Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.12%
2 PINK 2.37%
3 EDOC 2.04%
4 FDHT 1.99%
5 MOON 1.75%
6 HEAL 1.59%
7 FRTY 1.30%
8 BKIV 1.14%
9 MID 1.03%
10 XHE 1.00%
11 PSCH 0.98%
12 FMED 0.94%
13 FFTY 0.92%
14 BTEC 0.85%
15 SIXS 0.79%
16 LSEQ 0.73%
17 EKG 0.69%
18 QMID 0.58%
19 RZG 0.54%
20 SFLO 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.55M (13.29%) -326.59K
Decreased by -9.21%
Sep 30, 25
2 Vanguard Group Inc 2.95M (11.06%) -46.92K
Decreased by -1.59%
Dec 31, 25
3 Dragoneer Investment Group, LLC 2.35M (8.82%) 1.06M
Increased by +44.89%
Jun 30, 25
4 FMR Inc 2.29M (8.56%) -255.62K
Decreased by -11.18%
Jun 30, 25
5 Wellington Management Company LLP 2.21M (8.28%) 2.21M
Increased by +100.00%
Dec 31, 25
6 Citadel Advisors Llc 1.75M (6.55%) 1.74M
Increased by +99.50%
Sep 30, 25
7 Wasatch Advisors LP 1.63M (6.12%) 110.29K
Increased by +6.75%
Jun 30, 25
8 Deerfield Management Co 1.51M (5.64%) 458.18K
Increased by +30.43%
Dec 31, 25
9 D. E. Shaw & Co LP 1.21M (4.54%) 853.30K
Increased by +70.40%
Dec 31, 25
10 William Blair Investment Management, LLC 1.16M (4.35%) -136.29K
Decreased by -11.74%
Dec 31, 25
11 Baillie Gifford & Co Limited. 1.11M (4.17%) -45.87K
Decreased by -4.12%
Jun 30, 25
12 State Street Corp 979.31K (3.67%) -51.59K
Decreased by -5.27%
Sep 30, 25
13 Wasatch Advisors Inc. 977.61K (3.66%) 481.32K
Increased by +49.23%
Sep 30, 23
14 Point72 Asset Management, L.P. 883.36K (3.31%) 653.74K
Increased by +74.01%
Sep 30, 23
15 Amvescap Plc. 858.57K (3.22%) 65.49K
Increased by +7.63%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 833.60K (3.12%) 225.29K
Increased by +27.03%
Sep 30, 25
17 Artisan Partners Limited Partnership 785.74K (2.94%) 259.50K
Increased by +33.03%
Dec 31, 25
18 Soleus Capital Management, L.P. 728.19K (2.73%) 619.19K
Increased by +85.03%
Sep 30, 25
19 Frontier Capital Management CO Inc 693.20K (2.60%) 259.72K
Increased by +37.47%
Jun 30, 25
20 HHG PLC 667.08K (2.50%) 26.16K
Increased by +3.92%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.61M (6.02%) 1.61M
Increased by +100.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 939.66K (3.52%) 747.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 915.04K (3.43%) 15.40K
Increased by +1.68%
Jan 31, 26
4 Vanguard Health Care Inv 850.07K (3.18%) 850.07K
Increased by +100.00%
Dec 31, 25
5 Select Medical Tech and Devcs 690.00K (2.58%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Small Cap Index 658.19K (2.47%) -661.00
Decreased by -0.10%
Jan 31, 26
7 Vanguard Explorer Inv 655.41K (2.46%) 655.41K
Increased by +100.00%
Dec 31, 25
8 Baillie Gifford US Equity Growth 640.69K (2.40%) -20.57K
Decreased by -3.21%
Dec 31, 24
9 Vanguard US Growth Investor 577.84K (2.16%) -26.67K
Decreased by -4.62%
Jun 30, 25
10 Xtrackers S&P 500 Swap ETF 1C 505.36K (1.89%) -3.73K
Decreased by -0.74%
Dec 31, 25
11 Artisan International Small-Mid Investor 481.99K (1.81%) 161.02K
Increased by +33.41%
Dec 31, 25
12 Artisan Non-U.S. Small-Mid Growth Comp 481.99K (1.81%) 161.02K
Increased by +33.41%
Dec 31, 25
13 FullerThaler Behavioral Small-Cap Growth 481.30K (1.80%) 21.60K
Increased by +4.49%
Dec 31, 25
14 Hartford MidCap Y 460.94K (1.73%) -9.96K
Decreased by -2.16%
Oct 31, 24
15 FullerThaler Behavioral Sm-Cp Gr R6 442.90K (1.66%) 19.90K
Increased by +4.49%
Dec 31, 25
16 Wasatch Core Growth 442.54K (1.66%) 9.04K
Increased by +2.04%
Jun 30, 25
17 Delaware Ivy Mid Cap Growth A 382.67K (1.43%) -9.51K
Decreased by -2.48%
Sep 30, 24
18 Vanguard Small Cap Growth Index Inv 366.02K (1.37%) -5.40K
Decreased by -1.47%
Jan 31, 26
19 Macquarie Mid Cap Growth A 338.79K (1.27%) 0.00
Increased by 0.00%
Jul 31, 25
20 Macquarie US Mid Cap Growth Equity 338.79K (1.27%) 273.93K
Increased by +80.86%
Jun 30, 25