Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 4.22%
2 PTH 2.12%
3 AWEG 2.08%
4 HAPS 2.01%
5 XHE 1.88%
6 XSMO 1.64%
7 HTEC 1.57%
8 MEDI 1.39%
9 FMED 1.21%
10 BTEC 1.17%
11 SLYG 0.86%
12 VIOG 0.85%
13 IJT 0.85%
14 FDMO 0.80%
15 NSCS 0.79%
16 IHI 0.67%
17 OASC 0.62%
18 ESIX 0.61%
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 (11.85%) 425.89K
Increased by +6.51%
Mar 31, 25
3 Vanguard Group Inc 5.97M (10.81%) -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 (3.60%) -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. 1.45M (2.63%) -6.52K
Decreased by -0.45%
Mar 31, 25
9 Lord, Abbett & Co LLC 1.31M (2.37%) -219.01K
Decreased by -16.72%
Dec 31, 24
10 Millennium Management LLC 1.28M (2.32%) -49.37K
Decreased by -3.86%
Jun 30, 24
11 AllianceBernstein L.P. 1.28M (2.31%) 461.39K
Increased by +36.12%
Mar 31, 25
12 PRIMECAP Management Company 1.22M (2.21%) 4.15K
Increased by +0.34%
Mar 31, 25
13 Geode Capital Management, LLC 1.22M (2.20%) 17.85K
Increased by +1.47%
Mar 31, 25
14 Citadel Advisors Llc 1.19M (2.16%) 833.29K
Increased by +69.86%
Dec 31, 24
15 Brown Capital Management, LLC 1.19M (2.16%) -155.27K
Decreased by -13.02%
Mar 31, 25
16 Westfield Capital Management Company, L.P. 1.08M (1.96%) 277.03K
Increased by +25.55%
Mar 31, 25
17 Driehaus Capital Management LLC 973.63K (1.76%) 153.50K
Increased by +15.77%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 918.16K (1.66%) -5.37K
Decreased by -0.58%
Mar 31, 24
19 HHG PLC 900.37K (1.63%) -192.05K
Decreased by -21.33%
Mar 31, 25
20 Gilder Gagnon Howe & CO LLC 836.53K (1.52%) 11.25K
Increased by +1.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.31M (6.00%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.72M (3.12%) 1.23K
Increased by +0.07%
May 31, 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 1.36M (2.46%) 6.65K
Increased by +0.49%
May 31, 25
5 iShares Russell 2000 ETF 1.23M (2.23%) 0.00
Increased by 0.00%
May 31, 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 862.60K (1.56%) 2.60K
Increased by +0.30%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 858.91K (1.56%) 7.05K
Increased by +0.82%
May 31, 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 793.20K (1.44%) -6.80K
Decreased by -0.86%
Apr 30, 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 745.62K (1.35%) -5.51K
Decreased by -0.74%
May 31, 25
14 Strategic Advisers Fidelity US TtlStk 674.00K (1.22%) 168.34K
Increased by +24.98%
Apr 30, 25
15 Lord Abbett Growth Leaders I 666.39K (1.21%) 0.00
Increased by 0.00%
Feb 28, 25
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 Janus Henderson Triton D 581.12K (1.05%) 58.39K
Increased by +10.05%
Apr 30, 25