) -1.40M
Decreased by -64.83%
Dec 31, 24
15 HHG PLC 2.14M (1.64%) -322.41K
Decreased by -15.05%
Dec 31, 24
16 Renaissance Technologies Corp 1.85M (1.42%) 164.20K
Increased by +8.89%
Dec 31, 24
17 Edmond de Rothschild Holding S.A. 1.81M (1.39%) -167.70K
Decreased by -9.28%
Jun 30, 24
18 Capital World Investors 1.71M (1.32%) 0.00
Increased by 0.00%
Dec 31, 24
19 Swedbank AB 1.66M (1.27%) -1.75M
Decreased by -105.17%
Jun 30, 24
20 Fuller & Thaler Asset Management Inc 1.58M (1.21%) 124.22K
Increased by +7.86%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.34M (3.33%) -2.13K
Decreased by -0.05%
Apr 29, 25
2 Vanguard Total Stock Mkt Idx Inv 3.80M (2.92%) 359.97K
Increased by +9.47%
Mar 31, 25
3 Vanguard Small Cap Index 3.00M (2.30%) 217.74K
Increased by +7.26%
Mar 31, 25
4 Vanguard Explorer Inv 2.20M (1.69%) -649.09K
Decreased by -29.44%
Mar 31, 25
5 Baillie Gifford US Equity Growth 2.11M (1.62%) -73.84K
Decreased by -3.49%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.05M (1.58%) 103.91K
Increased by +5.06%
Mar 31, 25
7 Vanguard US Growth Investor 2.00M (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Small Cap Growth Index Inv 1.68M (1.29%) 119.41K
Increased by +7.10%
Mar 31, 25
9 Franklin DynaTech Fund A 1.50M (1.15%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity Puritan 1.47M (1.13%) 1.08M
Increased by +73.63%
Feb 28, 25
11 Swedbank Robur Globalfond A 1.40M (1.07%) 0.00
Increased by 0.00%
Jun 30, 24
12 Swedbank Robur Technology A 1.40M (1.07%) 0.00
Increased by 0.00%
Jan 31, 24
13 American Funds SMALLCAP World A 1.39M (1.06%) -329.03K
Decreased by -23.75%
Mar 31, 25
14 Fidelity Growth Strategies 1.33M (1.02%) 0.00
Increased by 0.00%
Aug 31, 24
15 Fidelity Advisor New Insights I 1.26M (0.97%) 19.80K
Increased by +1.57%
Mar 31, 25
16 Fidelity 1.25M (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
17 Fidelity VIP Contrafund Initial 1.22M (0.94%) -294.90K
Decreased by -24.17%
Feb 28, 25
18 Fidelity Select Software & IT Svcs Port 1.20M (0.92%) -325.40K
Decreased by -27.08%
Nov 30, 23
19 Morgan Stanley Growth SMA 1.17M (0.90%) -45.43K
Decreased by -3.88%
Dec 31, 23
20 CS (Lux) Digital Health Equity SB USD 1.15M (0.88%) 0.00
Increased by 0.00%
Mar 31, 24