Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 4.78%
2 BELT 3.63%
3 PXMG 3.51%
4 BOUT 3.30%
5 EKG 3.08%
6 XHE 2.81%
7 LGHT 2.64%
8 EQWM 2.49%
9 MEDI 2.46%
10 HRTS 2.36%
11 FMED 2.21%
12 HTEC 1.80%
13 BMED 1.72%
14 IHI 0.90%
15 KOMP 0.87%
16 NIXT 0.82%
17 LSEQ 0.77%
18 PAMC 0.71%
19 QQQS 0.71%
20 JHSC 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.35M (21.01%) 1.47M
Increased by +15.73%
Jun 30, 24
2 FMR Inc 6.76M (15.18%) 1.97M
Increased by +29.17%
Sep 30, 24
3 Politan Capital Management LP 4.71M (10.59%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Group Inc 4.52M (10.16%) -216.86K
Decreased by -4.80%
Sep 30, 24
5 T. Rowe Price Investment Management,Inc. 1.53M (3.43%) 372.14K
Increased by +24.38%
Sep 30, 24
6 RTW INVESTMENTS, LLC 1.46M (3.29%) 0.00
Increased by 0.00%
Sep 30, 24
7 State Street Corp 1.44M (3.23%) 10.18K
Increased by +0.71%
Sep 30, 24
8 Westfield Capital Management Company, LP 1.39M (3.13%) 262.37K
Increased by +18.82%
Sep 30, 24
9 Capital Research Global Investors 1.36M (3.06%) 303.19K
Increased by +22.29%
Sep 30, 24
10 State Street Corporation 1.36M (3.06%) 2.92K
Increased by +0.21%
Mar 31, 24
11 Farallon Capital Management, L.L.C. 1.26M (2.83%) 139.00K
Increased by +11.04%
Sep 30, 24
12 Thrivent Financial For Lutherans 1.22M (2.74%) 360.50K
Increased by +29.61%
Jun 30, 24
13 Eminence Capital LLC 1.04M (2.33%) 1.04M
Increased by +100.00%
Sep 30, 23
14 Ace Management Global Ltd. 965.50K (2.17%) -95.42K
Decreased by -9.88%
Sep 30, 24
15 Holocene Advisors, LP 875.16K (1.97%) -162.29K
Decreased by -18.54%
Sep 30, 24
16 Liontrust Investment Partners LLP 808.69K (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
17 Geode Capital Management, LLC 792.89K (1.78%) 11.98K
Increased by +1.51%
Sep 30, 24
18 Massachusetts Financial Services Company 792.17K (1.78%) 70.44K
Increased by +8.89%
Sep 30, 24
19 Jackson Square Partners, LLC 762.33K (1.71%) -99.38K
Decreased by -13.04%
Dec 31, 23
20 Millennium Management LLC 753.74K (1.69%) 406.73K
Increased by +53.96%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.53M (3.43%) -6.11K
Decreased by -0.40%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 1.42M (3.19%) 2.77K
Increased by +0.20%
Nov 27, 24
3 Fidelity Select Medical Tech and Devcs 1.22M (2.74%) 69.44K
Increased by +5.69%
Sep 30, 24
4 Vanguard Small Cap Index 1.21M (2.71%) 2.35K
Increased by +0.19%
Oct 31, 24
5 Select Medical Tech and Devcs 1.20M (2.70%) 50.00K
Increased by +4.17%
Nov 30, 23
6 Capital Group AMCAP Composite 1.19M (2.68%) -1.56K
Decreased by -0.13%
Mar 31, 24
7 VA CollegeAmerica Amcap 529A 1.19M (2.68%) -1.56K
Decreased by -0.13%
Mar 31, 24
8 American Funds SMALLCAP World A 1.18M (2.64%) 263.81K
Increased by +22.45%
Sep 30, 24
9 MFS Mid Cap Growth A 1.16M (2.60%) 548.86K
Increased by +47.43%
Oct 31, 24
10 Fidelity Select Health Care 1.06M (2.37%) 86.63K
Increased by +8.20%
Sep 30, 24
11 BlackRock Global Uncons Eq Z USD Acc 951.58K (2.14%) 57.90K
Increased by +6.08%
Oct 31, 24
12 BlackRock Mid-Cap Growth Equity Instl 879.16K (1.98%) 65.93K
Increased by +7.50%
Oct 31, 24
13 Smithson Investment Trust Ord 691.14K (1.55%) 0.00
Increased by 0.00%
Aug 31, 23
14 T. Rowe Price Small-Cap Stock 687.63K (1.55%) 165.09K
Increased by +24.01%
Sep 30, 24
15 T. Rowe Price US Small-Cap Core Equity 687.63K (1.55%) 163.06K
Increased by +23.71%
Sep 30, 24
16 Vanguard Small Cap Growth Index Inv 663.48K (1.49%) -771.00
Decreased by -0.12%
Oct 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 657.92K (1.48%) -3.81K
Decreased by -0.58%
Oct 31, 24
18 Fidelity Advisor Health Care I 652.84K (1.47%) 52.84K
Increased by +8.09%
Sep 30, 24
19 MFS Mid Cap Growth Equity 608.22K (1.37%) 55.10K
Increased by +9.06%
Sep 30, 24
20 BlackRock GlbUncons Eq Fd (UK) Z GBPAcc 605.05K (1.36%) -6.57K
Decreased by -1.09%
Oct 31, 24