Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSBA 12.60%
2 BOUT 3.70%
3 TMFS 3.61%
4 FFTY 2.99%
5 EVNT 2.86%
6 TMFM 2.68%
7 CSMD 2.68%
8 ARB 2.66%
9 MRGR 2.22%
10 FFOX 2.17%
11 MNA 2.17%
12 MDEV 2.04%
13 XMHQ 1.93%
14 EQWM 1.93%
15 FFLS 1.90%
16 IHI 1.89%
17 HTEC 1.81%
18 FXH 1.70%
19 GDOC 1.68%
20 XHE 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 5.13M (13.42%) -759.72K
Decreased by -14.80%
Dec 31, 25
2 BlackRock Inc 4.14M (10.83%) -29.66K
Decreased by -0.72%
Dec 31, 25
3 Vanguard Group Inc 3.77M (9.86%) -64.91K
Decreased by -1.72%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 1.64M (4.30%) -150.17K
Decreased by -9.13%
Dec 31, 25
5 State Street Corporation 1.20M (3.15%) 103.22K
Increased by +8.57%
Mar 31, 24
6 State Street Corp 1.16M (3.03%) -7.53K
Decreased by -0.65%
Dec 31, 25
7 Capital Research Global Investors 1.13M (2.96%) -1.55M
Decreased by -136.79%
Mar 31, 24
8 Citadel Advisors Llc 990.27K (2.59%) 19.28K
Increased by +1.95%
Dec 31, 25
9 RTW INVESTMENTS, LLC 866.50K (2.27%) 0.00
Increased by 0.00%
Dec 31, 25
10 Baillie Gifford & Co Limited. 840.43K (2.20%) -35.90K
Decreased by -4.27%
Mar 31, 26
11 Geode Capital Management, LLC 766.51K (2.00%) 18.74K
Increased by +2.44%
Dec 31, 25
12 ClearBridge Advisors, LLC 690.81K (1.81%) -66.69K
Decreased by -9.65%
Dec 31, 25
13 Millennium Management LLC 677.83K (1.77%) 444.53K
Increased by +65.58%
Dec 31, 25
14 T. Rowe Price Investment Management,Inc. 633.61K (1.66%) -73.45K
Decreased by -11.59%
Mar 31, 25
15 Citigroup Inc 620.94K (1.62%) 573.29K
Increased by +92.33%
Mar 31, 26
16 Artisan Partners Limited Partnership 594.11K (1.55%) 370.64K
Increased by +62.38%
Dec 31, 25
17 UBS Group AG 560.34K (1.47%) 409.96K
Increased by +73.16%
Mar 31, 26
18 Amvescap Plc. 538.20K (1.41%) -100.11K
Decreased by -18.60%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 525.51K (1.37%) -167.95K
Decreased by -31.96%
Dec 31, 25
20 Rock Springs Capital Management LP 505.00K (1.32%) -32.50K
Decreased by -6.44%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.33M (3.47%) -672.00
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.10%) 7.96K
Increased by +0.67%
Mar 31, 26
3 Capital Group AMCAP Composite 1.17M (3.05%) 0.00
Increased by 0.00%
Dec 31, 23
4 VA CollegeAmerica Amcap 529A 1.17M (3.05%) 0.00
Increased by 0.00%
Dec 31, 23
5 Vanguard US Total Market Shares ETF 1.16M (3.05%) 924.00
Increased by +0.08%
Sep 30, 24
6 Select Medical Tech and Devcs 1.08M (2.82%) 60.00K
Increased by +5.56%
Nov 30, 23
7 Vanguard Small Cap Index 860.72K (2.25%) 15.82K
Increased by +1.84%
Mar 31, 26
8 Fidelity Advisor® Health Care I 775.00K (2.03%) 25.00K
Increased by +3.23%
Nov 30, 23
9 BlackRock Event Driven Equity Instl 769.79K (2.01%) 170.95K
Increased by +22.21%
Mar 31, 26
10 American Funds Growth Fund of Amer A 586.01K (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
11 Capital Group Growth Fnd of Amer Comp 586.01K (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
12 Franklin US Small-Mid Cap Growth Equity 540.46K (1.41%) 295.20K
Increased by +54.62%
Mar 31, 25
13 T. Rowe Price Health Sciences 536.11K (1.40%) -1.01K
Decreased by -0.19%
Dec 31, 25
14 Baillie Gifford US Equity Growth 502.94K (1.32%) 0.00
Increased by 0.00%
Mar 31, 26
15 Vanguard US Growth Investor 502.94K (1.32%) 0.00
Increased by 0.00%
Mar 31, 26
16 Vanguard Small Cap Growth Index Inv 481.81K (1.26%) 12.70K
Increased by +2.64%
Mar 31, 26
17 Strategic Advisers Fidelity US TtlStk 477.50K (1.25%) -80.00K
Decreased by -16.75%
Dec 31, 25
18 American Funds Capital World Gr&Inc A 468.41K (1.23%) -556.00
Decreased by -0.12%
Mar 31, 24
19 Capital Group World Growth & Inc Cmp 468.41K (1.23%) -556.00
Decreased by -0.12%
Mar 31, 24
20 Strategic Advisers® Fidelity US TtlStk 447.70K (1.17%) 35.00K
Increased by +7.82%
Nov 30, 23