Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 3.34%
2 PJP 2.85%
3 PILL 2.51%
4 IBRN 2.45%
5 BBP 2.04%
6 ECML 1.58%
7 JSML 1.18%
8 SIXS 1.14%
9 GRPZ 1.14%
10 SFLO 1.10%
11 RNSC 1.08%
12 FSGS 1.08%
13 ROSC 1.07%
14 SAWS 1.02%
15 PSCH 0.92%
16 RZG 0.86%
17 CAFG 0.74%
18 IHE 0.62%
19 DSMC 0.54%
20 FSCC 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.97M (15.67%) 1.31M
Increased by +18.83%
Dec 31, 24
2 Valor Management LLC 6.62M (14.88%) -4.60M
Decreased by -69.51%
Dec 31, 24
3 FMR Inc 5.33M (11.99%) 101.18K
Increased by +1.90%
Dec 31, 24
4 Vanguard Group Inc 4.73M (10.65%) 1.26M
Increased by +26.67%
Dec 31, 24
5 Vivo Capital, LLC 2.61M (5.86%) 0.00
Increased by 0.00%
Sep 30, 24
6 Pacer Advisors, INC. 2.28M (5.13%) 351.58K
Increased by +15.42%
Dec 31, 24
7 State Street Corp 1.58M (3.56%) 340.22K
Increased by +21.52%
Dec 31, 24
8 Deep Track Capital, LP 1.45M (3.26%) 1.45M
Increased by +100.00%
Dec 31, 24
9 Citadel Advisors Llc 1.37M (3.08%) 1.21M
Increased by +88.70%
Dec 31, 24
10 State Street Corporation 1.30M (2.91%) -64.90K
Decreased by -5.01%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 1.21M (2.73%) 160.49K
Increased by +13.23%
Dec 31, 24
12 American Century Companies Inc 1.10M (2.48%) 246.14K
Increased by +22.32%
Dec 31, 24
13 Perceptive Advisors LLC 996.31K (2.24%) 104.94K
Increased by +10.53%
Sep 30, 23
14 LSV Asset Management 956.22K (2.15%) 184.03K
Increased by +19.25%
Dec 31, 24
15 Marshall Wace Asset Management Ltd 929.74K (2.09%) 579.10K
Increased by +62.29%
Dec 31, 24
16 Geode Capital Management, LLC 902.93K (2.03%) 167.52K
Increased by +18.55%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 806.88K (1.81%) -43.80K
Decreased by -5.43%
Dec 31, 24
18 Massachusetts Financial Services Company 753.55K (1.69%) -76.07K
Decreased by -10.10%
Mar 31, 25
19 Camber Capital Management LLC 750.00K (1.69%) 750.00K
Increased by +100.00%
Dec 31, 23
20 Neumeier Investment Counsel LLC 595.49K (1.34%) -40.75K
Decreased by -6.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl S 2.47M (5.56%) 0.00
Increased by 0.00%
Mar 31, 25
2 Fidelity Growth Compy Commingled Pl O 2.36M (5.30%) 0.00
Increased by 0.00%
Aug 31, 24
3 iShares Core S&P Small-Cap ETF 2.32M (5.22%) -2.35K
Decreased by -0.10%
Apr 30, 25
4 HBM Healthcare Investments AG Ord 2.15M (4.83%) 0.00
Increased by 0.00%
Dec 31, 24
5 Fidelity® Growth Company 1.77M (3.99%) 20.00K
Increased by +1.13%
Nov 30, 23
6 Fidelity Growth Company Fund 1.70M (3.82%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Total Stock Mkt Idx Inv 1.42M (3.19%) -99.00
Decreased by -0.01%
Mar 31, 25
8 Avantis US Small Cap Value ETF 1.09M (2.45%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Small Cap Index 1.07M (2.41%) -19.88K
Decreased by -1.85%
Mar 31, 25
10 Vanguard US Total Market Shares ETF 992.88K (2.23%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Russell 2000 ETF 941.27K (2.12%) 159.00
Increased by +0.02%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 600.18K (1.35%) -14.15K
Decreased by -2.36%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 596.02K (1.34%) 14.31K
Increased by +2.40%
Mar 31, 25
14 Fidelity® Growth Company K6 587.44K (1.32%) -73.89K
Decreased by -12.58%
Nov 30, 23
15 Neumeier Poma Small Cap Value 567.57K (1.28%) -1.15K
Decreased by -0.20%
Sep 30, 23
16 Fidelity Growth Company K6 537.38K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
17 MFS New Discovery I 491.78K (1.11%) -57.99K
Decreased by -11.79%
Mar 31, 25
18 Fidelity® Series Growth Company 438.92K (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
19 Pacer US Small Cap Cash Cows 100 ETF 423.48K (0.95%) -1.61K
Decreased by -0.38%
Apr 30, 25
20 Fidelity Series Growth Company 411.32K (0.93%) 8.50K
Increased by +2.07%
Mar 31, 25