Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.12%
2 EDOC 3.64%
3 PSCH 3.34%
4 BKIV 2.53%
5 FMED 2.05%
6 EKG 1.81%
7 MOON 1.75%
8 XHE 1.67%
9 MID 1.03%
10 SIXS 1.02%
11 FRTY 0.99%
12 FFTY 0.92%
13 BTEC 0.85%
14 FXH 0.77%
15 QSML 0.77%
16 VIOG 0.74%
17 RZG 0.74%
18 LSEQ 0.73%
19 IJT 0.70%
20 SLYG 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.20M (14.47%) 83.18K
Increased by +1.98%
Dec 31, 24
2 Vanguard Group Inc 3.27M (11.26%) 38.22K
Increased by +1.17%
Dec 31, 24
3 FMR Inc 2.52M (8.68%) -428.28K
Decreased by -17.00%
Dec 31, 24
4 Wellington Management Company LLP 1.39M (4.79%) -582.72K
Decreased by -41.85%
Sep 30, 24
5 Wasatch Advisors LP 1.32M (4.55%) -1.71K
Decreased by -0.13%
Dec 31, 24
6 Baillie Gifford & Co Limited. 1.26M (4.33%) -110.83K
Decreased by -8.82%
Dec 31, 24
7 State Street Corp 1.06M (3.66%) 12.36K
Increased by +1.16%
Dec 31, 24
8 Wasatch Advisors Inc. 977.61K (3.37%) 481.32K
Increased by +49.23%
Sep 30, 23
9 William Blair Investment Management, LLC 902.61K (3.11%) -3.74K
Decreased by -0.41%
Dec 31, 24
10 Point72 Asset Management, L.P. 883.36K (3.04%) 653.74K
Increased by +74.01%
Sep 30, 23
11 Dragoneer Investment Group, LLC 871.11K (3.00%) 871.11K
Increased by +100.00%
Dec 31, 24
12 Amvescap Plc. 793.08K (2.73%) 99.03K
Increased by +12.49%
Dec 31, 24
13 Farallon Capital Management, L.L.C. 626.85K (2.16%) -228.24K
Decreased by -36.41%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 584.63K (2.01%) 221.32K
Increased by +37.86%
Dec 31, 24
15 Bank of New York Mellon Corp 580.87K (2.00%) -191.89K
Decreased by -33.04%
Dec 31, 24
16 HHG PLC 567.31K (1.95%) 64.70K
Increased by +11.41%
Dec 31, 24
17 1832 Asset Management L.P 562.40K (1.94%) 229.50K
Increased by +40.81%
Sep 30, 23
18 Westfield Capital Management Company, LP 538.29K (1.85%) -7.33K
Decreased by -1.36%
Mar 31, 24
19 Macquarie Group Ltd 537.59K (1.85%) -44.73K
Decreased by -8.32%
Dec 31, 24
20 Eversept Partners, LLC 533.01K (1.84%) 112.31K
Increased by +21.07%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.80M (6.20%) -1.55K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 947.93K (3.26%) 2.94K
Increased by +0.31%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 939.66K (3.24%) 747.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 740.52K (2.55%) -24.61K
Decreased by -3.32%
Mar 31, 25
5 Select Medical Tech and Devcs 690.00K (2.38%) 0.00
Increased by 0.00%
Nov 30, 23
6 Baillie Gifford US Equity Growth 640.69K (2.21%) -20.57K
Decreased by -3.21%
Dec 31, 24
7 Vanguard US Growth Investor 604.51K (2.08%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Select Medical Tech and Devcs 520.00K (1.79%) 27.50K
Increased by +5.29%
Mar 31, 25
9 Fidelity Select Health Care 500.00K (1.72%) 35.00K
Increased by +7.00%
Mar 31, 25
10 Hartford MidCap Y 460.94K (1.59%) -9.96K
Decreased by -2.16%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 456.81K (1.57%) 1.01K
Increased by +0.22%
Mar 31, 25
12 Wasatch Core Growth 433.49K (1.49%) 27.74K
Increased by +6.40%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 415.23K (1.43%) -14.54K
Decreased by -3.50%
Mar 31, 25
14 Delaware Ivy Mid Cap Growth A 382.67K (1.32%) -9.51K
Decreased by -2.48%
Sep 30, 24
15 Vanguard Explorer Inv 375.04K (1.29%) -104.52K
Decreased by -27.87%
Sep 30, 24
16 Macquarie Mid Cap Growth A 343.51K (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
17 Vanguard Mid Cap Growth Inv 332.87K (1.15%) 6.79K
Increased by +2.04%
Jun 30, 24
18 Fidelity Advisor® Health Care I 324.00K (1.12%) 9.00K
Increased by +2.78%
Nov 30, 23
19 Strategic Advisers Fidelity US TtlStk 308.24K (1.06%) 17.00K
Increased by +5.52%
Mar 31, 25
20 Fidelity OTC 305.84K (1.05%) -161.18K
Decreased by -52.70%
Jan 31, 25