Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 3.76%
2 PTH 2.12%
3 HAPS 2.01%
4 XHE 1.65%
5 XSMO 1.57%
6 HTEC 1.41%
7 MEDI 1.39%
8 AWEG 1.24%
9 BTEC 1.17%
10 FMED 1.12%
11 VIOG 0.85%
12 FDMO 0.80%
13 NSCS 0.79%
14 SLYG 0.79%
15 IJT 0.78%
16 IHI 0.61%
17 OASC 0.59%
18 ESIX 0.56%
19 LNGR 0.55%
20 ETHO 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.56M (15.50%) -240.89K
Decreased by -2.82%
Mar 31, 25
2 FMR Inc 6.54M (11.84%) 425.89K
Increased by +6.51%
Mar 31, 25
3 Vanguard Group Inc 5.97M (10.80%) -9.86K
Decreased by -0.17%
Mar 31, 25
4 Wellington Management Company LLP 2.29M (4.15%) 131.25K
Increased by +5.73%
Mar 31, 25
5 State Street Corp 1.98M (3.59%) -79.01K
Decreased by -3.98%
Mar 31, 25
6 Ameriprise Financial Inc 1.94M (3.52%) 13.13K
Increased by +0.68%
Mar 31, 25
7 State Street Corporation 1.83M (3.31%) 8.80K
Increased by +0.48%
Mar 31, 24
8 Amvescap Plc. 1.46M (2.64%) 68.31K
Increased by +4.68%
Dec 31, 24
9 Lord, Abbett & Co LLC 1.31M (2.37%) -219.01K
Decreased by -16.72%
Dec 31, 24
10 Millennium Management LLC 1.28M (2.31%) -49.37K
Decreased by -3.86%
Jun 30, 24
11 PRIMECAP Management Company 1.22M (2.21%) 4.15K
Increased by +0.34%
Mar 31, 25
12 Geode Capital Management, LLC 1.22M (2.20%) 17.85K
Increased by +1.47%
Mar 31, 25
13 Citadel Advisors Llc 1.19M (2.16%) 833.29K
Increased by +69.86%
Dec 31, 24
14 Brown Capital Management, LLC 1.19M (2.16%) -155.27K
Decreased by -13.02%
Mar 31, 25
15 Westfield Capital Management Company, L.P. 1.08M (1.96%) 277.03K
Increased by +25.55%
Mar 31, 25
16 Driehaus Capital Management LLC 973.63K (1.76%) 153.50K
Increased by +15.77%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 918.16K (1.66%) -5.37K
Decreased by -0.58%
Mar 31, 24
18 HHG PLC 900.37K (1.63%) -192.05K
Decreased by -21.33%
Mar 31, 25
19 Gilder Gagnon Howe & CO LLC 836.53K (1.51%) 11.25K
Increased by +1.35%
Mar 31, 25
20 AllianceBernstein L.P. 816.15K (1.48%) 755.03K
Increased by +92.51%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.35M (6.06%) -2.87K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.72M (3.11%) 13.90K
Increased by +0.81%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.66M (3.00%) 135.33K
Increased by +8.16%
Sep 30, 24
4 Vanguard Small Cap Index 1.35M (2.44%) 7.66K
Increased by +0.57%
Apr 30, 25
5 iShares Russell 2000 ETF 1.21M (2.19%) 204.00
Increased by +0.02%
Apr 30, 25
6 Select Medical Tech and Devcs 1.20M (2.17%) 120.00K
Increased by +10.00%
Nov 30, 23
7 Vanguard Health Care Inv 1.02M (1.85%) 173.53K
Increased by +16.97%
Mar 31, 25
8 Fidelity Select Health Care 860.00K (1.56%) 240.00K
Increased by +27.91%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 851.87K (1.54%) 3.73K
Increased by +0.44%
Apr 30, 25
10 PRIMECAP Odyssey Aggressive Growth 801.93K (1.45%) -11.29K
Decreased by -1.41%
Mar 31, 25
11 Fidelity Select Medical Tech and Devcs 800.00K (1.45%) 200.00K
Increased by +25.00%
Mar 31, 25
12 Brown Capital Mgmt Small Co Inv 758.29K (1.37%) -197.20K
Decreased by -26.01%
Jun 30, 24
13 Vanguard Small Cap Growth Index Inv 751.13K (1.36%) -1.03K
Decreased by -0.14%
Apr 30, 25
14 Lord Abbett Growth Leaders I 666.39K (1.21%) 0.00
Increased by 0.00%
Feb 28, 25
15 Janus Henderson US SMID Cap Growth 641.08K (1.16%) -199.63K
Decreased by -31.14%
Dec 31, 24
16 Janus Henderson US SMID Cap Growth MA 641.08K (1.16%) 641.05K
Increased by +99.99%
Dec 31, 24
17 American Century Heritage Inv 603.76K (1.09%) 0.00
Increased by 0.00%
Sep 30, 23
18 American Century US Opport. Mid Cap Gr 603.76K (1.09%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fidelity Advisor® Health Care I 600.00K (1.09%) 60.00K
Increased by +10.00%
Nov 30, 23
20 American Funds SMALLCAP World A 550.32K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25