Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSBA 12.53%
2 BOUT 3.70%
3 TMFS 3.44%
4 FFTY 2.99%
5 EVNT 2.86%
6 CSMD 2.68%
7 ARB 2.66%
8 TMFM 2.53%
9 MRGR 2.22%
10 FFOX 2.17%
11 MNA 2.11%
12 MDEV 2.00%
13 EQWM 1.93%
14 FFLS 1.90%
15 IHI 1.86%
16 XMHQ 1.83%
17 HTEC 1.74%
18 FXH 1.64%
19 XHE 1.60%
20 GDOC 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.33M (11.33%) 189.23K
Increased by +4.37%
Mar 31, 26
2 Vanguard Group Inc 3.77M (9.86%) -64.91K
Decreased by -1.72%
Dec 31, 25
3 Vanguard Capital Management, LLC 1.69M (4.43%) 1.69M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.65M (4.33%) 1.65M
Increased by +100.00%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 1.64M (4.30%) -150.17K
Decreased by -9.13%
Dec 31, 25
6 HBK INVESTMENTS L P 1.63M (4.27%) 1.63M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 1.20M (3.15%) 103.22K
Increased by +8.57%
Mar 31, 24
8 State Street Corp 1.19M (3.10%) 28.39K
Increased by +2.39%
Mar 31, 26
9 Capital Research Global Investors 1.13M (2.96%) -1.55M
Decreased by -136.79%
Mar 31, 24
10 Millennium Management LLC 1.10M (2.87%) 420.30K
Increased by +38.27%
Mar 31, 26
11 Citadel Advisors Llc 990.27K (2.59%) 19.28K
Increased by +1.95%
Dec 31, 25
12 RTW INVESTMENTS, LLC 866.50K (2.27%) 0.00
Increased by 0.00%
Dec 31, 25
13 Baillie Gifford & Co Limited. 840.43K (2.20%) -35.90K
Decreased by -4.27%
Mar 31, 26
14 Geode Capital Management, LLC 795.45K (2.08%) 28.94K
Increased by +3.64%
Mar 31, 26
15 Balyasny Asset Management LLC 762.10K (1.99%) 600.18K
Increased by +78.75%
Mar 31, 26
16 The Goldman Sachs Group Inc 720.58K (1.88%) 402.42K
Increased by +55.85%
Mar 31, 26
17 ClearBridge Advisors, LLC 690.81K (1.81%) -66.69K
Decreased by -9.65%
Dec 31, 25
18 T. Rowe Price Investment Management,Inc. 633.61K (1.66%) -73.45K
Decreased by -11.59%
Mar 31, 25
19 Citigroup Inc 620.94K (1.62%) 573.29K
Increased by +92.33%
Mar 31, 26
20 Artisan Partners Limited Partnership 594.11K (1.55%) 370.64K
Increased by +62.38%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.33M (3.48%) 252.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.19M (3.11%) 2.79K
Increased by +0.24%
Apr 30, 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 858.90K (2.25%) -1.82K
Decreased by -0.21%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 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 481.63K (1.26%) -179.00
Decreased by -0.04%
Apr 30, 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