Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.12%
2 PSCH 3.14%
3 BKIV 2.56%
4 EKG 2.28%
5 FMED 1.96%
6 MOON 1.75%
7 XHE 1.69%
8 MID 1.03%
9 FFTY 0.92%
10 FXH 0.86%
11 BTEC 0.85%
12 RZG 0.80%
13 VIOG 0.80%
14 QSML 0.77%
15 SLYG 0.75%
16 IJT 0.75%
17 LSEQ 0.67%
18 IHI 0.59%
19 QMID 0.58%
20 BTAL 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.12M (14.09%) 2.26M
Increased by +54.88%
Sep 30, 24
2 Vanguard Group Inc 3.23M (11.06%) 362.54K
Increased by +11.22%
Sep 30, 24
3 FMR Inc 2.95M (10.09%) -90.95K
Decreased by -3.09%
Sep 30, 24
4 JPMorgan Chase & Co 1.48M (5.08%) -200.51K
Decreased by -13.51%
Sep 30, 24
5 Wellington Management Company LLP 1.39M (4.76%) -582.72K
Decreased by -41.85%
Sep 30, 24
6 Wasatch Advisors LP 1.32M (4.53%) 20.48K
Increased by +1.55%
Sep 30, 24
7 Baillie Gifford & Co Limited. 1.26M (4.30%) -110.83K
Decreased by -8.82%
Dec 31, 24
8 State Street Corp 1.05M (3.59%) 459.99K
Increased by +43.82%
Sep 30, 24
9 Wasatch Advisors Inc. 977.61K (3.35%) 481.32K
Increased by +49.23%
Sep 30, 23
10 William Blair Investment Management, LLC 906.35K (3.10%) 135.94K
Increased by +15.00%
Sep 30, 24
11 Point72 Asset Management, L.P. 883.36K (3.02%) 653.74K
Increased by +74.01%
Sep 30, 23
12 Amvescap Plc. 694.05K (2.38%) 154.98K
Increased by +22.33%
Sep 30, 24
13 Farallon Capital Management, L.L.C. 626.85K (2.15%) -228.24K
Decreased by -36.41%
Mar 31, 24
14 Macquarie Group Ltd 582.32K (1.99%) -9.74K
Decreased by -1.67%
Sep 30, 24
15 Bank of New York Mellon Corp 580.87K (1.99%) -191.89K
Decreased by -33.04%
Dec 31, 24
16 1832 Asset Management L.P 562.40K (1.92%) 229.50K
Increased by +40.81%
Sep 30, 23
17 Artisan Partners Limited Partnership 545.94K (1.87%) 1.28K
Increased by +0.23%
Sep 30, 24
18 Westfield Capital Management Company, LP 538.29K (1.84%) -7.33K
Decreased by -1.36%
Mar 31, 24
19 Eversept Partners, LLC 533.01K (1.82%) 112.31K
Increased by +21.07%
Jun 30, 24
20 State Street Corporation 530.20K (1.81%) -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 (6.59%) 4.37K
Increased by +0.23%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 936.85K (3.21%) 4.10K
Increased by +0.44%
Dec 31, 24
3 Vanguard Small Cap Index 763.11K (2.61%) 10.84K
Increased by +1.42%
Dec 31, 24
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 Fidelity OTC 467.02K (1.60%) -86.20K
Decreased by -18.46%
Dec 31, 24
8 Hartford MidCap Y 460.94K (1.58%) -9.96K
Decreased by -2.16%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 455.06K (1.56%) 8.95K
Increased by +1.97%
Dec 31, 24
10 Vanguard Small Cap Growth Index Inv 432.87K (1.48%) 18.86K
Increased by +4.36%
Dec 31, 24
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%
Dec 31, 24
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 Fidelity Select Medical Tech and Devcs 375.00K (1.28%) -10.00K
Decreased by -2.67%
Dec 31, 24
16 Macquarie Mid Cap Growth A 364.44K (1.25%) 0.00
Increased by 0.00%
Nov 30, 24
17 Vanguard Mid Cap Growth Inv 332.87K (1.14%) 6.79K
Increased by +2.04%
Jun 30, 24
18 Fidelity Advisor® Health Care I 324.00K (1.11%) 9.00K
Increased by +2.78%
Nov 30, 23
19 Champlain Small Company Fund, LLC 309.24K (1.06%) -6.33K
Decreased by -2.05%
Dec 31, 24
20 American Century Heritage Inv 294.33K (1.01%) 294.33K
Increased by +100.00%
Mar 31, 24