Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.12%
2 EDOC 3.69%
3 PSCH 3.21%
4 BKIV 2.81%
5 FMED 2.05%
6 EKG 1.97%
7 XHE 1.75%
8 MOON 1.75%
9 MID 1.03%
10 SIXS 0.98%
11 FFTY 0.92%
12 BTEC 0.85%
13 RZG 0.80%
14 VIOG 0.80%
15 SLYG 0.78%
16 FXH 0.77%
17 QSML 0.77%
18 IJT 0.75%
19 LSEQ 0.74%
20 QMID 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.20M (14.39%) 83.18K
Increased by +1.98%
Dec 31, 24
2 Vanguard Group Inc 3.27M (11.20%) 38.22K
Increased by +1.17%
Dec 31, 24
3 FMR Inc 2.52M (8.63%) -428.28K
Decreased by -17.00%
Dec 31, 24
4 Wellington Management Company LLP 1.39M (4.77%) -582.72K
Decreased by -41.85%
Sep 30, 24
5 Wasatch Advisors LP 1.32M (4.53%) -1.71K
Decreased by -0.13%
Dec 31, 24
6 Baillie Gifford & Co Limited. 1.26M (4.30%) -110.83K
Decreased by -8.82%
Dec 31, 24
7 State Street Corp 1.06M (3.64%) 12.36K
Increased by +1.16%
Dec 31, 24
8 Wasatch Advisors Inc. 977.61K (3.35%) 481.32K
Increased by +49.23%
Sep 30, 23
9 William Blair Investment Management, LLC 902.61K (3.09%) -3.74K
Decreased by -0.41%
Dec 31, 24
10 Point72 Asset Management, L.P. 883.36K (3.03%) 653.74K
Increased by +74.01%
Sep 30, 23
11 Dragoneer Investment Group, LLC 871.11K (2.98%) 871.11K
Increased by +100.00%
Dec 31, 24
12 Amvescap Plc. 793.08K (2.72%) 99.03K
Increased by +12.49%
Dec 31, 24
13 Farallon Capital Management, L.L.C. 626.85K (2.15%) -228.24K
Decreased by -36.41%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 584.63K (2.00%) 221.32K
Increased by +37.86%
Dec 31, 24
15 Bank of New York Mellon Corp 580.87K (1.99%) -191.89K
Decreased by -33.04%
Dec 31, 24
16 HHG PLC 567.31K (1.94%) 64.70K
Increased by +11.41%
Dec 31, 24
17 1832 Asset Management L.P 562.40K (1.93%) 229.50K
Increased by +40.81%
Sep 30, 23
18 Westfield Capital Management Company, LP 538.29K (1.84%) -7.33K
Decreased by -1.36%
Mar 31, 24
19 Macquarie Group Ltd 537.59K (1.84%) -44.73K
Decreased by -8.32%
Dec 31, 24
20 Eversept Partners, LLC 533.01K (1.83%) 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 1.91M (6.54%) -408.00
Decreased by -0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 944.99K (3.24%) 3.26K
Increased by +0.35%
Feb 28, 25
3 Vanguard Small Cap Index 765.12K (2.62%) 630.00
Increased by +0.08%
Feb 28, 25
4 Select Medical Tech and Devcs 690.00K (2.36%) 0.00
Increased by 0.00%
Nov 30, 23
5 Baillie Gifford US Equity Growth 640.69K (2.19%) -20.57K
Decreased by -3.21%
Dec 31, 24
6 Vanguard US Growth Investor 640.69K (2.19%) -61.58K
Decreased by -9.61%
Dec 31, 24
7 Hartford MidCap Y 460.94K (1.58%) -9.96K
Decreased by -2.16%
Oct 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 455.80K (1.56%) 624.00
Increased by +0.14%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 429.77K (1.47%) -2.42K
Decreased by -0.56%
Feb 28, 25
10 Fidelity Select Medical Tech and Devcs 420.00K (1.44%) 45.00K
Increased by +10.71%
Jan 31, 25
11 Wasatch Core Growth 405.75K (1.39%) 31.74K
Increased by +7.82%
Dec 31, 24
12 Fidelity Select Health Care 400.00K (1.37%) 0.00
Increased by 0.00%
Jan 31, 25
13 Delaware Ivy Mid Cap Growth A 382.67K (1.31%) -9.51K
Decreased by -2.48%
Sep 30, 24
14 Vanguard Explorer Inv 375.04K (1.28%) -104.52K
Decreased by -27.87%
Sep 30, 24
15 Macquarie Mid Cap Growth A 343.51K (1.18%) 0.00
Increased by 0.00%
Jan 31, 25
16 Vanguard Mid Cap Growth Inv 332.87K (1.14%) 6.79K
Increased by +2.04%
Jun 30, 24
17 Fidelity Advisor® Health Care I 324.00K (1.11%) 9.00K
Increased by +2.78%
Nov 30, 23
18 Champlain Small Company Fund, LLC 306.80K (1.05%) -1.86K
Decreased by -0.61%
Feb 28, 25
19 Fidelity OTC 305.84K (1.05%) -161.18K
Decreased by -52.70%
Jan 31, 25
20 American Century Heritage Inv 294.33K (1.01%) 294.33K
Increased by +100.00%
Mar 31, 24