Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LRNZ 2.57%
2 HEAL 1.91%
3 FMED 1.85%
4 EDOC 1.78%
5 EKG 1.43%
6 BCSM 1.37%
7 BCTK 0.86%
8 IQM 0.09%
9 IHF 0.08%
10 VBR 0.04%
11 JKK 0.02%
12 VB 0.02%
13 VTWV 0.02%
14 VTWO 0.02%
15 VTWG 0.02%
16 VHT 0.02%
17 IWO 0.02%
18 ISCG 0.02%
19 IWM 0.02%
20 IWN 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 11.98M (18.08%) 6.09M
Increased by +50.81%
Mar 31, 26
2 Bain Capital Life Sciences Investors, LLC 10.45M (15.77%) -2.00M
Decreased by -19.14%
Mar 31, 26
3 FMR Inc 5.40M (8.15%) 1.27M
Increased by +23.62%
Mar 31, 26
4 BAMCO Inc 3.83M (5.78%) 1.52M
Increased by +39.81%
Mar 31, 26
5 HHG PLC 2.18M (3.29%) 1.32M
Increased by +60.31%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 2.05M (3.09%) 2.05M
Increased by +100.00%
Mar 31, 26
7 Amvescap Plc. 1.91M (2.89%) 1.34M
Increased by +69.82%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.89M (2.86%) 1.89M
Increased by +100.00%
Mar 31, 26
9 Capricorn Investment Group LLC 1.66M (2.51%) 1.66M
Increased by +100.00%
Dec 31, 25
10 Vanguard Group Inc 1.58M (2.38%) 128.40K
Increased by +8.12%
Dec 31, 25
11 BlackRock Inc 1.46M (2.21%) 120.44K
Increased by +8.24%
Mar 31, 26
12 UBS Asset Mgmt Americas Inc 1.41M (2.13%) -16.18K
Decreased by -1.14%
Mar 31, 26
13 AllianceBernstein L.P. 1.22M (1.85%) 135.30K
Increased by +11.05%
Mar 31, 26
14 Millennium Management LLC 1.09M (1.65%) 1.03M
Increased by +93.80%
Mar 31, 26
15 Baillie Gifford & Co Limited. 1.08M (1.64%) -1.92M
Decreased by -177.14%
Mar 31, 26
16 Summit Partners Public Asset Management, LLC 892.09K (1.35%) -367.03K
Decreased by -41.14%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 851.93K (1.29%) 106.01K
Increased by +12.44%
Mar 31, 26
18 Franklin Resources Inc 793.72K (1.20%) 108.56K
Increased by +13.68%
Mar 31, 26
19 Lord, Abbett & Co LLC 790.90K (1.19%) -341.84K
Decreased by -43.22%
Dec 31, 25
20 Eventide Asset Management, LLC 756.96K (1.14%) 250.97K
Increased by +33.15%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 5.65M (8.53%) 4.43M
Increased by +78.30%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 1.64M (2.48%) 1.46K
Increased by +0.09%
Apr 30, 26
3 Baron Discovery Institutional 1.60M (2.42%) 795.17K
Increased by +49.55%
Mar 31, 26
4 Baron Discovery Strategy 1.60M (2.42%) 795.17K
Increased by +49.55%
Mar 31, 26
5 Vanguard Small Cap Index 1.17M (1.77%) -4.02K
Decreased by -0.34%
Apr 30, 26
6 Invesco Discovery A 1.12M (1.68%) 0.00
Increased by 0.00%
Apr 30, 26
7 Invesco OFI Small Cap Growth 1.12M (1.68%) 1.12M
Increased by +100.00%
Mar 31, 26
8 Scottish Mortgage Ord 1.08M (1.64%) -355.96K
Decreased by -32.82%
Mar 31, 26
9 Fidelity Select Health Care 1.00M (1.51%) -80.00K
Decreased by -8.00%
Apr 30, 26
10 Fidelity Select Medical Tech and Devcs 1.00M (1.51%) -128.00K
Decreased by -12.80%
Apr 30, 26
11 Janus Henderson US Small Cap Growth MA 781.65K (1.18%) 781.65K
Increased by +100.00%
Sep 30, 25
12 Vanguard Small Cap Value Index Inv 756.16K (1.14%) 5.28K
Increased by +0.70%
Apr 30, 26
13 Janus Henderson US Small Cap Growth 754.49K (1.14%) 124.49K
Increased by +16.50%
Mar 31, 26
14 Janus Henderson Venture D 754.49K (1.14%) 131.44K
Increased by +17.42%
Mar 31, 26
15 Franklin DynaTech A 750.00K (1.13%) 0.00
Increased by 0.00%
Apr 30, 26
16 Franklin Innovation Composite 750.00K (1.13%) 100.00K
Increased by +13.33%
Mar 31, 26
17 Eventide Healthcare & Life Sciences I 714.37K (1.08%) 208.38K
Increased by +29.17%
Mar 31, 26
18 Fidelity Growth Compy Commingled Pl S 686.13K (1.04%) 474.00
Increased by +0.07%
Apr 30, 26
19 Champlain Small Company Fund, LLC 672.85K (1.02%) 131.80K
Increased by +19.59%
Apr 30, 26
20 Baron Opportunity Retail 652.26K (0.98%) 129.97K
Increased by +19.93%
Mar 31, 26