Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 3.59%
2 PTH 2.12%
3 HAPS 2.01%
4 XHE 1.59%
5 XSMO 1.57%
6 HTEC 1.41%
7 MEDI 1.39%
8 BTEC 1.17%
9 FMED 1.10%
10 NSCS 0.85%
11 VIOG 0.85%
12 FDMO 0.80%
13 SLYG 0.78%
14 IJT 0.75%
15 IHI 0.59%
16 OASC 0.57%
17 LNGR 0.55%
18 ETHO 0.55%
19 MMSC 0.55%
20 ESIX 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.80M (15.93%) 319.71K
Increased by +3.63%
Dec 31, 24
2 FMR Inc 6.11M (11.07%) -472.73K
Decreased by -7.73%
Dec 31, 24
3 Vanguard Group Inc 5.97M (10.82%) 101.84K
Increased by +1.70%
Dec 31, 24
4 Wellington Management Company LLP 2.16M (3.91%) -24.23K
Decreased by -1.12%
Dec 31, 24
5 State Street Corp 2.06M (3.74%) 108.95K
Increased by +5.28%
Dec 31, 24
6 Ameriprise Financial Inc 1.93M (3.50%) 290.66K
Increased by +15.05%
Dec 31, 24
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 Brown Capital Management, LLC 1.35M (2.44%) -286.73K
Decreased by -21.27%
Dec 31, 24
10 Lord, Abbett & Co LLC 1.31M (2.37%) -219.01K
Decreased by -16.72%
Dec 31, 24
11 Millennium Management LLC 1.28M (2.31%) -49.37K
Decreased by -3.86%
Jun 30, 24
12 PRIMECAP Management Company 1.21M (2.20%) -30.86K
Decreased by -2.54%
Dec 31, 24
13 Geode Capital Management, LLC 1.20M (2.17%) 25.20K
Increased by +2.10%
Dec 31, 24
14 Citadel Advisors Llc 1.19M (2.16%) 833.29K
Increased by +69.86%
Dec 31, 24
15 HHG PLC 1.09M (1.98%) -233.37K
Decreased by -21.36%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 918.16K (1.66%) -5.37K
Decreased by -0.58%
Mar 31, 24
17 Gilder Gagnon Howe & CO LLC 825.28K (1.49%) 166.68K
Increased by +20.20%
Dec 31, 24
18 Driehaus Capital Management LLC 820.12K (1.49%) -41.48K
Decreased by -5.06%
Dec 31, 24
19 AllianceBernstein L.P. 816.15K (1.48%) 755.03K
Increased by +92.51%
Dec 31, 24
20 William Blair Investment Management, LLC 809.59K (1.47%) 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 3.35M (6.06%) -2.87K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.71M (3.09%) 53.89K
Increased by +3.16%
Mar 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 1.34M (2.43%) 4.01K
Increased by +0.30%
Mar 31, 25
5 iShares Russell 2000 ETF 1.21M (2.19%) -9.79K
Decreased by -0.81%
Apr 29, 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 848.14K (1.54%) 10.89K
Increased by +1.28%
Mar 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 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 752.17K (1.36%) 1.22K
Increased by +0.16%
Mar 31, 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