Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.12%
2 EDOC 3.27%
3 PSCH 2.86%
4 BKIV 2.09%
5 FMED 1.77%
6 MOON 1.75%
7 EKG 1.56%
8 XHE 1.48%
9 MID 1.03%
10 FRTY 0.99%
11 FFTY 0.92%
12 SIXS 0.86%
13 BTEC 0.85%
14 FXH 0.77%
15 QSML 0.77%
16 VIOG 0.74%
17 LSEQ 0.73%
18 RZG 0.66%
19 IJT 0.61%
20 SLYG 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.03M (13.88%) -171.77K
Decreased by -4.26%
Mar 31, 25
2 Vanguard Group Inc 3.23M (11.11%) -44.71K
Decreased by -1.39%
Mar 31, 25
3 FMR Inc 2.54M (8.75%) 21.83K
Increased by +0.86%
Mar 31, 25
4 Wasatch Advisors LP 1.52M (5.25%) 202.34K
Increased by +13.28%
Mar 31, 25
5 Wellington Management Company LLP 1.39M (4.79%) -582.72K
Decreased by -41.85%
Sep 30, 24
6 Dragoneer Investment Group, LLC 1.30M (4.47%) 426.49K
Increased by +32.87%
Mar 31, 25
7 Baillie Gifford & Co Limited. 1.16M (3.99%) -96.25K
Decreased by -8.30%
Mar 31, 25
8 UBS Asset Mgmt Americas Inc 1.11M (3.83%) 759.09K
Increased by +68.21%
Mar 31, 25
9 State Street Corp 1.01M (3.47%) -54.09K
Decreased by -5.37%
Mar 31, 25
10 Wasatch Advisors Inc. 977.61K (3.37%) 481.32K
Increased by +49.23%
Sep 30, 23
11 Point72 Asset Management, L.P. 883.36K (3.04%) 653.74K
Increased by +74.01%
Sep 30, 23
12 Amvescap Plc. 793.08K (2.73%) 99.03K
Increased by +12.49%
Dec 31, 24
13 William Blair Investment Management, LLC 692.92K (2.39%) -209.69K
Decreased by -30.26%
Mar 31, 25
14 HHG PLC 642.76K (2.21%) 75.45K
Increased by +11.74%
Mar 31, 25
15 Farallon Capital Management, L.L.C. 626.85K (2.16%) -228.24K
Decreased by -36.41%
Mar 31, 24
16 1832 Asset Management L.P 562.40K (1.94%) 229.50K
Increased by +40.81%
Sep 30, 23
17 Macquarie Group Ltd 558.23K (1.92%) 20.63K
Increased by +3.70%
Mar 31, 25
18 Westfield Capital Management Company, LP 538.29K (1.85%) -7.33K
Decreased by -1.36%
Mar 31, 24
19 Eversept Partners, LLC 533.01K (1.84%) 112.31K
Increased by +21.07%
Jun 30, 24
20 State Street Corporation 530.20K (1.83%) -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 1.80M (6.20%) -1.55K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 950.53K (3.27%) 2.60K
Increased by +0.27%
Apr 30, 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 744.84K (2.56%) 4.33K
Increased by +0.58%
Apr 30, 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 458.71K (1.58%) 1.91K
Increased by +0.42%
Apr 30, 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 414.71K (1.43%) -513.00
Decreased by -0.12%
Apr 30, 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