Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 6.44%
2 SMLL 4.41%
3 JFWD 4.32%
4 FFTY 4.28%
5 EKG 4.18%
6 AZTD 4.17%
7 JSML 4.01%
8 FCUS 3.99%
9 COWG 3.69%
10 FXH 3.10%
11 LGHT 2.91%
12 JSMD 2.33%
13 LSEQ 1.91%
14 FMED 1.67%
15 IHF 1.58%
16 XITK 1.41%
17 HAPY 1.38%
18 SMDY 1.37%
19 BRNY 1.31%
20 XMHQ 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.06M (8.48%) 291.53K
Increased by +2.64%
Sep 30, 24
2 Vanguard Group Inc 10.72M (8.22%) 172.04K
Increased by +1.61%
Sep 30, 24
3 Durable Capital Partners LP 7.82M (6.00%) 1.61M
Increased by +20.52%
Sep 30, 24
4 FMR Inc 6.84M (5.25%) 1.60M
Increased by +23.38%
Sep 30, 24
5 William Blair Investment Management, LLC 6.47M (4.96%) 66.15K
Increased by +1.02%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 5.34M (4.09%) -8.51M
Decreased by -159.50%
Sep 30, 24
7 ClearBridge Advisors, LLC 5.32M (4.08%) -532.82K
Decreased by -10.01%
Sep 30, 24
8 Baillie Gifford & Co Limited. 4.94M (3.79%) -415.49K
Decreased by -8.40%
Dec 31, 24
9 State Street Corp 3.69M (2.83%) 88.92K
Increased by +2.41%
Sep 30, 24
10 T. Rowe Price Investment Management,Inc. 3.58M (2.75%) 1.80M
Increased by +50.30%
Sep 30, 24
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.55M (2.72%) -289.63K
Decreased by -8.16%
Sep 30, 24
12 State Street Corporation 3.54M (2.72%) 161.24K
Increased by +4.55%
Mar 31, 24
13 Geode Capital Management, LLC 2.86M (2.19%) 472.56K
Increased by +16.54%
Sep 30, 24
14 HHG PLC 2.46M (1.89%) -13.66K
Decreased by -0.55%
Sep 30, 24
15 Loomis, Sayles & Company LP 2.27M (1.74%) -200.62K
Decreased by -8.83%
Sep 30, 24
16 Edmond de Rothschild Holding S.A. 1.81M (1.39%) -167.70K
Decreased by -9.28%
Jun 30, 24
17 Capital World Investors 1.71M (1.32%) 0.00
Increased by 0.00%
Sep 30, 24
18 Renaissance Technologies Corp 1.68M (1.29%) 80.30K
Increased by +4.77%
Sep 30, 24
19 Swedbank AB 1.66M (1.27%) -1.75M
Decreased by -105.17%
Jun 30, 24
20 Whale Rock Capital Management LLC 1.52M (1.16%) 1.52M
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.18M (3.21%) 680.00
Increased by +0.02%
Jan 29, 25
2 Vanguard Total Stock Mkt Idx Inv 3.43M (2.63%) 126.14K
Increased by +3.67%
Dec 31, 24
3 Vanguard Explorer Inv 2.85M (2.19%) -854.12K
Decreased by -29.93%
Dec 31, 24
4 Vanguard Small Cap Index 2.77M (2.13%) 90.15K
Increased by +3.25%
Dec 31, 24
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 (1.49%) 69.99K
Increased by +3.60%
Dec 31, 24
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 1.57M (1.21%) 98.30K
Increased by +6.25%
Dec 31, 24
10 Fidelity VIP Contrafund Initial 1.51M (1.16%) 34.80K
Increased by +2.30%
Dec 31, 24
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 Fidelity Growth Strategies 1.33M (1.02%) 0.00
Increased by 0.00%
Aug 31, 24
14 Fidelity 1.25M (0.96%) 0.00
Increased by 0.00%
Nov 30, 24
15 Fidelity Advisor New Insights I 1.24M (0.95%) 30.90K
Increased by +2.49%
Dec 31, 24
16 Fidelity Select Software & IT Svcs Port 1.20M (0.92%) -325.40K
Decreased by -27.08%
Nov 30, 23
17 Morgan Stanley Growth SMA 1.17M (0.90%) -45.43K
Decreased by -3.88%
Dec 31, 23
18 CS (Lux) Digital Health Equity SB USD 1.15M (0.88%) 0.00
Increased by 0.00%
Mar 31, 24
19 ClearBridge Aggressive Growth 1.13M (0.87%) 0.00
Increased by 0.00%
Mar 31, 24
20 ClearBridge Aggressive Growth A 1.13M (0.87%) 0.00
Increased by 0.00%
Dec 31, 23