Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HEAL 6.39%
2 EDOC 5.91%
3 JFWD 4.32%
4 AZTD 4.17%
5 JSML 4.01%
6 SMLL 3.74%
7 EKG 3.33%
8 FFTY 3.27%
9 FCUS 3.20%
10 COWG 3.06%
11 NEWZ 2.78%
12 LGHT 2.47%
13 FXH 2.39%
14 RJMG 2.26%
15 JSMD 1.88%
16 HAPY 1.38%
17 FMED 1.38%
18 SMDY 1.37%
19 FPX 1.31%
20 XITK 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.93M (9.15%) 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 (4.09%) -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 4.17M (3.20%) 3.13K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 3.44M (2.64%) 2.12K
Increased by +0.06%
Feb 28, 25
3 Vanguard Explorer Inv 2.85M (2.19%) -854.12K
Decreased by -29.93%
Dec 31, 24
4 Vanguard Small Cap Index 2.78M (2.13%) 2.27K
Increased by +0.08%
Feb 28, 25
5 Baillie Gifford US Equity Growth 2.11M (1.62%) -73.84K
Decreased by -3.49%
Dec 31, 24
6 Vanguard US Growth Investor 2.11M (1.62%) -177.80K
Decreased by -8.41%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.95M (1.50%) 2.68K
Increased by +0.14%
Feb 28, 25
8 American Funds SMALLCAP World A 1.71M (1.32%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Small Cap Growth Index Inv 1.56M (1.20%) -9.06K
Decreased by -0.58%
Feb 28, 25
10 Fidelity VIP Contrafund Initial 1.51M (1.16%) 0.00
Increased by 0.00%
Jan 31, 25
11 Franklin DynaTech Fund A 1.50M (1.15%) 550.00K
Increased by +36.67%
Feb 28, 25
12 Swedbank Robur Globalfond A 1.40M (1.07%) 0.00
Increased by 0.00%
Jun 30, 24
13 Swedbank Robur Technology A 1.40M (1.07%) 0.00
Increased by 0.00%
Jan 31, 24
14 Fidelity Growth Strategies 1.33M (1.02%) 0.00
Increased by 0.00%
Aug 31, 24
15 BlackRock Mid-Cap Growth Equity Instl 1.26M (0.97%) 825.30K
Increased by +65.32%
Feb 28, 25
16 Fidelity 1.25M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity Advisor New Insights I 1.24M (0.95%) 0.00
Increased by 0.00%
Jan 31, 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