Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 4.50%
2 MEDI 3.93%
3 BOUT 3.78%
4 PXMG 3.51%
5 BELT 3.49%
6 EKG 3.00%
7 XHE 2.55%
8 HRTS 2.55%
9 EQWM 2.49%
10 LGHT 2.48%
11 FMED 2.11%
12 HTEC 1.75%
13 BMED 1.72%
14 IHI 0.84%
15 KOMP 0.83%
16 NIXT 0.73%
17 QQQS 0.71%
18 PAMC 0.71%
19 JHSC 0.61%
20 SIXL 0.58%

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%
Jun 30, 24
7 State Street Corp 1.43M (3.21%) 68.31K
Increased by +4.78%
Jun 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 Thrivent Financial For Lutherans 1.22M (2.74%) 360.50K
Increased by +29.61%
Jun 30, 24
12 Farallon Capital Management, L.L.C. 1.12M (2.52%) -370.00K
Decreased by -33.05%
Jun 30, 24
13 Holocene Advisors, LP 1.04M (2.33%) 259.04K
Increased by +24.97%
Jun 30, 24
14 Eminence Capital LLC 1.04M (2.33%) 1.04M
Increased by +100.00%
Sep 30, 23
15 Ace Management Global Ltd. 965.50K (2.17%) -95.42K
Decreased by -9.88%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 951.61K (2.14%) 8.69K
Increased by +0.91%
Jun 30, 24
17 Liontrust Investment Partners LLP 808.69K (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
18 Massachusetts Financial Services Company 792.17K (1.78%) 70.44K
Increased by +8.89%
Sep 30, 24
19 Geode Capital Management, LLC 780.90K (1.75%) 26.74K
Increased by +3.42%
Jun 30, 24
20 Jackson Square Partners, LLC 762.33K (1.71%) -99.38K
Decreased by -13.04%
Dec 31, 23

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 1.39M (3.12%) 752.00
Increased by +0.05%
Oct 31, 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 Fidelity Select Health Care 1.06M (2.37%) 86.63K
Increased by +8.20%
Sep 30, 24
10 BlackRock Global Uncons Eq Z USD Acc 951.58K (2.14%) 57.90K
Increased by +6.08%
Oct 31, 24
11 BlackRock Mid-Cap Growth Equity Instl 813.23K (1.83%) -9.42K
Decreased by -1.16%
Sep 30, 24
12 Smithson Investment Trust Ord 691.14K (1.55%) 0.00
Increased by 0.00%
Aug 31, 23
13 T. Rowe Price Small-Cap Stock 687.63K (1.55%) 165.09K
Increased by +24.01%
Sep 30, 24
14 T. Rowe Price US Small-Cap Core Equity 687.63K (1.55%) 163.06K
Increased by +23.71%
Sep 30, 24
15 Vanguard Small Cap Growth Index Inv 663.48K (1.49%) -771.00
Decreased by -0.12%
Oct 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 661.73K (1.49%) -21.55K
Decreased by -3.26%
Sep 30, 24
17 Fidelity Advisor Health Care I 652.84K (1.47%) 52.84K
Increased by +8.09%
Sep 30, 24
18 MFS Mid Cap Growth A 608.22K (1.37%) 0.00
Increased by 0.00%
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