Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 3.62%
2 MEDI 2.34%
3 PTH 2.12%
4 HAPS 2.01%
5 XSMO 1.71%
6 XHE 1.68%
7 HTEC 1.46%
8 VIOG 1.19%
9 BTEC 1.17%
10 FMED 1.14%
11 NSCS 0.87%
12 IJT 0.87%
13 SLYG 0.86%
14 FDMO 0.80%
15 MMSC 0.78%
16 ESIX 0.76%
17 IHI 0.66%
18 LNGR 0.55%
19 ETHO 0.55%
20 OASC 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.80M (16.09%) 319.71K
Increased by +3.63%
Dec 31, 24
2 FMR Inc 6.11M (11.18%) -472.73K
Decreased by -7.73%
Dec 31, 24
3 Vanguard Group Inc 5.97M (10.93%) 101.84K
Increased by +1.70%
Dec 31, 24
4 Wellington Management Company LLP 2.16M (3.95%) -24.23K
Decreased by -1.12%
Dec 31, 24
5 State Street Corp 2.06M (3.77%) 108.95K
Increased by +5.28%
Dec 31, 24
6 Ameriprise Financial Inc 1.93M (3.53%) 290.66K
Increased by +15.05%
Dec 31, 24
7 State Street Corporation 1.83M (3.34%) 8.80K
Increased by +0.48%
Mar 31, 24
8 Amvescap Plc. 1.46M (2.67%) 68.31K
Increased by +4.68%
Dec 31, 24
9 Brown Capital Management, LLC 1.35M (2.46%) -286.73K
Decreased by -21.27%
Dec 31, 24
10 Lord, Abbett & Co LLC 1.31M (2.39%) -219.01K
Decreased by -16.72%
Dec 31, 24
11 Millennium Management LLC 1.28M (2.34%) -49.37K
Decreased by -3.86%
Jun 30, 24
12 PRIMECAP Management Company 1.21M (2.22%) -30.86K
Decreased by -2.54%
Dec 31, 24
13 Geode Capital Management, LLC 1.20M (2.19%) 25.20K
Increased by +2.10%
Dec 31, 24
14 Citadel Advisors Llc 1.19M (2.18%) 833.29K
Increased by +69.86%
Dec 31, 24
15 HHG PLC 1.09M (2.00%) -233.37K
Decreased by -21.36%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 918.16K (1.68%) -5.37K
Decreased by -0.58%
Mar 31, 24
17 Gilder Gagnon Howe & CO LLC 825.28K (1.51%) 166.68K
Increased by +20.20%
Dec 31, 24
18 Driehaus Capital Management LLC 820.12K (1.50%) -41.48K
Decreased by -5.06%
Dec 31, 24
19 AllianceBernstein L.P. 816.15K (1.49%) 755.03K
Increased by +92.51%
Dec 31, 24
20 William Blair Investment Management, LLC 809.59K (1.48%) 809.59K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.41M (6.24%) 1.94K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.65M (3.02%) 1.06K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 1.34M (2.45%) 1.09K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 1.29M (2.36%) -11.16K
Decreased by -0.87%
Mar 31, 25
5 Select Medical Tech and Devcs 1.20M (2.19%) 120.00K
Increased by +10.00%
Nov 30, 23
6 Vanguard Health Care Inv 849.15K (1.55%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 837.24K (1.53%) 3.35K
Increased by +0.40%
Feb 28, 25
8 PRIMECAP Odyssey Aggressive Growth 813.23K (1.49%) -18.31K
Decreased by -2.25%
Dec 31, 24
9 Brown Capital Mgmt Small Co Inv 758.29K (1.39%) -197.20K
Decreased by -26.01%
Jun 30, 24
10 Vanguard Small Cap Growth Index Inv 750.94K (1.37%) -4.47K
Decreased by -0.59%
Feb 28, 25
11 Lord Abbett Growth Leaders I 666.39K (1.22%) 126.14K
Increased by +18.93%
Jan 31, 25
12 Janus Henderson US SMID Cap Growth 641.08K (1.17%) -199.63K
Decreased by -31.14%
Dec 31, 24
13 Janus Henderson US SMID Cap Growth MA 641.08K (1.17%) 641.05K
Increased by +99.99%
Dec 31, 24
14 Fidelity Select Health Care 620.00K (1.13%) -30.12K
Decreased by -4.86%
Feb 28, 25
15 American Century Heritage Inv 603.76K (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
16 American Century US Opport. Mid Cap Gr 603.76K (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fidelity Advisor® Health Care I 600.00K (1.10%) 60.00K
Increased by +10.00%
Nov 30, 23
18 Fidelity Select Medical Tech and Devcs 600.00K (1.10%) -40.00K
Decreased by -6.67%
Feb 28, 25
19 Janus Henderson Triton D 563.73K (1.03%) -77.35K
Decreased by -13.72%
Jan 31, 25
20 American Funds SMALLCAP World A 550.32K (1.01%) 0.00
Increased by 0.00%
Dec 31, 24