Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMED 3.14%
2 XHS 2.28%
3 HEAL 1.73%
4 PSCH 1.34%
5 SAWS 1.29%
6 HELS 1.26%
7 FDLS 1.15%
8 EKG 1.07%
9 EDOC 0.80%
10 FYC 0.71%
11 SVAL 0.57%
12 SEIS 0.49%
13 IHF 0.37%
14 FYX 0.33%
15 FNY 0.32%
16 CSML 0.20%
17 IJT 0.16%
18 XJR 0.16%
19 IJR 0.14%
20 SMAX 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 TPG GP A, LLC 140.03M (58.66%) -20.69M
Decreased by -14.77%
Mar 31, 26
2 FMR Inc 58.69M (24.59%) 11.85M
Increased by +20.19%
Mar 31, 26
3 Summit Partners L P 41.93M (17.57%) 0.00
Increased by 0.00%
Jun 30, 25
4 Summit Partners, LLP 29.21M (12.24%) -4.31M
Decreased by -14.77%
Mar 31, 26
5 BlackRock Inc 18.13M (7.60%) -954.72K
Decreased by -5.26%
Mar 31, 26
6 Vanguard Group Inc 17.70M (7.42%) 3.09M
Increased by +17.44%
Dec 31, 25
7 Dimensional Fund Advisors, Inc. 10.37M (4.34%) 1.46M
Increased by +14.09%
Mar 31, 26
8 Jennison Associates LLC 10.23M (4.29%) 2.84M
Increased by +27.80%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 9.68M (4.06%) 9.68M
Increased by +100.00%
Mar 31, 26
10 Durable Capital Partners LP 9.51M (3.98%) -932.24K
Decreased by -9.80%
Dec 31, 24
11 Vanguard Capital Management, LLC 7.91M (3.31%) 7.91M
Increased by +100.00%
Mar 31, 26
12 Silversmith Partners I GP, LLC 6.16M (2.58%) -8.17M
Decreased by -132.64%
Mar 31, 26
13 UBS Asset Mgmt Americas Inc 6.09M (2.55%) -25.80K
Decreased by -0.42%
Mar 31, 26
14 Geode Capital Management, LLC 4.73M (1.98%) 346.69K
Increased by +7.34%
Mar 31, 26
15 Wellington Management Company LLP 4.57M (1.92%) -827.58K
Decreased by -18.10%
Jun 30, 25
16 T. Rowe Price Investment Management,Inc. 4.41M (1.85%) 4.41M
Increased by +100.00%
Jun 30, 25
17 Integral Health Asset Management, LLC 4.30M (1.80%) 1.30M
Increased by +30.23%
Mar 31, 26
18 State Street Corp 4.09M (1.71%) 430.19K
Increased by +10.51%
Mar 31, 26
19 Citadel Advisors Llc 3.85M (1.61%) 3.81M
Increased by +98.97%
Mar 31, 26
20 Goldman Sachs Group Inc 3.82M (1.60%) -615.65K
Decreased by -16.11%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.81M (5.78%) 2.27K
Increased by +0.02%
Jun 30, 26
2 Fidelity Small Cap Value Fund 7.21M (3.02%) 0.00
Increased by 0.00%
Apr 30, 26
3 Select Medical Tech and Devcs 7.01M (2.93%) 305.60K
Increased by +4.36%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 6.74M (2.82%) 55.96K
Increased by +0.83%
Jun 30, 26
5 Fidelity VIP Contrafund Initial 5.92M (2.48%) -24.50K
Decreased by -0.41%
May 31, 26
6 Fidelity Small Cap Growth 5.46M (2.29%) 0.00
Increased by 0.00%
Apr 30, 26
7 Fidelity Value 5.28M (2.21%) -20.89K
Decreased by -0.40%
May 31, 26
8 iShares Russell 2000 ETF 5.03M (2.11%) 29.86K
Increased by +0.59%
Jun 30, 26
9 Fidelity Select Health Care 4.98M (2.09%) -20.60K
Decreased by -0.41%
May 31, 26
10 Vanguard Small Cap Index 4.89M (2.05%) 61.76K
Increased by +1.26%
Jun 30, 26
11 Jennison SMid Cap Core Equity 4.86M (2.03%) 572.72K
Increased by +11.79%
Jun 30, 26
12 PGIM Jennison Small Company A 4.86M (2.03%) -384.38K
Decreased by -7.92%
Jun 30, 26
13 Select Health Care Svcs Port 4.29M (1.80%) 67.83K
Increased by +1.58%
Nov 30, 23
14 Fidelity Advisor® Health Care I 4.20M (1.76%) 395.45K
Increased by +9.43%
Nov 30, 23
15 Fidelity Select Medical Tech and Devcs 3.98M (1.67%) -16.50K
Decreased by -0.41%
May 31, 26
16 FIAM Small Cap Core CIT Cl B 3.83M (1.61%) 0.00
Increased by 0.00%
Apr 30, 26
17 FIAM Small Cap Core Composite 3.83M (1.61%) 280.50K
Increased by +7.31%
Mar 31, 26
18 Strategic Advisers Fidelity US TtlStk 3.13M (1.31%) -12.90K
Decreased by -0.41%
May 31, 26
19 Vanguard US Total Market Shares ETF 3.02M (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
20 Vanguard Small Cap Growth Index Inv 2.83M (1.19%) 106.04K
Increased by +3.75%
Jun 30, 26