Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 4.96%
2 MEDI 2.32%
3 PTH 2.13%
4 XHE 2.04%
5 HAPS 2.01%
6 AWEG 1.90%
7 FMED 1.48%
8 XSMO 1.48%
9 HTEC 1.41%
10 NSCS 1.21%
11 SLYG 1.18%
12 IJT 1.18%
13 BTEC 1.17%
14 VIOG 1.05%
15 IHI 0.95%
16 ESIX 0.91%
17 MMSC 0.83%
18 FDMO 0.75%
19 OASC 0.70%
20 RZG 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.04M (15.07%) 140.78K
Increased by +1.75%
Jun 30, 24
2 FMR Inc 6.58M (12.34%) -203.43K
Decreased by -3.09%
Sep 30, 24
3 Vanguard Group Inc 5.87M (11.01%) 420.38K
Increased by +7.16%
Sep 30, 24
4 Wellington Management Company LLP 2.18M (4.09%) 1.63M
Increased by +74.65%
Sep 30, 24
5 State Street Corp 1.95M (3.66%) 98.11K
Increased by +5.02%
Sep 30, 24
6 State Street Corporation 1.83M (3.42%) 8.80K
Increased by +0.48%
Mar 31, 24
7 Ameriprise Financial Inc 1.64M (3.07%) 296.87K
Increased by +18.10%
Sep 30, 24
8 Brown Capital Management, LLC 1.63M (3.06%) -263.37K
Decreased by -16.11%
Sep 30, 24
9 Lord, Abbett & Co LLC 1.53M (2.87%) -1.23M
Decreased by -80.23%
Sep 30, 24
10 Amvescap Plc. 1.39M (2.61%) -224.39K
Decreased by -16.14%
Sep 30, 24
11 HHG PLC 1.33M (2.49%) -131.75K
Decreased by -9.94%
Sep 30, 24
12 Millennium Management LLC 1.28M (2.40%) -49.37K
Decreased by -3.86%
Jun 30, 24
13 PRIMECAP Management Company 1.25M (2.33%) 24.37K
Increased by +1.96%
Sep 30, 24
14 Geode Capital Management, LLC 1.17M (2.20%) 66.13K
Increased by +5.64%
Sep 30, 24
15 Fred Alger Management, LLC 1.08M (2.02%) -201.75K
Decreased by -18.73%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 918.16K (1.72%) -5.37K
Decreased by -0.58%
Mar 31, 24
17 Driehaus Capital Management LLC 861.61K (1.62%) 57.96K
Increased by +6.73%
Sep 30, 24
18 Artisan Partners Limited Partnership 795.25K (1.49%) -232.30K
Decreased by -29.21%
Sep 30, 24
19 BRAIDWELL LP 695.79K (1.30%) -348.60K
Decreased by -50.10%
Sep 30, 23
20 American Century Companies Inc 676.85K (1.27%) -7.32K
Decreased by -1.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.56M (6.67%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.65M (3.10%) -6.80K
Decreased by -0.41%
Oct 31, 24
3 iShares Russell 2000 ETF 1.37M (2.57%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Small Cap Index 1.31M (2.45%) 2.55K
Increased by +0.20%
Oct 31, 24
5 Select Medical Tech and Devcs 1.20M (2.25%) 120.00K
Increased by +10.00%
Nov 30, 23
6 Fidelity Select Medical Tech and Devcs 850.00K (1.59%) -10.00K
Decreased by -1.18%
Oct 31, 24
7 Vanguard Health Care Inv 849.15K (1.59%) 849.15K
Increased by +100.00%
Sep 30, 24
8 Fidelity Select Health Care 845.00K (1.58%) -7.00K
Decreased by -0.83%
Oct 31, 24
9 Janus Henderson Triton D 840.72K (1.58%) 0.00
Increased by 0.00%
Sep 30, 24
10 Janus Henderson US SMID Cap Growth 840.72K (1.58%) -81.44K
Decreased by -9.69%
Sep 30, 24
11 PRIMECAP Odyssey Aggressive Growth 831.53K (1.56%) -5.10K
Decreased by -0.61%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 811.47K (1.52%) -2.99K
Decreased by -0.37%
Oct 31, 24
13 Brown Capital Mgmt Small Co Inv 758.29K (1.42%) -197.20K
Decreased by -26.01%
Jun 30, 24
14 Vanguard Small Cap Growth Index Inv 717.96K (1.35%) -1.01K
Decreased by -0.14%
Oct 31, 24
15 Lord Abbett & Co. Growth Equity- SA 714.96K (1.34%) 246.72K
Increased by +34.51%
Sep 30, 24
16 Lord Abbett Growth Leaders I 714.96K (1.34%) 115.99K
Increased by +16.22%
Sep 30, 24
17 American Century Heritage Inv 603.76K (1.13%) 0.00
Increased by 0.00%
Sep 30, 23
18 American Century US Opport. Mid Cap Gr 603.76K (1.13%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fidelity Advisor® Health Care I 600.00K (1.12%) 60.00K
Increased by +10.00%
Nov 30, 23
20 American Funds SMALLCAP World A 550.32K (1.03%) 0.00
Increased by 0.00%
Sep 30, 24