Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.12%
2 PSCH 3.53%
3 BKIV 2.85%
4 EKG 2.51%
5 FMED 2.05%
6 MOON 1.75%
7 XHE 1.66%
8 FXH 1.27%
9 MID 1.03%
10 FFTY 0.92%
11 BTEC 0.85%
12 QSML 0.77%
13 VIOG 0.69%
14 IHI 0.67%
15 IJT 0.63%
16 SLYG 0.63%
17 BMED 0.53%
18 KOMP 0.51%
19 QMID 0.49%
20 SPSM 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.23M (10.99%) 362.54K
Increased by +11.22%
Sep 30, 24
2 FMR Inc 2.95M (10.02%) -90.95K
Decreased by -3.09%
Sep 30, 24
3 BlackRock Inc 1.86M (6.31%) -33.10K
Decreased by -1.78%
Jun 30, 24
4 Wellington Management Company LLP 1.39M (4.73%) -582.72K
Decreased by -41.85%
Sep 30, 24
5 Baillie Gifford & Co Limited. 1.37M (4.65%) -60.00K
Decreased by -4.39%
Sep 30, 24
6 Wasatch Advisors LP 1.32M (4.50%) 20.48K
Increased by +1.55%
Sep 30, 24
7 State Street Corp 1.05M (3.57%) 459.99K
Increased by +43.82%
Sep 30, 24
8 Wasatch Advisors Inc. 977.61K (3.32%) 481.32K
Increased by +49.23%
Sep 30, 23
9 William Blair Investment Management, LLC 906.35K (3.08%) 135.94K
Increased by +15.00%
Sep 30, 24
10 Point72 Asset Management, L.P. 883.36K (3.00%) 653.74K
Increased by +74.01%
Sep 30, 23
11 Bank of New York Mellon Corp 772.76K (2.63%) -15.05K
Decreased by -1.95%
Sep 30, 24
12 JPMorgan Chase & Co 741.92K (2.52%) -100.26K
Decreased by -13.51%
Sep 30, 24
13 Amvescap Plc. 694.05K (2.36%) 154.98K
Increased by +22.33%
Sep 30, 24
14 Farallon Capital Management, L.L.C. 626.85K (2.13%) -228.24K
Decreased by -36.41%
Mar 31, 24
15 Macquarie Group Ltd 582.32K (1.98%) -9.74K
Decreased by -1.67%
Sep 30, 24
16 1832 Asset Management L.P 562.40K (1.91%) 229.50K
Increased by +40.81%
Sep 30, 23
17 Artisan Partners Limited Partnership 545.94K (1.86%) 1.28K
Increased by +0.23%
Sep 30, 24
18 Westfield Capital Management Company, LP 538.29K (1.83%) -7.33K
Decreased by -1.36%
Mar 31, 24
19 Eversept Partners, LLC 533.01K (1.81%) 112.31K
Increased by +21.07%
Jun 30, 24
20 State Street Corporation 530.20K (1.80%) -993.00
Decreased by -0.19%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.93M (6.56%) 852.00
Increased by +0.04%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 935.79K (3.18%) -3.87K
Decreased by -0.41%
Oct 31, 24
3 Fidelity OTC 778.19K (2.64%) -157.61K
Decreased by -20.25%
Sep 30, 24
4 Vanguard Small Cap Index 747.92K (2.54%) 1.45K
Increased by +0.19%
Oct 31, 24
5 Baillie Gifford US Equity Growth 702.26K (2.39%) 0.00
Increased by 0.00%
Oct 31, 24
6 Vanguard US Growth Investor 702.26K (2.39%) 0.00
Increased by 0.00%
Sep 30, 24
7 Select Medical Tech and Devcs 690.00K (2.35%) 0.00
Increased by 0.00%
Nov 30, 23
8 Hartford MidCap Y 460.94K (1.57%) -9.96K
Decreased by -2.16%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 443.94K (1.51%) -2.56K
Decreased by -0.58%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 411.14K (1.40%) -501.00
Decreased by -0.12%
Oct 31, 24
11 Fidelity Select Medical Tech and Devcs 408.00K (1.39%) -52.00K
Decreased by -12.75%
Sep 30, 24
12 Fidelity Select Health Care 400.00K (1.36%) -45.00K
Decreased by -11.25%
Sep 30, 24
13 Delaware Ivy Mid Cap Growth A 382.67K (1.30%) -9.51K
Decreased by -2.48%
Sep 30, 24
14 Vanguard Explorer Inv 375.04K (1.27%) -104.52K
Decreased by -27.87%
Sep 30, 24
15 Wasatch Core Growth 374.01K (1.27%) 15.02K
Increased by +4.02%
Sep 30, 24
16 JPM US Mid Cap Growth-Composite 350.31K (1.19%) -53.84K
Decreased by -15.37%
Sep 30, 24
17 JPMorgan Mid Cap Growth I 350.31K (1.19%) -53.84K
Decreased by -15.37%
Sep 30, 24
18 Vanguard Mid Cap Growth Inv 332.87K (1.13%) 6.79K
Increased by +2.04%
Jun 30, 24
19 Champlain Small Company Fund, LLC 327.27K (1.11%) -1.53K
Decreased by -0.47%
Oct 31, 24
20 Fidelity Advisor® Health Care I 324.00K (1.10%) 9.00K
Increased by +2.78%
Nov 30, 23